Connect your operations
to your financial oversight.
Bring billing data together, coordinate approvals and track your indicators in a composable platform connected to your business systems.
Discuss your financial workflows →
A connected journey,
from business activity to financial oversight.
A completed service, an approved order or a finished customer record generates information that finance teams need. UERP connects these events to your business rules to help operational and financial teams work together.
Keep the relevant context
Connect customers, orders, services and documents so billing steps can start with the information they need.
Clarify approvals
Define the checks, owners and steps required before an invoice is issued or its data is transferred.
Track statuses
Share a view of records, due dates and discrepancies to address, based on the data available in your environment.
From business data
to invoice tracking.
Organise the information and steps required for billing. The rules depend on your services, entities and the role of the applications already in place.
UERP can support the selected processes or coordinate exchanges with your invoicing and accounting software.
- PrepareCollect customer data, billable items and supporting documents.
- ApproveApply the checks and approval workflows defined with your teams.
- Issue or transferTrigger the billing step in the system selected for your project.
- TrackBring together statuses, due dates and payment information from connected systems.
A completed service,
a record ready for billing.
- The operations team confirms completion and provides the required documents.
- The responsible person checks the information and approves the billing step.
- Data is sent to the invoicing system through the agreed interface.
- Invoice status and payment information feed the shared view.
Make handovers clearer
between sales, operations and finance.
The record retains the business context and the information needed at each stage. Teams can identify missing items, pending approvals and exceptions to resolve.
Connected data
for useful analysis.
A view by activity
Organise reporting dimensions by entity, project or cost centre according to your reference data and project scope.
Visible variances
Compare budget data with available actuals to support discussions between teams.
Shared indicators
Build dashboards for your decisions using clearly defined indicators and identified data sources.
Extend your existing setup.
Define each system’s role.
The project defines systems of record, exchange formats, update frequencies and required checks. The selected accounting functions and reporting needs are scoped with your finance teams.
Start with a priority workflow, test standard cases and exceptions, then expand the scope.
A dedicated part of your billing journey.
Invoice formats, transmission methods and status exchanges need to be defined according to your organisation and the services you use.
The dedicated page covers electronic invoicing.
Prepare your Finance & Billing project.
Do we need to replace our accounting software?
No. UERP can extend your environment and coordinate data and workflows around existing tools. The role of each application is defined during scoping.
Which processes can we address first?
Preparing records for billing, managing approvals or tracking statuses can form an initial scope. Choose a clearly defined workflow with identified teams and data.
What should we prepare for a demonstration?
Describe your billing journey, tools, manual steps, required checks and the indicators you want to monitor.
Let’s connect your operations
and your finance teams.
Share your tools, data and priorities so we can prepare a demonstration tailored to your organisation.