Written for the people who do this job every day. No product pitches; the product is linked where it is relevant.
Why the smallest intercompany differences are the most expensive to clear, and what changes when the explanation arrives with the invoice already open.
Close-management platforms are built for groups with one finance system. Outsourced firms and most mid-market groups have exports, PDFs and inboxes instead. The gap is the product.
Not more PDFs. An index that goes from their request line to the balance to the invoice page without asking you, and an honest list of what is missing.
Half the intercompany 'differences' between a USD-invoicing entity and a EUR-booking entity are two exchange rates. Here is how to isolate the FX component so the real differences stand out.
Explaining a difference and booking the entry are two different acts, done by two different people. When the second never happens, the first is repeated. A list fixes it.
The decision to waive a late fee, accept a credit, or split a bank charge usually exists only in an email thread. Treat the inbox as a source document and half the open items close.
Pricing by work unit instead of seats, what counts as a unit, and why the part of the product that runs most often costs nothing.
We are onboarding a small number of design partners with real documents and real deadlines. Tell us what you work on and we will set up a workspace with your material.