Finance

Finance turns closed deals into money you can account for. A commission engine pays reps from the same deal records your sales team already works in, invoices go out against the service catalog, and expenses roll into a live P&L. Pay periods gather what each person is owed — salary, commission, expense claims, hours and deductions — and write it to a file in the layout your payroll provider expects, so you enter it once instead of twice. It does not work out tax, file anything or move money: your payroll provider does all of that with the file. Send invoices, expenses, customers and paid commissions to a supported accounting system in one click.

What you get

• Commission programs per service with rates for the rep, their leader and fulfillment, plus add-on programs paid on top
• Commissions generated from approved deals and paid recurring cycles, tracked from pending to paid
• Invoices built from the service catalog, with reminders and payment tracking
• Fixed and variable company expenses, and deal expenses tracked from unpaid to paid
• Live profit and loss by month, quarter, year or a range you pick, with a spreadsheet export
• Pay periods that gather salaries, benefits, deductions and commissions into what each person is owed
• Payroll files in ready-made layouts for four payroll providers, or a layout you build column by column
• One-click send of customers, invoices, expenses and paid commissions to your accounting system

Who tends to switch this on

• Sales-led companies paying reps on commission
• Service businesses that invoice against a catalog
• Owners who want the books to match the pipeline