The #1 enterprise PSA, and Customer Centric ERP
FinancialForce speeds business growth with the only modern ERP suite and the #1 professional service automation (PSA). Offering customer-centric applications built in the Salesforce platform, they have transformed how companies do business. At Agilyx we will do this for your organisation.
FinancialForce Professional Services Automation
Gain the right insights for your organisation by managing resources, projects, time and expenses, budgets, financials, billing, and customer interactions in a single place. With FinancialForce’s PSA solution you will be able to gain unprecedent visibility into your business.Read more
FinancialForce Professional Services Automation provides:
Resource management: Schedule the right people onto the right projects and always know who is working where and when.
Sales engagement: Empower account management with real-time visibility into each project’s status, resource availability and project history.
PSA communities: Optimise your partner and customer interactions, share project information and status updates and collaborate from any device.
Project management: See what is happening across the entire service practice, from project status, to resource demand, to customer interactions and risk management.
Project financials: Get anytime access to project-related financials, such as revenue, bookings, backlog, billing, budgets and rate realisation.
Time and expenses: Make it easy for teams to complete administrative tasks and submit time and expenses from anywhere in the world
Billing and revenue recognition: Automate and streamline processes across every aspect of your services business, from sales, to delivery, to billing and rev rec.
Dashboards and reporting: Access a comprehensive financial view related to all your projects at any time and make swift decisions as they’re needed.
FinancialForce Financial Management
Spend less time jumping between systems and spreadsheets and focus on analysing and improving your business with FinancialForce. Agilyx delivers this financial management system, built to seamlessly integrate with Saleforce, that fits your organisation, bringing all your financial management together in one place.Read more
FinancialForce Financial Management provides:
Accounting and finance: Single ledger design and multidimensional chart of accounts, enabling shorter period close cycles.
Subscription and billing: Create a single source of business truth across the entire customer billing lifecycle.
Revenue recognition and forecasting: Transition to new compliance standards with ease.
Order and inventory management: Get flexible pricing structures, views into upsell opportunities, available inventory, and margin at a line level.
Procurement: Enforce spend policies, source and manage suppliers, easily identify new ways to save time and money.
Invoiced Payments provides
Customer Portal: Invoiced includes a modern, branded customer portal – making billing and payments completely self-service for them.
Pay Their Way: You can configure your customer portal to accept credit/debit card, ACH, PayPal and more. Offer or require AutoPay, short-pay, early payment discounts, taxes, fees and more.
Invoiced Payments Powered by Chase: Don’t already have a payment gateway? No problem, Invoiced Payments Powered by Chase lets you easily onboard and start accepting online payments.
Use Your Own Gateway: Already have a preferred payment gateway? Invoiced offers pre-built integrations with 15+ top payment providers like Stripe, Braintree, Authorize.net, American Express and many other. See the full list here.
Cash Application: Stop worrying about which payments go with which invoices and balances by letting our AIpowered cash application engine do the work — making automatic matches and suggestions between unapplied payments and invoices.
Invoiced Collections provides
Automated Collections: With Invoiced, you can set it and forget it and know where your A/R collection process stands in real time. More automation means less need for staff overhead and less potential for human error.
Multi-Channel Reminders: Invoiced adds text and postal mail integration to your automated collections arsenal. We carefully balance how and when users are reminded, so that they are more likely to pay, but won’t feel overwhelmed or spammed.
Integrated Task Management: Our integrated task management tools help your team stay on top of it and provide a superlative customer experience.
Threaded Conversations: Our built-in A/R Inbox helps you ensure that every communication is tracked and logged back to the customer, the invoice, and your team. With Invoiced’s integrated payment portal messaging, you and your customers can easily track and log all communications for future reference.
Streamlined Payments: Invoiced includes a modern, branded customer portal – making billing and payments completely self-service. The customer portal accepts credit cards, direct debit / ACH, PayPal and more, making it easier for customers to pay, which improves collection success rates and user experience.
Unit4 HCM provides
Payroll Management: Work from a single, shared version of the truth for HR, Payroll and Finance, enabling better accuracy and less duplication for more efficient processes.
HR Management: See and manage your people’s entire hire-to-retire cycle with a central control center and database.
Talent Management from Unit4 intuo: Translate your company’s strategy into transparent objectives and align them with each person’s goals.
Employee Engagement from Unit4 intuo: Detect opportunities and prevent issues by sending out mini-surveys on the state of your culture.
Learning Management from Unit4 intuo: Aim for certified, cost-effective job and product knowledge with a user-friendly learning platform.
People Planning & Analytics: Analytics purpose-built for people-centric organizations, to inform your decisions, so you always have the right people doing the right things to propel your organization forward.
Recruitment: Deliver a seamless journey for new hires and recruiters with digital offer management and reporting.
Unit4 Student Management provides
Admissions: Streamline the application process and automate administrative tasks to help your recruiters stay focused on converting more prospects to admitted students.
Academics: Streamline curriculum management with more proactive control and flexibility to adjust and add curricula.
Financial Aid: Manage and automate your financial aid, institutional loans and scholarships from the recruiting stages through to enrollment.
Billing: Process all fee-generating transactions securely and with confidence that no bills or payments will be missed.
Communication: Automate communication with students, faculty and staff through interaction plans and rulesets in the Communication module.
Reporting & Analytics: Visualize, understand and work with the data that is relevant to you through built-in analytics dashboards.
Meet our experienced FinancialForce Practice team
We are FinancialForce APAC Partner of the Year 2020, an achievement that speaks about the expertise of our staff and the happiness of our clients.
Agilyx delivers unmatched business transformation solutions through the implementation of our leading-edge products and world-class services by our experienced an qualified consultants. We are Salesforce Accredited too.Learn more