Breed-specific policies, vet integration and claims processing, in one system.

FinanceLive

Fixed Asset Management

Know what you own, where it is and how its value changes.

• Asset register
• Capitalization
• Depreciation schedules
• Multiple asset books
• Depreciation approvals
• Custodian transfers

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FinanceLive

Multi-currency Accounting

Bring every currency into focus.

• FX revaluation
• Realised / unrealised gains
• Intercompany eliminations
• Journal approvals
• Trial balance
• Aging

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FinanceLive

Accounts Payable Automation

From supplier invoice to approved payment.

• Invoice capture
• Three-way matching
• Approval routing
• Recurring bills
• Vendor credits
• Payment runs

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FinanceLive

Budgeting & Forecasting

Plan with clear assumptions. Track every revision.

• Budget versions
• Driver-based planning
• Scenario analysis
• Rolling forecasts
• Variance analysis
• Approval workflows

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FinanceLive

Revenue Recognition

General ledger, ap and ar and bank reconciliation, in one system.

• Journal approvals
• Aging
• Accruals
• Fixed assets
• Trial balance
• Consolidation

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Financial servicesLive

Financial Consolidation

Bring every entity into a close you can explain.

• Entity and ownership management
• Group account mapping
• Trial balance collection
• Currency translation
• Intercompany matching
• Elimination journals

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FinanceLive

Accounts Receivable System

Keep invoices, collections and cash application in sync.

• Customer invoicing
• Recurring billing
• Cash application
• Unapplied cash
• Payment reminders
• Collections cases

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Financial servicesLive

Financial Close Management

Bring every close task, review and sign-off together.

• Close checklists
• Task dependencies
• Account reconciliation
• Evidence capture
• Journal review
• Variance explanations

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Financial servicesLive

Financial Planning & Analysis

General ledger, ap and ar and bank reconciliation, in one system.

• Journal approvals
• Aging
• Accruals
• Fixed assets
• Trial balance
• Consolidation

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FinanceLive

Treasury Management

General ledger, ap and ar and bank reconciliation, in one system.

• Journal approvals
• Aging
• Accruals
• Fixed assets
• Trial balance
• Consolidation

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FinanceLive

Intercompany Reconciliation

General ledger, ap and ar and bank reconciliation, in one system.

• Journal approvals
• Aging
• Accruals
• Fixed assets
• Trial balance
• Consolidation

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FinanceLive

Expense Reporting System

Make every expense easy to submit and review.

• Receipt capture
• Expense reports
• Policy checks
• Approval routing
• Mileage tracking
• Per-diem references

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FinanceLive

Invoicing & Billing System

Send clear invoices. Keep recurring billing and payments in view.

• Client estimates
• Invoice preparation
• Recurring invoices
• Online payment links
• Payment reconciliation
• Payment reminders

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FinanceLive

Travel & Expense Management

General ledger, ap and ar and bank reconciliation, in one system.

• Journal approvals
• Aging
• Accruals
• Fixed assets
• Trial balance
• Consolidation

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FinanceLive

Vendor Payment Portal

Give suppliers a clear answer on invoices and payments.

• Supplier self-service access
• Invoice submission
• Invoice status visibility
• Payment tracking
• Remittance documents
• Early payment discounts

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FinanceLive

Accounting for Small Business

Keep invoices, bills and bank activity connected to your books.

• General ledger
• Customer invoicing
• Supplier bills
• Payment allocation
• Bank reconciliation
• Expense claims

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FinanceLive

Accounting with GST/Tax

General ledger, ap and ar and bank reconciliation, in one system.

• Journal approvals
• Aging
• Accruals
• Fixed assets
• Trial balance
• Consolidation

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FinanceLive

Tax Filing Platform

General ledger, ap and ar and bank reconciliation, in one system.

• Journal approvals
• Aging
• Accruals
• Fixed assets
• Trial balance
• Consolidation

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FinanceLive

Lease Accounting (IFRS 16)

General ledger, ap and ar and bank reconciliation, in one system.

• Journal approvals
• Aging
• Accruals
• Fixed assets
• Trial balance
• Consolidation

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FinanceLive

Fund Accounting

General ledger, ap and ar and bank reconciliation, in one system.

• Journal approvals
• Aging
• Accruals
• Fixed assets
• Trial balance
• Consolidation

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FinanceLive

Audit Management

General ledger, ap and ar and bank reconciliation, in one system.

• Journal approvals
• Aging
• Accruals
• Fixed assets
• Trial balance
• Consolidation

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FinanceLive

Cost Accounting

General ledger, ap and ar and bank reconciliation, in one system.

• Journal approvals
• Aging
• Accruals
• Fixed assets
• Trial balance
• Consolidation

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FinanceLive

Subscription Billing

Turn recurring plans and product usage into clear customer billing.

• Versioned subscription plans
• Tiered pricing
• Subscription changes
• Usage metering
• Proration
• Recurring invoicing

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FinanceLive

Commission Calculation

General ledger, ap and ar and bank reconciliation, in one system.

• Journal approvals
• Aging
• Accruals
• Fixed assets
• Trial balance
• Consolidation

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InsuranceLive

Health Insurance Claims

Claim submission, pre-authorization, adjudication and payment, in one system.

• Claim submission
• Pre-authorization
• Adjudication
• Payment

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InsuranceLive

Travel Insurance Platform

Policy selection, claims processing and assistance, in one system.

• Policy selection
• Claims processing
• Assistance

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InsuranceLive

Crop Insurance Platform

Policy enrollment, claim assessment and payout, in one system.

• Policy enrollment
• Claim assessment
• Payout

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InsuranceLive

Life Insurance Management

Policy issuance, premium collection and maturity, in one system.

• Policy issuance
• Premium collection
• Maturity

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InsuranceLive

Insurance Agent Portal

Accounts, contacts and pipeline, in one system.

• Deal stages
• Lead scoring
• Territory rules
• Renewals
• Quote approvals
• Quota attainment

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InsuranceLive

Group Insurance Admin

Employee enrollment, billing and claims processing, in one system.

• Employee enrollment
• Billing
• Claims processing

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InsuranceLive

Marine Insurance System

Cargo tracking, policy issuance, claims and surveys, in one system.

• Cargo tracking
• Policy issuance
• Claims
• Surveys

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InsuranceLive

Bank + Lending + Insurance

Banking, lending and insurance, in one system.

• Banking
• Lending
• Insurance

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Not quite it?

Describe the system you need. Proto drafts it in a private workspace.

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