General Ledger (Unified Sub-Ledgers with multi-dimension reporting & roll-ups) Eliminate reconciliations with a unified ledger where sub-ledger transactions post in real-time. Customize each segment's COA while leveraging multi-dimensional tagging to provide instant roll-ups and granular financial visibility across your entire organization.
Accounts Receivable & Payable Master your cash cycle with high-integrity AR and AP. BizAutomation decouples invoice dates from posting dates for accurate accruals, while automated period locking and immutable audit trails ensure audit-ready integrity. Experience professional-grade controls for complex mid-market financials.
Revenue Recognition Automation & Deferred Revenue Automate ASC 606 compliance by decoupling billing from revenue events. BizAutomation manages complex deferred revenue schedules and real-time recognitions based on fulfillment or milestones, ensuring an audit-ready ledger without manual spreadsheet manipulation.
Multi-Entity Accounting with Automated Intercompany Eliminations Manage complex B2B segmentation structures with native multi-entity accounting and automated intercompany eliminations. BizAutomation streamlines consolidation by automatically offsetting internal transactions across subsidiaries—ensuring real-time financial accuracy and an audit-ready "single version of the truth" for your entire organization.
Financial Reporting & Dimensions Replace bloated accounts with multi-dimensional segments for granular reporting. BizAutomation maps specific GL accounts to entities, providing real-time consolidation into your reporting currency while Change Data Capture (CDC) and automated transaction-locking ensure total audit integrity across your organization.
Cash & Bank Management Master your liquidity with automated cash and bank management. BizAutomation synchronizes real-time bank feeds with your ledger, automating daily reconciliations to ensure a precise cash position while providing an immutable audit trail for audit-ready financial integrity and oversight.
Landed Cost Capture the true cost of inventory by automating landed cost calculations. BizAutomation rolls freight, insurance, and duties into your item valuation—ensuring GAAP-compliant margins and real-time visibility into the actual profitability of your manufactured and imported products.
Flexible closing periods Streamline month-end with flexible closing periods and granular sub-ledger controls. BizAutomation’s smart checklist validates unbilled orders and inventory variances, while tiered locking—Audit or Trial Closed—prevents backdating to ensure total ledger integrity and an accelerated, error-free financial close.
Fixed Asset Management Automate asset lifecycles and depreciation schedules. BizAutomation tracks capital equipment from acquisition to disposal, generating monthly G/L entries for straight-line or accelerated depreciation—ensuring accurate balance sheets, tax compliance, and real-time valuation for your manufacturing and distribution equipment.
Invoice Automation for Manufacturing & Distribution Eliminate manual entry and errors with AI-driven invoice automation. BizAutomation streamlines manufacturing and distribution payables by reconciling vendor invoices.
Operational Financial Intelligence Empower your team with contextual financial visibility. BizAutomation embeds real-time G/L traceability, net margin analysis, and transaction-level debit/credit entries directly into sales and purchase records—providing the operational intelligence needed to verify profitability and audit integrity without leaving the workflow.
Collections & Dunning Management Accelerate cash flow and reduce DSO with automated collections and dunning management. BizAutomation streamlines the accounts receivable lifecycle by triggering personalized payment reminders and past-due notices—ensuring consistent follow-up and faster payments while maintaining professional customer relationships.
Commission Management Eliminate manual spreadsheets with automated internal and partner commissions. BizAutomation calculates payouts based on paid invoices, sub-totals, or gross profit—minus taxes and shipping—while multi-dimensional formulas and drill-down reporting ensure transparent, audit-ready compensation for reps and 1099s.
Project Accounting Automate project profitability with real-time tracking of time, labor, and materials. BizAutomation’s project-level P&L and budget scorecards monitor velocity from quote to completion—ensuring every job maintains margin integrity through integrated CRM, procurement, and financial reporting.
Minimum GP Enforcement Protect your bottom line with automated margin integrity. Minimum Price Margin (GP) Enforcement triggers approval workflows when unit prices fall below defined thresholds—preventing unauthorized discounts and ensuring every sales order meets gross profit targets for total profit protection.
Financial Workflow Automation Eliminate manual bottlenecks and ensure a verifiable chain of custody. BizAutomation natively triggers and links related documents such as invoices from fulfillment events or dropship bills from vendor invoices—linking every financial transaction back to its originating source for total audit integrity across your mid-market workflows.
API-Driven Tax & Multi-Currency Management Replace error‑prone tax and FX tables with BizAutomation’s unified, API‑driven access to authoritative rates and tax rules from leading providers in real time. It standardizes calculations across orders, invoices, and ledgers, helping ensure accurate multi‑currency financials, consistent tax determination, and reliable, audit‑ready compliance.