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Web-B2B / PDF generation / Recurring billing / Exact Online

A platform for billing operations

Bringing invoice creation, recurring billing, documents, and accounting handoffs into one workflow.

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Web-B2B contribution

Invoice creation and numbering, customer records, recurring billing, reminders, PDF generation, status tracking, and accounting handoff.

Illustration of the billing and accounting workflow.
Illustration of the billing and accounting workflow.

The original workflow

  • Invoicing and documents were spread across disconnected tools.
  • Reminders and status tracking required separate manual steps.
  • Operations and finance needed a clearer view of the billing lifecycle.

The work delivered

  • Brought invoice creation, numbering, and customer records into one platform.
  • Connected recurring billing, reminders, document generation, and status tracking.
  • Supported the downstream handoff to accounting tools.

What changed

A clearer billing cycle with fewer repeated manual steps and better visibility for operations and finance.

Results are described qualitatively; measured savings have not been published.

Is billing spread across too many tools?

Share the systems involved and the process you want to improve.

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