Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Finalytic, an innovative cloud-based revenue management platform developed by Formidium, acts as a financial guide for global financial services. This platform facilitates real-time monitoring of essential metrics such as revenue, ARR, MRR, and churn, along with comprehensive waterfall revenue reports and schedules, allowing finance professionals to identify trends, simplify revenue recognition, and move away from cumbersome spreadsheets. By optimizing invoicing through customizable recurring bills, scheduled batches, and personalized templates, it not only enhances revenue generation but also saves valuable time. Furthermore, it accommodates traditional and digital payment methods, including ACH, credit cards, Apple Pay, Google Pay, PayPal, and stablecoins like USDC and USDT through an integrated digital currency gateway. The platform also features payment automation that minimizes Days Sales Outstanding (DSO) and ensures 24/7 access to a user-friendly portal. With its advanced smart reports and insights, Finalytic empowers users to swiftly convert data into strategic decisions. Additionally, the secure and interactive client portal offers customers visibility into invoices and payments, along with access to a secure data vault for their financial information. This comprehensive approach positions Finalytic as a vital tool for modern finance teams seeking efficiency and clarity in their revenue management processes.

Description

Zoho Billing is an all-in-one billing and revenue management platform for the entire quote-to-cash process, serving businesses from startups to large global enterprises. One platform, every billing model It natively supports one-time invoices, recurring billing, subscription management, usage monetization and project billing. A single invoice can combine a subscription plan, project hours, a setup fee, and tracked usage — no manual collation needed. Subscriptions and payments The full subscription lifecycle is automated: free trials, upgrades and downgrades with proration, mid-cycle changes, renewals, grandfathering, and cancellation workflows. Dunning sequences retry failed payments via fallback methods to recover at-risk revenue. Real-time dashboards surface MRR, ARR, churn, and customer lifetime value. Zoho Billing connects with Stripe, PayPal, Razorpay, and more, supports multiple currencies, and includes PCI DSS-compliant checkout and a self-service customer portal. Usage-based billing It provides support for metered, pay-as-you-go, tiered, volume, and prepaid credit models let businesses charge for modern consumption types — inputs, messages, actions, and outcomes. Automation, AI, and compliance CPQ turns approved quotes into invoices without re-entry. Workflow automation handles invoice generation, approvals, and event-triggered communications. AI surfaces anomalies, forecasts revenue, and summarizes reports, alongside Zia, a conversational billing agent. GST, VAT, US sales tax, e-invoicing, and localized templates support compliance for global teams.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

PayPal Yes 
2Checkout No 
Agriware 365 No 
Apple Pay Yes 
Dropbox No 
Easyflow No 
Gmail No 
Google Analytics No 
HiBob Finance Suite No 
Kissflow No 
Microsoft 365 No 
Microsoft OneDrive No 
Microsoft Outlook No 
Predikt AI No 
Rayven No 
Stripe No 
Workato No 
Zoho CRM No 
Zoho Creator No 
eMembership for Labor Unions No 

Integrations

PayPal Yes 
2Checkout Yes 
Agriware 365 Yes 
Apple Pay No 
Dropbox Yes 
Easyflow Yes 
Gmail Yes 
Google Analytics Yes 
HiBob Finance Suite Yes 
Kissflow Yes 
Microsoft 365 Yes 
Microsoft OneDrive Yes 
Microsoft Outlook Yes 
Predikt AI Yes 
Rayven Yes 
Stripe Yes 
Workato Yes 
Zoho CRM Yes 
Zoho Creator Yes 
eMembership for Labor Unions Yes 

Pricing Details

$250 per month
Free Trial No 
Free Version No 

Pricing Details

$25 per month
Standard - $25 per organization / per month (billed annually)
Premium - $59 per organization / per month (billed annually)
Enterprise - Custom
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Finalytic

Country

United States

Website

finalytic.com

Vendor Details

Company Name

Zoho

Founded

1996

Country

India

Website

www.zoho.com/billing/

Product Features

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing No 
Invoice History Yes 
Mobile Payments Yes 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing No 
Tax Calculator Yes 

Recurring Billing

Customer Portal Yes 
Deferred Billing Yes 
Discount Management Yes 
Dunning Management Yes 
Invoice History Yes 
Multi-Currency Yes 
Multi-Period Recurring Billing No 
Payment Processing Yes 
Recurring Donations Yes 
Subscription Billing Yes 

Subscription Management

Cancellation Management Yes 
Discount / Coupon Management Yes 
Dunning Management Yes 
Enrollment Management No 
Product Catalog Yes 
Recurring Billing Yes 
Revenue Recognition No 
Revenue Recovery Tools No 
Self Service Portal Yes 
Subscription Plan Management Yes 
Tax Management Yes 
Trial Management Yes 
Usage Tracking/Analytics Yes 

Alternatives

Alternatives

E‑Rechnungs-Studio Reviews

E‑Rechnungs-Studio

Casserus UG (haftungsbeschränkt)
Utterbond Reviews

Utterbond

WebContrive Technologies Pvt Ltd
Marg ERP 9+ Reviews

Marg ERP 9+

Marg Erp Limited