The invoicing piece has been the most helpful for us - it took our manual creation of invoices to something that looks professional and way more automated.
Ordway is well-designed for complex recurring revenue contracts. We extensively use their APIs, especially their connections to Salesforce and our ERP. What is exceptional is its audit trail. Every transaction is recorded and its calculations exposed. This helps us to debug complex changes in the contract and invoicing.
We use HubSpot Sales to capture contract details during our sales process. After a deal is closed, the information syncs to the Ordway platform and we can immediately send an accurate first invoice to the new customer. All the double entry and spreadsheet work we had in the past is gone. We’ve saved countless hours as our business continues to scale. In fact, the platform is reducing the need for a formal deal desk and we can focus our energy on more important things.
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