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Financial Controls

Billing Events

Create and manage milestone or cycle billing events tied to placements, with due-soon signals, readiness flags, and a full audit on every event.

Operates to your billing cadence while keeping Finance in control. Due-soon and overdue notifications fire automatically; readiness to invoice is computed from placement status, PO headroom, and terms alignment. Every event is stamped with dates, owners, and outcomes for close.

Works on
Placements & Onboarding
Platform
Invenias
Complexity
Moderate
Firm type
All firms
Includes
An embedded app in your CRM

Every automation is adapted to your rules and run by our team.