Keep billing records updated for ops managers

Ops managers miss invoice updates when AR payments don't reach the CRM, causing billing mismatches. It ensures finance and account managers have up-to-date billing records for faster reconciliation.

Overview

Unreconciled payments create billing risk and extra manual work for ops and finance. Route payment events into CRM invoices and line items so account managers and finance have up-to-date billing records, with teams reporting fewer manual reconciliation errors.

Notable Features

Create CRM invoice records
Generate line-item records per payment
Notify finance and account managers