Keep marketing ops and finance aligned on installments

Marketing ops sees payments misalign with client balances and bookings, risking billing holds. It validates payments against balances and bookings, approving matches and flagging mismatches for finance.

Overview

Billing mismatches put campaign budgets at risk and create billing holds. This workflow validates installment payments against client balances and bookings, escalating mismatches so finance approves valid payments and eliminates manual reconciliation bottlenecks.

Notable Features

Validate installments against balances
Approve matching payments without manual review
Flag and escalate mismatched payments