Industry
For-profit education, high-tech, energy, and manufacturing.
SaaS · Salesforce · Certinia · Conga
A SaaS company’s
billing transformation.
How Coalescence connected complex billing and accounting to simplify contract maintenance, reduce calculation errors, and support growth.
About the company
Training expertise.
A growing business.
Technology
Salesforce, Certinia, and Conga.
For more than 30 years, this SaaS company has provided operator qualification training and testing. Its proprietary software helps more than 1,400 clients across North and South America build a more qualified workforce.
Situation
Complex contracts.
Manual billing.
Each customer’s contract carried its own pricing terms and difficult calculations. A manual billing process added work for the accounting team and reduced efficiency.
The team also needed a reliable view of invoice creation and changes, along with accurate information for financial reporting. After trying several systems, confidence in the data remained low, and the CEO directed the team to seek help.
The goal was clear: process billing faster, make contracts easier to maintain, and establish a dependable connection between billing and accounting.
Solution
Understand the business.
Then connect the work.
Coalescence spent about a month at the company’s offices learning its business and processes. That understanding shaped a solution using Salesforce, Certinia, and Conga to connect automated billing with the accounting system.
The Coalescence team customized pricing logic and contract workflows around the company’s requirements, helping it support larger customers and adapt as the business grew.
Previously, accounting staff manually tracked invoices and created journals. With the new solution, they can review a list of journals already created by the system and post them with one button, saving time and reducing opportunities for manual error.
Results and benefits
Built for the detail.
Ready for growth.
Enhanced contract maintenance
Users can handle contract renewals, revisions, and product additions mid-contract with the click of a button.
Integrated accounting
When defined criteria are met, the accounting system creates journals and accounts receivable transaction records, including those supporting transfers between accounts after an invoice is paid.
Automated pricing engine
Prices are calculated from each customer’s master service agreement and the quantities of specified product types already in the contract. Users can send quotes before adding products.
Live product quantity rollups
The interface makes automatically created records easier to verify and shows what has been billed and what remains to be billed.
Automated follow-up tasks
Specified actions trigger status updates, journal creation, and notifications to the accounting team.
In the client’s words
“The Coalescence team went above and beyond to completely understand our billing to build a solution that correctly invoices our customers, ensuring scalability as our organization grows and changes.”Accounting ManagerSaaS Company for the Energy and Manufacturing Industry
Summary
Billing that supports
the next stage.
By automating billing and connecting it to accounting, Coalescence helped the company improve customer experience, reduce calculation errors, and support continued growth. Easier contract maintenance and clearer billing records gave the team a more manageable way to work.
The customer went on to initiate several additional projects with Coalescence.
Back to our workLet’s move forward
Have a similar challenge?
Let’s work through it.
Tell us what’s getting in the way. We’ll help you identify the right place to start.