Ordway powers automatic recurring billing and serves as a comprehensive operational link between sales and finance teams.

Inefficient recurring billing process and operations can lead to a drag on your growth and revenue leakage. The Ordway billing and revenue automation platform manages simple and complex automated recurring billing for scaling organizations around the world.

stacked rocks metaphor for business model

Automatic recurring billing for any business model

Generate and send accurate invoices at scale

  • Design invoice emails and PDFs for your look and feel (watch a webinar on invoice design best practices)
  • Include any number of line items to communicate exactly what customers are purchasing
  • Create dunning workflows customized to the unique needs of your customer base

phone with custom invoice email
Man at computer with diagram

Connect to your payment gateway to manage recurring payments

  • Ordway is payment gateway agnostic. Integrate recurring payments with Stripe, Vantiv, CardConnect, etc (check out all the payments module features)
  • Process recurring credit card payments by customers
  • Issue on-off refunds and credits

Automating recurring billing is one component of the Ordway billing and revenue automation platform.

The Ordway platform is built from the ground up to connect the sales-to-finance workflow. Automating recurring billing is one portion of that workflow. Because Ordway is an end-to-end platform, data lag and the need for manual spreadsheet work disappears.

Eliminate manual work by automatically generating accurate revenue schedules

  • Automated recurring billing schedules translate to revenue schedules based on contract details
  • Support your ASC-606 initiative by treating software, professional services, implementation fees, and one-time charges differently
  • Revenue schedules are updated without human intervention when mid-contract changes occur

Laptop with billing and revenue schedule
Dashboard SaaS Subscription on computer

Make decisions faster with real-time revenue reporting

  • Use aggregated revenue data to see trends in your business to avoid delaying important decisions by a month or more
  • Design ad-hoc reports using the built-in business intelligence engine to ask and answer questions about your customer base
  • Identify at-risk customers so you can intervene before it’s too late

Link your CRM and General Ledger to increase order-to-revenue flow

  • Connect HubSpot or Salesforce CRM to Ordway to eliminate the back and forth between sales and finance
  • Keep the general ledger as simple as possible by by sending summary journal entries each month to industry-standard accounting software: QuickBooks, Oracle NetSuite, Sage Intacct, and more

View Ordway in Salesforce