FlexPoint

A billing automation platform that manages the invoice-to-reconciliation lifecycle, including syncing invoices and payments, sending invoices and reminders, collecting payments, processing ACH and credit cards, and reconciling deposits. It solves manual billing, overdue payments, slow cash flow, and duplicate data entry across disconnected tools. It sells to finance and operations teams at B2B managed service providers and other service businesses. It is delivered as a SaaS platform that integrates with PSA, accounting, and quoting tools.

Key features

• Sync invoices payments deposits customer records
• Eliminate duplicate data entry
• Connect PSA and accounting tools
• Send invoices statements past-due reminders automatically
• Custom email templates
• Automated past-due reminders
• Send emails from your domain
• Track invoice opens clicks views
• Branded client portals
• AutoPay rules
• AI Agents for AR follow-up
• ACH and credit card processing
• Same-Day ACH
• Compliant credit card surcharging
• Flexible financing options
• Automated payment and deposit reconciliation
• Reconcile across PSA and accounting tools
• Real-time cash flow dashboards
• Invoice tracking and activity summaries