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About Recurly

Recurly is a leading recurring billing platform that allows businesses to accept payments and focus on growing sales in a matter of days. Recurly’s customer management dashboard makes managing subscriptions easy with automated functionality to add new plans, upgrade and downgrade customers, issue refunds and credits.

From routine payments and applying coupons to automatically noticing customers of a subscription change — Recurly simplifies your workload.

About Ordway

Smart billing and revenue automation platform for scaling businesses that manages recurring subscriptions, pricing, invoicing, collecting payments, and recognizing revenue.

Scenarios the Ordway platform addresses:

  • Automating sale to revenue - when sales team signs up a new client and "close wins" an opportunity, customers can set up one-click invoicing and provisioning of future renewals to accomplish visibility and accuracy of future revenue
  • Generating accurate revenue schedules - define revenue recognition templates for your subscriptions and contracts. Rest knowing that ongoing and one-time charges are handled appropriately
  • Sending monthly invoices - customers can automate billing runs that accurately include all current and newly activated customers without manual reconciliation
  • Collecting unpaid invoices - If a client doesn’t pay their invoice, customers can set up automated communication and workflows to improve the chances of collecting payment
  • Streamlining customer care - when a customer disputes a charge or has a question, customers can see all relevant transaction data and history in one easy-to-understand system to resolve their client’s issue quickly
  • Powering API-first invoicing - when engineering teams regularly get involved in generating invoices, the Ordway API can automate the creation of customer-specific invoices

Features

  • 2-Factor Authentication
  • A/B Testing
  • API
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Conversion Tracking
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • External Integrations
  • Forecasting
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Password & Access Management
  • Scheduling
  • Third-Party Plugins/Add-Ons
  • BitCoin
  • PayPal
  • Stripe

Features

  • 2-Factor Authentication
  • A/B Testing
  • API
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Conversion Tracking
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • External Integrations
  • Forecasting
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Password & Access Management
  • Scheduling
  • Third-Party Plugins/Add-Ons
  • BitCoin
  • PayPal
  • Stripe

Summary

  • High flexibility: iterate rapidly on subscription plans, promotions and pricing.

  • Increase revenue by 3-8%: recover transactions currently lost to credit card declines.

  • Scale efficiently: automate billing processes and streamline customer interactions.

Summary

  • Automating sale to revenue - when sales team signs up a new client and "close wins" an opportunity, customers can set up one-click invoicing and provisioning of future renewals to accomplish visibility and accuracy of future revenue

  • Generate accurate revenue schedules - define revenue recognition templates for your subscriptions and contracts. Rest knowing that ongoing and one-time charges are handled appropriately

  • Send monthly invoices - customers can automate billing runs that accurately include all current and newly activated customers without manual reconciliation

  • Collect unpaid invoices - If a client doesn’t pay their invoice, customers can set up automated communication and workflows to improve the chances of collecting payment

  • Streamline customer care - when a customer disputes a charge or has a question, customers can see all relevant transaction data and history in one easy-to-understand system to resolve their client’s issue quickly

FAQs

    No FAQs associated with this application.

FAQs

    What platforms does this service support?
  • The Ordway platform is flexible and powerful and as a web-based application can support most software in today's finance stack.

  • What is this service generally used for?
  • The Ordway platform is used to bridge sales-to-finance workflows, from CRM to general ledger, by managing recurring subscriptions, contract details, pricing transactions, invoicing customers, collecting payments, and recognizing revenue.

  • Does this service offer multi-user capability (e.g. teams)?
  • The Ordway platform allows for as many users as is necessary. All users may have roles and permissions provisioned so they have access to only certain portions of the platform.

  • Who are the main user groups of this service?
  • Finance and revenue operations teams are the primary users of the Ordway billing and revenue automation platform.

  • What are some applications this service is commonly used in tandem with?
    • Salesforce
    • QuickBooks
    • Avalara
    • HubSpot
    • NetSuite
    • Intacct
  • Does this service offer an API?
  • The Ordway billing and revenue automation offers a RESTful API to connect to other applications

  • Does this service offer guides, tutorials and or customer support?
  • The Ordway platform offers guides, tutorials, and customer support.

  • Does this service integrate with any other apps?
    • Salesforce
    • QuickBooks
    • Avalara
    • HubSpot
    • NetSuite
    • Intacct

Vendor Information

Founded:
2009
Based in:
San Francisco
Employees:
51-200
Likes:
Followers:
3.62k

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other

Regional Restrictions:
No restrictions.

Other

Who uses Ordway
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.
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