Built for B2B service businesses where getting paid involves more steps than it should.
We work with firms that sell through proposals, statements of work, projects, retainers, milestones or recurring engagements.
Most do not have an invoicing problem. They have a coordination problem.
- Proposal approved
- Work begins
- Who creates the invoice?
- Who follows up?
- Who answers questions?
- Payment received
- Accounting updated
Different industries. Same problems.
- scheduleApproval does not trigger the next step
- scheduleInvoices go out later than they should
- scheduleMilestones depend on someone remembering
- scheduleFollow up varies by customer or employee
- scheduleQuestions sit in email threads
- scheduleNo one has a clear view of what needs attention
Proposal-to-Cash is the process that connects these steps. Airan helps make it more controlled.
Find your industry
Open one to see where it usually breaks and how we help.
business_centerProfessional services
Delivering the work should not make billing the work harder.
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Professional services
Delivering the work should not make billing the work harder.
Clients billed monthly, by milestone or on approval, with finance chasing project teams for details.
- Approved work waits before invoicing
- Project managers have to start billing
- Follow up differs by employee
- No clear view of where each invoice sits
A consistent process from proposal approval through invoicing, follow up and accounting.
Talk to us about professional services billing arrow_forwardarchitectureArchitecture
Project billing gets complex long before an invoice is overdue.
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Architecture
Project billing gets complex long before an invoice is overdue.
Phases, retainers and percentage of completion billing mean the right invoice must go out at the right point.
- Billing tied to phases or milestones
- Delays between completed work and billing
- Scope questions slowing payment
- Project and finance data kept apart
Clear triggers, ownership and follow up, so completed work moves to invoice and payment.
Talk to us about architecture billing arrow_forwardbadgeStaffing
High volume turns small gaps into big workloads.
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Staffing
High volume turns small gaps into big workloads.
Timesheets, placements and customer specific schedules repeat across hundreds of invoices.
- Billing waits for approved time
- Manual follow up on routine invoices
- Disputes over hours, rates or documents
- Aging reports reviewed again and again
Routine steps run automatically. Disputes and exceptions stand out for your team.
Talk to us about staffing billing arrow_forwarddnsIT services and software
Projects, retainers and recurring services on one customer.
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IT services and software
Projects, retainers and recurring services on one customer.
Implementation, milestones, managed services, support and change requests often run side by side.
- Several billing models per customer
- Milestone invoices depend on project managers
- Scope changes shift invoice timing
- Status checked across several systems
Approval, invoicing, follow up, payment and accounting joined into one clear process.
Talk to us about IT services and software billing arrow_forwardengineeringEngineering
Complex projects need disciplined billing.
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Engineering
Complex projects need disciplined billing.
Long engagements with phases, deliverables and approvals, where billing details pass by hand.
- Multiple approval points
- Invoices need supporting documents
- Long payment terms
- Finance chasing project managers
Defined billing triggers, follow up rules and clear points where a person steps in.
Talk to us about engineering billing arrow_forwardThe process matters more than the industry
Two firms in the same industry can work very differently. So we start with how your process runs, not a template.
A good fit if
- checkYou send proposals or estimates before work starts
- checkInvoices follow an approval, milestone or recurring date
- checkCustomers do not pay immediately
- checkYour team spends time chasing status and payment
Probably not a fit if
- closeCustomers pay at the point of sale
- closeThere is little or no receivables process
- closeBilling volume is very low
- closeYour revenue process already runs well
We will not add software where the process already works. Not sure? Ask us.
Think your process is creating unnecessary work?
Show us how it runs today. If nothing needs to change, we will tell you.