FinancialForce empowers sales teams, services delivery departments and finance to work together in one single point of truth. With a 360° view of your business, cut out unnecessary admin, enable seamless flow between departments and create consistency in the way people think, talk and operate across your organisation.
Agilyx’s unique Implementation and Project Management methodology seamlessly complements FinancialForce. With in-depth understanding of FinancialForce and the Salesforce platform, Agilyx delivers solutions that fit your requirements, timeline and budget.
Support your mobile teams
Give mobile employees a tool to deliver exceptional customer service and stay connected to the office while on the move.
Native to Salesforce
Agilyx enhances the data in your Salesforce instance and syncs information from the mobile app automatically.
FinancialForce lets finance teams cut out unnecessary admin time, giving you the power to automate billing, recognize revenue and improve book close times by 50-100%. Turn time-wasting manual calculations into automated processes and fast track your business.
Seamlessly integrating with SalesForce, empower your services to collaborate with sales to focus on the right deals. Now any department can easily see into the sales pipeline for greater visibility of future demand. Be proactive and align your team across departments to increase professional services automation, utilization, revenue and margin.
With over 17 years of successful implementation experience, Agilyx makes your transition to FinancialForce efficient and painless. By taking control, we make the process as easy as possible and deliver your solution on time, on budget and perfectly tailored to your needs.
Change-ready and flexible, Agilyx empowers your team with the ability and knowledge to adapt your FinancialForce solution when needed. Feel confident to be self-sufficient and get a system that moves with you into the future – eliminating the need for costly IT resources and ongoing consultants.
Spend less time jumping between systems and spreadsheet and more time analysing and improving your business with FinancialForce. Built to seamlessly integrate with Saleforce, Agilyx delivers a system that fits your organisation, bringing all your financial management together in one place.
Let CFOs feel confident about delivering up to date reports and trends across regions, timelines and sub departments, without wasting time pairing up data.
FinancialForce financial management provides:
When navigating through various departments, professional services teams need PSA solutions that deliver information quickly and accurately. FinancialForce allows you to manage your people, customers, projects and finances all in one system. Streamline processes and gain 360° visibility into all areas of your business, knowing where your customer is at any stage.
Kick off a project when an opportunity arises, easily view all stages of the sales pipeline and let information flow between sales and services. Better manage your resources and create customer success by putting the right resources where needed.
FinancialForce professional services automation provides:
By creating a single point of truth, FinancialForce lets you handle multiple billing plans with ease. Creating a tailored solution, Agilyx implements a centralised system that makes even the most complex customer relationships simple. Gain the ability to analyse data and diagnose subscription changes as they happen, across weeks, months and years.
Because all departments work with the same, real-time data, you can improve billing accuracy, and speed up invoicing across the entire billing lifecycle.
FinancialForce subscription and usage billing provides:
Forget time spent pairing data and spreadsheets, implemented by Agilyx, FinancialForce lets you centralise all your revenue streams in a single revenue recognition system. Stay on top of finances and get compliant with the new ASC 606 & IFRS15 standards.
Turn days of manual work into automated revenue calculations, reduce your period-end close and gain a complete picture of your organisation’s revenue – both recognised and deferred.
FinancialForce revenue recognition and forecasting provides:
Discover all the features and benefits FinancialForce offers.
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