Capabilities
|Back Office
Finance (Billing & Closeout)
Governed closeout with evidence-linked billing.
Invoice readiness checks, approval routing, collections support, and study archiving. Every invoice sits on top of verified evidence.
Agents prepare. Finance approves.
Stage: Insights (closeout)
What this module does
The details.
Invoice readiness checks
validates that all deliverables, approvals, and QC steps are complete
Approval routing
structured invoice approval with named owners and escalation paths
Collections support
payment tracking with ageing alerts and follow-up recommendations
Vendor payment reconciliation
matches vendor invoices against contracted rates and actual deliverables
Study archiving
complete study package with all artefacts, approvals, and evidence for audit
Margin analysis
post-study margin reporting comparing actuals against bid estimates
See this module in action.
Thirty minutes, tailored to your study types. We will show you what the module does and where the savings come from.