Bilflo Features
Revenue Recognition (3)
Usage Tracking
Track usage per company, custom time period, or contract
Deferred Revenue
Track payments received for products that haven't be delivered yet
Revenue Accrual
Recognition rules to accrue revenue on a daily or monthly basis
Bill Generation (9)
Templates
Provide standard invoice templates that can be customized by users
Digital Billing
Ability to convert invoices to digital formats such as PDF
Recurring Billing
Automatically generates invoices at pre-defined time intervals
Hourly Billing
Business model that charges based on the amount of time spent on an hourly basis
Contingency Billing
Business model where clients pay their lawyer a fee only if the case is won/settled successfully
Project Billing
Business model that bills clients an amount based on the project/task/job performed
Multi-Period Recurring Billing
Set rebilling periods, charging customers one rate annually or semi-annually, then a better rate afterward, as a subscriber benefit
Recurring/Subscription Billing
Automated process of charging customers at regular intervals for repeated access or use of a product or service
Deferred Billing
Buyer isn't billed until the period is up without any interest charges
Bill Processing (16)
Consolidation
Allow users to consolidate multiple invoices into one
Batch Invoicing
Ability to create multiple types of invoices
Management
Manage invoicing for different types of products or services
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Purchase Order Management
Create, send, and track purchase orders and their statuses
Document Management
Store, manage, and track all electronic documents in a centralized location
Email Management
Manage, store and organize emails within the system or via third-party apps
Client Management
Manage contact details and communication with clients
Dunning Management
Process of automatically notifying clients when payments fail to ensure invoices are paid
Master Data Management
Verify, organize, manage & store enterprise data assets in a centralized repository
Refund Management
Oversee the process of issuing refunds
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Sales Tax Management
Calculation of consumption tax imposed on the sale of goods/services
Subscription Management
Process of managing customer subscription lifecycle for a recurring service or a product
Recurring Invoicing
Generate recurring invoices
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Integration (5)
Accounting
Provide integration with accounting and financial management software
Payments
Integrates with other payments software
ERP
Deliver integrations with accounting modules of ERP systems
Mobile Payments
Clients can submit payments via mobile devices
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Candidate Management (23)
Task Management
Provides task prioritization and management abilities.
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Automation
Automates common recruiting tasks such as posting jobs, messaging candidates, and importing resumes.
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Filtering
Enables advanced filtering of candidates or searches based on a variety of factors.
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Automated Matching
Automates matching of candidates to open positions, based on each candidate’s qualifications.
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Resume Parsing
Automates the extraction and analysis of key information from resumes or CVs
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Client Portal
Client portal enables client companies to manage the staffing process, through actions such as creating job openings and sending feedback on candidates.
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Assessment Management
Creation, administration, and evaluation of assessments or tests
Interview Management
Create and track interviews with a reminder system
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Email Management
Manage, store and organize emails within the system or via third-party apps
Referral Management
Log and store the source of contacts/leads
Workflow Management
Create, design and manage workflows for repetitive tasks
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Job Management
Manage and track all job information and associated tasks
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Candidate Management
Build, track, and maintain relationships with candidates
Job Application Management
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Communication (5)
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Candidate Portal
Candidate portal streamlines communication and enables candidates to apply for jobs.
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Job Posts
Enables recruiters to publish job posts across multiple sites.
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Email Integration
Integrates with email platforms to facilitate communications with applicants, including through automated notifications.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Onboarding (2)
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Onboarding
Manages onboarding with functions such as distributing new hire forms and tracking paperwork completion.
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Assessments
Contains pre-screening assessment capabilities.
Analytics (7)
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Pipeline Dashboards
Provides dashboards that enable tracking candidates through the recruiting process.
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Analytics Reports
Generates analytics reports based on staffing data.
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customizable Reports
Alter the layout and content of reports
Real-Time Analytics
Analyze and gain insights into data in real-time
Pipeline Reports
Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.
Agentic AI - Billing (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Vendor Management (1)
Decision Making
Makes informed choices based on available data and objectives
Additional Functionality (140)
File Encryption
Encrypts data within the file, which can only be decrypted using a password or encryption key
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Purchasing & Receiving
Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
Multi-Language
Manage and support multiple languages
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customizable Invoices
Invoices that can be tailored according to company's branding, payment terms and personalized information
Real-Time Reporting
Active reporting of data and metrics
Credit Card Processing
Accept and process credit card transactions
Quotes/Estimates
Generate quotes or estimates for customers
Fraud Detection
Identify and prevent suspicious activity
Real-Time Data
Receive data and information in real time
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Dynamic Pricing
Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc.
Credit Note
Legal document used by sellers & buyers to adjust invoice values in case of wrong billing, damaged goods etc.
Duplicate Detection
Compare new data with existing records to detect duplicate entries
Invoice History
Store and view prior invoices for each account/client
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Billing Portal
Gateway through which end users can view past bills and pay current invoices
Accounting Integration
Integrate with a third-party accounting system
Backup and Recovery
Create backups and provide methods to recover deleted/lost data
Customizable Branding
Add customized logos and colors to align with company branding
Bulk Send
Process of sending a large number of documents, messages or emails to multiple recipients at once
Invoice Creation
Create invoices from scratch or have recurring invoices
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
API
Application programming interface that allows for integration with other systems/databases
Customizable Reports
Alter the layout and content of reports
Projections
Estimate or forecast of a future scenario based on the study of present trends
Multi-Currency
Manage and handle various international currencies
Event Logs
A chronological record of actions or occurrences within a network, software, or process
Invoice Processing
Creation, processing, verification, and execution of invoices till the payment is made
Automated Receipt Matching
Match digital receipt images or data with corresponding expense entries
Tax Calculation
Calculate tax and make deductions on gross income from sources like wages, investments or self-employment
Payment Processing
Accept, record, and reconcile financial transactions
Data Import/Export
Import and export data to and from software applications
Real-Time Analytics
Analyze and gain insights into data in real-time
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Email Reminders
Reminders sent via email
Mobile Access
Access software remotely via mobile devices
Bank Reconciliation
Compare and match accounting/financial records with corresponding bank statements
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Customer Accounts
Record customer information, purchase history, and other notes
Customizable Fields
Customize data fields to support various needs and use cases
PCI Compliance
Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Multiple Payment Options
Process payments via multiple modes directly through the application
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
ACH Payment Processing
Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Payment Tracking
Track sent and received payments, invoices, and bills.
Batch Processing
Software's ability to perform similar action on multiple similar files simultaneously
Approval Workflow
Route documents and other data through one or more stakeholders for review and approval
For Small Businesses
Designed for small businesses
Tax Compliance
Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
CRM
Provides candidate and/or customer relationship management tools.
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Resume Database
A searchable repository of candidate profiles
Talent Pool
Database of potential candidates who can meet immediate or long-term job vacancy needs and track their interest in role
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Email Marketing
Create and send email blasts/campaigns
Searchable Database
A collection of records that can be retrieved based on specific queries
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
GDPR Compliance
Ensure compliance with the General Data Protection Regulation protocols
Customizable Branding
Add customized logos and colors to align with company branding
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Job Board
Site to advertise jobs openings and letting job seekers search for positions based on skills, experience or preferences
Data Import/Export
Import and export data to and from software applications
Recruiting Firms
Designed to be used by external or 3rd party recruiting or staffing firms
Reference Checking
Process used by hiring managers to get more information about a candidate by contacting previous employers
Social Recruiting
Process of recruiting candidates through social media platforms such as LinkedIn, Facebook, Twitter and more
Internal HR
Designed to be used by internal recruiters or HR hiring managers
Job Requisition
Request a new hire, explain the need, and determine available budget
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Background Screening
Researching and validating a person's criminal, educational, job or financial records
Status Tracking
Track the status over time for a request, process, asset, or transaction
Activity Tracking
Track and document all activities across devices, networks, and other systems
Customizable Forms
Customize contracts and forms to collect specific information
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Email Templates
Pre-made examples and templates for emails
Interview Scheduling
Plan, organize and set up the date, time and location of a candidate's individualized interview
Full Text Search
Search for specific words or phrases within a document or database
Resume Search
Search through the software for stored resumes
Talent Acquisition
Recruiting, tracking, and interviewing candidates and onboarding/training new employees
For Recruiting Agencies
Designed for the use of recruiting agencies
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Job Tracking
Track and visualize the status of an ongoing job and the time spent on tasks or projects
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Job Posting
Post, track, and manage open jobs on multiple channels (e.g. job board, company's career site)
API
Application programming interface that allows for integration with other systems/databases
Electronic Signature
Digitally sign online documents
Temporary Staffing
Software addresses specific issues of agencies that provide temporary workforce to their clients
Configurable Workflow
Configure existing workflows to meet your organization's needs
Real-Time Reporting
Active reporting of data and metrics
SMS Messaging
Send messages via SMS
For Staffing Agencies
Software addresses specific needs of staffing agencies
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Invoice Processing
Creation, processing, verification, and execution of invoices till the payment is made
Onboarding
Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Sourcing Management
Negotiate best prices and choose the right vendor for various purchases
Vendor Master Data Management
Create and maintain quality vendor data through data validation, maintenance, and audit trails to ensure proper compliance and sourcing
Procurement Management
Organize and manage all processes/procedures involved in purchasing goods and/or services
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Document Management
Store, manage, and track all electronic documents in a centralized location
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Data Visualization
Graphical representation of data
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Risk Assessment
Initiate collection and analysis of known risks
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Data
Receive data and information in real time
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Offboarding
Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
API
Application programming interface that allows for integration with other systems/databases
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Vendor Payment
Process payment to vendor(s) for goods/services received
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Purchase Order Management
Create, send, and track purchase orders and their statuses
Contract/License Management
Track, store, and access client contracts or licenses
Data Import/Export
Import and export data to and from software applications
Single Sign On
Allow users to access multiple services after entering their login credentials once
Workflow Management
Create, design and manage workflows for repetitive tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Task Management
Create, manage and track all task activities and progression