FastSpring Features
Merchandising/Marketing (6)
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Storefront Design Tools
Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience
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Product Visualization
Ability to display and manage photos, 3D views, videos etc for each product
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Recommendations / Personalization
Personalize the buyers experience by displaying the most relevant products to the consumer and increase conversions using past buyer behavior and merchant-driven rules. Tools may include such as cross-sell/up sell, promotions, recommendations, guided selling, etc
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Promotions and Discounts
Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes.
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Shopping Cart Abandonment
Provide tools to help convert abandoned carts into sales. Saves items in shopping cart if a users does not complete the purchase. Allows users to continue order process in a future session. Emails users to remind them they have items in their cart.
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Product Reviews
Ability to display reviews and enable users to write reviews for each product. Integrations to review syndication software to include most recent reviews for products
Product Catalog (5)
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Content Management
Ability to add/update products, product pricing, product information and other content included on eCommerce site.
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Product Configuration
Ability to all users select options to configure the product or select product options. For example, color, size, etc.
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Product Search and Filtering
Provides rich user experience to find products on site through site wide search, faceted navigation, product filtering and sorting
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Intangible Products
Provides functionality specific to selling intangible products such as: Subscriptions, Trials, Perpetual Licencing, Downloads, Free Trials, etc.
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Order Process (16)
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Checkout Process
Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts.
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Tax Display and Processing
Displays appropriate tax to user based on local laws. Contains functionality to process tax in back end systems. May integrate to 3rd Party tax solutions.
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Payment Processing
Supports required payment methods including credit card processing, purchase orders, paypal, etc. Contains appropriate fraud management functionality.
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Order Management
Contains tools that enable administrators to manage placed orders to ensure all customer orders are processed correctly and on time.
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Returns / Refunds
Functionality to allow users to process returns/refunds either via self service or contacting customer service.
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Multi-Channel Fulfillment
Contains distributed order management functionality so that an order can be fulfilled from a warehouse, a store, a vendor drop ship or an in store pick up.
Returns Management
Track and facilitate returns of products sold
Order Processing
Send / receive, process, and execute orders
Order Fulfillment
Manage the process of receiving, preparing, and delivering orders for goods/products
Purchase Order Management
Create, send, and track purchase orders and their statuses
Backorder Management
Manage customer orders that cannot be filled immediately due to out-of-stock items
Special Order Management
Manage special order requested by a customer
Payment Options
Offers multiple online payment options such as credit card, Paypal, gift cards, mobile payments, and more
Sales Order Management
An order generated by a seller to a customer, containing details about products or services
Purchase Order Management
Create, send, and track purchase orders and their statuses
Credit Card Processing
Accept and process credit card transactions
Multi-Channel Support (11)
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Omnichannel
Provides seamless approach to the consumer experience through all available shopping channels (Mobile, Social, Web, Point of Sale, catalog). Some times referred to Omni-Channel.
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Mobile
Features that enable customers to easily to shop for products using a mobile device.
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Social Commerce
Features that enable customers to easily shop for products on popular social platforms. May provide standard integrations or tools that build the social store on the platform.
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Customer Service
Provides features that enable customer services teams to interact with customers. Features may include chat and and phone support.
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Store Locator
Enable customers to locate and navigate to physical locations by zip code, city or GPS
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3rd-Party Store Integration
Integrates/Syncs your product catalog to major on line retailers such as Amazon, Ebay, etc. to make it easy to administer selling products via 3rd party channels
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B2B
Includes features that that are valuable to B2B transactions. For example partner management, contract pricing, invoicing, product entitlement, contract management etc.
Multi-Store
Manage multiple teams and operations from a central location
Point of Sale (POS) Integration
Integrates with point of sale (POS) systems
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Mobile Commerce
Platform (32)
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APIs
System provides well documented API's that can be used to integrate to any 3rd Party or internal system.
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Customization
Product provides tools to customize web store front, business process, etc. to meet unique business needs.
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Integrations to Add-on Tools
Is easy to integrate to or has pre-packaged integrations to a wide variety of leading add on tools/software.
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User Management
Enables customers to update their own user information, settings and preferences.
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Reporting / Analytics
Provides standard and ad-hoc reporting ability to meet business requirements
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Security
Software provides appropriate tools and certifications to protect against fraud and malicious attacks
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Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
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Admin Access Rights
Provides ability to control editing rights by product category, geography etc.
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Internationalization
Provides features that enable business transactions throughout the world. Typical features are multi-language, multi-currency and taxation
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Cross Browser Support
Enables store or site to provide the same user experience in all browsers and browser versions.
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Performance and Reliability
Software performs well and runs with minimal unscheduled downtime
Mobile Access
Access software remotely via mobile devices
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Shipping Management
Manage and track orders being shipped to customers
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Catalog Management
Create and manage digital catalog of products/services with their details, specifications, and price
Website Management
Built-in website builder or integration with third-party site
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
Reviews Management
Track and monitor reviews of products or services
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Price/Margin Management
Track and manage the profit margin between the cost of a product and its selling price.
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Product Data Management
Capture, organize and track product-specific data and information in a centralized location
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Workflow Management
Create, design and manage workflows for repetitive tasks
Warehouse Management
Manage and track operations and inventory within warehouses
Sales Tax Management
Calculation of consumption tax imposed on the sale of goods/services
Customer Management
Store and organize information about customers and previous interactions
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Data Security
Protect sensitive data for digital privacy
Revenue Optimization (4)
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At-Risk Customers
Identify customers that are more likely to cancel their subscriptions
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Offer Optimization
Optimize product offerings and packages to increase customer loyalty
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Customer Churn
Address customer churn by identifying the causes of cancellations
Revenue Forecasting
Estimate future changes in revenues per product type or customer category
Revenue Recognition (3)
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Usage Tracking
Track usage per company, custom time period, or contract
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Deferred Revenue
Track payments received for products that haven't be delivered yet
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Revenue Accrual
Recognition rules to accrue revenue on a daily or monthly basis
Billing and Payments (3)
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Payment Terms
Provide multiple payment terms per customer or contract
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Personalized Billing
Different types of billing such as: recurring, one time changes, based on number of seats or usage
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Custom Pricing
Manage customer specific pricing as well as coupons, discounts, and gift plans
Billing (4)
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Automation
Ability to create and send invoices automatically at predefined or custom frequencies.
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Consolidation
Consolidate invoices so customers can make one payment for multiple bills.
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Adjustments
Adjust invoices to handle exceptions and correct errors.
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Blacklisting
Allows users to temporarily or permanently block potential fraudsters.
Dunning (3)
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Collections
Assists users in collecting payments for unpaid invoices.
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Dispute Management
Manages disputes regarding billing and payments.
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Escalation
Define escalation processes to suspend service for unpaid invoices.
Performance (3)
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Packages
Track the financial performance of various types of packages.
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Discounts
Identify the impact of special pricing and discounts on revenue.
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Plan Changes
Monitor plan changes such as upgrades and downgrades, or cancellations.
Reporting (3)
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Dimensions
Reports revenue based on various dimensions, such as subscription segments, geographies, or discounts
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Deferred Revenue
Tracks revenue for goods or services that have yet to be collected
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Revenue Recognition
Accurately determines and reports the accounting period when revenues are recognized
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 (8)
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
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Payments
Integrate with payment processing software and payment gateways.
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Accounting
Integrate with financial management systems such as accounting and ERP.
CRM & Sales
Integrate with software that manages customers, sales, and marekting.
Order Management (4)
Opportunities
Manage open opportunities for new or existing customers.
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Order History
Track all open and closed orders by customer, or by product and plan.
Upsell & Cross-sell
Identify opportunities to upsell and cross sell based on product usage.
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Renewals
Plans can be renewed automatically or manually, when changes are required.
Products & Plans (7)
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Packages
Track the financial performance of various types of packages.
Multi-part Deals
Create deals that combine multiple products and plans, with differrent pricing
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Plan Changes
Monitor plan changes such as upgrades and downgrades, or cancellations.
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Bundles
Ability to group standard plans and products to create bundles
Sales Tax Management
Calculation of consumption tax imposed on the sale of goods/services
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Reports
Alter the layout and content of reports
Pricing (3)
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Standard Price
Assign standard monthly and yearly prices to products, plans, and packages
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Discounts
Define standard and custom discounts that can be applied to one or more products and plans
Optimization
Analyze pricing data to identify opportunities to improve prices.
Revenue Management (5)
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Automation
Ability to create and send invoices automatically at predefined or custom frequencies.
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Consolidation
Consolidate invoices so customers can make one payment for multiple bills.
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Adjustments
Adjust invoices to handle exceptions and correct errors.
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Billing Types
Provide the option to combine recurring, one-time, and usage based billing
Recurring/Subscription Billing
Automated process of charging customers at regular intervals for repeated access or use of a product or service
Tracking (7)
Sales Tax
Tracks and applies sales tax rates and rules
VAT
Tracks and applies VAT (value added tax) rates and rules
GST
Tracks and applies GST (goods and services tax) rates and rules
Exemptions
Tracks and applies tax exemptions for the appropriate products, transactions, or accounts
Adjustments
Adjusts sales tax prices for certain products, customers, or occasions where necessary
Localization
Applies the appropriate local and federal rules and rates
Consumer Use Tax
Integrations (1)
Integrations
Integrates with ERP, accounting, or other transaction software
Remittance (4)
Returns
Automates and manages returns and remittance for different jurisdictions
Notifications
Sends notifications for important tax filing dates
Global/Cross Borders
Helps simplify duties and cross-border tariffs, such as estimating import taxes
Analytics
Provides insights and analytics to make informed decisions about tax compliance, tax obligations, tax codes, etc.
Headless Commerce (5)
Decoupling
Ability to disconnect the front office from the back office of an e-commerce platform
REST APIs
Provide APIs that allow for interaction with RESTful web services
Data Orchestration
Capture and manage data from multiple sources and syncronize it with the front end and back end
Customization
Allows developers to customize the platform using multiple programming languages
Extensibility
Include prebuilt integrations with multiple systems such as ERP and CRM
Generative AI (3)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Payment processing - Merchant of Record (6)
Automation
Define and manage automated payment processing, from authorization to settlement
Cross Border
Support cross border and international payments for B2B
Payment Options
Support credit and debit cards, digital wallets, and local payment options
Multi-Currency
Allows users to process payments in multiple currencies
Reconciliation
Compare payment transactions with bank statements and financial records
Chargeback
Handle chargeback disputes effectively to minimize revenue loss
Tax management - Merchant of Record (3)
Automated tax calculation
Calculate various types of taxes such as sales tax, VAT, GST and other applicable taxes
Standard compliance
Ensure compliance with numerous tax laws across various jurisdiction
Tax reporting
Creates tax reports for authorities according to government and local requirements
Security and Compliance - Merchant of Record (4)
AML-KYC
Adopt Know Your Customer (KYC) procedures to comply with Anti-Money Laundering (AML) laws
Secure SLC
Ensure software development lifecycle is compliant with the PCI Secure SLC Standard
PCI-DSS
Comply with payment card industry data security standard to ensure secure handling of payment card information
Encryption and tokenization
Built-in security to protect payment information in order to prevent fraud and unauthorised transaction
Administration - Merchant of Record (3)
E-commerce Integration
Allow to integrate directly with an e-commerce platform/marketplaces and other retailers websites
Reporting & Analytics
Provide features to monitor transactions, revenue, taxes, and other key metrics
Customer support
Assist customers with any issues or inquiries related to payment processing, tax management, or compliance
Agentic AI - Subscription Management (8)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Accounting Integration
Integrate with a third-party accounting system
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Language
Manage and support multiple languages
Agentic AI - E-Commerce Platforms (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Accounting Integration
Integrate with a third-party accounting system
Agentic AI - Subscription Billing (6)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Accounting Integration
Integrate with a third-party accounting system
Agentic AI - Billing (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Sales Tax and VAT Compliance (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Additional Functionality (215)
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
Inventory Control
Monitor product stock levels
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reordering
Accept and track repeat orders
Bulk Ordering
Accept and track orders with multiple items
Multi-Currency
Manage and handle various international currencies
Customer Accounts
Record customer information, purchase history, and other notes
Multi-Location
Manage and support multiple locations
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Shopping Cart
Checkout of online store
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Order Tracking
Track orders throughout the fulfillment process
Email Marketing
Create and send email blasts/campaigns
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Loyalty Program
Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Templates
Sample files or documents that could be customized as needed or used as is
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Customizable Branding
Add customized logos and colors to align with company branding
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Kitting
Group and package individual but related items as one package set
Customer Touchpoints
Identify specific interactions between customers and brands
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Web/Mobile App Development
Create/edit commerce applications for mobile devices and/or web
Product Catalog
Present a catalog of inventory that customers can view
Inventory Optimization
Maintain and control the stock level of inventory
De-Coupled Front & Back Ends
Separate front and back end platforms to make coding changes without affecting user experience
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Activity Tracking
Track and document all activities across devices, networks, and other systems
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Product Configurator
Customize the specifications of a finished product to meet the particular needs of a customer
Data Import/Export
Import and export data to and from software applications
Inventory Auditing
Cross-checking financial records with physical inventory counts and records
Quotes/Estimates
Generate quotes or estimates for customers
Customer History
Access previous interactions or concerns to maintain customer relationships
Invoice Creation
Create invoices from scratch or have recurring invoices
For Small Businesses
Designed for small businesses
Abandoned Cart Saver
Built-in tool that sends an email invitation to customers who have added an item to their cart but left before completing checkout
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
For Telecommunications Industry
Specifically for telecommunications industry
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customer History
Access previous interactions or concerns to maintain customer relationships
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Service Provisioning
Allocate necessary resources such as equipment, wiring, and transmission available in a carrier's network.
Multi-Currency
Manage and handle various international currencies
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Pre-Paid Service
Services paid in advance before the end of the monthly billing cycle.
Product Catalog
Present a catalog of inventory that customers can view
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Configurable Workflow
Configure existing workflows to meet your organization's needs
Payment Processing
Accept, record, and reconcile financial transactions
Call Data Records(CDR)
Records or detailed document of call data produced by a telephone exchange over telecommunications equipment.
API
Application programming interface that allows for integration with other systems/databases
Flexible Rate Tables
Control and set flexible rates that depend on multiple variables and enable rate automation and calculation
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Customer Accounts
Record customer information, purchase history, and other notes
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
For Internet Service Providers (ISP)
Companies that provide access to the internet and its related services.
Post-Paid Service
Services paid in real-time or end of the monthly billing cycle.
ACH Payment Processing
Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)
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
Customizable Branding
Add customized logos and colors to align with company branding
Mobile Access
Access software remotely via mobile devices
Tax Calculation
Calculate tax and make deductions on gross income from sources like wages, investments or self-employment
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
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Credit Card Processing
Accept and process credit card transactions
Customizable Fields
Customize data fields to support various needs and use cases
Real-Time Data
Receive data and information in real time
Invoice Processing
Creation, processing, verification, and execution of invoices till the payment is made
PCI Compliance
Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)
Multiple Payment Options
Process payments via multiple modes directly through the application
Secure Data Storage
Securely stores data to prevent data loss or breaches
API
Application programming interface that allows for integration with other systems/databases
Credit Card Processing
Accept and process credit card transactions
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Policy Management
Create, manage, and track policies and procedures within an organization
Multi-Currency
Manage and handle various international currencies
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Cash Flow Management
Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Document Management
Store, manage, and track all electronic documents in a centralized location
Exemption Management
Identify and track situations that legally reduce financial liability
Address Validation
Verifies and confirms the accuracy of an address
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
For eCommerce
Intended to be used by online stores
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Tax Calculation
Calculate tax and make deductions on gross income from sources like wages, investments or self-employment
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Data Import/Export
Import and export data to and from software applications
Tax Compliance
Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors
Real-Time Data
Receive data and information in real time
Tax Filing
The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Transaction Tracking
Track movement of transactions across accounts
Taxability Verification
Electronic Payments
Electronically collect payments for goods or services
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Data Visualization
Graphical representation of data
Customizable Fields
Customize data fields to support various needs and use cases
Revenue Recognition
An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.
Cancellation Management
Allow customers to cancel their subscription remotely.
Real-Time Data
Receive data and information in real time
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Summary Reports
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Customer Profiles
Record customer information, purchase history, and other notes
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
API
Application programming interface that allows for integration with other systems/databases
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Tax Management
Implementation of various strategies to manage tax obligations via planning and maintaining compliance
ACH Payment Processing
Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)
Usage Tracking/Analytics
Track and interpret metrics on the usage of company resources
Data Import/Export
Import and export data to and from software applications
Product Catalog
Present a catalog of inventory that customers can view
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Revenue Management
Monitor sales and make necessary adjustment in order to increase demand and revenue
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Branding
Add customized logos and colors to align with company branding
Billing Rate Management
Setting up the amount/charge for per hour of work by a company or professional
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Analytics
Analyze and gain insights into data in real-time
Multi-Currency
Manage and handle various international currencies
Invoice Processing
Creation, processing, verification, and execution of invoices till the payment is made
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Subscription Plan Management
Manage the subscription plans of all active members
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Customer Accounts
Record customer information, purchase history, and other notes
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Reporting
Active reporting of data and metrics
Credit Card Processing
Accept and process credit card transactions
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Dunning Management
Process of automatically notifying clients when payments fail to ensure invoices are paid
Subscription Management
Process of managing customer subscription lifecycle for a recurring service or a product
Enrollments/Onboarding
Manage the enrollment and onboarding of all new members and accepted applications
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