UC

Verified User in Computer Software

Small-Business (50 or fewer emp.)

5/26/2020

"It's pretty handy"

4/5

What do you like best about Ordway?

I like the layout of the tool. It gives me the ability to check payment method, frequency, invoices, etc. without having to ask finance directly all the time Review collected by and hosted on G2.com.

What do you dislike about Ordway?

The salesforce integration is not as clean as going into the actual Ordway dashboard Review collected by and hosted on G2.com.

MS

Michael S.

CFO

Mid-Market (51-1000 emp.)

5/23/2019

"Flexible billing and revenue recognition software"

5/5

What do you like best about Ordway?

The system is highly configurable, allowing my company to tailor my billing processes -- from workflow to invoice format -- to my businesses needs. I also like that the system supports uploading and downloading of data very easily, which greatly improves efficiency. Review collected by and hosted on G2.com.

What do you dislike about Ordway?

As with any new products, you always wish it could do more. Ordway has already added several new features since I got on the platform about 6 months ago and I look forward to more. Review collected by and hosted on G2.com.

What problems is Ordway solving and how is that benefiting you?

The most important problem I was trying to solve was having one single billing platform for all of my product lines. As a company that does recurring revenue as well as professional services, we had previously been invoicing from multiple systems. We now only have one system which provides a better experience for our customers and a more efficient workflow for us. Review collected by and hosted on G2.com.

AC

Verified User in Commercial Real Estate

Mid-Market (51-1000 emp.)

5/26/2020

"Competent, dedicated, productive, comprehensive"

4/5

What do you like best about Ordway?

Attentiveness, solving our problems, flexibility Review collected by and hosted on G2.com.

What do you dislike about Ordway?

Uncertainty in the future as-is with most products Review collected by and hosted on G2.com.

SL

Simon L.

co-CEO

Small-Business (50 or fewer emp.)

6/3/2019

"Ordway is an extension of my revenue team"

5/5

What do you like best about Ordway?

I do not have to worry about billing and revenue recognition. We are in the business of improving healthcare communications, not collecting on invoices from our customers, or hiring teams to recognize revenue properly. Early on, the Ordway team helped identify a few clients we were billing incorrectly and that led to recovered revenue. More importantly, we are automating a part of our business (billing and rev rec) that lets our team focus on the core value drivers of our business. Review collected by and hosted on G2.com.

What do you dislike about Ordway?

I am a bit removed from the day-to-day with using the software and the team has not given many complaints to me. If anything, since it has been operating, if someone does have to go in, it takes them a little time to remember where to make changes. Review collected by and hosted on G2.com.

Recommendations to others considering Ordway:

This is a big investment, and it is easy to choose a “safe option.” The team at Ordway knows the problem space deeply and is the most responsive group I have worked with in a while. For us, we do not worry about this part of our business any more. In a scaling business like Klara, to be able to say that about a part of your business is priceless. Review collected by and hosted on G2.com.

What problems is Ordway solving and how is that benefiting you?

We are removing inefficiency in our CRM to Accounting process so our team can focus on the core mission of Klara. The premise of SaaS is that you let experts do what they do best and Ordway fits that mold. Aside from revenue recovery early on, the Ordway software automates our salesforce “closed won” to invoicing process. This means our clients are automatically invoiced with the correct amount once they sign up. Each month, the software makes sure we are getting paid the correct amount by each one of the clients we have. Review collected by and hosted on G2.com.

BK

Brendan K.

Financial Controller

Mid-Market (51-1000 emp.)

8/15/2019

"Time Saver"

5/5

What do you like best about Ordway?

It's ability to calculate pricing on both a flat fee schedule and a tiered schedule. It also saves a bunch of time automatically sending out all emails and payment reminders. Lastly, the csv import tool is a great time saver. Review collected by and hosted on G2.com.

What do you dislike about Ordway?

The templates for invoices are made using programming language. Would be helpful if the user can easily customize an invoice template. The usage imports sometimes get overwritten when you make edits to a subscriptions. Sometimes this can be overlooked and may cause issues in the future. Review collected by and hosted on G2.com.

SZ

Susan Z.

Marketing Consultant

Real Estate

Mid-Market (51-1000 emp.)

4/1/2019

"A Very Flexible Billing Platform!"

5/5

What do you like best about Ordway?

As a Saas business, we have numerous types of billing plan structures and a "one size fits all" billing/revenue automation platform would never have been able to meet our various needs.

The Ordway team was able to customize their billing system to accommodate all of our different scenarios and provide added value to our customers by displaying more detailed info on monthly billing invoices.

By automating our complex billing process, I was freed up to spend time on more data-driven strategic initiatives. Review collected by and hosted on G2.com.

What do you dislike about Ordway?

As an early adopter of the platform, subscription analytics and dashboard metrics were not built out for easy reporting and cohort analysis. Review collected by and hosted on G2.com.

What problems is Ordway solving and how is that benefiting you?

Our business sells to individual loan officers as well as entire companies in the mortgage industry.

Ordway helped us rethink how we were billing our customers and really simplified how we work with them.

Our clients love being able to see all the people they are paying for as line items on their monthly invoices and statements. Review collected by and hosted on G2.com.

NS

Nicholas S.

Head of Revenue Operations

Marketing and Advertising

Small-Business (50 or fewer emp.)

4/11/2019

"Fantastic team, powerful product"

5/5

What do you like best about Ordway?

Onboarding and support have been absolutely fantastic. The team is quick to implement requirements and help us if we have a problem. They go beyond what is contractually required and really make sure we are successful using the product. The product itself is easy to use and has massive flexibility. Review collected by and hosted on G2.com.

What do you dislike about Ordway?

The only small thing (which I know they are working on) is the helpdesk. But as the team always helps us if the documentation doesn't this hasn't been an issue. Review collected by and hosted on G2.com.

NS

Neil S.

CEO

Small-Business (50 or fewer emp.)

5/15/2019

"Invoicing in arrears based on monthly orders billed to corporate client"

5/5

What do you like best about Ordway?

It was like magic. It just worked after setup, and helped streamline our invoices significantly. Review collected by and hosted on G2.com.

What do you dislike about Ordway?

Not much, mostly there were integration and setup time, but their team was very supportive in getting set up. Review collected by and hosted on G2.com.

What problems is Ordway solving and how is that benefiting you?

Our business fulfilled a catalog of corporate wellness programs. The orders would accumulate during the month and then we’d have to go back and compile everything to send out invoices. With Ordway, all that happens automatically as orders are placed and we can send an invoice out for the past months activity. It really saved us time. Review collected by and hosted on G2.com.