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Services
What we offer
Billing
Our billing services are designed to support Portfolio FDs by ensuring their clients’ billing processes are prompt, accurate, and aligned with their financial goals. We leverage advanced technology, detailed bookkeeping practices, and expert knowledge to streamline the billing process, whether it’s time-based, subscription, or milestone-based billing. By integrating with powerful platforms like Google Sheets, Xero, and others, we ensure up-to-date data is always accessible, helping you manage billing efficiently.
What We Offer
Accurate and Timely Billing Management
Our primary goal is to assist Portfolio FDs in managing their clients’ billing processes promptly and accurately. Whether handling recurring subscriptions, time-based billing, or project-based invoices, we ensure that all invoices are issued correctly and on time, giving your clients confidence in their billing cycles.
Seamless Integration with Google Sheets, Xero, and More
We integrate directly with Google Sheets, Xero, and other platforms, giving us quick access to your most current financial data. This allows us to manage and update billing processes efficiently, ensuring that all invoices reflect up-to-date information. This integration helps eliminate errors, ensures transparency, and allows for smooth data management across platforms.
Detailed Bookkeeping for Enhanced Accuracy
Our team provides meticulous bookkeeping and data entry, ensuring that all financial transactions are recorded with consistency and accuracy. This attention to detail forms the foundation of our in-depth billing service, allowing us to generate precise invoices and keep your financial records aligned with actual performance.
Customisable, Visual, and Secure Dashboard
Our secure dashboard offers a quick and easy way to monitor all billing data. The dashboard features visual tools such as graphs and charts, providing an overview of invoices, payments, and billing cycles in real time. This transparency enables Portfolio FDs and their clients to track billing progress and manage billing targets easily, ensuring everything is on track.
LLM-Powered Instant Data Insights
Our Large Language Model (LLM) is integrated into the dashboard, offering instant answers to billing-related questions. Whether you need to compare invoices, check deferred income, or analyse billing data, the LLM provides real-time insights, making it easier for Portfolio FDs to understand and manage financial data.
Managing Hosting and Cloud Costs
We are experienced with cloud platforms like AWS and Azure and can help manage and pass on hosting costs and other operational expenses. By ensuring these costs are properly integrated into the billing process, we ensure that your clients are billed accurately for all services rendered, ensuring transparency and reducing overlooked costs.
How We Work
Income Deferral and Accrual Management
We handle income deferrals and accruals to ensure that your revenue and income are recognised in the correct periods. By accurately managing deferrals and accruals, we provide a clear picture of your clients’ financial health and ensure that revenue is recorded in line with the projects’ progress and client agreements.
Automated Billing Solutions
We offer the option to automate the billing process, reducing the need for manual input and ensuring consistent, accurate billing. Whether you manage subscription services or project-based invoicing, we help set up automated systems to streamline recurring payments and invoices, saving time and minimising errors.
Time-Based Billing Expertise
For clients needing time-based billing, we provide comprehensive services to track and manage billable hours. Using tools like Streamtime and Scoro, we track time data and third-party costs, ensuring that all billable hours are captured accurately, and clients are invoiced accordingly.
Subscription Billing and Project Milestones
We manage the subscription billing process, whether payments are recurring or made upfront for multiple months. We also handle project-based billing, invoicing clients based on milestones to ensure that payments are aligned with project delivery, giving Portfolio FDs greater clarity on payment schedules.
Payment Gateway Integration with Stripe and Others
Our team has extensive experience working with payment gateways like Stripe, helping you manage online payments efficiently. Whether it’s processing recurring payments, one-time fees, or subscription billing, we integrate payment gateways into your billing system to ensure smooth, secure transactions.
Real-Time Billing Progress Tracking
Our dashboard offers real-time progress tracking for billing, allowing Portfolio FDs to monitor billing targets throughout the billing cycle. This feature ensures that revenue goals are tracked and met, with clear visibility into current billing status, outstanding invoices, and payment schedules.
Why Choose GenZed?
At GenZed, we combine meticulous bookkeeping, AI-powered insights, and advanced tools to help Portfolio FDs deliver accurate, efficient billing services for their clients. Whether you’re managing recurring subscriptions, project-based billing, or time tracking, our team has the expertise and systems in place to ensure smooth billing operations. Let us handle the details while you focus on helping your clients grow.
– We ensure all invoices are issued promptly and correctly, managing recurring subscriptions, time-based billing, or project-based invoices. This gives clients confidence in their billing cycles.
– We integrate with platforms like Google Sheets, Xero, Stripe, and others, providing up-to-date financial data and seamless data management.
– Our LLM-powered insights offer real-time answers to billing-related questions for better understanding and transparency.
– Our meticulous bookkeeping supports accurate billing by tracking all financial transactions, including billable hours, ensuring that all time spent is captured and invoiced appropriately.
– Our secure dashboard features visual tools such as graphs and charts, providing an overview of invoices, payments, and billing cycles in real time. This transparency enables Portfolio FDs to monitor billing progress and ensure everything is on track.
– We have experience managing cloud costs, such as AWS and Azure, and ensuring these expenses are accurately integrated into the billing process.
– We manage income deferrals and accruals to ensure that revenue is recognised in the appropriate periods, giving a clear picture of financial health.
– Our billing management covers subscriptions, project-based invoicing, and payment gateways like Stripe, ensuring smooth transactions and payments aligned with services rendered.
– Automated billing solutions help reduce manual input and ensure consistent, timely billing, whether managing subscriptions or milestone-based invoices.
– Our dashboard tracks billing progress throughout the cycle, allowing Portfolio FDs to monitor targets and make timely adjustments to meet revenue goals.
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