How LeanScale runs Rillet
A named ERP in our Financial Operations practice, because it automates revenue recognition straight off billing and CRM data.
- Projects we run on it
- 11
- Hub documents
- 1
What we build on Rillet
11 projects from the LeanScale catalogue run on Rillet, each with a typical timeline from our delivery record.
Order to cash handoff
The outcome of the quote flow you already run, arriving in the ledger in a shape finance can bill from.
Revenue recognition schedules
Rev rec written once, where the deal lives, and posted to the ledger.
ARR and MRR roll-forward
One ARR number finance and sales both quote, rolled forward every month.
Billing setup and entitlements
Billing terms and entitlements provisioned at close, so access and invoices describe the same customer.
Close-to-cash map
Your seven steps from closed won to cash, each with its system, owner and timestamp, agreed before anything is built.
Collections and DSO
A dunning ladder with named steps and owners, and cash applied against the same rows.
CRM to ERP sync and reconciliation
Customer to customer and deal to contract joined, with a daily reconciliation you can watch.
ERP implementation or migration
Rillet, Campfire or QuickBooks, implemented or migrated, wired to the CRM.
Invoicing automation
Invoices raised off the schedule and delivered to a named AP contact.
Show all 11 projects
Cash forecast and board reporting
Plan, cash and board numbers read from the same ledger the deals post into.
Month-end close support
A close checklist that holds, with fewer reconciliations and fewer surprises.
What we see running Rillet
Automating revenue recognition straight off billing and CRM data is why it is a named ERP in our Financial Operations practice.
LeanScale FinOps
- Named ERP for the Financial Operations practice, alongside QuickBooks
What we’ve published on Rillet
1 podcast episode
Also in ERP
Other ERP systems our teams run.
Work with the team that’s already inside it.
Embedded LeanScale teams build, migrate and run Rillet alongside the rest of your stack, on a flat fee.
Talk to usClimb the ladder.
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