Track Product Costing, Subscriptions, and Billing
Your Finance team manages product costs, subscription revenue, payroll, and client invoicing for professional services. You need an efficient system for revenue recognition and recurring billing. OneDesk centralizes your entire financial workflow.
Trusted by SaaS teams around the world
Inaccurate Subscription Revenue and Billing
SaaS finance requires accurate tracking of subscription revenue, churn, and professional services billing. OneDesk ensures all billable time and recurring revenue are captured and correctly categorized. Streamline the invoicing process to speed up cash flow and reduce client disputes. Ensure financial control.
Ticketing for Client Billing and Staff Expense Support
Provide a private portal for staff to submit expense reports or budget inquiries. Turn client emails about invoices or subscription issues into trackable tickets instantly. Set up priority for urgent invoice payment deadlines. Custom views let the Accounts Payable team see one queue and the Subscription Billing team see another.
Manage Revenue Recognition and Audits
Treat ASC 606 revenue recognition tracking or complex client project audits as a structured project. Use task lists to ensure all necessary documentation is collected on time. Assign accountability for each step of the process. Track progress against financial deadlines. Ensure compliance and accurate reporting.
Automate Invoicing Preparation and Approval Chains
Automatically route a draft client professional services invoice over a certain amount to the account manager for approval. Set up rules to generate an invoice ticket once a professional service project status is changed to 'Complete.' Send automated reminders to clients for overdue subscription payments. Automation speeds up the cash cycle.
Quote for Professional Services and Track Subscriptions
Generate professional quotes for implementation, training, and custom professional services. Log billable time for all staff across professional service engagements for accurate invoicing. Track non-billable time for core product development. Use the system to analyze profitability and manage churn metrics.
AI Billing Assistant
Answering billing questions is tedious. OneDesk’s AI can summarize account activity for a client. It can help draft professional payment reminders. Use AI to analyze profitability by client. It gives you insights to run a better agency.
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FAQ
OneDesk has affordable pricing based on your product, plan, and number of user licenses.
See our pricing page for full details.
OneDesk is available both in the cloud and on-premise. Pricing for OneDesk On-Premise is the same as for our Cloud Enterprise plan, but is only available for annual or longer-term subscriptions. To evaluate OneDesk, please sign up for a 14-day free trial of our cloud software. If after evaluation of the software, you would like to purchase on-premise licenses, please Submit a Request we will send you an invoice for the number of users you require.
Of course! You can visit our feature index page for a full list of features. To compare product or plan features see our feature comparison page.
You can ask our AI agent questions via the live chat or knowledgebase in our widget. A human agent is also available to chat during business hours.
We also offer other support options including booking a live demo or submitting an email or ticket.
OneDesk provides a high level of security. You can learn about the measures we take at our security center.
See for yourself how OneDesk can help your team.
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