Ordway ist eine cloudbasierte Plattform zur Abrechnungs- und Ertragsautomatisierung, mit der kleine und mittlere Unternehmen Produkte bepreisen, Zahlungen erfassen, Rechnungen senden und Einnahmen verwalten können. Mit der Lösung können Nutzer Tarifpläne, Auftragnehmer und Abonnementpläne verarbeiten.
Zu den Hauptfunktionen von Ordway gehören unter anderem die nutzungsabhängige Abrechnung, die Verwaltung wiederkehrender Abonnements, angepasste Mahnworkflows, Benachrichtigungen über den Nutzungsablauf, eine automatisierte Zahlungsabwicklung, Journalbuchungen, nutzerdefinierte Berichte, anpassbare Dashboards und Ad-hoc-Rechnungen. Auf der Plattform können Unternehmen spezielle Rabatte und Sonderaktionen auf der Grundlage der Kundenanforderungen anwenden. Mit Ordway können Nutzer auch Zeitpläne für die Umsatz- und Rechnungserfassung erstellen, um auf Audit-Trails zuzugreifen und Finanzperioden zu schließen.
Die Plattform bietet ein visuelles Dashboard, mit dem Nutzer KPIs und wichtige Metriken durch Einblicke, detaillierte Berichte und Datenvisualisierung verfolgen können. Ordway bietet eine RESTful API zur Automatisierung der Konfiguration und Integration in ERP- und Buchhaltungsanwendungen von Drittanbietern wie QuickBooks, Salesforce und Avalara.
Prior to Ordway, my company was using multiple billing systems for different products. It was very difficult to get a consolidated view of our customer's billing information. We are now on one system so that A/R can be tracked accurately, and all of our invoices have the same look and feel regardless of the products that the customer is buying.
Ordway is highly configurable and flexible, which allows me to tailor the workflow and my customers' billing experiences rather than rely on a pre-configured process.
Like any relatively new product, there are additional features that would be nice to have. The Ordway team has developed many new features since I began using the product, but there are still more things that I would like added over time. The team has been very responsive to my new feature requests and has either implemented the requested features or provided acceptable workarounds.
Ordway allows us to set up customers as they sign contracts, then dynamically bill them based on various usage factors as well as other factors. We can be confident that our customized invoices are accurate, and we can use the UI to quickly identify and fix any issues or changes as they happen.
Dynamic pricing tiers:
Our business model includes charges based on number of employees and assets under management, which changes often as businesses scale up. Keeping our systems in sync with our billing operations is now not an issue.
Volume of invoicing:
With the amount of growth and volume we are doing, it would require an army of people to keep up if we were doing this manually
Speed of implementation:
Their customer success team helped load historical data and get all of our contracts configured. Our business is growing quickly and we didn’t have tons of resources to dedicate to getting Ordway set up. We were pleasantly surprised that we were able to stand up the system and go live in a matter of weeks as opposed to months.
Initial reporting functionality:
Some of the reporting dashboards and functionality were not initially well-suited to our business model, although I think would be fine for a regular "SaaS" business. However the functionality has improved over time and we are able to export any/all of our data for additional analysis.
Integration with accounting systems:
We initially did not have a direct integration to our accounting system, but the ability to upload CSV files make it easy to regularly keep both systems in sync. I believe full integration capability is planned for this year (2019).
We've had an excellent experience, from its implementation with a dedicated, focused and client-centric team, through to day-to-day use, simplification and automation of our processes.
- Handles multiple levels of complexity, addressing our different billing scenarios.
- Flexible, allowing integration into other applications and our workflows.
- Automation of several processes and continued growing potential for further improvements.
- Attention, dedication and responsiveness of the Ordway team.
- Flexibility adds the possibility of complexity, and you need to mindful of that when implementing.
Our home-grown billing system was built for an initial, more-simple use case and turned out to be inadequate for us as our use cases got complex. Ordway’s API let us automate this and they are maintaining the billing code base in a way we never could without hiring lots of engineers. Their documentation and support are great, so anytime we update our provisioning code, it’s easy to maintain the connection.
Nothing comes to mind really. If anything, there was very good support when it came to handling all the nuances of our billing scenarios
Overall, the team has been great to work with. When we were first onboarding with them, we uncovered some accounts that were not getting invoiced correctly. As a result, we were able to recover lost revenue early on and basically realize immediate ROI.
We use Stripe for processing payments, and the native integration with Ordway meant we effectively automated a part of our business frankly we didn’t want to build ourselves. We’re a SaaS company and we’ve identified best-in-breed SaaS partners to handle our non-core business functions. Ordway and Stripe represent a good example of that.
It's doing what it needs to do from my perspective. My team has mentioned that since they don't have to be in the system that often, remembering how to do things is sometime an issue. Their support team is always accessible and willing to help.
Weiter unter folgen häufig gestellte Fragen über Ordway.
Ordway bietet folgende Kostenpläne an:
Kostenlose Testversion: Verfügbar
Wir haben keine Informationen über die Funktionen von Ordway
Ordway hat die folgenden typischen Kunden:
Mittlere Unternehmen, Kleine Unternehmen
Ordway unterstützt die folgenden Sprachen:
Ordway hat folgende Preismodelle:
Wir haben keine Informationen darüber, welche Geräte Ordway unterstützt
Ordway kann in folgende Anwendungen integriert werden:
Avalara, QuickBooks, Sage | Accounting, Salesforce Sales Cloud
Ordway bietet folgende Optionen für Kundensupport:
Wissensdatenbank, Online-Support, Telefon-Support