Whether you're a start-up about to close your seed or an established scale-up with multiple fundraising rounds under your belt, investing in the right tools to support growth is paramount.
Particularly in your finance function.
The right accounting and billing tools keep your runaway train of a business on its tracks. Often overlooked, they help your other teams like product, sales, and success do their best work and move quickly.
Just ask the team at Lattice. They've been there and done that.
From its founding in 2015 to its Series E in March, the Lattice finance team has continually evolved its tech stack, upgrading its core systems and adopting auxiliary ones to meet its specific needs and booming business demands.
Together with Lattice's finance and accounting leaders, we answered the burning questions you'll face at each critical juncture of growth, including:
What's the right billing tool? Do you need Stripe Billing, Chargebee or Quickbooks? When's the right time to switch to Netsuite or an ERP?
How should your billing and collection strategies differ for self-served vs. enterprise customers?
What are the right metrics to track performance and drive improvement? Who should have this info?
We hope you enjoy watching the replay!
What our users say about us
Upflow had a drastic impact on our cash collection strategy at Front and makes it easy to reach all of our customers, whether they're an SMB or Enterprise!
We were not only able to simplify our collection processes, but also involve our account managers by giving them deeper insights into their customer debt.
Since starting to use Upflow, we've become a lot more efficient in following up on each client. This helps us build and maintain better client relationships.
I was spending 2 hours a day back then, now it's 2 hours a week.
Thanks to Upflow, we are able to gain real-time visibility into our customer debt and follow up on unpaid invoices if necessary.
Upflow has been a great help for us to save time and reduce our DSO. The platform is easy to use and to implement, we could easily connect it with our existing tools and processes
Our customers are now much more responsive and always know what they need to pay.
Intuitive, effective, and stylistic platform
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