Billing
Automate billing with transparency and precision
Streamline complex billing for financial products with rules-based automation, full auditability, and seamless integration to downstream systems
Set up billing arrangements
Launch billing rules with ease
Configure complex pricing across customer types, products, and pricing models with minimal coding or manual effort
Set up billing rules for any scenario
Support complex billing needs with flexible configurations based on product, customer, and transaction behavior
Fee models based on period, transaction, event, or tier
Relationship-based waivers, rebates, and discounts
Tax rules by region and jurisdiction with multilingual support
Align billing with pricing strategy
Link billing directly to your negotiated or standard pricing decisions for consistency, accuracy, and audit readiness across the product lifecycle
Govern fee plans by product, customer segment, or region
Sync billing with Deal Manager and Rate Engine outputs
Model billing impact before launch to minimize revenue leakage
Execute billing
Ensure accuracy and control at every step
Generate charges, settle payments, and manage exceptions with consistency and accuracy built into your billing process
Trigger charges and track settlement outcomes
Automate charge creation and monitor payment status in real-time
Apply billing logic in real-time or batch mode
Assign fallback settlement accounts automatically
Monitor charge statuses and take action on unpaid or partial records
Handle adjustments and streamline data inputs
Support changes and batch uploads with built-in governance
Process partial refunds and backdated adjustments
Route changes through maker and checker workflows for approval
Upload transaction files via Excel templates
Provide billing transparency
Stay audit-ready with built-in visibility
Give teams and customers full traceability with structured outputs, clear audit trails, and built-in compliance controls
Generate clear statements and audit-friendly outputs
Make it easy for customers and systems to understand every charge
Create consolidated statements and invoices on schedule or on demand
Output in PDF or data formats for downstream consumption
Surface details by product, period, or billing group
Maintain full control and traceability
Ensure regulatory and internal compliance with detailed audit trails
Time-stamped logs of all billing actions
Configure tax, waiver, and consent logic by region or segment
Log approver comments, rationale, and linked documentation
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Explore how automated billing improves transparency, compliance, and operational efficiency across your banking products.