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
Features
Automate billing and invoicing at scale
Billing centralizes and automates the application of fees, rates, and billing logic across products and clients. From account-level charges to consolidated enterprise invoicing, it ensures accuracy, transparency, operational efficiency, and compliance
Configure and launch complex billing arrangements
Define sophisticated billing rules across customer types, products, and pricing models without custom development or manual intervention
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
Automate execution, settlement, and reconciliation
Generate charges, settle payments, and manage exceptions automatically – ensuring accuracy, consistency, and control across every step of the 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-checker workflows for approval
Upload transaction files via Excel templates
Deliver transparency and ensure audit readiness
Give internal teams and customers full visibility into billing activity with structured outputs, traceable actions, 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
Connect with us
Explore how automated billing improves transparency, compliance, and operational efficiency across your banking products.
