- Invoices are auto-drafted, AI-optimized
- Invoices can be edited or auto-approved
- Analytics ensure invoice optimization
Find and fix problems before they start with actionable data and predictive intel
Automate tasks with artificial intelligence (AI), getting smarter over time
Create a seamless, easy, and trustworthy billing experience for firm clients
Invoicing
The Old Way: MPs and CFOs worry about leaving money on the table. Partners waste time prepping invoices.
The Anduin Way: AI eliminates the pain, anxiety, and wasted time, and creates an automated, optimized billing experience.
Features
Differentiation
- Integrates with cloud and on-prem systems
- Invoices employ behavioral economics
- AI-created invoices save time, grow revenue
Collections
The Old Way: A Partner forgot to send the invoice, net-30 turns into net-90, and the collections fire drill starts.
The Anduin Way: AI prevents dropped balls and drives on-time payment with smart, automated collections outreach.
Features
- AI recommends outreach plan for each client—message, schedule, mode (email, SMS, phone)
- "Smart auto-pilot" manages outreach and can escalate to staff based on client behavior
Differentiation
- Less wasted time and "dropped balls"
- AI optimization increases speed of payment
- AI studies client behavior and gets smarter over time
Payments
The Old Way: Clients type 16-letter invoice codes on a 1990s-style portal. Finance burns time manually posting payments.
The Anduin Way: A 1-click payment experience for clients. Faster cash flow, better data, and less wasted time.
Features
- Personalized, modern client experience
- Syncs with PM system to auto-reconcile data
- "Tier Alpha" transaction rates
Differentiation
- Saves money with superior CC and ACH fees
- 1-click payments for a seamless experience
- No manual payment reconciliation
Analytics
The Old Way: An old BI report spits out lots of numbers, but no insight on root causes of problems or solutions.
The Anduin Way: Real-time data fuel recommendations and insights. Dynamic tools model the impact of action.
Features
- Real-time insight on key AR metrics
- Stack-rank analysis (service- and staff-level)
- Control AR firm-wide (ex: write-off rules)
Differentiation
- Real-time data, dynamic cash flow modeling
- Apply "peer pressure" with stack rankings
- Benefits and insights of centralized billing