Review on Changepoint Services Automation (SA) by Jeff Sorensen

The ability to have multiple clients with different billing cycles allows us to better plan our month to meet client's needs. We also are able to see what has been billed vs. paid in real time which helps with cash flow. It would be helpful if we could change how payments were received so they can go directly into our accounting system instead of having to manually transfer them from their website to ours after each payment was made. This process takes about 10 minutes per week but it makes payroll much more accurate! Having visibility into when invoices need to be paid for both current months as well as future ones has helped speed up the process of paying bills. Our accounts receivable department no longer has to chase down clients who don't pay within 30 days or 60 days due date. They just forward that invoice over to us once they receive payment from their customers. I like that it's very customizable in terms of customization options available for different departments within our organization such as accounting department or legal department etc. The UI could be more user friendly with some minor changes here and there but overall not much issues at all with any aspect regarding this product so far. It has been able to add value into every part of my job by making repetitive tasks easier which saves time and money.