CONGA FOR FINANCE TEAMS

Automate Finance Workflows for Faster Revenue and Compliance

Streamline workflows, ensure compliance, and drive revenue with Conga’s financial automation solutions.

Solutions Finance

Trusted by finance teams for audit-ready financial processes

  • T-Mobile
  • Charles River Logo
  • Molina Healthcare Logo

Automate Your Finance Workflows with One Connected Platform

Finance teams face constant pressure to close books faster, maintain compliance, and keep cash flowing. The Conga Advantage Platform connects every stage of your financial operations, eliminating manual tasks and streamlining every step.

Unified financial insights

See the full picture of your revenue in one place: with real-time data across contracts, billing, and revenue, spot issues early and make better decisions.

Reliable automated compliance processes

Automate time-consuming tasks like contract approvals, invoicing, and data entry to reduce errors and free your team to focus on strategic work.

Improved cash flow

Speed up billing and collections to reduce outstanding invoices and keep your cash flow healthy, so you can reinvest in growth.

Turn Transactions into Trusted Revenue Streams with Conga’s Financial Automation Solutions

Transform your finance operations and accelerate your journey toward becoming a more connected, intelligent business with Conga’s innovations in CPQ, CLM, and Document Automation.

Capture

Precision-driven tools for automated revenue processes

  • Automated revenue events.
    Track recognition events for ASC 606 compliance.
  • Detailed reporting.
    Get clear revenue reports for forecasting and month-end.
  • Multi-criteria recognition.
    Account for subscriptions, one-time, usage, etc.
revenue recognition
Consolidate

Streamlined collections for finance teams

  • Unified billing system.
    Manage recurring and one-time billing in one system.
  • Flexible invoicing options.
    Customize invoices for full, partial, and split billing.
  • Streamlined collections.
    Automate reminders to speed up collections and reduce delays.
Consolidate table
Authorize

Fast, compliant deal approvals save finance teams time

  • Automated deal approvals.
    Set approval rules for deals to speed up contracts.  
  • Centralized approval tracking.
    Track approvals instantly with full visibility and control.
  • Accelerate revenue growth.
    Expedite time to revenue while ensuring compliance.
efficient approvals
Create

Effortless document generation and signing

  • Streamlined Document Automation.
    Create and send invoices and reports in one click.  
  • Effortless eSignature collection.
    Integrate eSignatures for faster deal cycles.  
  • Automated workflows and audits.
    Schedule document tasks and track compliance.
Conga document generation and eSignature workflow on mobile
Forecast

Predictive cash management and forecasting insights

  • Error-free transaction updates.
    Automate updates to billing and reporting with subscription or contract changes.
  • Real-time forecasting tools.
    Get accurate cash flow forecasts from revenue data.
  • Improved cash position management.
    Plan cash flow with real-time visibility across the commerce chain.
Conga cash flow forecasting and renewal tracking dashboard
Connect

Conga Advantage Platform for finance workflows

  • Unified financial insights.
    Gain real-time visibility into contracts, billing, and revenue.  
  • Automated compliance processes.
    Streamline contract approvals and invoicing to cut errors.
  • Enhanced cash flow management.
    Boost collections to ensure cash flow and support growth.
Conga Advantage Platform unified finance workflow dashboard

Delivering Measurable Revenue Results for Your Finance Department

0 %

Improvement in proposal efficiency

0 %

Reduction in the quote approval process

0 %

Decrease in financial action plan creation time

Build a Connected Commerce Flow with Conga for Finance Automation Platform

With the Conga Advantage Platform, finance teams get full control over every step in the revenue process. Consolidating each stage on one platform brings a new level of clarity, efficiency, and revenue accuracy.

Smart quoting and contract visibility

Get insights into revenue potential from the first quote, ensuring terms align with financial goals and compliance.

Smart Quoting

Seamless revenue tracking and compliance

Track contract obligations and renewals in real time, staying aligned with accounting standards at every step.

Seamless Revenue tracking

Automated billing and invoicing

Connect contracts to billing to reduce manual entry errors, speed up invoicing, and improve collection accuracy.

automated billing

Improved cash forecasting and renewals

Forecast cash flow accurately with full visibility into billing cycles and prepare for renewals with automated notifications and insights.

wheel renewals

Finance Teams Succeeding with Conga

Read how finance departments use Conga to automate revenue tasks, maintain compliance, and improve cash flow.

300% decrease in turnaround time

Products used:

Conga CLM

To meet the Company’s business initiatives, we chose Conga CLM as our solution to transform our contracting process. Conga CLM had the features that would benefit all four pillars of the BODG model and touch every part of the business’s value chain while allowing us flexibility and configurability across our business processes.

Raj Mohan Srinivasan
Chief Information Officer
Sony Pictures Networks India
Woman looking at screens

75% increase in contract creation speed

Products used:
conga composer explore

Conga Composer

conga sign explore

Conga Sign

Conga has been a critical part of our business for more than a decade and has helped us uncover new opportunities to improve the efficiency of our internal operations and the way we communicate with the outside world. Without Conga, there’s no way we’d be able to sustain the steady growth we’ve enjoyed each quarter for the last several years.

Kevin Murray
Vice President of Marketing
Traction on Demand
Coworkers at table

Ready to get started with the best financial compliance solutions?

Take control of your commerce chain with Conga’s end-to-end financial automation and compliance management software. Get a demo and experience the power of precise, data-driven insights and automated workflows.

Frequently Asked Questions

  • What does Conga do for finance teams?

    Conga connects the commercial processes that finance depends on, from pricing and quoting to contracts and billing, so your team gets cleaner data, faster approvals, and better visibility into revenue. Less manual work, fewer errors, and reporting you can actually trust.

  • Is Conga a financial automation software?

    Conga is a commerce lifecycle management platform that aligns the people and processes finance teams rely on to close, bill, and recognize revenue. If your financial operations are slowed down by disconnected systems and manual handoffs, Conga is built to fix that.

  • How does Conga for finance support compliance with accounting standards?

    Conga’s finance automation tools ensure adherence to accounting standards such as ASC 606 and IFRS 15 with:

     

    • Automated revenue recognition: Conga's Revenue Recognition module aligns revenue with the delivery of goods and services, maintaining financial compliance with standards like ASC 606.
    • Comprehensive audit trails: the platform records every transaction and change, providing a clear audit trail that simplifies compliance reporting.
    • Standardized reporting: Conga generates reports that meet regulatory requirements, facilitating accurate financial disclosures.
  • How can Conga CLM help finance teams deal with complex or non-standard contracts?

    Conga CLM for finance teams simplifies the handling of complex contracts through automation and better visibility with:

     

    • Automated contract generation: Conga CLM automates the creation of contracts with complex terms, reducing manual drafting errors.
    • Clause libraries: our platform provides pre-approved clauses, creating consistency and compliance in non-standard contracts.
    • Contract visibility: finance teams can track contract statuses and obligations in real-time, helping to manage complex agreements effectively.
  • How does Conga manage financial obligations and renewal tracking?

    Conga for finance manages financial obligations and contract renewals through:

     

    • Obligation tracking: the platform monitors contract terms and milestones, ensuring all financial commitments are met.
    • Renewal alerts: Conga CLM sends notifications for upcoming contract renewals, allowing finance teams to prepare and negotiate effectively.
    • Centralized contract repository: all contracts are stored in a single location, providing easy access and visibility into financial obligations and renewal dates.
  • How does Conga CPQ for finance teams prevent revenue leakage and pricing inconsistencies?

    Conga CPQ helps finance teams prevent unauthorized discounts and pricing inconsistencies by supporting:

     

    • Rules-based pricing
    • Automated approvals
    • Comprehensive data validation 

     

    By aligning new quotes with approved pricing structures, Conga CPQ reduces the risk of revenue leakage.

  • Does Conga integrate with ERP and accounting systems for streamlined financial reporting?

    Yes, Conga’s financial reporting automation tools integrate with any ERP system and accounting platform, helping finance teams maintain consistent data across quoting, billing, and revenue recognition processes.