Empower your finance team with precision and speed

Conga Billing supports complex billing models, helping finance teams keep collections organized and customers satisfied.

• Unified billing system: 

  Manage recurring, one-time, and hybrid billing models in a single system.

• Flexible invoicing options: 

  Customize invoices for customer needs, supporting full, partial, and split billing.

• Streamlined collections: 

  Automate reminders and follow-ups to speed up collections and reduce overdue invoices.

Conga’s custom approval workflows—designed for fast, compliant decision-making—help finance teams save time while maintaining process accuracy.

• Automated deal approvals: 

  Create predefined approval rules for deal values, risk levels, and more, moving contracts forward faster.

• Centralized approval tracking: 

  Monitor approvals in real-time with complete visibility and control.

Built for speed and accuracy, Conga Composer and Conga Sign allow finance teams to streamline workflows, reduce manual tasks, and improve compliance—all within the same platform.

• Automated document creation: 

  Generate invoices, contracts, financial reports, and compliance documents—pulling data directly from CRMs, ERPs, or custom systems—in a single click with Conga’s invoice creation tool and more.

• Seamless eSignature integration: 

  Collect compliant eSignatures with Conga Sign (or integrate with your chosen eSignature solution) for faster document approvals.

• Time-based and action-triggered workflows: 

  Schedule documents to be automatically created and sent for signature based on specific events, like renewals or deadlines, ensuring timely customer communications and keeping processes on track.

• Consistent branding: 

  Keep all financial communications on-brand with customizable templates, including logos, fonts, and formats tailored to your organization’s standards.

• Complete audit trails: 

  Track each step of document generation and signing with a single audit trail, capturing every action and securing compliance with financial regulations.

With the Conga Advantage Platform, data is consistent and accessible regardless of the deal’s stage or quantity.

• Streamlined data: 

  Sync data across any CRM, ERP, and other financial systems for a seamless experience.

• Consistent financial records: 

  Ensure accurate data flow and eliminate reconciliation errors between existing systems.

• Accurate margin analysis: 

  Analyze each quote’s impact on margins with tools like price waterfall and cost analysis.

• Automated reporting: 

  Generate on-demand reports that adhere to standards with Conga’s financial compliance tools.

Conga for finance comes with predictive analytics, providing valuable insights to manage cash flow and forecast future needs.

• Error-free transaction updates: 

  Automate updates to invoicing, billing, and reporting as contract terms change.

• Real-time forecasting tools: 

  Get accurate, up-to-date cash flow forecasts based on revenue data.

• Improved cash position management: 

  Plan cash flow needs with real-time visibility into inflows and outflows.