Customer Spotlight
About Class Limited
Headquartered in Australia, Class offers a number of wealth accounting solutions, including Class Super for self-managed superannuation fund (SMSF) administration and Class Portfolio for investment portfolio accounting, administration and reporting. Class has also offers a range of complementary legal, accounting and corporate compliance documentation products. As Class expanded its business through internal development and acquisitions, its existing billing processes, including legacy CRM and ERP systems, were an obstacle to keeping pace with its accelerating growth.
Class' Business Objectives
- Eliminate using multiple solutions to calculate and issue bills
- Automate manual processes and manage fee calculations in a single solution
- Reduce manual processes to drive higher levels of processing efficiency and scalability
BillingPlatform’s Solution
- Quickly and easily automates data from CRM and ERP systems to a single solution for billing
- Offers support for all types of rating methods- from one-time changes and promotional offers to usage-based billing, subscriptions and formula-based rates
- Provides a future-proof solution to automate all billing and invoicing processes as business continues to evolve
Class' Outcomes & Results
Consolidate systems and increase workplace efficiency by sucessfully introducing automation
Implement and manage system on their own- with no additional IT team or programmer required