Solutions catalog · Buyer role
Solutions for finance and revenue cycle
23 solutions whose product pages name finance and revenue cycle among the people they are for.
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Alt-Invest Compliance & Checkout Portal
Takes Private Equity subscriptions online, collecting eligibility answers, signed documents, "Accredited Investor" evidence and Form D filing data. Your compliance team decides investor status; filings are submitted by your team or counsel.
6 requirements · 7 integrations · 3 ways to deploy
ATM & Cash Logistics Optimizer
Cash demand forecasts from each location's own withdrawal history, with replenishment orders suggested to minimize idle cash holding costs (non-earning assets).
6 requirements · 8 integrations · 3 ways to deploy
Automated Call Report Filer
Maps your general ledger trial balance to the NCUA 5300 / FFIEC Call Report line items you define, reconciles it with subledger control totals and runs your own validation rules, reducing manual reconciliation errors. Your team approves and submits it.
6 requirements · 7 integrations · 3 ways to deploy
Disaster Response Logistics Coordinator
Using Incident Command System terms and scaled for local response, this tool manages the logistics of emergency shelters, sandbag distribution, and volunteer coordination during local disasters. It gives the Emergency Operations Center (EOC) shared status boards built from what staff and partners report, with a site layer for your own GIS viewer.
6 requirements · 7 integrations · 4 ways to deploy
Election Worker Management Portal
Managing the temporary workforce for elections is a logistical nightmare involving thousands of volunteers. This specialized HR tool streamlines recruiting, training, scheduling, and payroll preparation for poll workers. It tracks training and voting equipment certification so the election office can see which workers are qualified for each role; eligibility, training and pay rules remain the jurisdiction's decisions under state law.
5 requirements · 8 integrations · 3 ways to deploy
Email Security
Advanced defense against "Whaling" attacks targeting hospital CFOs and patient data phishing.
6 requirements · 7 integrations · 3 ways to deploy
Grant & Site Payment Manager
Calculates research site payments and reconciles sponsor payments from recorded patient milestones, with each step approved by a second person.
6 requirements · 8 integrations · 3 ways to deploy
Home Health Logistics Planner
Visit scheduling, suggested route order and Electronic Visit Verification (EVV) records for visiting nurses.
5 requirements · 7 integrations · 3 ways to deploy
IFRS 9 / CECL Impairment Calculator
Estimates "Expected Credit Loss" under CECL and IFRS 9 from your own loss and vintage history and the economic scenarios you approve. The allowance recorded remains your institution's judgment.
6 requirements · 8 integrations · 3 ways to deploy
Municipal Fleet & Asset IoT Monitor
City operations rely on a vast fleet of vehicles, from police cruisers to snowplows. This system brings together telematics readings and fuel transactions, sent through the Work API or CSV, to track location, fuel usage, and maintenance health. It includes a public-facing "Proof of Service" map (e.g., "Where is the snowplow?"), improving transparency and reducing citizen complaints during weather events.
5 requirements · 8 integrations · 3 ways to deploy
Payer Contract Lifecycle Management
Audits the insurance reimbursements your team enters or sends from its remittance data against negotiated fee schedules to find underpayments.
6 requirements · 7 integrations · 3 ways to deploy
Private Market Secondary Liquidity Engine
Managing the cap table, Right of First Refusal (ROFR), approvals and settlement records for secondary sales of private company stock.
6 requirements · 7 integrations · 3 ways to deploy
Referral & Prior Auth Gateway
One worklist that records insurance eligibility, applies your payer rules and prepares Prior Auth requests for staff to submit, tracking each to a decision to reduce denials.
5 requirements · 8 integrations · 4 ways to deploy
Remote Patient Monitoring
Managing data streams from home kits (scales, cuffs) into the care management dashboard.
6 requirements · 7 integrations · 3 ways to deploy
Secure File Transfer
Encrypted "drop box" for clients to upload tax returns without using insecure email.
6 requirements · 7 integrations · 3 ways to deploy
Secure Printing
"Follow-me" printing that holds patient records until the sender taps a badge at the device. Some clinical printing uses exception devices with compensating controls.
5 requirements · 7 integrations · 3 ways to deploy
Shared-Risk Loan Syndication Engine
Participation platform for credit unions to offer loan risk slices to partners, record their commitments and allocate and service each share.
5 requirements · 8 integrations · 3 ways to deploy
Smart Utility Metering & Billing Hub
As cities modernize water and electric grids, this platform loads meter reads from your head-end exports to generate validated bills and flag possible leaks, stopped meters or outages as reads are loaded. It supports tiered and seasonal rates; rates are set by your governing body and flags are confirmed by your staff.
6 requirements · 8 integrations · 4 ways to deploy
Spreadsheet Risk Control
Auditing critical Excel models (EUCs) for formula errors and unauthorized changes.
6 requirements · 7 integrations · 3 ways to deploy
Stress Testing & Capital Planning (DFAST)
Runs "what-if" economic scenarios (e.g., "Unemployment up 5%") to project capital ratios. Capital decisions remain with management and the board.
6 requirements · 7 integrations · 3 ways to deploy
"The Grant Factory" (Grant Management System)
With billions in federal funding available through infrastructure bills (IIJA, ARPA), cities struggle to manage the compliance burden of federal grants. This lifecycle tool helps municipalities sort the opportunities they load or enter against their own priorities, track applications, and assemble draft figures for the complex post-award reports that staff complete, approve and submit, supporting Uniform Guidance (2 CFR Part 200) requirements. Allowability decisions, submissions and audit outcomes remain the municipality's responsibility.
6 requirements · 8 integrations · 4 ways to deploy
Tribal Trust Asset Management System
The Bureau of Indian Affairs (BIA) manages millions of acres of land and billions in trust assets for Native American tribes. This software handles the complex logic of "fractionated ownership" and royalty distributions, keeping the document and decision behind every ownership change and distribution. Ownership decisions and payments remain with the authorized offices.
6 requirements · 7 integrations · 3 ways to deploy
Virtual Waiting Room & Intake
Telehealth prep queue where patients complete intake, consents and a device checklist and see their co-pay before the visit.
6 requirements · 8 integrations · 3 ways to deploy
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