Streamlined的封面图片
Streamlined

Streamlined

金融服务

San Diego,CA 645 位关注者

Smart, seamless invoicing and AR that gives your B2B customers more ways to pay.

关于我们

When you’re selling B2B, getting paid can be the hardest part of the deal. A mess of invoices, payments and reconciliation mistakes. The fact that every customer has a slightly different setup. And all the hours you and your team are spending working through it. Streamlined gives you a smarter way to manage all your B2B orders, invoices, payments and accounts. Automate your invoicing and AR. Give your customers flexible payment options that let them pay the way they want to. Track all your orders and payments at a glance. And do it all in one smart, seamless platform that syncs with Shopify, QuickBooks, NetSuite and more. Get organized. Get paid. Get Streamlined.

网站
https://www.streamlinedpayments.com
所属行业
金融服务
规模
11-50 人
总部
San Diego,CA
类型
私人持股
创立
2020
领域
Payments、Invoicing和B2B

地点

Streamlined员工

动态

  • 查看Streamlined的组织主页

    645 位关注者

    It's Feel Good Friday! ?? Happy to announce a new, exciting partnership with myPocketCFO to continue helping B2B brands save valuable time and money. We know #invoicing #payments #reconcilation can be a doozy, but they don't have to be. Together, we can help your business take off. ??

    查看Alice Zhang的档案

    Fractional CFO, Cofounder & CEO at myPocketCFO

    If you are a?#startupCPG brand with less than $2M annual revenue, check out the below offering! ?? I am thrilled to announce the partnership between myPocketCFO?and?Streamlined to cut your #bookkeeping and #invoicemanagement costs by 70% or improve your productivity by > 70%! The status quo solution to manage your invoice creation, payment, payment to invoice reconciliation, and synced up with a reconciled financial book typically costs north of $1500/month. With myPocketCFO X Streamlined, you pay $450/month, a 70% savings, to cover both order-to-cash receivable handling and a fully reconciled accrual book monthly. Let's join forces to give a BIG lift to SMALL brands! ?? ?? ?? Fill out this form to get a 7-DAY FREE TRIAL! https://lnkd.in/g_4vWPqJ -- About myPocketCFO: Pocket is a corporate finance equalizer for busy startup CPG founders. You don't need an accounting degree or break the bank to gain financial clarity. It offers automated accrual-based bookkeeping and reconciliation, guided financial book reviews, and on-demand access to real-person CPAs or CFOs for decision support. Key features are: + Automatically ingest and categorize your sales, invoices, bills, and expenses daily + One page, centralized and slice-and-dice view of your financial transactions + AI-powered bookkeeping and reconciliation + A real-time, fully customizable income statement and balance sheet + Guided financial review + playbooks + On-demand, in-app access to real-person CPAs and CFOs Pocket is loved by close to a hundred food, beverage, and beauty brands, such as B.T.R Nation, Popadelics, and Skinbybrownie. About Streamlined: Streamlined is the leading automated receivables solution for brands looking to simplify and scale their B2B order-to-cash processes. Streamlined provides automated invoicing, payment processing, and cash application, delivering financial clarity and efficiency without manual bookkeeping. With Streamlined, you can achieve seamless payment and reconciliation without needing to be a financial expert. Key features are: + Automate core receivable workflows like invoicing, payment reminders, and customer portals with monthly statements + Real-time updates and seamless integration with Shopify Flexible payment options, including ACH bank transfers, ACH debit, wire transfers, and virtual lockbox functionalities along with automatic billing through QuickPay. + Customizable and robust invoicing features such as invoice scheduling, split payments and bulk invoicing. + AI-powered, effortless reconciliation with automated cash application reduces manual work and errors. + Easy access to detailed reports and analytics for better decision-making Streamlined is trusted by fast-growing CPG brands like Ghia, Burlap & Barrel, Snibbs, SomethingElse, Jumbo Time Wines, Smithey Ironware, and hundreds of others to manage their B2B payments with ease and efficiency.

  • 查看Streamlined的组织主页

    645 位关注者

    "Together we can do so much." ?? ?? Thanks, partner. Only Solutions LLC

    查看Only Solutions LLC的组织主页

    200 位关注者

    Only Solutions is now officially the first Streamlined Partner! We are teaming up to bring better B2B payment processing solutions to manufacturers, especially those in the cabinetry industry. Stay tuned, we will be releasing more details in the coming weeks! #Streamlined #B2B #manufacturing

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