Contract Management

Streamline Forecasting and Budgeting with Visibility Across Contracts

Budgeting & Forecasting. Get full visibility into upcoming payments. Auto-generate cashflow forecasts and summary reports.
Automated Alerts. Receive alerts for renewals, expirations, payment dates, tasks due, changes to contracts, and more.
Simplified Contract Management. Auto-import contract details. Access all contracts on one dashboard. Search across documents.

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Features

AI-Assisted Contract Entry

Proprietary AI makes contract entry quick and easy, including payment flows. Proactive renewal alerts created automatically upon contract entry.

Automated Alerts

Eliminate surprises with proactive alerts 30, 60, and 90 days prior to renewals, opt-out dates, or other critical dates. Create custom, rich text alerts or any date or clause.

Searchable Central Repository

Simplify your day-to-day and your audit by making it easy to find your vendor contracts including software, utility, insurance, and others.

Prepaid and Accrual Accounting

Automate amortization schedules, roll forward reports, and journal entries for prepaid and accrued expenses. Learn more.

Reports

Effortlessly generate summary reports, cash flow, and expense forecasts. Pull for any timeframe – trailing 12 months, next 12 months, year over year, and more. Quickly analyze expense forecasts by business unit, cost center, subsidiary, and more.

How It Works

Add Contracts

Upload contract files via drag and drop. Auto-import contract details including dates, terms, and payment streams.

Manage in One Place

Access all contracts on one dashboard. Set alerts for expirations, renewals, and more.

Track & Analyze

View the status of each contract. Generate summary reports & cashflow forecasts. Streamline the contract lifecycle.

Benefits

Streamline Contract Management

Access all of your financial contracts in one place. SaaS, utilities, insurance, vendors, and more. Upload new contracts in a couple of clicks with key information such as counterparty, key dates, payment information, and renewal and termination options.

Get Full Visibility

View the status of each contract. Track upcoming payments. Receive alerts for renewals, expirations, and other critical dates. Generate instant summary reports and cashflow forecasts.

No more chasing down data from team members or having to hunt through spreadsheets and email chains.