Setuply Introduces Invoicing to Close the Revenue Gap and Elevate Client Management Experience (CMX)
Portsmouth, NH, February 13, 2025 - Setuply, Inc., a leading provider of AI-driven client onboarding and Client Management Experience (CMX) solutions, today announced the launch of its Setuply Invoicing for technology and service-driven businesses to address lost revenue and profit leakage due to disconnected sales data, inaccurate job costing, and missed billing adjustments.
By deploying invoicing directly from the Setuply platform, companies can now capture real-time financial data, streamline billing processes, and bridge critical gaps between sales, operations, and finance.
For too long, companies have left millions on the table due to gaps in information transfer between sales, operations, and finance departments. In addition, scope adjustments, additional work not reflected in contracts, and evolving client requirements often went unaccounted for, leading to misaligned revenue recognition, cost overruns, and invoicing discrepancies. Setuply eliminates these gaps by embedding real-time financial tracking, project cost validation, and automated invoicing in the same platform where client work is managed.
How Setuply’s Invoicing Solution Closes the Loop:
- Real-Time Revenue & Cost Alignment: Ensures that every project update, scope change, and additional service is accurately tracked and billed, preventing revenue loss and ensuring financial congruency.
- Seamless Data Flow to ERPs: Bridges invoicing and revenue tracking with clients’ existing ERP systems, ensuring a unified financial picture across sales, project execution, and reporting.
- Project-Based Cost Accounting: Tracks labor, materials, time, and associated costs at a granular level for precise job costing, profitability analysis, and revenue forecasting.
- Automated Adjustments & Billing: Dynamically updates invoices based on project milestones, work completion, and contractual changes, improving cash flow and billing accuracy.
- Elimination of Manual Reconciliation: Reduces reliance on spreadsheets and disconnected tools by integrating financial insights directly into the client lifecycle—from onboarding to ongoing service delivery.
"Financial misalignment between sales, service delivery, and invoicing has long been a silent drain on revenue," said Kelly Blackledge, Head of Product at Setuply. "With this expansion of Setuply’s capabilities, we’re giving businesses the financial clarity and control they need—right from where the work is actually done. By bridging the gap between operations and revenue, companies can eliminate financial blind spots and maximize profitability."
This launch is a key milestone in Setuply’s expansion from a client onboarding and lifecycle management platform to a complete Client Management Experience (CMX) solution—helping businesses manage the entire client journey, from engagement to execution to revenue realization.
With deep ERP integrations, Setuply ensures that financial data flows seamlessly across an organization, providing a single source of truth for project execution, cost tracking, and revenue recognition.
About Setuply
Setuply provides an AI-powered platform that enables B2B solution providers to create seamless and scalable customer experiences from onboarding through the entire client lifecycle. With automated workflows, enhanced collaboration, and deeper financial insights, Setuply optimizes client onboarding, service delivery, and financial oversight. By removing operational blind spots and preventing revenue leakage, businesses can scale more efficiently, improve financial predictability, and drive long-term profitability.
As Setuply expands its capabilities, it continues to evolve as a Customer Management Experience (CMX) platform, helping businesses transform how they onboard, engage, and retain customers. Headquartered in Portsmouth, NH, Setuply combines industry expertise with advanced technology to support organizations in optimizing customer interactions from initial onboarding to ongoing engagement. For more information, visit Setuply.com or connect with us via LinkedIn, X, or Instagram.
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Setuply, Inc.