Gradient offers an automation platform that links a company's CRM, ERP, email, and billing systems to streamline the quote‑to‑cash process. It automatically collects purchase orders, reconciles quotes, contracts and invoices, and uploads error‑free invoices to customer AP portals, giving B2B sales and finance teams real‑time visibility into cash‑flow metrics.
Funding
Funding not disclosed
Founders
Product
Problem
B2B sellers often face delays and errors in the quote‑to‑cash cycle because purchase orders, billing details, and contract terms must be manually collected and reconciled across multiple systems such as CRM, ERP, and email. These manual steps increase days sales outstanding, create administrative overhead, and lead to invoice inaccuracies that slow cash flow.
Solution
Gradient provides an end‑to‑end automation platform that connects to a company’s existing CRM, ERP, email, and billing tools to streamline the entire quote‑to‑cash workflow. The system automatically gathers purchase orders and billing information from customers, matches quotes, contracts, and CRM records, and generates accurate, ready‑to‑send invoices. Invoices can be uploaded directly into customer accounts‑payable portals, and revenue reconciliation aligns signed, billed, and paid amounts to eliminate discrepancies. Real‑time insights and automated collection reminders help sellers accelerate cash receipt and improve working capital.
Target Audience
Primary customers are B2B sales and finance teams in mid‑size to enterprise companies that manage complex quoting, contracting, and invoicing processes across multiple software systems.
Features
- Automated collection of purchase orders and billing details from customers
- Data reconciliation engine that matches quotes, contracts, POs, and CRM records
- Contract‑to‑invoice conversion that produces error‑free, ready‑to‑send invoices
- Direct integration with customer AP portals for automated invoice uploads
- Revenue reconciliation to align signed, billed, and paid amounts and remove discrepancies
- Plug‑and‑play connectors for CRM, ERP, email, and billing systems with setup in hours
- Real‑time dashboards showing DSO, time‑to‑invoice, and cash‑flow metrics