We’ve heard from many of you that you want help with your billing calculations. You want it simple, flexible, and automatic. And now it’s here.
(Ready to get started? Jump ahead.)
Billing at the touch of a button
Billing should be simple. You should be able to turn it on, tell us how you bill and get a file with all your calculations in a format that is easy to change and audit. And it should be as simple as a spreadsheet. So that’s what we’ve done.
Click on the “Calculate Billing” button and we’ll get your billing files set up. Once the file is ready, we’ll let you know by email. Then you’ll be able to tell us about your billing rules in as much detail as you need to get it right. Then at the end of the period, you’ll be able to make adjustments to your file or just download it as is, ready to go.
Flexible, Familiar Interface
Nothing beats a spreadsheet for flexibility. It’s familiar and simple to use. Blueleaf adds automation to that familiar interface to create the simplest, easiest to use billing calculation system available.
It’s all there. Your data, the formulas, the results. No mystery, simple to see and change. Download it and you’re ready to go.
Don’t have a Blueleaf Advisor Account?
- Go to our For Advisors page and click the “Try it now” button.
Already have a an account?