Auto-generate cash flow forecasts and achieve complete visibility into vendor contract spend with an easy to use, AI-enabled, post-signature contract management solution. Built for finance, accounting, and IT teams, it provides automated alerts for contract renewals, forecasts of upcoming spend, a complete audit trail, and more.
Vendor
FinQuery
Company Website
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.
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.
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.