Replace 15+ Excel spreadsheets with one intelligent platform. Track billables, generate invoices, match payments — all with custom formulas that work the way you think.
Built for clinical research sites managing complex trial finances
Clinical research finance is chaos. We fix that.
Powerful features built for the complexity of clinical trial finance.
Excel-style formulas for custom billing logic. Pay 1 screen failure for every 3 enrollments? Done.
Match bank deposits to invoices instantly. Never miss money owed or overpay a vendor again.
See what payments unlock when you enroll more patients. Plan cash flow with confidence.
Sites, Sponsors, CROs, Vendors — all in one place with full audit trails.
Three steps to financial clarity.
Define budget items, billing rules, and payment terms. Use formulas like FLOOR(enrolled/3) for complex billing.
Record visits, procedures, and milestones. The rules engine instantly calculates what's billable.
Generate invoices with one click. Match incoming payments. Track every dollar in and out.
Join research sites that have replaced spreadsheet chaos with a single source of truth.