Financial Services

From payment processing to asset management, financial services firms are increasingly embracing recurring-revenue business models that are transforming how they conduct business, issue invoices, and recognize revenue. However, these innovative models also bring important challenges for finance and accounting teams.


Does your financial services business have the platform you need to respond to these challenges? Does your finance team have the skills and resources to manage revenue challenges and achieve GAAP compliance? That’s where RecVue shines. Our enterprise-class monetization platform has the sophistication to help you automatically manage complex financial services billing and invoicing – all in one single, holistic view.

Accelerate the Billing Cycle

Payment processors handling millions of transactions a day can’t afford invoicing delays that lengthen DSO. It’s essential to generate invoices quickly and accurately.

Tap into Smart Flexibility

Different financial transactions create different billing scenarios and prices, ranging from fixed fees, tiered based models, discounts, and escalators (e.g. 1 percent for credit cards and .3 percent for ACH). RecVue handles all the complexities of financial services billing, invoicing, and revenue.

Eliminate Excel Headaches

Instead of maintaining and consolidating dozens or hundreds of external spreadsheets for different business units, funds, or investments, RecVue lets you handle all complex calculations within its own platform.

Account for Usage/Consumption

Whether it’s POS systems with transactional charges, files from transfer agents and custodians, portfolio recalculations, or management fee calculations, RecVue captures usage data from virtually any source to map and translate it into a standard billing format.

Integrate with External Systems

RecVue ties into your other systems to auto-populate your calculations and eliminate error-prone, time-consuming manual data entry.

Improve Productivity

RecVue enables your finance team to accelerate period closes, reduce DSO/DRO, and increase your revenue.

Optimize Revenue and Pricing

Create real-time analyses of your pricing strategies or develop new business models to optimize revenue.

Increase Billing and Invoice Accuracy

Scale from one-time bills to complex usage/consumption models. Allocate expenses and offsets to limited partners. RecVue provides pre-validated bill runs, tailored invoices, and accurate fund withdrawals.

Revenue Recognition

Whether it’s quarterly or monthly management fees Maintain GAAP compliance and automate revenue calculations.


RecVue gives you a 360 degree view into you contracts with its easy to use self service reporting.