SALESFORCE-NATIVE

Simplifying Collaboration between Operations and Finance

Document Management and Billing

DOCUMENT MANAGEMENT: Save time by auto-generating, classifying, and storing documents with Neurored’s Salesforce-native Document management system. You can customize documents, manage multiple templates, and configure document flows so that employees don’t have to stress over the details. Each document is automatically related to the correct Orders, Customer Accounts, Bills and other record types to improve file traceability and intra-team communication across global operations.

BILLING SOLUTION: Streamline your finance process, capture operational details, and get a detailed overview of cash flow, bills, and payables in seconds. From sourcing third-party carrier rates to managing pre-negotiated customer rates, from markups to custom discounts, our app makes it so that you don’t miss any details and get accurate bills and receipts at the very first attempt. 

ACCOUNTING SOLUTION: If you’re looking to connect our end-to-end solution with your accounting software, Neurored can easily integrate with any modern accounting solution in the world. We’ve had successful implementations with many Accounting Systems like SAP, Oracle, Sage, etc. If you’re looking to take things up a notch by bringing the reliability and trust of Salesforce to Finance, we recommend the salesforce-native solution – Accounting Seed. We have a very robust integration with Accounting seed which fuses our industry experience with their industry-leading position in Accounting. This results in seamless user experience across your business processes – from quoting to billing. 

Create Bills in Seconds

In just a few clicks you can add all billable items from orders across all service lines including freight rates, demurrages, POD and POL charges, warehouse charges, etc.

Track Account Warnings

Enable automated credit warnings to minimize internal communications by allowing customer service reps to see which bills are pending, how much is owed, when they were sent, etc.

Generate Actionable Reports

Make better decisions by cross-reference your KPIs like revenue, payables, etc. with operational metrics like transport delays, routes, etc. to build actionable finance reports.

STANDARD FEATURES

Use our standard functionality or set up custom tools and processes to boost user acceptance and productivity. Either way, you’re backed by our clean intuitive interfaces and the power of the Salesforce Platform.

Intelligent Character Recognition (Powered by Amazon Textract)

Enjoy document recognition, data extraction, and automatic indexing functionality with Intelligent Character Recognition (ICR/OCR). Speed up data entry by eliminating the need for manual typing and capturing information on multiple fields simultaneously. Our pre-trained machine learning models ensure that you get accurate data capture, and you don’t have to worry about how page layouts change over time.

No More Information Silos

Don’t settle for “solutions” that make you do all the tedious work of synchronizing data between your ERP, TMS, and WMS, systems. Neurored gets you all your information in one place so you can track your operations and access all the information you need to run your business smoothly.

Accurate & Lightning-Fast Billings

Eliminate duplication of efforts and data-entry errors by creating bills using the Service Order information that’s already on the system. Easily account for every last penny and associate services with the correct GL Account to get lightning-fast billings and accurate financial reports.

One-Stop Business Solution on Salesforce

Plug in new Apps from Salesforce AppExchange to enrich your unique product and take advantage of the rich Salesforce ecosystem of developers. Install multiple apps in a single environment and leverage the power of the Salesforce Platform to get secure access to these apps from anywhere, at any time.

Generate Customized Invoices

Send documents like invoices, payables, etc. with fully customizable branding and layouts. You can create Invoices within seconds and email them to the customer without leaving the app! You can also configure multiple templates to send documents as per customer preference.

Powerful Finance Dashboards

Leverage airtight integrations between operations and finance to get smart insights and make better, data-driven decisions. You can create multiple dashboards with meaningful metrics and slice-and-dice your data to understand which accounts give you the most revenue per ton, per shipment, etc.

Intelligent Character Recognition (Powered by Amazon Textract)

Enjoy document recognition, data extraction, and automatic indexing functionality with Intelligent Character Recognition (ICR/OCR). Speed up data entry by eliminating the need for manual typing and capturing information on multiple fields simultaneously. Our pre-trained machine learning models ensure that you get accurate data capture, and you don’t have to worry about how page layouts change over time.

No More Information Silos

Don’t settle for “solutions” that make you do all the tedious work of synchronizing data between your ERP, TMS, and WMS, systems. Neurored gets you all your information in one place so you can track your operations and access all the information you need to run your business smoothly.

Accurate & Lightning-Fast Billings

Eliminate duplication of efforts and data-entry errors by creating bills using the Service Order information that’s already on the system. Easily account for every last penny and associate services with the correct GL Account to get lightning-fast billings and accurate financial reports.

One-Stop Business Solution on Salesforce

Plug in new Apps from Salesforce AppExchange to enrich your unique product and take advantage of the rich Salesforce ecosystem of developers. Install multiple apps in a single environment and leverage the power of the Salesforce Platform to get secure access to these apps from anywhere, at any time.

Generate Customized Invoices

Send documents like invoices, payables, etc. with fully customizable branding and layouts. You can create Invoices within seconds and email them to the customer without leaving the app! You can also configure multiple templates to send documents as per customer preference.

Powerful Finance Dashboards

Leverage airtight integrations between operations and finance to get smart insights and make better, data-driven decisions. You can create multiple dashboards with meaningful metrics and slice-and-dice your data to understand which accounts give you the most revenue per ton, per shipment, etc.

Empower Users

Allow your teams to design their own workflows with easy point and click tools

Competitive Pricing

AppExchange competition ensures reasonable and non-fluctuating subscription fees 

Reduce Maintenance

Neurored’s cloud-based solution helps you avoid server maintenance costs

360º Financial Visibility

Neurored’s unified solution ensures precise control over every last penny

Benefits of DOCUMENT management & BILLING

Quick Return on Investment

Lightning-Fast Billing

Actionable Insights

Seamless System Integration

Enhanced Profit Tracking

Custom Reports & Metrics

Secure Multi-Device Access

Easy Accounts Management

Improved Information Sharing

Simplified Process Configuration

Faster Billing Over Traditional Apps

Visibility Into Business Operations

%

Data Consistency Across Databases

Platform Access Across All Devices

Benefits of DOCUMENT Management & BILLING

CUSTOMER TESTIMONIALS

Why customers love Neurored

"Neurored is a complete and adaptable End-to-End Logistics Solution that helped us integrate our logistics and invoicing functions with CRM in order to simplify the IT architecture, streamline business processes, and increase efficiency. We’ve seen great improvement in functional baseline and in productivity with an incredible 95% user satisfaction!"

Sebastian Lambert

Processing Manager, LafargeHolcim Trading

“Neurored has helped us integrate and automate our processes from prospecting, and sales to operations and administration - all in one! Neurored has made our internal processes easier we now have complete visibility of operations (shipment tracking) in real time. Our customers have seen a competitive advantage through the Communities on Salesforce.”

Jaime Hinojosa

Commercial Director, Pak2Go

"I would say that Neurored is the best team to have by side when you want to move to modern era. Their knowledge of Salesforce Platform is very deep and their approach towards customers and execution of tasks is at the highest level. You always feel that Neurored team is nearby ready to help when you need it."

Tada Abramavicius,

CEO, Baltic Consol Line

Trusted By Industry Leaders

Our Customers

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