Simplify order-to-cash

and accelerate cash flow

Connect projects, resources, timekeeping, expenses and invoicing, seamlessly. Simplify the most critical order-to-cash process and keep your executives informed.


Optimize your order-to-cash process


The Features you Need to Get the Job Done


Real-time order tracking: Manage your client contracts (SOWs) and purchase orders in the same place for accelerated and reliable delivery processes.


Automated workflows to eliminate the risk of inaccuracy that comes with manually entering data. Support your staff with fully customizable timesheets that protect project privacy.


Be empowered by fully compliant expense management. Oversee all project spending in one place – capture and submit billable expenses to improve project accounting accuracy.


Create globally compliant invoicing with Reltiva’s project-based pricing and multiple currency support. Send error-free digital invoices, internationally and locally, to get paid on time and grow client success stories.


Get proactive insights into company performance – including data on DSO, revenue leakage and profitability – sorted by client and project.


Integrate with industry leading tools


Frequently Asked Questions

What is an order-to-cash (OTC or O2C) process?

Order-to-cash is a complex business process that manages customer’s sales order, fulfilment, invoicing, and customer payment. Streamlining this process and enabling with an intelligent solution will help improve company’s cash flow, revenues and business growth.

Why is it important for professional services?

In the professional services industry (mainly IT services), the statement of work contract terms along with customer purchase orders drives the project delivery, invoicing, and customer payments. To have efficient and smooth operations, it is important to tightly align the process steps.

This will enable optimized resource utilization, submission of error-free invoices as per the terms of the contract, faster payments, and happier customers.

What are the detailed steps of the O2C process in service industry?

O2C process starts with capturing of information from approved statement of work and customer purchase orders such as what project is being delivered, PO amount, by whom, and when the project should be completed. Order fulfilment is handled by putting together a project team by leveraging the right resources and managing their utilization. Based on the project contract type, the project time, expenses, and milestones are captured.

With prompt approvals the invoices are distributed to the customer error-free and on-time. The reporting and notification keep the project sales and accounts team abreast of any pending payments thus reducing any backlogs. The reconciliation process with financial accounting systems provides information on key metrics that can enable better decision-making.

How does this improve cash flow?

By digitizing and automating your order-to-cash process, you’ll have constant access to each phase of the process at all times – lessening the risk of loss that comes with hardcopy invoicing. Efficient data exchange and transparency between the project teams within your business and customer allows you to identify payment backlogs proactively, streamline your collection management and protect your revenue.