Demo Summary
In this video, Stephen, head of finance at Rillit, gives a quick tour of the Rillit platform. You’ll see the launchpad with key numbers like cash balance, overdue bills, and ARR. You’ll learn how Rillit connects to banks, your CRM, Stripe, tax tools, and HR systems—all without extra apps. You’ll watch reports like financial statements, an ARR waterfall, and deferred revenue schedules build themselves. Finally, you’ll see the contract module that auto-creates metrics, revenue plans, and invoices. Rillit saves you days of work and helps your growing business move past QuickBooks.
AI-Detected Features
Introduction to RillitStephen, Rillit’s Head of Finance, welcomes you and sets up a quick tour of the platform.
00:00
Exploring the Rillit LaunchpadSee the main dashboard where gap metrics (cash balance, overdue AR) and non-gap metrics (ARR) live together in one place.
00:05
Seamless IntegrationsLearn how Rillit connects directly to banks (via Plaid), CRMs (HubSpot, Salesforce), Stripe, tax systems (Avalara, Anrok) and HR platforms—no extra connectors needed.
00:18
Powerful Reporting ToolsDiscover automated financial statements, the ARR waterfall, revenue waterfall, deferred revenue and prepaid schedules to streamline your close.
00:51
Automated Contract ManagementSee how Rillit imports or creates contracts, populates SaaS metrics, schedules revenue recognition and sends invoices automatically or manually.
01:24
Conclusion and Next StepsRillit is a modern ERP for growing businesses. If you’ve outgrown QuickBooks, contact us to get started.
01:57

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