Case Study: Gentreo cuts billing time by 75% with Ordway

Gentreo Gains Flexibility from New Billing Platform

Gentreo, a digital estate planning SaaS, needed a billing and revenue automation platform that could support both B2C and increasingly complex B2B/B2B2C subscription models. Its manual processes were slowing subscription billing, complicating month-end close, and limiting visibility across diverse pricing, payment, and partner scenarios.

Ordway provided the flexible subscription billing and revenue automation solution Gentreo needed, including invoicing, revenue recognition, journal entries, and integrations with CRM and accounting systems. With Ordway, Gentreo cut billing time by 75%, accelerated month-end close, gained real-time revenue visibility, and created a more scalable finance operation without adding headcount.

Gentreo

Jon Quick

Chief Financial Officer