Every platform from lead to cash
The CRM, billing, accounting, ERP, AI, and automation tools that make up a quote-to-cash stack. Pick a platform to see where it fits, what usually breaks around it, and every RevExOS guide and case study that covers it.
The lead-to-cash map
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All platforms, A to Z
Claude
AI model
Anthropic's AI model, used in quote-to-cash for reading contracts and invoices, drafting collections emails, and building finance dashboards with Claude Cowork.
8 guides
HubSpot
CRM
CRM and quoting platform used by many small and mid-sized B2B companies, where deals, quotes, and customer records start.
4 guides · 2 case studies
Make.com
Workflow automation
Visual automation platform for connecting apps, often the fastest way to automate a quote-to-cash handoff without code.
2 guides · 12 case studies
n8n
Workflow automation
Open-source workflow automation that can be self-hosted, and the platform we build most quote-to-cash automations on.
3 guides · 14 case studies
NetSuite
ERP
Oracle's cloud ERP, typically adopted by B2B companies that have outgrown QuickBooks or Xero and need multi-entity accounting and revenue recognition.
6 guides
QuickBooks Online
Accounting
The accounting system of record for most small and mid-sized B2B service firms, where invoices, payments, and AR aging live.
18 guides · 1 case study
Salesforce
CRM and Revenue Cloud
Enterprise CRM whose Revenue Cloud covers CPQ, contracts, orders, and billing, with Agentforce and Claude bringing AI into the flow.
4 guides
SAP
ERP and billing
Enterprise ERP whose S/4HANA and BRIM modules run order-to-cash and high-volume subscription and consumption billing for large companies.
6 guides
Stripe
Payments and billing
Payments infrastructure and subscription billing for internet businesses, now including usage-based billing through its Metronome acquisition.
10 guides · 1 case study
Xero
Accounting
Cloud accounting widely used by UK, Australian, and New Zealand firms and by accounting practices managing many client books.
12 guides · 2 case studies
Zapier
Workflow automation
The most widely used no-code automation tool, with the largest app library, often the first automation a finance or ops team builds.
1 guide · 3 case studies
Zoho Books
Accounting
Accounting and invoicing software in the Zoho suite, popular with small businesses and firms already using Zoho CRM.
1 guide · 2 case studies
Zuora
Subscription billing
Standalone subscription billing and revenue platform used by mid-market and enterprise companies with complex recurring pricing.
5 guides
Learn the steps your stack is missing
Free tools and guides for each step of quote-to-cash. Using a platform that is not listed? Tell me.
Q2C Stack Checker & Cash Simulator
Find the integration gaps in your quote-to-cash stack and see the working capital a faster cycle frees up.
Jev Playground
Try structured AI decisions on real quote-to-cash questions, from approvals to collections.
Use RevExOS Tools Inside Claude, ChatGPT and Codex
Connect the free tools to Claude, ChatGPT or Codex through MCP, or install the Q2C Kit, and run them from a chat.