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
Hover or tap a stage to see which platforms own it.
Stage 5
Invoice
Billing and invoice delivery
Scroll sideways to see every stage.
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.
9 guides
HubSpot
CRM
CRM and quoting platform used by many small and mid-sized B2B companies, where deals, quotes, and customer records start.
5 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.
19 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.
11 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
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