Seven20 is a single source of truth for all departments

Improve business efficiency by incorporating your middle & back office. Enabling all teams to better collaborate on one system, eliminating the need for double entry.

Compliance

Collect. Collaborate. Share

Make compliance documents easy to store and access across the business. Ensuring you collect the right information to improve process efficiency.

  • Custom built screenflows
  • Add different types of documents
  • Create self-service option
  • Add expiration dates
  • Send automated update emails

Terms of Business

Keep track of key details.

Store terms of business to keep track of key details with clients, easily accessible across teams.

  • Multiple sets of terms per client
  • Expiry automation reminders
  • Integrate with e-signature tools

Timesheet Management

Time overviews made easy.

Accurately track rate cards and timesheets and save time by turning them straight into invoice line items

  • Configure rate cards
  • Add timelogs
  • Multi-currency
  • Billing line item conversion

Billing & Invoicing 

Automate your billing.

Generate billing line items easily within the system and link to an invoicing platform to automate manual processes.

  • Pre-built Xero integration
  • Multi-currency
  • Can charge for other services than just a placement fee

Approvals

Approval processes how you want.

Customise your approval processes to make sure when cross-department processes occur, each department has everything they need from the other. Examples include:

  • Placement approval
  • Compliance approval
  • Timesheet approval
  • Terms and Conditions approval

Pay & Bill

From payments to bills.

Integrate your pay and bill system with Seven20 either via API or advanced csv export functionality

  • Two way api integrations
  • Customise csv exports
  • Accommodates all types from shift to SoW

Building Reports / Dashboards

Report on the details.

Salesforce is well known for its ability to generate detailed actionable reporting. Whether that’s custom dashboards for frequent use or more granular data manipulation, it’s all available within Seven20 and our team is on hand to support creation.

  • Custom dashboards
  • Custom reports
  • Report training
  • Management visibility
  • Support DE&I

Want to hear more about our Mid & Back office support?

Book a Demo