Omnichannel Order to Cash Software

 Omnichannel Order to Cash

Unified Order to Cash Software for High-Volume Omnichannel B2C

AI-powered Order to Cash reconciliation across orders, invoices, settlements, bank credits, refunds, charges, logistics, and inventory. Every transaction traced to cash.

The Challenge

Complexity in Omnichannel Sales

Managing thousands of B2C transactions creates visibility gaps. Without an automated Order to Cash solution, finance teams face:

Fragmented Data
challenge1

Information trapped in multiple file formats such as Excel, CSV, TXT, PDF, or buried in email attachments.

Fee Discrepancies
challenge2

Hidden charges, fees, and other deductions leading to overbilling and revenue leakage.

Disconnected Systems
challenge3

Inconsistent data between OMS, ERP, payment gateways, banks leads to inaccuracy and data governance issues.

Complex Refunds
challenge4

High volumes of returns & refunds complicate reconciliation across the entire order lifecycle.

The Final-Mile Gap
challenge4

Lack of clarity on whether payment settlements match the final bank deposits and why not.

High Manual Fatigue
challenge4

Teams spend days manually standardizing data instead of investigating discrepancies.

Solution Overview

Order to Cash: Built to Close Revenue Gaps

Built for AR Controllers, Finance Managers, and Revenue Operations teams managing high-volume B2C transactions, Taxilla's Order to Cash software reconciles the complete order lifecycle, from order placement to final bank deposit, including returns, cancellations, and refunds.
The platform also supports add-on capabilities for chargeback management, inventory reconciliation, and automated ERP synchronization to clear open entries.

How Does Taxilla's Order to Cash Software Work?

Placed → Processed → Invoiced → Settled → Bank Deposit

Fully Automated End-to-End Process

Configure

Data Collection & Standardization

Ingest data from any source (API, Excel, CSV, TXT, Email, PDF) and transform it into a unified model.

Ingest & Transform Data

Automated Reconciliation

Schedule periodic reconciliation using pre-configured automated transaction matching rules.

Run the Driver-Based Allocation Engine

Clearance and Closure

Enforce approval for forced matches and lock data post-closure to maintain an immutable audit trail

Review & Approve

Accounting and ERP Sync

Automatically post reconciliation entries to ERP to clear open invoices and support timely book closure

Post & Integrate

Analytics and Reporting

Access summary dashboards and transaction-level reports to view all data in one place, ready for analysis

The result: faster close cycles, reduced revenue leakage, and reliable cash and settlement visibility

Key Benefits

Transform your order to cash process from a cost center into a strategic advantage

Reduce DSO by 30%

Through autonomous payment matching that accelerates cash collection cycles.

90% Touchless Reconciliation

Achieve touchless reconciliation across all revenue streams with intelligent automation.

Advanced Task Orchestration

AI-enabled process automation that intelligently manages complex reconciliation workflows.

Recapture Leaked Revenue

DocuSign-style stakeholder collaboration to identify and recover revenue leakage.

Day-Zero Close

Enable a day-zero close with real-time ERP synchronization and instant data updates.

40% Efficiency Gains

Drive operational efficiency via unified logistics tracking and streamlined processes.

Module Capabilities

Order to Cash Solution Capabilities

Driver-Based Cost Allocation Engine

Order Reconciliation

  • Reconcile orders placed, processed, invoiced, settled, bank credits
  • Match order returns, cancellations, and refunds
  • Perform automated line-level transaction matching
Rule-Based Allocation Framework

Revenue Assurance

  • Identify fees, charges, taxes, commissions, and other deductions
  • Validate actual deductions against contracts and agreed rates
  • Calculate overbilling, underbilling, and revenue leakage
Intercompany Chargeback & Billing Automation

Inventory Reconciliation

  • Reconcile opening stock, movements, and closing balances
  • Identify lost, damaged, adjusted inventory for claims & write-offs
  • Track aging & status by available, in-transit, returned, & unsellable
Multi-Layer Workflow Collaboration

Logistics Reconciliation

  • Reconcile shipments against deliveries and returns (including RTOs)
  • Validate fulfilment, freight, and carrier charges against contracted rates
  • Identify overcharges, penalties, and recovery opportunities
Multi-Layer Workflow Collaboration

ERP Posting

  • Consume ERP-specific templates and posting rules
  • Generate and post journal entries against open invoices
  • Post adjustments for short or excess payments and write-offs
Multi-Layer Workflow Collaboration

Analytics & Reporting

  • Consolidated view of deductions and revenue leakage
  • Snapshot view of cash flows and locked working capital
  • Detailed transaction-level reports for analysis and audit
Technology Advantage

Order to Cash Technology Advantage

  • ERP-Agnostic Architecture

    Multi-Way AI Matching Engine

    Smart algorithms automatically reconcile complex datasets

  • Continuous Processing Model

    Cloud-Native SaaS

    Built to process millions of transactions seamlessly

  • Unified Intercompany Sub-Ledger

    Data-Format Agnostic

    Ingest data in any format - Excel, CSV, Text, PDF, Email, or APIs

  • No Spreadsheets. No Custom ERP Code

    API-First Architecture

    Pre-built API connectors for real-time integration with major ERP, OMS, Logistics, and Marketplaces

  • Unified Intercompany Sub-Ledger

    Enterprise-Grade Security

    SOC2 compliant with granular role-based access controls (RBAC)

  • Unified Intercompany Sub-Ledger

    Complete Auditability

    Full version control and immutable audit trails for every transaction

TechnologyAdvantage
Integrations

Seamless Integrated Across Your Ecosystem

Taxilla provides a full-fledged Order to Cash automation software, not a standalone tool. It sits on top of your existing technology stack and integrates seamlesslywith your ecosystem through API, SFTP, or file-based integrations

ERPs

ERPs

Marketplaces

ERPs

OMS

Operational Sources

Logistics

Operational Sources

Don't see your system? Our Format-Agnostic Engine and Extensible Framework allow us to integrate with any custom or niche software in your ecosystem seamlessly

Industry Use cases

Trusted By Global Shared Services

Retail & Omnichannel Commerce

Reconcile POS, website, marketplace, and app orders with shipments, invoices, settlements, refunds, fees, and bank credits.


Typical impact: Faster settlement closure, reduced revenue leakage, single source of truth across channels.

D2C Brands

Match orders across Shopify/app, ERP, payment settlements, and banks. Validate commissions, logistics charges, and refunds.


Typical impact: 1-3% revenue recovery from incorrect deductions and missed settlements.

Online Travel Agencies (OTAs)

Reconcile bookings from web, app, and partner channels with confirmations, cancellations, refunds, commissions, gateway settlements, and bank credits.


Typical impact: Clear visibility into net realized revenue; faster closure of refund and commission mismatches.

Hotels, Resorts & Chains

Reconcile direct bookings, OTA bookings, POS charges, no-shows, cancellations, refunds, commissions, and payouts.


Typical impact: Accurate net room revenue; elimination of manual OTA settlement tracking.

Airlines & Passenger Transport

Match ticket sales, ancillaries, re-bookings, cancellations, chargebacks, settlements, and bank receipts across channels and payment modes.


Typical impact: Reduced revenue leakage from failed refunds and partial settlements; improved cash forecasting

Ticketing & Event Platforms

Reconcile ticket sales across web, app, and partner channels with cancellations, refunds, reschedules, service fees, settlements, and bank credits.


Typical impact: Faster settlement closure with accurate net event revenue.

Pricing & Plans

Order to Cash Software Pricing

Taxilla pricing scales with your solution complexity and transaction volume, ensuring you pay only for what you use.

Essentials

  • Orders Placed vs Processed Reconciliation
  • Orders Processed vs Invoiced Reconciliation
  • Orders Placed vs Settlement Reconciliation
  • Settlement vs Bank Reconciliation
  • Revenue Assurance
  • Inventory Reconciliation
  • Logistics Reconciliation
  • ERP Sync & Posting
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Enterprise

  • Orders Placed vs Processed Reconciliation
  • Orders Processed vs Invoiced Reconciliation
  • Orders Placed vs Settlement Reconciliation
  • Settlement vs Bank Reconciliation
  • Revenue Assurance
  • Inventory Reconciliation
  • Logistics Reconciliation
  • ERP Sync & Posting
Request a Quote
FAQ's

Frequently Asked Questions

What is Order to Cash reconciliation software?
It automates matching of orders, invoices, payments, refunds, settlements, and bank credits to ensure every transaction is fully accounted for.
Why is Order to Cash automation critical?
It eliminates revenue leakage, accelerates cash flow, improves accuracy, and enhances audit confidence across multi-channel business models.
Can Taxilla integrate with multiple sales and payment systems?
Yes. The platform natively integrates with OMS, ERP, payment gateways, banks, and marketplaces through API/pre-built connectors, or file-based integrations.
Does Taxilla handle multi-currency or multi-entity operations?
Absolutely. Taxilla's global architecture supports multiple entities, currencies, and sales regions, providing consolidated financial visibility.
Can this system handle complex refunds and cancellations?
Yes, we understand the complexity from returns and cancellations in different time frames, partial returns etc. and our system is fully capable to handle it.
Can I only select the features I want and not the full solution?
Yes, you can select only what you need from our offerings list. The pricing depends on transaction volumes, selected offerings, and number of integrations.

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