Experlogix is a global software company specializing in CPQ (Configure, Price, Quote) and Document Automation solutions that help businesses simplify complex sales and document processes. Following multiple mergers, the company now operates across five entities in the U.S., Canada, the Netherlands, Belgium, and Ireland, managing multiple currencies, products, and billing models.
With a lean finance team supporting recurring revenue and subscription billing across these regions, Experlogix needed a more efficient and reliable system to manage deferrals, revenue recognition, invoicing, and financial reporting across entities.
We have five environments with different currencies, tax structures, and overlapping customers, and before Subscription Billing, it was difficult to manage that manually.
— Lera Kuznetsova, Finance Operations Associate.
As Experlogix grew, its accounting processes became increasingly difficult to manage. The mergers left the team struggling with siloed systems and manual workloads. Multiple entities, currencies, and reporting standards were being tracked manually through spreadsheets — leading to errors, inefficiencies, and limited visibility across teams.
Experlogix implemented Binary Stream’s Subscription Billing to automate billing, deferrals, and revenue recognition directly within Microsoft Dynamics 365 Business Central.
“Being able to use Binary Stream to issue invoices makes the process much cleaner. We’ve automated it rather than trying to keep track and manually issue renewals.”
— Arjun Nukal, CFO
Three years post-implementation, Experlogix’s finance team reports major gains in efficiency, accuracy, and transparency.
“Everything is systemized and automated, especially our deferral schedules and revenue recognition. We have complete confidence in our reporting, and customers are more satisfied because invoicing is straightforward and transparent.”
— Lera Kuznetsova, Finance Operations Associate
