Get to Know RFSBilling
Rose Report: Issue 34
, our innovative electronic workflow system that captures every step in the billing process electronically, including approvals. The most recent module to our RFSWorkflowsuite of solutions, RFSBillingutilizes trained professionals and sophisticated software to maximize efficiency, minimize risk, provide greater visibility and eliminate paper from your billing process.
How it works
RFSBillingis designed by accountants for accountants and uses an intuitive interface that enhances your current accounting software. By standardizing and centralizing the billing process, RFSBillingallows authorized account owners to review, approve and execute invoices and offers transaction and status reports with secure links to documents, support and a full audit trail.
RFSBillingfeatures:
- Bill Preparation: Indexing, Coding and Routing for Approval
Upon setup, RFS indexes and reviews all RFSBillingtransactions to ensure coding accuracy and that current accounting policies are followed. In addition, integrated approval matrixes are implemented to provide automatic routing for approvals and are designed to provide multi-level authorization. - Accounting Review and Approval
RFSBillingallows for greater visibility into accounting transactions and reduces the amount of time approvers spend on rejections or adjustments. Online access to RFSBillingfor all approvers allows users to be in multiple offices, states and even countries. Clients can open a bill, review it, approve it or reject to request adjustments and additional attachments, and easily track and approve invoices—all in one place. In addition, RFSBillingprovides clients with the opportunity to review prior billing. - Transmission to Customer
Once all invoices have been reviewed and approved, RFSBillingautomatically transmits bills directly to your clients—eliminating the need to manually send out bills one email at a time. RFSBillingincludes email templates that can be customized with customer specific salutations and carbon copies (CCs) the approvers. In addition, RFSBillingoffers different configurations for our government contractor clients who need to submit billing through a government portal. - Integration with Accounting Software
RFSBillingseamlessly integrates into your accounting software and provides a full audit trail including every step of the billing process with dates and comments. All transaction history is available online and through reports.
From running a report of all your bills, to knowing which stage your billing process is in, RFSBillingprovides you with greater visibility and efficiency. Streamline your billing processes with RFSBilling. For more information, visit our website at www.rosefinancial.com or contact us at: sales@rosefinancial.com or 301.527.1130.
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Rose Financial Solutions (“ROSE®”), a pioneer in Finance as a Service ( FaaS ), today announced new strategic partnerships designed to empower fractional CFOs and CPA firms to support clients with scalable financial infrastructure. Through alliances with Apex Finance Solutions, CFO Advisory DC, CTM Partners, and Rubino & Company , ROSE is expanding access to scalable, AI -enabled solutions that simplify financial operations and amplify the value advisors deliver to growing businesses. “Fractional CFOs and CPA firms are critical growth partners for businesses, but they shouldn’t have to build financial infrastructure on their own,” said Ted Rose, President, CEO, and Founder of ROSE . “With these partnerships, we’re giving them access to enterprise-grade tools that drive efficiency, scalability, and insight—so they can remain focused on their most important role: trusted advisors.” At the center of these partnerships is ROSE’s Finance as a Service ( FaaS ) model, which integrates People, Process, Technology, Organization, and Data . This framework simplifies back-office operations while empowering financial leaders with real-time insights, audit-readiness, and proactive decision-making . All four partners now gain access to Easby ® , ROSE’s AI-powered, enterprise-grade automation platform that seamlessly integrates with accounting systems to transform financial data into actionable intelligence. Meet the Partners Apex Finance Solutions : Guides high-performing entrepreneurs with executive-level financial leadership. With Easby®, Apex enhances its strategic advisory capabilities through real-time data insights. CFO Advisory DC : Brings a global perspective from private equity, impact investing, and strategy consulting. Easby strengthens its ability to deliver operational excellence and scalable growth strategies. CTM Partners : Specializes in driving scalable growth and operational efficiency through financial leadership. By leveraging ROSE’s FaaS model, CTM expands client visibility and decision-making agility. Rubino : A Maryland-based CPA firm delivering audit, tax, and CFO consulting expertise (through their CAS – Client Accounting Services). By integrating Easby, Rubino enhances compliance readiness while delivering deeper client insights. “This is just the beginning of our CFO and CPA partner network buildout,” added Rose. “Our goal is to ensure every growth focused organization in the nation has access to the same level of sophistication and scalability as enterprise finance teams—without the cost or complexity. Our nationwide network will reshape the way financial leaders deliver trusted, data-driven advisory services.” About Rose Financial Solutions ROSE is a leading provider of Finance as a Service (FaaS – next generation of finance and accounting outsourcing) , helping businesses simplify financial operations by aligning People, Process, Technology, Organization, and Data . Its enterprise-grade AI-enabled automation platform, Easby® , transforms financial data into actionable insights, enabling companies to scale with confidence and agility. With ROSE and Easby, organizations achieve audit readiness, operational efficiency, and data-driven decision-making—redefining the future of finance and accounting. To learn more about how ROSE and Easby® can transform your financial operations, visit www.rosefinancial.com and www.easby.ai . Ready to empower your firm with enterprise-grade financial infrastructure? Contact us today to explore partnership opportunities.
Issue 98 - Transforming Accounting into a Growth Engine
For growing government contractors, an outdated accounting system isn’t just inefficient—it can be a threat to your business. Whether you're using QuickBooks or a legacy ERP, failing to adapt your systems as you scale can lead to compliance failures, cash flow issues, and missed growth opportunities.
