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THE GREENBENCH PLATFORM

More time to lead.
Less to chase.

The business you built deserves more than a day spent chasing its details. GreenBench turns proposals, online sales, billing, and website publishing into work you can manage—with AutoPay to keep collections moving and accounting automation to carry payments through to the books.

Book a demo Explore the modules
From the first inquiry to the month-end review.
A CLOSER LOOK SIX FOCUSED PRODUCTS

Make progress where
work gets stuck.

QuoteFrontTurn a conversation into a proposal customers can act on: clear options, pricing, acceptance, and signatures. StoreFrontOpen another way to buy. Offer products, services, and bundles, then keep orders and fulfillment in view. CashFlowPut collections on a steadier footing with a customer billing portal, card and ACH payments, and authorized AutoPay. LedgerSyncLet eligible Stripe payouts and ACH receipts flow into QuickBooks accounting, with exceptions brought forward for review. TaxFlowBring the numbers to filing day. Review liability, download worksheets, and prepare return drafts from QuickBooks data. WebFrontMove website changes from private preview to live hosting, with rollback, lead forms, and traffic insights.
TACKLE THE BOTTLENECKMAKE ROOM FOR WHAT’S NEXT
FINANCESALESCOMMERCECOMMUNICATIONSWEB

WHY GREENBENCH

The sale is exciting.
The follow-through matters.

A good business can lose hours in the space between getting work and getting it done. Proposals get rebuilt. Order details need checking. Payments arrive without an obvious match. The website falls behind the business it represents.

GreenBench brings depth to those everyday jobs. Each product gives the person responsible a place to act, review the details, and move the work forward. Choose the part that would make the biggest difference today; bring in more as the demands on your business change.

Present an offer customers can understand and approveKeep orders and unpaid balances from slipping out of viewInvestigate the details before they become bigger problems

EXPLORE THE PRODUCTS

Find your next
operational advantage.

Explore what happens after the headline: the proposals, orders, payments, reports, and website work each product helps you handle.

BILLING, PAYMENTS & AUTOPAY

CashFlow

Make collecting payment part of the routine. CashFlow gives your customers a branded billing portal to review invoices, pay by card or ACH, and enroll in AutoPay. Your team can follow payment outcomes and billing conversations without losing sight of the QuickBooks invoice behind them.

  • A customer portal for invoices, payment history, and saved payment methods
  • Card and ACH payments through Stripe
  • AutoPay for eligible invoices, with customer authorization and approval rules
  • QuickBooks-backed invoice balances and accounting follow-through
  • Billing email templates, notifications, and company communication history
Talk about CashFlow

BUILT FOR REAL BUSINESS DAYS

Recognize the day.
Rethink the routine.

These are illustrative business scenarios. Find the one that sounds familiar, then explore the products behind a different way of working.

THE SERVICE BUSINESS

The job is finished.
Your day should be, too.

You spend the day delivering client work, then the evening assembling tomorrow’s proposals and checking payments. QuoteFront lets you reuse the content you have already perfected. CashFlow lets customers pay by card or ACH and authorize AutoPay for eligible invoices. WebFront gives website updates a preview, a controlled release, and a way to roll back.

WebFrontQuoteFrontCashFlow

THE GROWING SELLER

More orders.
A clearer way to handle them.

A customer wants a service package. Another wants to order a product. Your team needs to know what was bought and what still needs attention. StoreFront supports products, services, and bundles with order history and fulfillment status. Use QuoteFront for work that needs a tailored proposal and CashFlow for customer billing.

QuoteFrontStoreFrontCashFlow

THE FINANCE DESK

A deposit is a number.
You need the story behind it.

A Stripe payout lands in the bank, but matching it to the books takes detective work. LedgerSync matches the payout, accounts for fees, and can automatically create the eligible QuickBooks deposit. Supported ACH receipts can be matched and applied to customer invoices too. When sales tax review comes around, TaxFlow organizes the QuickBooks figures by period and state and provides a filing worksheet.

LedgerSyncTaxFlow

BUILT INTO THE BUSINESS DAY

Small details.
Real consequences.

THE OFFER

Make the decision easier to make.

A proposal should answer the questions that hold up approval. Present the scope, pricing, and options clearly, then give customers a way to accept and sign. Keep your website just as current as the offer you put in front of them.

THE FOLLOW-THROUGH

Keep the next action in view.

An order is waiting for fulfillment. An invoice is waiting for payment. StoreFront tracks approvals and fulfillment. CashFlow gives customers a payment portal and authorized AutoPay, so collecting an eligible invoice need not depend on another manual payment.

THE REVIEW

Give the unanswered numbers a home.

When a payout does not match, you need to investigate. When a tax period closes, you need figures you can review. LedgerSync can process eligible deposits automatically and bring exceptions into focus. TaxFlow organizes the liability and filing workpapers for the owner doing the books or the finance team handling the volume.

SOUND FAMILIAR?

The questions behind
the busywork.

Our website is outdated. How do we make it useful again?

WebFront provides managed static website publishing on connected hosting. Review a private preview, approve the live release, and restore the previous version when needed. Add inquiry forms and traffic tracking to see how the site contributes to the business.

We send quotes, then wait and wonder. What changes?

QuoteFront lets you build from reusable content and templates, offer packages and add-ons, and send a branded proposal. Customers can choose their options, approve the quote, and sign the agreement. View tracking and reminders help you follow up; the accepted proposal is preserved as a PDF.

Can customers order or pay without calling us?

StoreFront lets customers browse and configure products, services, and bundles, then place an order. CashFlow gives them a billing portal for card or ACH payments and AutoPay enrollment. Purchase approvals and AutoPay authorization are handled through their respective workflows.

Money came in. Why does it still take so long to match the books?

A payout can combine several customer payments, fees, refunds, and adjustments. LedgerSync matches the underlying activity and can create eligible QuickBooks deposits automatically. It also supports ACH/wire intake and invoice allocation, while unresolved matches stay available for review.

Can GreenBench help us prepare for sales tax filing?

TaxFlow gathers QuickBooks-calculated liability into reports and downloadable worksheets for the selected period and state. North Carolina draft preparation and saved filing packages help organize the supporting work. Filing submission and tax payment are completed outside GreenBench.

Do we have to replace the tools we already use?

You can introduce one product at a time. CashFlow and LedgerSync work with QuickBooks and Stripe; LedgerSync can operate without the CashFlow billing portal. During a demo, we can look at your current process and identify which change would deliver the most useful first step.

SEE GREENBENCH AT WORK

Bring a real challenge.
Leave with a clearer plan.

Use the demo to explore a job you want to handle better. We’ll walk through the relevant products, look at how they could fit your current routine, and discuss where to start. No need to have the whole plan figured out.

Prefer to talk?Call (919) 999-8877
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