AccountDetails consolidates customer records, entitlements, billing history and audit trails into a single hosted back office — so your support and finance teams stop reconciling four different systems by hand.
No installation required · Data residency in the EU · SSO via SAML & OIDC
Accounts change constantly — plans upgrade, contacts leave, invoices get corrected. AccountDetails keeps the canonical version and writes every change back to the systems that depend on it.
Contract terms, contacts, entitlements and payment status collected on a single page, with the source system shown for every field.
Changes propagate to your CRM, billing engine and directory within seconds. Conflicts are queued for review rather than overwritten.
Match invoices against contracted entitlements and flag the discrepancies before they reach a customer statement.
Administration, finance and support each get the view they need, without a separate licence for every department.
Granular permissions down to the field level. Support sees contacts, finance sees ledgers, nobody sees more than their role requires.
Every modification is stamped with actor, timestamp and prior value, retained for seven years and exportable on request.
SAML 2.0 and OpenID Connect with enforced MFA, group mapping and automated deprovisioning from your identity provider.
Apply plan migrations, price changes or contact updates across thousands of accounts with a dry-run preview first.
Recurring exports to CSV, XLSX or your data warehouse, delivered on the cadence your finance close requires.
Everything in the interface is available over an authenticated REST API with webhooks for downstream automation.
Billed per managed account, per month. Annual agreements include migration support and a named implementation contact.
Tell us which systems hold your account data today and we will walk through a migration plan. Demonstrations run for about 30 minutes and use a sandbox loaded with your own field structure.
Existing customers should use the in-product support console for incidents so requests are tracked against your service agreement.