How does Dataroom help finance teams?

Order forms with Stripe checkout inline (sign and pay in one flow), branded invoices that auto-remind, quarterly board books with live KPI charts, and an audit-ready trail your auditor can export as CSV. Self-reported: 11 days faster A/R collection, 94% of invoices paid within 30 days.

Does Dataroom do invoicing and revenue rec?

Yes — order forms auto-issue invoices on signature; Stripe handles card/ACH/SEPA payments. QuickBooks (Beta) and Xero sync available for revenue recognition.

Can I run board books from Dataroom?

Yes. Quarterly board books with auto-pulled KPIs (Stripe, Mercury, Snowflake), narrative editor, ask blocks, and per-director read receipts so the chair knows who needs the pre-meeting call.

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For finance

Quotes,contracts,invoices,boardbooks—onetool.

Send an order form that takes payment. Ship an invoice that auto-reminds. Run quarterly board books with live KPI charts. With an audit trail your auditor can pull in a CSV — not a screenshot tour.

Start free trial See an order form

sendmint.com/finance/ar-aging

A/R aging · March 2026

$121,600 outstanding · $84,400 collected this month

3 paid 1 viewed 1 sent

Invoice

Customer

Amount

Sent

Status

INV-1042

Northwind

$24,000

Mar 12

paid

INV-1043

Atlas Energy

$11,400

Mar 14

paid

INV-1044

Helio Bio

$48,000

Mar 18

viewed

INV-1045

Vector Labs

$6,200

Mar 20

sent

INV-1046

Beacon

$32,000

Mar 21

paid

ChatGPT Claude Perplexity Gemini Grok

What changes

Numbers from finance teams.

0 days

Faster A/R collection

Invoices paid within 30 days

0 tools

Replaced on average

0 missing

Docs in your next audit

Capabilities

Six tools, one ledger.

Order forms with payment

Build a branded order form, attach Stripe checkout, send. Recipient signs and pays in one flow.

Branded invoices

Send invoices that aren't a PDF attachment. Click-to-pay, ACH or card, reminders included.

Board books with KPIs

Quarterly board books with live KPI charts. Open receipts so you know who actually read it.

NDAs & vendor docs

Centralize the NDA library, route signatures, search the archive in seconds.

Audit-ready trail

Every doc, every view, every signature — written to an immutable log. CSV export for your auditor.

Revenue dashboards

Pull signed contract values into a real-time dashboard. Forecast renewals, expansions, churn.

Day-to-day

Quote to cash, in one tab.

Quote

Drop a pricing table into a branded order form. Conditional add-ons handled.

Sign

Recipient signs inline. Optional pre-pay holds the first invoice.

Invoice

Auto-issue on signature. Stripe checkout, ACH, reminders.

Report

Live MRR, ARR, churn, expansion. Pull into your monthly board book.

“Cut DSO by 11 days in two months. The audit trail saved a week during our 409A. We don't miss any of the tools we cancelled.”

HHannah BrooksCFO, Vector Labs

Go deeper

The pieces, individually

Forms & payments Order forms & proposals Electronic signature Document analytics Board books & updates Security & compliance

Cut DSO, replace four tools.

60-day trial, no card, audit trail from day one.

Start free trial

Loading…

For finance

Quotes,contracts,invoices,boardbooks—onetool.

Send an order form that takes payment. Ship an invoice that auto-reminds. Run quarterly board books with live KPI charts. With an audit trail your auditor can pull in a CSV — not a screenshot tour.

Start free trial See an order form

sendmint.com/finance/ar-aging

A/R aging · March 2026

$121,600 outstanding · $84,400 collected this month

3 paid 1 viewed 1 sent

Invoice

Customer

Amount

Sent

Status

INV-1042

Northwind

$24,000

Mar 12

paid

INV-1043

Atlas Energy

$11,400

Mar 14

paid

INV-1044

Helio Bio

$48,000

Mar 18

viewed

INV-1045

Vector Labs

$6,200

Mar 20

sent

INV-1046

Beacon

$32,000

Mar 21

paid

ChatGPT Claude Perplexity Gemini Grok

What changes

Numbers from finance teams.

0 days

Faster A/R collection

Invoices paid within 30 days

0 tools

Replaced on average

0 missing

Docs in your next audit

Capabilities

Six tools, one ledger.

Order forms with payment

Build a branded order form, attach Stripe checkout, send. Recipient signs and pays in one flow.

Branded invoices

Send invoices that aren't a PDF attachment. Click-to-pay, ACH or card, reminders included.

Board books with KPIs

Quarterly board books with live KPI charts. Open receipts so you know who actually read it.

NDAs & vendor docs

Centralize the NDA library, route signatures, search the archive in seconds.

Audit-ready trail

Every doc, every view, every signature — written to an immutable log. CSV export for your auditor.

Revenue dashboards

Pull signed contract values into a real-time dashboard. Forecast renewals, expansions, churn.

Day-to-day

Quote to cash, in one tab.

Quote

Drop a pricing table into a branded order form. Conditional add-ons handled.

Sign

Recipient signs inline. Optional pre-pay holds the first invoice.

Invoice

Auto-issue on signature. Stripe checkout, ACH, reminders.

Report

Live MRR, ARR, churn, expansion. Pull into your monthly board book.

“Cut DSO by 11 days in two months. The audit trail saved a week during our 409A. We don't miss any of the tools we cancelled.”

HHannah BrooksCFO, Vector Labs

Go deeper

The pieces, individually

Forms & payments Order forms & proposals Electronic signature Document analytics Board books & updates Security & compliance

Cut DSO, replace four tools.

60-day trial, no card, audit trail from day one.

Start free trial

For finance — Dataroom · Dataroom