The Challenge
Quisitive bills customers for prepaid monthly consultant hours. Some unused hours roll over to the next
month; others expire and get recognized as revenue, and tracking that by hand was a heavy, error-prone lift every billing
cycle.
GT Workflow
Turn Manual Processes Into Automated, Repeatable Steps
GT Workflow (GT-W) lets teams design the processes behind billing and revenue operations, approvals, notifications, data capture, and system handoffs, and run them automatically every time. Build a process in a visual editor, add the logic for each step, and deploy it. From there, a new instance can start on demand, on a schedule, or through an API, right inside the Gotransverse platform.
Features
Visual Process Editor
No custom code required. Design a workflow by mapping out its steps.
Flexible Forms
Capture and display exactly the data each step needs.
Automated Notifications
Automatically send an email the moment a task is assigned.
Tasks for Anyone
Assign a task to someone outside Gotransverse. They can update its status through a secure link.
Third-Party Connections
Call outside systems directly from a workflow step through REST APIs.
Built on an Industry Standard
Runs on BPMN 2.0, the industry standard workflow tools use. That makes workflows easier to build, maintain, and hand off, and easier for AI tools to generate.
AI-Assisted Workflows
Use AI to generate a workflow and get started faster, or have a step call an outside AI tool as part of the process.
Use Case Examples
Advanced Invoice Approval
GT Workflow extends invoice approvals beyond the basics. Route an invoice to the right reviewers, including outside customer contacts who approve through a secure link, or chain approvals across internal teams and third-party systems. Anyone can reject with notes, and once everyone signs off, the invoice finalizes and goes out automatically.
Cross-System Job Orchestration
Orchestrate a billing cycle across Gotransverse and third-party systems, from bill run through payment collection, with no manual handoffs. Unlike a one-way webhook, GT Workflow waits for a response from the external system and adjusts automatically, confirming payments or routing failures to a retry path.
Complex Billing Schedules
Some customer agreements call for bill cycles that don't fit a standard schedule, such as negotiated billing dates, milestone-based invoicing, or terms unique to a single contract. GT Workflow manages these custom schedules account by account, driven by the terms of each, and automatically creates and starts the invoice run when it's due.
Month-End Accounting Period Close
GT Workflow chains the steps needed to close billing, reconciliations, approvals, and postings, so the close runs the same way every month without manually tracking status across systems.
Governed Contract Change
When a customer's contract changes, a new add-on, a pricing change, or an extended term, GT Workflow routes the amendment through the approvals, updates the billing setup to match, and keeps a record of what changed and when. Nothing bills on the new terms until the amendment is signed off.
Retention Offers
When a customer starts to cancel, GT Workflow will pause the cancellation on a timer and automatically offer them a promotional or adjusted plan to win them back, no rep intervention required.
Success Story
The Solution
GT Workflow runs in the background to handle that rollover and expiration logic automatically, something Quisitive couldn't do before.
The Result
Less manual overhead, less revenue leakage, and billing that Quisitive can stand behind.
Ready to see GT Workflow in Action?
Watch how Workflow turns a manual process into a few defined steps that run themselves, from approval routing to billing cycle automation.
