Ordway
Filament

Ask questions about your Ordway data

Connect Ordway to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

Sign up freeBook a demo
Free 14-day trial
No credit card required
Setup in minutes

Ordway shows you invoices and billing schedules, but understanding which customer segments pay fastest, how acquisition channels affect revenue quality, or which products drive the best collection rates requires connecting billing data to your CRM and marketing tools. Filament links Ordway to your other platforms and answers questions about revenue performance, payment patterns, and customer profitability in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Ordway KPIs with Filament Analytics

Connect your Ordway account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

View documentation

Key Ordway metrics you can track in Filament:

invoices
Track invoice performance and payment status with invoice_number, amount, due_date, status, and customer_id. Analyze invoice aging and collection rates across customer segments.
records:
invoice_numberamountdue_datestatuscustomer_idline_items
billing_runs
Monitor automated billing cycles with run_date, billing_schedule_id, invoice_count, and total_amount. See which billing schedules generate the most revenue.
records:
run_datebilling_schedule_idinvoice_counttotal_amountstatus
revenue_rules
Track revenue recognition schedules with rule_name, recognition_method, start_date, end_date, and amount. Understand how revenue flows across accounting periods.
records:
rule_namerecognition_methodstart_dateend_dateamountproduct_id
statements
Analyze customer account balances with statement_date, customer_id, balance, aging_buckets, and payment_terms. Identify customers with overdue balances.
records:
statement_datecustomer_idbalanceaging_30aging_60aging_90
journal_entries
Review accounting transactions with entry_date, account_code, debit_amount, credit_amount, and description. Connect financial activity to revenue performance.
records:
entry_dateaccount_codedebit_amountcredit_amountdescriptiontransaction_id
credits
Track credit memos and adjustments with credit_number, amount, reason, customer_id, and applied_date. See which customers receive the most credits and why.
records:
credit_numberamountreasoncustomer_idapplied_dateinvoice_id
chart_of_accounts
Map your accounting structure with account_code, account_name, account_type, and parent_account. Connect GL codes to revenue and billing activity.
records:
account_codeaccount_nameaccount_typeparent_accountbalance
billing_schedules
Monitor recurring billing automation with schedule_name, frequency, next_run_date, customer_count, and active_status. Analyze which billing schedules drive monthly recurring revenue.
records:
schedule_namefrequencynext_run_datecustomer_countactive_statustotal_value
Filament Pixel Logo

Combine Ordway with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Ordway lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Ordway data gets even more powerful when combined with other tools:

Ordway
Salesforce

Ordway + Salesforce

Connect Ordway invoices and revenue data with Salesforce opportunities and accounts to see which sales segments generate the best payment behavior, lowest credit memo rates, and highest lifetime revenue per customer acquisition.

Ordway
HubSpot

Ordway + HubSpot

Connect Ordway billing schedules with HubSpot deals and contacts to analyze which marketing sources drive customers with the best collection rates, or how deal size correlates with payment terms and invoice aging.

Ordway
Stripe

Ordway + Stripe

Connect Ordway revenue recognition with Stripe payment transactions to build a kpi dashboard tracking how billing automation affects payment success rates, failed charges, and monthly recurring revenue across customer cohorts.

Benefits of Filament's Ordway Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Ordway account

Connect your Ordway account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Ordway data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Ordway dashboards in minutes

Get tailored insights instantly and share them with your team.

Filament Pixel Logo

Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Ordway integration FAQ

Everything you need to know about connecting Ordway with Filament and getting the most out of your data.