Finance

Where Financial Accuracy Meets Research Integrity

Accuracy matters. Manual tracking and fragmented systems make it easy to overlook billable items, delay payments, and lose control of study revenue. The Clinical.ly Research Suite® Finance Module consolidates your financial operations, delivering real-time visibility, audit-ready compliance, and the assurance that every dollar is captured and accounted for.

Key Features

Discover how Clinical.ly streamlines financial management with tools to track costs, automate invoicing, and monitor study performance.

Procedure Cost Tracking
Smart Invoicing
Document Storage
Revenue Oversight
Financial Performance Insights

Challenges & Solutions

Challenge

Missed billables and manual spreadsheets lead to revenue loss.

Solution

Automated procedure cost tracking captures every charge in real time, ensuring nothing slips through the cracks. 

Challenge

Each sponsor’s unique billing requirements add time and risk for errors.

Solution

Custom invoice templates standardize and simplify billing across sponsors and studies—no more starting from scratch.

Challenge

Financial documentation is scattered across inboxes and shared drives.

Solution

Centralized document storage keeps all contracts, receipts, and records organized, accessible, and audit-ready.

Challenge

Limited visibility into study finances slows critical decisions.

Solution

Real-time dashboards deliver clear insight into cash flow, receivables, and pending invoices—so you can act faster with confidence.

Challenge

Budget forecasting and financial planning rely on guesswork.

Solution

Built-in forecasting tools project revenue, track budget-to-actual performance, and help you make proactive financial decisions backed by real-time data.

Take complete control of your study finances with unmatched clarity and confidence. The Clinical.ly Research Suite® Finance Module simplifies your financial operations from start to finish, enabling you to stay audit-ready, sponsor-trusted, and revenue-secure.

Ready to see it in action? Request a demo today.

“Clinical.ly Research Suite has saved us so much time and makes regulatory much more efficient. The ability to document training and delegation electronically has played a huge role in improving our workflow.” 

Patricia Larrabee, NP

Founder & CEO,
Rochester Clinical Research

“We, as a site, love using eRegBinder. As the administrator of the system, I’m impressed with the functionality, level of customization, and quick and efficient responsiveness of Clinical.ly’s customer support.”

Matt Lowery, ACRP-CP, CCRC

Director of Clinical Research,
Suncoast Neuroscience Associates

“Clinical.ly is a prompt service provider who is sincere in their approach and steadfast to continue to develop their platform to meet our needs. We were able to leverage the efficiencies of Clinical.ly Research Suite to facilitate the transition of over 50 trials to a new research location.”

Nathan Morton

CCRC Senior Director / Co-Owner
Coastal Carolina Research Center

“As a busy research site that has historically conducted over 700 industry clinical trials. Clinical.ly has been crucial to a workforce that is increasingly remote or working within flexible working environments, enhancing our ability to organize our study documents and processing regulatory documents.”

Nathan Morton

CCRC Senior Director / Co-Owner
Coastal Carolina Research Center

“On January 1st, 2021, we were able to leverage the efficiencies of Clinical.ly Reseach Suite to facilitate the transition of over 50 trials to a new research location.”

Nathan Morton

CCRC Senior Director / Co-Owner
Coastal Carolina Research Center

“I’m impressed with the operational efficiency we achieved with Clinical.ly’s platform. The ability to sign documents digitally, track expirations, and set up alerts & reminders enabled us to take on more trials while maintaining the highest quality.”

Executive Leader

Baptist Health
Center for Clinical Research

“As an academic center, we conduct a myriad of clinical trials, clinical research, and pre-clinical/biomedical research. The use of Clinical.ly Research Suite has simplified our document management, helped streamline our processes, and overall improved our efficiencies.”

Dr. Amoy Fraser

Director- Clinical & Aerospace Health Research
University of Central Florida College of Medicine

“Clinical.ly products are user-friendly and intuitive. It is evident that Clinical.ly is committed to the support of their customers’ research sites and the overall advancement of clinical trials.” 

Dr. Amoy Fraser

Manager, Clinical Research
University of Central Florida College of Medicine

“It is funny that now that Clinically is implemented, nobody wants to sign a paper anymore! Not even our staff! It is definitely saving us a lot of time!”

Maria Fernanda Mancheno

VP of Quality & Regulatory Affairs
FOMAT Medical Research

aaron weinberg

Making clinical research an integrated care offering in a national health system requires an efficient, comprehensive software solution that satisfies regulatory requirements while being intuitive and user-friendly for those whose priority is patient care. Clinical.ly checked all the boxes and far exceeded our expectations. 

Aaron Weinberg

National Medical Director of Clinical Research
Research Division/Program Co-Founder at Carbon Health

image of aaron weinberg

Transitioning from paper DOA, training logs, and overall paper regulatory binders to Clinical.ly (eReg, eDOA, eTraining Logs) improved our site’s efficiency! Our sponsors are pleasantly surprised with the ease of navigating the system and downloading the documents they need.

Can’t imagine going back to paper!

Laura Bedolla, CCRC

Site Director
AMCR Institute, Inc

Clinical.ly‘s focus on the site-user experience has improved our eRegulatory efficiency and operational output while setting new industry standards. The system’s quality is second only to the customer service provided; I can’t wait to see where GLRI is headed with Clinical.ly on our team!

Theodore R. Falcon, ACRP-CP

Director of Clinical Operations
Great Lakes Research Institute

Clinical.ly has been a game-changer for our team! The platform is incredibly user-friendly, making the transition to an electronic regulatory system smoother than imagined. What really stands out, though, is the fantastic customer service. Their support team is always responsive, knowledgeable, and genuinely dedicated to helping us succeed.

Gina Peralta, MBA

President
GNP Research

“Can I just say how wonderful the Clinical.ly people are? Almost anything I ask of them, they try to figure out a way to make it happen, and they respond to tickets within minutes, not in months.”

Regulatory Manager

Tribe Clinical Research​

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