Complete Invoicing - Built for CSA Complexity, Ready for Every Broker
Ensure Every CSA Service is Properly Tracked and Promptly Billed
Your Industry-Leading Research and Services Demands the Best Invoicing Solution
Trusted by brokers and IRP’s worldwide, Spinnaker ensures your firm is properly compensated for the services you deliver. Whether its invoicing for fixed recurring payments or interaction/bespoke services, Castine’s Spinnaker Invoicing system is the logical choice for firms around the globe.
End-to-End Invoicing, Ready Out of the Box
Generic billing tools weren’t designed for CSA workflows. Spinnaker was. No more patchwork systems or manual workarounds. Spinnaker handles the full lifecycle: quotes, agreements, invoice creation, payment tracking, accounting integration, credit memos, and revenue attribution. Everything’s built in. Everything works.
Easy Invoicing, Built for Flexibility and Engineered for Compliance.
Client demands are growing—and so are invoicing requirements. Spinnaker supports unlimited invoice formats, payment details, and legal disclaimers, all fully tracked and auditable.
Built for global compliance, Spinnaker meets EU e-invoicing regulations by delivering both the invoice and its metadata in the required structure.
Price Catalog and Client Comparisons-Built In
Why handle each invoice as a one-off every time?
Spinnaker lets you assign services and rates by client, then compare pricing across accounts to ensure alignment and profitability.
Recurring contracts are just as simple: configure once, and let Spinnaker handle the scheduled invoices, monthly, quarterly, or custom to ensure you receive the revenue you deserve for all the hard work your team does for its clients
Benefits
Solves a Complicated Manual Process with Ease
Reduce operational risk by letting Castine manage the process for you. The entire process, from quote to contract, invoice to payment into one seamless system. No more payment gaps. Just clean, auditable execution with Castine managing the details.
Elevated Client Experience, Built into Every Invoice
With Spinnaker, invoicing becomes a client service asset. Customize templates per client or location, embed tax and payment details, and deliver complete, accurate invoices from the start.
Your clients stay informed, without needing to chase down answers.
Smart Scheduling Means No Missed Invoices
Spinnaker tracks who gets billed, when, and how much—automatically. Whether it’s a monthly retainer or a bespoke engagement, your invoicing stays accurate and on time, no matter how busy things get.
Invoicing is Just the Beginning
Revenue management goes far beyond sending invoices. Castine’s Spinnaker system captures the full commercial lifecycle, from negotiation tracking and custom pricing to client-specific terms and integrated payment workflows. Whether you’re working within Spinnaker or syncing with your accounting suite, everything stays aligned.
Precision in Revenue Recognition
With Spinnaker, every dollar billed can be traced back to the contributors who made it happen. Automated or manual attribution options ensure accurate recognition, even in complex or collaborative scenarios.
Chart Your Own Course
Instead of monolithic systems from other vendors, Castine’s systems let you decide what to use and how it should work. You stay in control. Spinnaker adapts to your workflow, not the other way around.
Future-Proof Your Technology Investment
Avoid the costly “rip and replace” cycle with modular architecture that adapts to regulatory changes and business evolution. Add capabilities as needed without disrupting existing workflows or losing historical data.
Features
Interaction Tracking
The system can collect interactions from your internal systems and pipeline them to your client’s tracking systems in the formats that they need, replacing what used to be an error prone manual process with an automated system that brings savings and reliability with it.
Price Quote with Confidence
With Castine’s price catalog, every quote is anchored to a standardized service list. You can track deviations in real time, flag overconsumption, and ensure clients are billed fairly and accurately, maximizing revenue without compromising transparency.
Quote Management
Spinnaker centralizes quote management, ensuring clarity and control. You can follow each quote’s progress, access related documentation, and maintain consistency across client engagements.
Smart Connectivity, Faster Revenue Collections
Castine’s Spinnaker system integrates with your accounting platform to streamline financial updates. Whether pushing invoice data out or pulling payment status in, the process is automated to accelerate collections and reduce risk.
Actionable Analytics on your Client Dashboard
Spinnaker transforms raw data into strategic insight. With a customizable dashboard, users can monitor quotes, invoices, and payments in real time, streamlining oversight and accelerating response.
Modular Architecture
Break free from rigid, monolithic packages with Castine’s flexible building blocks approach. Start where it makes sense, with any component and expand as needs evolve,from invoicing to CSA/commission management, compensation management, outsourced trading, or client profitability reporting, Castine gives you full control without compromise.