Wilson Allen

Canaccord Genuity Acts as Exclusive Financial Advisor to Wilson Allen on its Sale of Billstream, a Billing Automation Software Solution, to Intapp (NASDAQ: INTA)

Canaccord Genuity is pleased to announce that Intapp (NASDAQ: INTA), a leading provider of cloud-based software for the global professional and financial services industry, has acquired Billstream, a prebilling automation and workflow solution, from legal operations specialist Wilson Allen. This solution will be rebranded as Intapp Billstream. Canaccord Genuity acted as exclusive financial advisor to Billstream and Wilson Allen.

Intapp Billstream brings digital transformation to the billing process, addressing its current manual approach. The solution ensures accurate, efficient sharing of timekeeping data, client requirements, and budgetary information across billing teams, fosters dynamic collaboration, and maintains audit trails during the prebill cycle. Using this modern, cloud-based solution, billing teams can confidently produce more accurate bills, accelerate prebill and billing processes, improve realization, align value creation and client needs, and bolster client relationships.

​​​​​​​The Canaccord Genuity team consisted of Trevor Martin, Ben Lunka, and Riley Strassner.