Accounts Receivable Automation for Business Services Firms

Eliminate the need for external credit checks and handle everything in-house. Our platform pulls agency data and combines it with existing customer information to auto-generate credit scorecards. These provide a 360-degree view into customer creditworthiness, accelerating sales while minimizing risk.

Line item disputes increase granularity in reporting, providing enhanced insight into root causes. All open disputes can be viewed in a single window, allowing the resolver to action items in bulk. Custom dispute escalation triggers can be automated.

Engage with your diverse customer base more effectively. Automate your collections activity — such as payment reminders, invoicing, and internal escalations — to increase productivity. Leverage tailored communications and workflows to personalize your approach and improve response rate.

Accelerating payments starts with data analysis. Intuitive dashboards and reporting allow you to monitor customer behavior in real-time. You can create powerful custom reports in seconds to measure your key business KPIs, and reports can be distributed to stakeholders automatically.

Make the payment experience a breeze for your customers. An online portal enables your customers to view outstanding invoices and click to pay. Our partnerships with merchant service providers ensure you can offer your customers their preferred payment mode and currency.