Quick Receivable Features
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Collections Automation Automates payment reminders, dunning, and follow-up workflows. -
Cash Application Matches incoming payments to invoices using AI and OCR. -
Dispute Management Captures, routes, and resolves invoice disputes automatically. -
Credit Management Automates credit scoring, approvals, and ongoing risk monitoring. -
Risk Monitoring Tracks payment behavior and identifies high-risk customer accounts. -
Customer Self-Service Portal Lets customers view invoices, make payments, and raise disputes. -
Invoice Tracking Monitors invoice status from creation through payment completion. -
Accounts Management Centralizes customer accounts, invoices, and payment records. -
Payment Tracking Tracks payment status and matches payments to invoices accurately. -
Centralized Communication Stores emails, calls, and notes within customer accounts. -
Dashboard & Analytics Displays receivables, overdue invoices, disputes, and payment insights. -
ERP Integration Synchronizes receivable data with ERP systems in real time. -
Import/Export Management Imports records and exports invoices or reports in PDF and Excel. -
AI Email Drafting Generates professional payment reminder emails automatically. -
Email Classification Extracts invoice numbers, disputes, and account details from emails.