Accounts receivable automation
A collections workflow connected to the ERP, with personalized messages, receipt reading and assisted settlement.
Before
- Overdue list updated by hand in a spreadsheet
- Collection by email and phone, case by case
- Receipts checked one by one
After
- Receivables read from the ERP every day
- Reminders by customer profile and days overdue
- Receipts read and reconciled, exceptions sent for review