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Optimize cash flow and reduce manual efforts with Salesforce-native AR Automation Software that automates workflows and enhances real-time visibility.

Streamline deductions management, reducing revenue loss through automation and visibility in Salesforce.

Streamline collections and improve cash flow with ARaaS, reducing DSO and overdue payments.

Capabilities that automate invoicing, reconciliation, credit workflows and buyer-centric collections to reduce DSO and manual AR overhead.

Managed AR services that combine specialist operations with automation to handle invoicing, collections, payment tracking, dispute resolution, and reporting to reduce DSO and staffing needs.

Capabilities to automate ingestion, validation, evidence assembly, filing, and tracking of retailer deductions and chargebacks to reduce disputes and accelerate remittance cycles.

Automated payment matching and posting that uses OCR and ERP integration to increase match accuracy, accelerate cash posting, and reconcile receipts against invoices.

AR Automation Software

AR Automation Software is a Salesforce-native solution that automates accounts receivable workflows, managing the entire lifecycle of AR processes. It covers Collections, Customer Service, Credit Scoring, Dispute Management, Cash Application, and Risk Monitoring. Within weeks of implementation, it integrates seamlessly with ERP data through Salesforce delta loads, providing real-time dashboards and policy-driven automation for enterprise AR teams.

• Achieve High Payment Accuracy
  Ensure almost all payments are matched correctly to invoices, minimizing errors and saving time in reconciliation.
• Accelerate Collection Processes
  Reduce average Days Sales Outstanding (DSO) by automating reminders and follow-ups.
• Achieve Quick Go-Live
  Implement the suite of AR features quickly.
• Automates Collections Process
  Streamline accounts receivable processes using advanced AI.
• Up to 40% DSO Reduction
  Significant reductions in DSO while improving collection rates.
• Integrated Within Salesforce
  Offers seamless integration and data access.
• Monitor AR Health Instantly
  Provides real-time insights into collections performance.
• Streamline Dispute Resolution
  Reduce resolution time and enhance accountability.
• Automatically Routes Disputes
  Ensures issues are resolved promptly.
• Offers Live Performance Metrics
  Delivers essential insights continuously.
• Leverage Expert Knowledge
  Utilize best practices in credit management.
• Enhance Credit Decision Making
  Utilize real-time data for credit assessments, reducing the risk of bad debt.
• Ensure Data Integrity
  Maintain accurate customer data directly within Salesforce.
• Proactively Manage Risk
  Identify high-risk accounts to ensure healthier cash flow.
• Customizable Dunning Sequences
  Adapt based on customer engagement.
• Executes Automated Dunning Calls
  Enhance efficiency by automating reminders.
• Enhance Financial Visibility
  Monitor collections and foresee cash flow issues.
• Provide 24/7 Support
  Boost customer satisfaction by resolving inquiries promptly.
• Tracks Payment Commitments
  Enhance follow-up efficiency.

AR Deductions Management Software

AR Deductions Management Software enables complete deductions handling inside Salesforce. It automates essential workflows for efficient deductions management, capturing notices, ensuring proper routing, and providing analytics and insights for proactive resolution.

• Closes Deductions Instantly
  Prevents discrepancies in accounting by closing records automatically upon resolution.
• Captures Emails Efficiently
  Ensures all deduction notices are logged, alleviating manual tracking burdens.
• Provides Real-Time Analytics
  Helps monitor deduction trends actively.
• Categorizes Deductions Accurately
  Provides insights and trend analysis for enhanced recovery.
• Routes Deductions Seamlessly
  Optimizes response times and improves resolution efficiency.
• Records Manual Deductions Systematically
  Ensures all deductions are captured regardless of submission method.

Accounts Receivable as a Service (ARaaS)

Accounts Receivable as a Service (ARaaS) provides outsourced AR management that combines expertise with automation to enhance invoicing, collections, and reporting. This service allows businesses to focus on core activities while reducing overdue invoices and Days Sales Outstanding (DSO).

• Accelerate Payments
  Ensures timely invoicing, leading to improved cash flow.
• Leverage Expert Knowledge
  Ensures utilization of best practices in collections.
• Monitors Payment Status
  Ensures timely updates on due or overdue payments.
• Ensure Unified Data
  Maintains accurate, up-to-date information, eliminating discrepancies.
• Resolves Disputes Rapidly
  Minimizes friction to maintain strong customer relationships.
• Enhance Financial Visibility
  Allows monitoring of collections and quick decision-making.
• Reduce Staffing Costs
  Facilitates efficient growth without increasing headcount.
• Facilitates Clear Communication
  Ensures customer inquiries are addressed promptly.