Lisa
Risk Assessment Analyst
Process credit applications
Processing credit applications can be time-consuming for you and your customers. Sarah does the heavy lifting giving you a summarized risk assessment along with recommendation.
Analyze historical data
Lisa analyses historical data looking for payment patterns, invoice volumes and trends for each of your customers. Something that would take days or weeks Sarah can complete in just a few minutes.
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Customer report card
Using the historical data along with constantly monitoring new invoices, Sarah understands the financial risk and health of your customers. Alerting the rest of the finance team before it's too late with a payment grade and risk score.
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Peter
Collection Plan Specialist
Curated collection plans
Using the customer's payment grade, risk score & open invoices - Peter creates a detailed collection plan for each of your customers.

Adaptive task assignment
Taking various factors into consideration, Peter assigns tasks with variable levels of firmness, contact method and outcome goals.

Payment promises
When a customer says i'll pay you next week, it's not something you want to forget. Peter manages payment plans and promises ensuring customers follow-through on their promises.
Sarah
Accounts Receivable Specialist
Collection task completion
Using the customer's payment grade, risk score & open invoices - Peter creates a detailed collection plan for each of your customers.
Detailed reporting
Taking various factors into consideration, Peter assigns tasks with variable levels of firmness, contact method and outcome goals.
Support customers
When a customer says i'll pay you next week, it's not something you want to forget. Peter manages payment plans and promises ensuring customers follow-through on their promises.
Get setup in minutes.
Give your customers 24/7 access to their invoices, account balance and ability to make payments - without the code, workflows and headaches.





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Pricing
Supercharge your accounts receivable no matter your company size.