Collections Management RFP Template

Based on evaluation criteria used by 1100+ enterprise AR teams to assess collections vendors.

  • Question set: Covering features like worklist prioritization, communication tracking, dunning automation, dispute workflows, and AP-portal integrations.
  • Evaluation Scorecard: Scoring model to compare vendors by capability, automation, and collector productivity impact.
  • Vendor Comparison Dashboard: Score vendors side-by-side with features, apply weightage for data-backed selection.
Download The Template

AI-Powered Value Creation at 1100+ Enterprises

How AI Agents Increase AR Analyst Productivity

AP Portal Invoice Upload
How invoices are uploaded across 600+ 
AP portals
AP Portal Invoice Tracking
How invoice statuses are retrieved and disputes auto-logged
Dispute Resolution
How disputes are routed and managed with attachments
Collections Worklist Prioritization
How AI prioritizes collector worklists based on 20+ factors and suggests actions
Past Due Analysis
How follow-up actions are recommended analyzing past payment behavior
In-App Outbound Call
How tasks are auto generated with action items during and after collection calls