
Free bank reconciliation template to identify data mismatches between your bank records and cash books, and get accurate cash visibility.
Download NowA credit note template is a ready-made document that can be utilized over and over again by the buyer to issue a credit to their…
Download NowThis package contains an excel sheet and an ebook for A/R leaders for justifying a business case in an automated cash application system.
Download NowUse this free credit policy template to outline your credit department’s mission, goals, risk evaluation policy, and points of contact. Download now.
Download NowDownload this month-end close checklist template to understand how a proper checklist can simplify the process by avoiding various financial close bottlenecks
Download NowUse our free accounts receivable dashboard (Excel template) to track your receivables, open invoices, defaulting customers & collector efficiencies. Download now!
Download NowB2B collections maturity model helps analyze, align & execute collections processes more effectively. Download this free tool to evaluate your maturity level!
Download NowChoose the best accounts receivable software. Use our Excel-based software evaluation template to select the best AR solution.
Download Now88% of corporate controllers plan to implement robotic process automation (RPA). Use our assessment template to check how many AR functions you’ve automated
Download NowWe present to you 11 best-in-class debt collection email templates used by professionals across 700+ leading order-to-cash teams. Just download, personalize, & send!
Download NowThis Toolkit consists of 7 templates and tools required for any Accounts Receivable Manager whose main goals are to - monitor and improve operational performance…
Download NowThe finance toolkit is a compilation of ready-to-use finance templates, tools, and calculators especially designed for MSBs. Download finance templates for free
Download NowTypes of digital payments and Download this infographic to learn about 6 trending digital payment formats
Download NowThis tool focuses on assessing the aging of accounts receivables and helps you automate collections with a template-based worklist prioritization. Start now
Download NowUnderstanding the metric Days Sales Outstanding (DSO) and how to calculate DSO in Excel. Download our Excel-based DSO calculator here.
Download NowAn excel-based actionable summary that deep-dives into the top 55 KPIs you can’t do without for tracking the performance of the Order-to-Cash process of any…
Download NowTop performing email scripts used across 700+ leading order-to-cash teams, including Fortune 1000 companies.
Download NowAn insightful summary of how Fortune 1000 companies & SMEs are evaluating their vendors for the digital transformation of their accounts receivable processes.
Download NowLearn what is credit scoring model. Download free credit score model powered by D&B, NACM data to calculate the credit risk score for your customers
Download NowThe aging report template gives you an intuitive aging dashboard of past due receivables. Additionally, we provide a self-prioritizing collections worklist template that could automatically…
Download NowThis excel template has all the relevant information you need to know in order to roll out a surcharge program and welcome credit card payments.…
Download NowWhat do you need, to send out mass dunning email communication for collecting outstanding payments, at once? Some automation tools? Supernatural powers? No. All you…
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