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Templates

Use our free accounts receivable dashboard (Excel template) to track your receivables, open invoices, defaulting customers, and collector efficiencies.

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B2B collections maturity model helps analyze, align & execute collections processes more effectively. Download this free tool to evaluate your maturity level!

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Choose the best accounts receivable software. Use our Excel-based software evaluation template to select the best AR solution.

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88% of corporate controllers plan to implement robotic process automation (RPA). Use our assessment template to check how many AR functions you’ve automated

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We 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!

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This Toolkit consists of 7 templates and tools required for any Accounts Receivable Manager whose main goals are to - monitor and improve operational performance…

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The finance toolkit is a compilation of ready-to-use finance templates, tools, and calculators especially designed for MSBs. Download finance templates for free

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This tool focuses on assessing the aging of accounts receivables and helps you automate collections with a template-based worklist prioritization. Start now

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Understanding the metric Days Sales Outstanding (DSO) and how to calculate DSO in Excel. Download our Excel-based DSO calculator here.

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An easy step-by-step checklist that Fortune 500 Companies use to evaluate Credit Applications submitted by New Customers. It helps you ensure that your current Business…

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An 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…

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Top performing email scripts used across 700+ leading order-to-cash teams, including Fortune 1000 companies.

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An insightful summary of how Fortune 1000 companies & SMEs are evaluating their vendors for the digital transformation of their accounts receivable processes.

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Use this Credit Scoring Model is for evaluating the credit score, risk class and credit limit of any New Customer, with no public financial information…

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The 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…

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This excel template has all the relevant information you need to know in order to roll out a surcharge program and welcome credit card payments.…

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What 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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