Education

Collection Email and
Dunning Automation with
The Excel

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 need is your regular Microsoft Word & Excel Apps. Download this template package to understand how to send over 1000 personalized dunning letters and emails in less than 15 minutes.

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B2B Credit Card Surcharging 101 Your Complete Guide for Processing Credit Card Payments

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. The template also includes a surcharge calculator, tips on how to reduce interchange rates and improve customer experience, without compromising on the security of credit card data or breaking any surcharge laws.

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Free Business Credit Scoring Model for New Customers with D&B, NACM & Experian Data

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 (Private Accounts). It is the fruit of our research with credit leaders from different companies across the world and consists of the best-in-class parameters you should use to build a dynamic and risk-free credit scoring model.

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6 RFP Templates for Order-to-Cash Vendor Evaluation

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

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21 Credit & Collection Email Templates

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

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21 Credit & Collection Email (Letter) Templates

This e-book provides templates for 21 most effective credit and collection letters that will help you communicate better with your customer. The e-book is a culmination of our work with credit and collection experts over more than 700 credit and A/R transformation projects across the world.

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11 Proven Strategies to Reduce DSO

How Fortune 1000 companies and SMEs automate credit and accounts receivable operations to improve productivity and reduce DSO and past-due A/R.

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Automate Cash Posting with RDC 2.0. and Mobile RDC for Remote Deposits

A $55 Billion Wholesale Company

Learn how a $55.3 Billion wholesale company leveraged mobile RDC to achieve 85+% automation for processing remote deposit payments across 72 operating companies

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Credit Risk Management During the Retail Apocalypse

An insightful summary on the impact of the great retail apocalypse on growing B2B credit risk and measures to take to avoid surprises and maintain efficient credit management workflows.

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Deduction Resolution for Big Box Retailers: 5 Ways to Automate Dispute Management and Reduce Write-Offs

An actionable deep dive on how technology can automate dispute resolution and help your teams keep with dispute resolution windows

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How Robots Score 5-0 Vs Amazon in the Dispute Resolution Challenge

Disputes are a part of life and processing them takes away a huge chunk of manpower and time. But things get complicated manifold when you have to adopt a complex workflow just for handling deductions from only one customer – Amazon.

Amazon has ties with quite a number of vendors. However, the Amazon Vendor Central is a nightmare for deductions analysts because of its cumbersome processes for resolving disputes.

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5 Cash Application Automation Technologies Every AR Manager Should Know

The e-book is a product of our continued endeavor to keep you updated about the latest technologies which can be used for creating business impact in the Accounts Receivable space.

This book discusses different aspects and challenges faced by Cash Application teams and the how technology can serve as a major enabler.

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5 Essential Credit Management Workflows for 2X Faster Credit Decisions

This e-book explains the five essential credit management workflows for every business to optimize credit operations for fast, accurate decisions based on dependable, up-to-the-minute information. The findings are based on responses from 271 companies to a very extensive questionnaire which gathered data on a number of areas related to credit management and business performance.

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Order-to-Cash in Postmodern ERP Environment: Are You Getting a Raw Deal?

An insightful summary of what you should look for in  SaaS O2C solutions to improve metrics and satisfy customers at lower cost in the postmodern ERP environment!

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Defining the O2C Strategy Post Mergers and Acquisitions

An insightful summary on why order-to-cash is more than just a financial process and should be highly prioritized during a merger or acquisition

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Sample GAP Analysis For Cash Allocation Automation

This ebook outlines the necessary steps for GAP analysis, showcasing the intricacies of the scoring model and vendor evaluation for the proposed automation project.

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12 Collection Strategies for Every Aging Bucket

Compilation of strategies used by top-performing collectors across 15 industries

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Hackett Study: Building a Top-Performing Customer-to-Cash Process

Four ways to achieve process excellence

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S/4HANA Migration: Enabling Order-to-Cash Operations Continuity

Understanding the need and challenges associated with ERP migration to S/4HANA and the four step framework to a successful migration effort.

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European Union Regulations Regulating Working Capital

An actionable summary of how European Union Regulations impact the working capital, and how an organisation should plan its next steps to drive the regulation.

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11 Collections Email Templates to Double Productivity of Operations

This ebook unveils the 11 most effective templates that will help you collect your receivables faster. The ebook is a culmination of our work with credit and collection experts over more than 400 credit and A/R transformation projects across the world.

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Being a World-Class Credit Leader in the Age of Digital Transformation

This Hackett Group research is an actionable summary that drills down on ‘how’ World-Class companies have leveraged digital transformation to excel over their peers

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RPA vs AI for A/R Automation

Taking a fresh look at the latest technologies CFOs can use to transform their finance function and add more value to the business, all while balancing performance, efficiency and risk.

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9 Proven Strategies to Reduce DSO by 15%

How Fortune 1000 companies and SMEs automate credit and accounts receivable operations to improve productivity and reduce DSO and past-due A/R.

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Streamlining Deductions Operations: A Primer to Resolving Deductions 2x Faster

This e-book presents information on deduction automation that  every A/R leader should know before starting their automation  journey.

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5 Common Excuses Every Collector Encounters and How to Handle Them

An insightful summary into how top-performing collectors deal with the most common defaulter excuses and scenarios everyday

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15 Hackett Recommended Metrics to Evaluate Your Team and Process

This e-book outlines the 15 metrics recommended by Hackett group to benchmark against World-Class organizations.

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23 KPIs for Shared Services: From Process Manager to Strategic Leader

An actionable summary that deep-dives on the top 23 KPIs using which shared services teams will be able to evaluate process performance, identify actionable next steps for improvement and make strategic impact on the organization.

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13 Everyday Remittance Scenarios: Unlucky for Cash Application?

This e-book is an actionable summary that drills down the challenges in remittance processing and best-practices to build a robust remittance processing workflow for checks and e-payments

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11 Global Payment Formats: The Treasurer’s Guide to a Preferred Payment Mix

This ebook deep dives on the 11 most widely-used payment formats and how treasury teams across geographies could accept them in a secure, cost-optimized and efficient environment by evaluating the payment formats in terms of security, cost of transaction, time for processing and arriving at a preferred payment mix.

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Oracle Order to Cash: 29 Must Have Capabilities

A must-have checklist to integrate Oracle ERP and Cloud ensuring a perfect solution to fill up the gaps in implementation in the Order to Cash space.

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Top 15 Parameters Your B2B Credit Scoring Model Must Have

As a credit professional, reflect on the credit decisions that have recently crossed your desk.  What is the best choice?  Also, what do you even rely upon to make these hard calls – experience, policy, data, gut, or something else? This eBook reveals the 15 essential parameters that companies like Klöckner, Mercury Marine, and Parker Hannifin used to build a best-in-class credit scoring model.

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SAP Order to Cash: 30 Must-Have Capabilities

An actionable summary that drills down on identifying gaps left by SAP Receivables Management and how Cloud software could fill those gaps.

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5 Skills Every Order-to-Cash GPO Needs in the Age of AI : Secret to Cargill, adidas, Huntsman, Danone and McCormick’s A/R Success

Order-to-Cash GPOs today are struggling to comply with the demands of their CFOs and Finance VPs. This e-book outlines 5 skills that enabled GPOs from Cargill, adidas, Huntsman, Danone, and McCormick to make their A/R operations standardized, healthy, low cost and future ready.

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5 Common Excuses Every Collector Encounters and How to Handle Them

An insightful summary into how top-performing collectors deal with the most common defaulter excuses and scenarios everyday

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4 World Class GPOs on The Future of A/R: Cargill, Air Products, Keurig Dr Pepper and Danone

GPOs are constantly under tremendous pressure while managing SSCs. This e-book is an insightful summary of how 4 world class GPOs from Cargill, Air Products, Keurig Dr Pepper and Danone made their A/R future-ready while reducing costs, improving metrics and keeping their customers happy.

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Credit and A/R: AI Automation Shopping Guide for Decision Makers

This e-book is every credit manager’s handbook to AI and RPA. It examines the AI vendor landscape and provides a step-by-step guide to evaluate buzzword heavy vendor pitches on result-oriented parameters and create a compelling business case for A/R transformation with AI.

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5 Essential Credit and A/R Skills to Move Up the Career Ladder

This complimentary ebook discusses the key competencies that could build a strong foundation for your team members while helping you propel your career toward strategic planning and reporting, analytics, and technology-led transformation.

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Hackett Research Summary: Being a World-Class Credit Leader in the Age of Digital Transformation

This Hackett Group research is an actionable summary that drills down on 'how' World-Class companies have leveraged digital transformation to excel over their peers.

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3 Tips for Faster Credit Reviews and Credit Scoring
3 Tips for Faster Credit Reviews and Credit Scoring

The Credit Management landscape is constantly affected by changing trends, and it is becoming an increasingly difficult for businesses to keep pace with these changes. This ebook provides 3 effective ways for faster credit reviews and credit scoring that every A/R management professional should use to prepare for credit management.

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4 Leaks to Plug for Collection Prioritization and Improve Productivity by 130%
4 Leaks to Plug for Collection Prioritization and Improve Productivity by 130%

This e-book uncovers the leaks in account prioritization, which can inflate past-due A/R by 150% and the means to seal the leaks through industry best practices and smart segmenting factors to increase team productivity and ensure faster collections.

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10 Easy to Employ Tactics to Get Paid Faster
10 Easy to Employ Tactics to Get Paid Faster

How Fortune 1000 companies and SMEs automate credit and accounts receivable operations to improve productivity and collect open A/R faster.

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13 A/R KPIs Every Finance Exec Must Track
13 A/R KPIs Every Finance Exec Must Track

This e-book unveils the 13 most effective KPIs that will help you identify key areas to optimize working capital and improve profitability. The e-book is a culmination of a research of more than 500 credit and A/R and finance initiatives to improve free cash flows and net profit.

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5 Essential Credit Management Workflows
5 Essential Credit Management Workflows for 2X Faster Credit Decisions

This e-book explains the five essential credit management workflows for every business to optimize credit operations for fast, accurate decisions based on dependable, up-to-the-minute information. The findings are based on responses from 271 companies to a very extensive questionnaire which gathered data on a number of areas related to credit management and business performance.

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The CFO's Guide to Unlocking Working Capital
The CFO's Guide to Unlocking Working Capital with Credit and Receivables Technology

Credit and A/R projects are large, complex, expensive and fraught with risks. This e-book demystifies technologies such as Robotic Process Automation and Artificial Intelligence to help finance leaders transform operations.

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7 Essential Customer Segmentation factors
7 Essential Customer Segmentation factors for 150% Faster Collections

This e-book, with research on more than 200 collections teams, concludes that credit and A/R leaders are able to get their teams collect 150% faster if they segment their customers based on seven key static and dynamic parameters. This Cheat Sheet on collections customer segmentation, includes some sample strategies to help finance decision makers improve their current operations, perform an in-depth evaluation of tools to deploy and fine-tune their collections strategies and customer correspondence.

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Collections Maturity Model
Collections Maturity Model: The A/R Leaders’ Guide to a World-Class ‘Proactive’ Collections Team

This e-book, with research on more than 500 receivables projects, concludes that credit and A/R leaders are more likely to positively impact A/R KPIs if they start with an assessment of their collections operation maturity on 5 key parameters – people, processes, data, collaboration and technology. The Collections Operations Maturity Model has been devised to help finance decision makers perform an in-depth evaluation of their current operations and identify clear next steps to advance up the maturity pyramid.

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The Perfect A/R Dashboard
The Perfect A/R Dashboard: 8 Reports You Must Have At Your Fingertips as a Finance Leader

This ebook unveils 5 crucial dashboards that are must haves for all finance executives. A study of 300+ integrated receivables initiatives focused on dashboard reporting, including high-impact projects at Bose, Johnson & Johnson and ShurTech Brands uncovered the secret of building the perfect dashboard for your account receivable.

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RDC 2.0
RDC 2.0: How North American SMBs Could Save More than $1.3 Billion in Lockbox Fees

A/R teams in SMBs are stuck between check-heavy receivables processing, expensive lockbox services, dismal, time-consuming Remote Deposit Capture solutions and the high manual reconciliation required for growing volumes of ACH and other electronic payments. The introduction of RDC 2.0 – or next-generation Remote Deposit Capture technologies could potentially offset $ 1.5 Billion in expenses towards bank lockbox fees and processing, while achieving end-to-end deposit and reconciliation for check payments.

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Automating Payments Processing and Cash Application
The Business Case for Automating Payments Processing and Cash Application

This whitepaper will help you develop a business case for justifying investments in an automated cash application system.A key challenge in technology purchases is gaining approval from upper level executives who require formal analysis and justification. As a result, it’s necessary to have a strong sales mindset when A/R funding requests compete against other projects for capital and operating budget dollars. In many companies, IT projects must be justified through formal processes that detail the spending requirements and estimated savings to produce a return on investment (ROI) measurement.

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Automating Accounts Receivables whitepaper
Automating Accounts Receivables: Building a Winning Business Case

This whitepaper will help you develop a business case for justifying investments in an automated receivables management system. The paper will focus on (1) the ways to identify and quantify the benefits from automating accounts receivable functions, (2) how to calculate the financial return, and (3) how to prepare a business case to gain executive approval. Throughout the paper are examples of actual improvements and efficiencies from A/R automation efforts, as seen by HighRadius customers.

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The Imperative for Eliminating Paper from Receivables and Credit
The Imperative for Eliminating Paper from Receivables and Credit

A primary impediment to order-to-cash (OTC) efficiency is paper documents. On top of the fact that processing paper documents is inefficient, there are a lot of documents that must be captured or generated during the OTC process. If all you do is convert paper documents to electronic images, manual intervention is still required to keep the OTC process moving along. Coupled with workflow, data that has been electronically captured can then facilitate straight through processing (STP) as part of an end-to-end solution.

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Electronic remittance Data
Electronic Payments & Remittance Data: Pain Points & Solutions

This paper was prepared by the Federal Reserve Banks of Minneapolis and Chicago. Many U.S. businesses continue to use a disproportionate number of checks to make and receive business-to-business (B2B) transactions and rely on manual, paper intensive processes to reconcile associated remittance data. The results of a survey conducted by the Remittance Coalition (RC) show that this is a consequence of persistent barriers that impede adoption of more e-payments and e-remittance data.

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Automating Deduction Research
Automating Deductions Research

Automated deduction documents processing can enable deduction analysts to proactively pursue opportunities to recover otherwise lost revenue. This whitepaper presents the case for such a system and quantifies benefits associated with it.

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How Artificial Intelligence is Revolutionizing Accounts Receivable
How Artificial Intelligence is Revolutionizing Accounts Receivable

Artificial intelligence is here to revolutionize accounts receivable -- even predicting delinquencies. Shankar Bellam, an enterprise cloud solution expert with HighRadius, spoke to AFP Conversations about what's new in AP/AR.


Making Sense of Automation: What Accounts Receivable Professionals Need to Know
Making Sense of Automation: What Accounts Receivable Professionals Need to Know

In this Receivables Savvy podcast episode, hear Sid Chakrabarty, Director, Solution Engineering, discuss why a cloud-based software model is the best way to deliver key solutions for A/R professionals while also addressing the issue of security. Also, he explains how executives are able to transition A/R departments from cost centers to mechanisms designed to free up cash in order to fund operations.


Cloud-based AR Solutions: Where Are We Now, Where Are We Headed
Cloud-based AR Solutions: Where Are We Now, Where Are We Headed?

In this Receivables Savvy podcast episode, hear Jay Tchakarov, VP, Product Management, discuss how AI truly impacts automation and how to properly position it for success. Also discussed is how to incorporate robotics into your AR processes.


How AI and RPA Truly Work To Streamline Cash Application
How AI and RPA Truly Work To Streamline Cash Application

In this Receivables Savvy podcast episode, hear Jay Tchakarov, VP, Product Management, discuss why the cloud-based model is the best way to delivery key solutions for AR Professionals, while also addressing security concerns.


Paystream Advisors Revenue Cycle Management: Increasing Control Over the Order-to-Cash Process
Paystream Advisors Revenue Cycle Management: Increasing Control Over the Order-to-Cash Process

Since the primary challenge for corporate finance remains reducing Days Sales Outstanding (DSO) and risk with the same or a smaller staff, this administrative burden can be crushing. Without automation tools, there is simply no way to sufficiently increase productivity to both reduce overhead and improve performance at the same time. Read about available solutions in this leading industry analyst report.


Paystream Advisors Receivables Document Management: Moving Toward a Paperless A/R Organization
Paystream Advisors Receivables Document Management: Moving Toward a Paperless A/R Organization

Managing documents and moving from a paper-based environment to an electronic one is top-of-mind for A/R departments. This report by a leading industry analyst covers the challenges faced by A/R in managing and automating documents across the order-to-cash process and solutions to those challenges.