Automatically prioritize customers based on collections score based on past due, promise to pay violations, customer credit risk, etc and get recommendations to customize collections strategies in order of priority.
Automatically send past due notices and proactive reminders to customers, track the status of correspondence emails and process customer emails to create tasks for the collectors by setting up dynamic email templates.
Auto-analyze the past due invoices, previous actions taken & get a summary of the reason to call & make one-touch calls from the system while capturing the intent & actions from calls with a follow-up after a collections call with a summary
Automatically login to AP portals like Ariba, Coupa, etc and track the status of invoices and log follow up actions- identify skipped invoices, automated captue of P2P and automated dispute case creation.
Automatically create a dispute on an invoice, add a reason code to the dispute based on the ERP reason codes, attach backup documents and based on that determine the validity of the dispute.
Automatically download the POD documents based on the tracking number from the ERP and attach them to the corresponding invoices and emails sent to customers.
Automatically capture a Promise to Pay (P2P) if the customer commits to making a payment, add notes at an invoice level or at an account level and create tasks and log the calls
Automatically have a payment link in the correspondence to allow the customer to initiate payments digitally.
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