Platform Features

Powerful features for modern AR teams

Everything you need to automate, analyze, and accelerate your entire accounts receivable process — from invoice to cash.

Collections

Automatically send payment reminders by email based on rules you define, with your own templates.

AI scores every account by risk and value, so your team always works on what matters most.

Build custom collection workflows that adapt based on customer behavior, payment history, and risk signals.

Track customer commitments and automatically escalate broken promises with the right follow-up.

Cash Application

Get suggested matches between payments and open invoices, and confirm them in a click.

AI extracts invoice numbers and amounts from remittance PDFs and images.

Intelligent routing of unmatched payments with suggested matches and one-click resolution.

Payments recorded in QuickBooks Online or NetSuite are imported automatically, with their invoice links when available.

Analytics & Reporting

Customizable dashboards showing AR aging, DSO trends, collection effectiveness, and cash forecasts.

Predicted payment dates for open invoices and a cash forecast based on due dates and promises to pay.

Track collector performance, portfolio health, and activity metrics across your entire team.

Save the reports you use every week, with DSO, aging breakdowns and cash projections.

Collaboration

Add notes, assign tasks, and set reminders on any account or invoice — visible to your entire team.

Give account managers visibility into their customers' payment status without exposing sensitive data.

Self-service portal where customers view invoices and statements, promise a payment date and raise disputes.

Centralized dispute tracking with automated workflows, escalation paths, and resolution analytics.

Turn receivables into your strongest cash flow lever

Prioritized collections. Behavioral AI automation. Complete cash flow visibility. Start your transformation today.