Customizable Workflows

Build your perfect AR workflow with zero code. Drag-and-drop builder, conditional logic, multi-channel actions, and A/B testing built right in.

Zero
Code Required
50+
Pre-Built Templates
5 min
Workflow Setup
Customization

Your processes, your way

Flexible enough for any AR workflow you can imagine.

🧩

Drag-and-Drop Builder

Design collection workflows visually with a no-code builder. Add conditions, actions, and branches without IT help.

🔀

Conditional Logic

Build intelligent workflows with if/then rules based on invoice amount, aging, customer segment, and more.

📨

Multi-Channel Actions

Trigger emails, SMS, calls, letters, and portal notifications at different workflow stages automatically.

📚

Template Library

Start with pre-built workflow templates for common AR scenarios and customize them to fit your processes.

🧪

A/B Testing

Test different workflow variations to find the most effective sequences for each customer segment.

🔄

Version Control

Track workflow changes with full version history. Roll back to previous versions instantly if needed.

Turn receivables into your strongest cash flow lever

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

SOC 2 Type II
GDPR Compliant
CCPA Compliant