Finance Operations
Control overdue invoices from one operational view.
Monitor, prioritize and escalate debt with reminders coordinated from a single place.
Collections depend on spreadsheets and personal follow-up.
Overdue invoices are tracked in spreadsheets and reminders depend on who remembers.
Overdue invoices in spreadsheets
Reminders sent ad hoc
No escalation policy
No visibility of risk
The workflow
- 1 Monitor
- 2 Prioritize
- 3 Remind
- 4 Escalate
What is included
- Overdue monitoring
- Account prioritization
- Reminder automation
- Escalation rules
- Operational view
Inside the application
A debt board with prioritized accounts, reminders and escalations.
States, rules and responsibilities
Accounts move through monitoring, reminders and escalation with clear owners.
- States: Pending, Reminded, Overdue, Escalated, Paid
- Rules: aging buckets and escalation policy
- Responsibilities: collector and escalator per account
- Full history of every communication
Expected operational result
Debt is monitored and acted on with a clear process.
Fewer overdue surprises
Coordinated reminders
Controlled escalations
Adapted to your context
Configured to your aging rules, reminders and escalation policy.
- Your aging buckets
- Your reminder cadence
- Your escalation policy
- Your communication channels
Integrations
- Invoices
- ERP
- Automation tools
Progressive rollout
Diagnose
Map overdue debt and current follow-up.
Configure
Adapt aging and reminder rules.
Launch
Monitor a first set of accounts.
Expand
Add reminders and escalations.
Debt Tracking
Monitor, prioritize and escalate debt with reminders coordinated from a single place.