Accounts Receivable Review

Streamline your accounts receivable portfolio management with our advanced SaaS platform. Conduct comprehensive credit reviews, minimize risk, and optimize financial performance through intelligent, data-driven insights.

Measure Accounts Receivable Quality

Our Accounts Receivables Solutions platform enables precise monitoring of AR quality through industry-standard metrics. We deliver credit quality assessments at both individual customer and aggregate portfolio levels, empowering Treasury with actionable insights for accurate AR-to-Cash conversion projections.

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Measure Accounts Receivable Quality
Perform Credit Reviews

Perform Credit Reviews

Initiate and perform precise evaluations of existing customer credit lines, providing strategic determinations of emerging risks and potential credit limit adjustments. Credit reviews can be automatically scheduled to evaluate and revise each customers’ credit standing periodically or triggered on an as-needed basis to resolve credit/order holds.

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Accounts Receivable Solutions for Portfolio Management

Organize accounts into portfolios and assign portfolios to credit officers. Performance tracking through industry-standard metrics allows portfolio managers to monitor daily and monthly performance in real-time. Managers can effectively track critical performance indicators such as Days Sales Outstanding (DSO), percent current, and days past review, ensuring alignment with performance thresholds.

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Portfolio of Accounts: Assignment & Responsibility
Aggregate Credit Exposure Management

Aggregate Credit Exposure Management

With our credit risk management tools, link related accounts and measure aggregate exposure to reflect individual and collective default risks. A downgrade in the credit quality of a customer in a group of associated accounts could signal a potential group-wide credit default. Aggregate exposure management provides an unobstructed view of risk and facilitates a more proactive approach towards credit risk mitigation.

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Discover how SRS Distribution streamlined its credit approvals, job sheets, and collections with a digitized workflow.

Case Study

Improving efficiency for McNeilus Steel with Bectran’s automated electronic credit reference check.

Case Study

Transforming Floor & Decor’s manual credit process into a standardized digital work process.

Case Study

How Ben E. Keith implemented Bectran with ERP Integrations.

Case Study
Credit Application System

Credit Application System

Multi-purpose and customizable credit application system with sales, customer and credit facing online portals.

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Credit Management Workflow

Credit Management Workflow

Universal and configurable credit management workflow that organizes, tracks, monitors, measures and reports all credit review activities, from credit request Initiation to approval.

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Construction Job Sheet System

Construction Job Sheet System

Collect, validate, approve and maintain contractors and project execution information.

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