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.
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.
Learn moreInitiate 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.
Learn moreOrganize 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.
Learn moreWith 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.
Learn moreMulti-purpose and customizable credit application system with sales, customer and credit facing online portals.
Read moreUniversal and configurable credit management workflow that organizes, tracks, monitors, measures and reports all credit review activities, from credit request Initiation to approval.
Read moreCollect, validate, approve and maintain contractors and project execution information.
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