Personalized communication at scale
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Create multiple dunning workflows
Customize precisely when and how you want to
follow up with customers on their invoices or subscription renewals.
Personalize your reach outs at scale
Each customer is unique. Assign collections workflows to different customer segments so you can maximize the chances of collection for each unique customer.
Remind your customers across their preferred channels
Follow up with customers through many channels,
Involve your team to take specific actions at the right time
Schedule specific tasks for your sales, finance, or legal team as part of the dunning workflows
Collaborate and communicate with your team on the invoice level
Collection is a team sport. Leave notes for your team members and mention them to take actions in the invoice level
Sync with your accounting stack in seconds
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PAYMENTs
Make B2B payments feel like B2C
Delight your customers with seamless payment checkout experience with every follow up
Accept payments online
Accept multiple payment methods so your customers can pay you with ease
![](https://cdn.prod.website-files.com/667582d0a4595ac186003a30/667f1184c368fef46c19621d_01.png)
Dedicated customer portal
Centralize all invoices, payment records, contracts, and documents for your customers in a dedicated portal
![](https://cdn.prod.website-files.com/667582d0a4595ac186003a30/667f12d548e6749a4888edd4_01.png)
Elevate your collection efforts
![](https://cdn.prod.website-files.com/667582d0a4595ac186003a30/667f189238b27039c4df40bf_01.png)
Invoice disputes
Understand the reasons behind invoice disputes across all your customers
![](https://cdn.prod.website-files.com/667582d0a4595ac186003a30/667f1892c800c15e37c636a3_02.png)
Questions
Figure out the common questions asked by your customers
![](https://cdn.prod.website-files.com/667582d0a4595ac186003a30/667f189250cc4db776eb15a1_03.png)
Payments history
Uncover the payment history of each customer, showing patterns of on-time, late, or missed payments.
![](https://cdn.prod.website-files.com/667582d0a4595ac186003a30/667f1892b6c5be7377d02847_04.png)
Communication
Summarize communications with customers regarding their invoices and payments
![](https://cdn.prod.website-files.com/667582d0a4595ac186003a30/667f1c4ac166c55a3b3bf0f2_01.png)
Reminders content
Write reminders that are best optimized for successful collections
![](https://cdn.prod.website-files.com/667582d0a4595ac186003a30/667f1c4a56260693203f06aa_02.png)
Email replies
Generate email replies that take into context invoices, payments, and previous communications
![](https://cdn.prod.website-files.com/667582d0a4595ac186003a30/667f1c4aa444c09837e6ce35_03.png)
Optimal workflow
Create a series of optimal dunning steps in seconds.
![](https://cdn.prod.website-files.com/667582d0a4595ac186003a30/667f189238b27039c4df40bf_01.png)
DSO changes
Understand the reasons behind invoice disputes across all your customers
![](https://cdn.prod.website-files.com/667582d0a4595ac186003a30/667f1892c800c15e37c636a3_02.png)
Write offs
Figure out the common questions asked by your customers
![](https://cdn.prod.website-files.com/667582d0a4595ac186003a30/667f189250cc4db776eb15a1_03.png)
Aging balance
Uncover the payment history of each customer, showing patterns of on-time, late, or missed payments.
![](https://cdn.prod.website-files.com/667582d0a4595ac186003a30/667f1892b6c5be7377d02847_04.png)
Credit effectiveness index
Summarize communications with customers regarding their invoices and payments