Know the answer before the board asks.
Collections, cash flow, and revenue risk — connected to what's actually happening with your customers, not just what's on the invoice.
12%
Faster Cash Conversion
100%
Audit-Ready
$250K+
Saved per $10M ARR
0
Rogue Write-Offs
The shift
From guesswork to clarity
Collections
Call customers sorted by days overdue. The biggest debtor gets called first — even if they're your happiest customer.
Collections prioritized by customer health + payment history. Healthy customers get a gentle nudge; at-risk ones get a different conversation.
Cash forecast
Spreadsheet forecast based on invoice aging. Doesn't know that 3 of your top accounts are about to churn.
AI-weighted forecast using customer health, engagement, and payment patterns. You see what's actually coming in.
Quarter-end
Two days reconstructing the decision trail for audit. 'Why did we write off that invoice? Who approved it?'
Every write-off, adjustment, and collection action logged with full context from day one. Audit-ready always.
Revenue protection
Finance finds out about a customer's problems after CS does. The collection call is already awkward.
Finance sees the same health signals as CS — in real time. Collections informed by the full customer picture.
Your dashboard
Everything on one screen
Smart Collections Queue
Overdue invoices ranked by health and payment likelihood. AI drafts tone-appropriate messages. You approve before sending.
Revenue Leak Dashboard
Billed-not-delivered and delivered-not-billed gaps — surfaced in real time, not at reconciliation.
Cash Flow Intelligence
AI-weighted forecast using customer health, payment patterns, and engagement — not just invoice aging.
Write-Off Risk Panel
Accounts trending toward write-off flagged early with full context for informed decisions.
Dunning Governance
Every collection message reviewed and approved before sending. Tone matched to customer relationship and health.
Compliance Audit Trail
Every revenue decision logged — who proposed it, what data drove it, who approved it, when it executed.
Deep dive
How each piece works for you
Collections that make sense
Stop chasing invoices by aging alone. See which customers are healthy (and will pay) versus which are at risk (and need a different approach).
Revenue protection from day one
When billing and delivery are connected, you catch gaps immediately — before they become write-offs or audit findings.
Cash flow forecasts from real signals
AI-weighted projections that account for customer health and payment history — not just what the spreadsheet says.
Full visibility. Full control.
Every dunning message and write-off requires your approval. AI recommends — you control what goes out.
Connects with
KPIs tracked
See the full picture for yourself
20 minutes. Your tools connected. A live dashboard built from your actual data.