Everything You Need to Support Finance Ops
Customer Master Data Management
- •Customer onboarding and account creation
- •Credit checks and limit approvals
- •Maintenance of customer contact details
- •Periodic review and updates
Invoicing & Billing
- •Sales order review and validation
- •Invoice generation (manual/automated)
- •Invoice delivery (email)
- •Re-billing and adjustments (if needed)
Cash Application
- •Downloading bank statements and remittance info
- •Matching payments to open invoices
- •Applying payments
- •Handling short pays, overpays, and unapplied cash
Collections Management
- •Proactive follow-up on overdue invoices
- •Sending payment reminders/statements
- •Customer interaction via email/phone
- •Escalation of critical issues or disputes
- •Maintaining call logs and follow-up schedules
Dispute & Deduction Management
- •Logging and categorizing disputes/deductions
- •Investigating root cause (pricing, quantity, returns)
- •Coordinating with internal teams (sales)
- •Approving and processing credit/debit notes
Reporting & Analytics
- •AR aging reports
- •Bad debt provision reports
Customer Helpdesk (AR Queries)
- •Answering customer inquiries about invoices, payments, disputes
- •Managing tickets through helpdesk tools
- •Escalating unresolved issues
Fast, Simple Onboarding
1
STEPS
Kickoff & Scope Confirmation
We finalize scope, modules, and SLAs in 1 business day.
Pilot Run (5-10 Files)
No setup fees. Try us without long-term commitment.
Daily Ops Flow
SLA-backed delivery + QC + secure delivery channel.