July 22nd, 2024

Webinar on the 14th of August

Cash Application & Collections Automation Webinar on August 14th

Join us on Wednesday the 14th of August at 9am US CDT / 3pm UK for our webinar on cash application & collections automation. Business Development Director David Rushe will be discussing all the ways we can help you with your Cash App & Collections processes. As David approaches his 12th year at Cashbook, his insight is invaluable as he demonstrates Cashbook’s financial automation toolkit for cash application and collections management. Register using the link button above…

Key Benefits of Our Solution

Our comprehensive automated cash application solution provides so many advantages to our users. Our software leverages advanced algorithms and machine learning to automate the entire cash application process, ensuring speed, accuracy, and efficiency for you and your team.

Achieve High Levels of Invoice Automation

Our solution achieves high levels of automation, significantly reducing the need for manual intervention. This leads to faster processing times and minimizes the risk of human error.

Eliminate Expensive Bank Lockbox Keystroke Charges

By automating the cash application process, our software eliminates the need for costly bank lockbox keystroke charges, resulting in substantial cost savings for your business.

Reduce Days Sales Outstanding (DSO)

Automating cash application accelerates the recognition of payments, reducing your DSO and improving your cash flow.

Automate Customer Portal and Deductions Processes

Our tools automate interactions with customer portals and manage deductions efficiently, saving you time and reducing potential revenue losses.

Analyze Customer Payment Behavior

Gain insights into customer payment patterns with our analytical tools, which provide a full history and live accounts receivable (AR) data.

Customizable Views and Graphs

Create customizable views and graphs to prioritize accounts for AR collections, helping your team focus on the most critical tasks.

Ready-to-Use Templates for Correspondence

Utilize our ready-to-use templates for dunning letters, promise-to-pays, and other correspondence. These can be customized and automatically emailed to multiple customers, streamlining your communications.

Comprehensive Account Activity Logging

All account activities, including calls, letters, notes, and emails, are logged and stored within Cashbook, providing collectors with a comprehensive view of each account.

Approval Workflows

Set up approval workflows for specific users and top-level management to streamline decision-making on accounts.

Let us Help you Today

Our aim is to help you and your business with the everyday problems you may face such as losing sales to incorrect credit holds, wasting time on manual processes, late payers creeping up because your team is swamped, customers paying late and claiming deductions and unearned discount and so much more.

Don’t let these problems slow your team down, find out how we can tailor our solution to fit your needs and wants to make your life easier and more importantly… less stressful.

Contact us

Would you like to find out more about Cashbook? Why not Book a Demo or Contact Us for more information.

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