Gaviti

NOVEMBER 4, 2024

The A/R platform automates credit management, cash application, collection workflows, and invoice delivery while its advanced analytics deliver AI-powered insights to forecast cash flow and prioritize collection delivery. Credit Management and Monitoring. Dispute Management.

Credit and Collections 52

Credit and Collections Invoice to Cash Payment Portals DSO 52

Emagia

MARCH 3, 2025

Detailed Steps in the Accounts Receivable Process Cycle Step 1: Establishing Credit Policies Define the eligibility criteria, credit limits , and payment terms based on customer risk assessment. Step 2: Evaluating Customer Creditworthiness Conduct background checks and analyze financial statements before approving credit applications.

Days Sales Outstanding 40

Days Sales Outstanding DSO AR Reporting Credit and Collections 40

Your Virtual Credit Manager

SEPTEMBER 17, 2024

Solutions exist for credit application processing, collections, payment deduction resolution, and remittance processing, all of which can create more time that can be used to increase your collection efforts. Implement Workflow Solutions: Software as a Service (SaaS) solutions are an economical way to enhance productivity.

Credit and Collections 100

Credit and Collections Accounts Receivable (AR) Bad Debt Credit Risk 100

Gaviti

JULY 18, 2024

Aggregate information about your receivables into one customer dashboard that includes comprehensive metrics such as Median Days Delinquent (MDD), best DSO, customer risk and other metrics that contribute to more accurate short and long-term payment forecasting. Credit Management and Monitoring.

Cash Forecasting 95

Cash Forecasting Credit and Collections DSO Deductions 95

Fundera

NOVEMBER 15, 2016

If you’ve already applied for BlueVine’s Flex Credit line and made it past the underwriting process successfully, you’re ready to start drawing funds. The beauty of a line of credit is that you can continue to use it, up to the amount you were approved for, over and over again. I’m ready to receive funding—where do I start?

Credit Scoring 71

Credit Scoring Dashboards Deductions Credit Application 71

CreditStrong for Business

FEBRUARY 25, 2025

Requesting a credit limit typically shouldnt affect your score, but what happens after your request may do some damage. When you ask for a raise in your credit, you could incur a hard or soft credit inquirywhich is a normal part of a credit application process.

Credit Scoring 52

Credit Scoring Dashboards Credit Application 52

Fundera

NOVEMBER 15, 2016

If you’ve already applied for BlueVine’s Flex Credit line and made it past the underwriting process successfully, you’re ready to start drawing funds. The beauty of a line of credit is that you can continue to use it, up to the amount you were approved for, over and over again. I’m ready to receive funding—where do I start?

Credit Scoring 64

Credit Scoring Dashboards Deductions Credit Application 64

Emagia

FEBRUARY 2, 2024

To meet the customer expectations and continue to be in business, businesses need to consider technology adoption in OTC processes including credit operations, to automate the following steps to make credit control autonomous. Online credit application makes the application process simple and quicker for the customer.

B2B Credit 52

B2B Credit Credit and Collections Credit Application Credit Management 52

Gaviti

JULY 11, 2024

Credit monitoring and management. Automate the credit application process by allowing credit application submissions online to both existing and potential customers.

DSO 52

DSO AR Automation Credit and Collections Bad Debt 52

Gaviti

APRIL 18, 2024

Get a comprehensive dashboard that gives you real-time insights into critical metrics that directly affect your cash flow. Credit management and monitoring. Send online credit applications to both existing customers and potential prospects. Get alerts in real-time about customers with increased credit risk.

AR Aging 52

AR Aging Credit and Collections Bad Debt Allowance for Doubtful Accounts 52

Gaviti

DECEMBER 6, 2023

These modules include: Credit Management and Monitoring. Send credit applications automatically to both new and current customers, streamlining the entire process of credit application and alerting your collections team in real-time of customers with increased risk. Cash Application.

Credit and Collections 52

Credit and Collections Invoice to Cash Deductions Cash Applicator 52

Gaviti

JUNE 13, 2024

Gaviti’s invoice-to-cash A/R management and automation streamlines your entire accounts receivable process from customer invoice distribution to credit application and payment reconciliation. Automatically manage customer credit from the credit application process through ongoing monitoring with real-time credit risk alerts.

Credit and Collections 40

Credit and Collections DSO Deductions Collector 40

Gaviti

MARCH 3, 2024

The dashboard includes both traditional KPIs such as DSO , customer risk, and total A/R in addition to unique KPIs and advanced analytics. Credit management. Streamline your credit monitoring and management by automatically sending credit application forms to both customers and prospects. Collections analytics.

DSO 52

DSO Credit and Collections Days Sales Outstanding Cash Applicator 52

Gaviti

OCTOBER 10, 2024

Create your own custom reports and dashboards with customizable views based on different personas (e.g. Credit Management and Monitoring. Credit applications with relevant information collected from relevant sources with the help of the AI copilot and a suggested credit limit for the reviewer to do a sanity check.

Invoice to Cash 52

Invoice to Cash Credit and Collections Payment Portals DSO 52

Biz2X

APRIL 13, 2023

With automated risk analysis, banks can access cash flow forecasting and analysis tools that help them optimize their portfolios from a single dashboard. Other lenders have adopted the industry standard of delivering instant decisions on credit applications.

Credit Unions 52

Credit Unions Default Credit Risk Credit Scoring 52

Gaviti

OCTOBER 27, 2024

3) Examine Your Credit Needs You’ll also need to take a good look at your credit needs and how much risk you are willing to take with customers. You will also need to look at how much time it takes to approve new customers, review credit applications, etc. credit scores, payment history, etc) is dynamic.

Payment Portals 95

Payment Portals Credit and Collections Average Days Delinquent Cash Forecasting 95

Gaviti

MARCH 11, 2025

Online Credit Applications: Simplify the credit application process by providing customers with user-friendly online forms, reducing paperwork and accelerating decision-making. The platform emphasizes data visualization, providing intuitive dashboards that facilitate informed decision-making.

Credit Risk 52

Credit Risk Credit Scoring Credit and Collections Credit Application 52

CreditStrong for Business

NOVEMBER 8, 2024

When a credit bureau receives a new trade reference about your company, it may add an account (also called a tradeline , payment experience, or trade experience) to your business credit report. New lenders or suppliers might also review a trade reference letter when you fill out a credit application.

Credit Scoring 40

Credit Scoring Credit Reporting Agencies Credit Application Credit Risk 40

Abrigo

DECEMBER 31, 2024

The 1071 rule requires lenders to collect and report more than 20 data points on small business credit applications, which will require coordination among multiple departments within the bank or credit union, she said. If the narrative on the U.S.

Credit Risk 88

Credit Risk Credit Unions Credit and Collections Small Businesses 88