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The Keys to On-boarding New Customers Smartly and Efficiently

Your Virtual Credit Manager

These factors will determine: How much credit bureau information you purchase The amount of financial disclosure required of the applicant The scope of your background investigation Please feel free to share this newsletter with your small business customers. For more about the importance of credit applications, click here.

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The Crucial Role of AI in Transforming Digital B2B Credit Applications

Emagia

With the rapid advancement of digital technology, businesses can no longer afford the inefficiencies of slow credit applications, validations, and approvals. Empowering the credit team with intelligent Order-to-Cash (OTC) digital solutions is essential. Conducting reference checks online instead of through paper applications.

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Accounts Receivable Analysis: Meaning, Objectives, Importance

Gaviti

Credit management and monitoring. Send online credit applications to existing and potential customers to evaluate customer’s creditworthiness. Get alerts in real-time of which customers are going beyond a predetermined credit threshold and reduce your risk of bad debt.

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AR Data Management, AR Automation, & Accelerating Cash Flow

Your Virtual Credit Manager

Here are the six other types of AR automation being implemented across the order-to-cash (O2C) spectrum: Online Credit Applications: The best solutions provide approval workflow and automated reference checking. A third benefit derives from the customer self-service and communication features of an EIPP platform.

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Why is B2B Credit Automation Critical in The Digital Era?

Emagia

In today’s digital environment, customers expect a quick credit approval process to avoid spending non-productive time and effort on mundane tasks such as providing a lot of information by filling up paper applications for manual verification and approval. How AI is Enabling Autonomous Credit for Digital Businesses?

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The Best Accounts Receivable Reporting Software Solutions of 2025

Gaviti

These reporting features also help businesses predict trends and make more informed strategic business decisions. CRM, ERPs, accounting software), youll have access to the most accurate payment data, more efficient payment reconciliation, customer information and communication records.

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The Importance of the Accounts Receivable Aging Report

Gaviti

It usually includes information such as the customer name, invoice details, amount due, outstanding balances and the aging categories (e.g. AR aging reports provide concrete information that can be used to take action. Credit management and monitoring. the periods they are outstanding, such as 30 days, 60 days, etc).