Create Invoice and follow up on collection

What a Bot can do-

• Pulls client details from CRM or additional sources
• Constructs custom invoices by determining the line items for each client in the ERP system Or create invoices through the software system that you use.
• Sends invoices through email or the application that you use.
• Sends payment reminders through automated calls and texts for aging invoices.
• Responds to customer questions and demands.

Track and process customer payment

What a Bot can do-

• Can read images, PDFs, checks, ACH payments, wire receipts, and credit card dealings to use for payments from clients toward their open invoices.
• Can extract checks from the bank lockbox and do the further processing.
• Can apply customised rules and logic for repayments, partial payments, refunds, credit notes, etc.
• Brings humans in loop for any discrepancies.

Bank reconciliation

• Integrated system that communicates with multiple systems and sources such as bank, ERP, Checks, AR, etc. and do the automatic reconciliations.
• Check deposit reconciliation.
• Other payment reconciliations .
• Flag exceptions for humans.

Credit Card reconciliations

• Read and capture transactions through Credit card portal, excel etc.
• Do reconciliation.
• Flag exceptions.

External processors

• Read and capture transactions sent by Amazon, Shopify, App stores or any aggregator.
• Do reconciliation
• Flag exceptions