LeadSquared
leadsquared.com
Complete Marketing Automation and CRM software for businesses. Organize your lead capture, lead management, sales management & analytics in one platform.
Chaser
chaserhq.com
Automate invoice chasing and streamline your accounts receivable process. Get paid faster. Reduce days sales outstanding. Maintain great customer relationships. Xero App Partner of the Year 2023 , Management Today Best use of Innovation in Business winner (2023), CICM British Credit Awards B2B Supplier of the Year winner (2022). Chaser users: - Get invoices paid 54+ days sooner - Save 15+ hours per week on accounts receivable tasks - Reduce days sales outstanding by 75% + - Maintain great customer relationships Why use Chaser? Automate without losing the human touch - Ensure customers never know you’re using an automated system, with chasers sent from your usual email address, with your regular email signature and branding Increase your chances of getting paid with multi-channel chasing - Schedule reminders via email, SMS, and automate your debtor-phone calls using Auto-call. - Personalise every reminder automatically, with data such as customer names, amount owed and due dates Make it easier for customers to pay - Give all your customers access to a dedicated Payment Portal, with automatic reconciliation in your accounting system - Offer multiple payment options to suit your customers’ needs in one location - Reduce time on payment admin, as all documentation and details are available to customers in their portal Get invoices paid faster - Reduce late payments with an improved AR process and actionable insights. Users reduce DSO by 75%+ - Use AI-powered insights to understand which debtors to prioritize, who will pay late, and the best times and days to chase. Optimize your receivables approach - Create unlimited custom schedules that suit your different groups of customers, such as good payers, bad payers, or long-term clients - Schedule as many payment reminders as you require, at intervals you choose - Select the best days and times to send reminders and automatically avoid sending reminders outside working hours, on weekends or bank holidays - Escalate the sender of payment reminders to a more senior figure automatically, when customers haven’t paid after a specified period Keep track of all chasing activity in one place - Debtor communications and replies are pulled into Chaser automatically, set call reminders, and make and record debtor phone calls in-app - View a consolidated communication history for every invoice and every customer in your CRM - Reconcile with your accounting system automatically, so you never chase a paid invoice - Include notes from phone calls, set reminders, and assign follow up tasks to your teammates
Finley
finleycms.com
Finley's software simplifies debt capital management for borrowers and asset managers. Finance teams at companies like Ramp, Upper90, and Navan rely on Finley to manage asset-backed debt portfolios. By automating due diligence, ensuring compliance, and streamlining ongoing reporting, Finley helps ensure that capital is always available when companies need it. Finley's investors include CRV, Bain Capital Ventures, Y Combinator, Haystack, and Nine Four Ventures.
Percent
percent.com
Unlock private credit investments with Percent. Access alternative investments on the platform powering the future of private markets.
Paymefy
paymefy.com
We help customers to notify and ease the payment process of pending invoices with IA. Our algorithm based on Machine learning create workflows notifying clients through the right channel, with the right message and at the right time to improve debt collection rate. Besides we offer a flawless payment experience for you client through Paylinks. Debt are only one click away from your bank account. As a result of optimising workflows and payment experience your company gets high recovery rate in short time, keeping low cost.
DebtBook
debtbook.com
DebtBook offers modern treasury and accounting software designed to help state and local government, higher education, healthcare, and others go from operational overload to strategic leadership. Our Debt and Cash Management solutions empower strategic treasury and improve financial outcomes by automating operational work and allowing teams to more easily analyze their data and extract valuable insights. Our Lease and Subscription Management solutions give accounting teams hours back to their day by automating GASB 87 and 96 compliance workflows.
Cardo AI
cardoai.com
Cardo AI is a software, intelligence, and infrastructure company that operates in the structured finance market. They aim to help investors, issuers, servicers, and lenders transact faster, better, and with lower costs.
Cascade Debt
cascadedebt.com
Asset-based credit diligence and risk mitigation relies on reams of data that needs to be manually validated and analyzed. Cascade’s platform provides independently verified data that increases trust, transparency, and collaboration for all counterparties. Scale AUM and debt capital faster, with less risk and headache.
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