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Credit & Collections

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automating processes in a checklist

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use cases

These companies have
already seen the benefits of automation

Healthcare

Ally Pediatric

The bot cut down the time taken to attain the desired outcomes by roughly 90%.

Healthcare

Keplr Vision

95% reduction in the processing and validation time of financial information in various reports from multiple locations.

Healthcare

MB2 Dental

MB2 Dental, a Dental Partnership Organization (DPO), saves a nominal amount of time extracting and manipulating financial data from reports.

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CA

Credit Application

The bot gets the credit application, creates a Dun & Bradstreet report and records the result.

Accounting,Finance,All Industries,Credit & Collections,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books,Dun & Bradstreet

Credit, Collections, Accounts Receivable

CB

Credit Bureau Investigation

After retrieving a Dispute letter, the bot,automatically gets information from four credit bureaus and Accounting/ERP system.

Accounting,Finance,All Industries,Credit & Collections,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books

Credit, Collections, Accounts Receivable

CS

Credit Scoring

After retrieving Credit Application and corresponding data, this bot reviews the results and sets the terms in the Accounting/ERP system.

Accounting,Finance,All Industries,Credit & Collections,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books,Dun & Bradstreet

Credit, Collections, Accounts Receivable

CW

Credit Workflow

This bot cycles through entire Credit workflow and performs tasks based on status in Credit Dashboard.

Accounting,Finance,All Industries,Credit & Collections,Accounts Receivable,Bill.com,Crunch Accounting,FinancePal,FreshBooks,Infor,Microsoft Dynamics GP,NetSuite,ProfitBooks,QuickBooks,Sage Intacct,SAP,Xero,ZarMoney,Zoho Books,Google Sheets

Credit, Collections, Accounts Receivable

These are just some of the systems our bots work with...

Dun & Bradstreet

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