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Articles and insights on collections and cash flow.
Is your AR process broken? Use this checklist to identify red flags: spreadsheets, write-offs, manual tracking, and more. If you check 3+ items, it\'s time for a demo.
Stop writing collection emails from scratch. Use these 7 proven templates for B2B agencies—from polite nudges to firm escalations. Copy, paste, customize.
Learn the difference between bad debt expense and allowance for doubtful accounts, the matching principle, and how carrying too much doubtful debt impacts your financial statements.
Manufacturing relies on volume, but manual AR processes break at scale. Learn how AR automation handles thousands of invoices, manages disputes, and integrates with ERP systems—without hiring more staff.
Complete guide to automating invoice collections for marketing agencies. Learn integration strategies, multi-channel approaches, and workflow automation to get paid faster.
QuickBooks handles accounting well, but its reminder system falls short for growing businesses. Discover when built-in reminders work—and when specialized AR automation pays for itself.
DSO fluctuates with sales volume, making it misleading. Learn why CEI (Collection Effectiveness Index) is more accurate for measuring collections team performance.
When humans ask for money, it feels personal. When software sends reminders, it\'s procedure. Learn how automation preserves client relationships while ensuring timely payment.
Reduce your Days Sales Outstanding by 20% in 30 days with this step-by-step blueprint for agencies. Week-by-week plan with actionable strategies.
Manufacturers face Net 60 payment terms that create cash flow gaps. Learn strategies to survive the squeeze: pre-due reminders, promise-to-pay tracking, and cash flow forecasting.
Learn how to read and analyze accounts receivable aging reports. Understand the buckets, identify risks, and create action plans for each aging stage.
Sending invoices on Friday gets them buried. Learn the best days and times to send invoices and reminders for maximum visibility and faster payment.