Your Partner in Managing Receivables
Years Experience
Legal Compliance Assurance
Clients Served
Renewal Rate
Trade Confidence
The first and only one stop shop to modernize, optimize, and automate all functions along the accounts receivable journey – from credit application to cash application.
We are a specialist broker of accounts receivable insurance, helping B2B customers ensure they are paid for what they sell. However, we go beyond just selling a policy. We advise on all matters of credit and collections – helping distributors, manufacturers, and any companies that sell B2B open credit optimize their processes.
The only full-service accounts receivable consulting firm.
Receivables Specialization
The software, insurance policies, and services that optimize B2B receivables are complex. We are your experts in this niche.
Beyond Insurance
Improve processes and leverage technology to safely grow sales, reduce DSO, and automate where possible.
Strong Partnerships
We thoroughly vet and partner with only the best service providers, insurers, and software companies in the B2B receivables space.
No Added Costs
partner offerings whatsoever.
Our Services
The Long and Winding Journey of B2B Accounts Receivable – from Credit Application to Cash Application.
JOURNEY MAP
Credit Application
Our facility – Data Center – is the first in the USA that meets the strict ANSI/TIA-942 rated 4 certificate requirements for design, build and operate.
- 7 Musts for Commercial Credit Applications
- Discover the efficiencies of bringing your credit application online and automating the credit checking process
Credit Information
Our facility – Data Center – is the first in the USA that meets the strict ANSI/TIA-942 rated 4 certificate requirements for design, build and operate.
- The pros and cons of trade references
- Are credit bureau reports a worthwhile investment?
- Getting access to customer banking information
- Information via insurance
Credit Procedures
Our facility – Data Center – is the first in the USA that meets the strict ANSI/TIA-942 rated 4 certificate requirements for design, build and operate.
- Most companies realize they should have formal written credit procedures. Few do. We help our clients write a playbook for consistent, disciplined, and efficient decision making.
To Insure or Not to Insure?
Our facility – Data Center – is the first in the USA that meets the strict ANSI/TIA-942 rated 4 certificate requirements for design, build and operate.
- Consider the four very different reasons why companies insure receivables. Trade credit insurance may impact your bottom line in ways you may not expect:
- PROTECTION
- GROWTH
- EFFICIENCY
- CAPITAL
Financing / Access to Working Capital
Our facility – Data Center – is the first in the USA that meets the strict ANSI/TIA-942 rated 4 certificate requirements for design, build and operate.
Financing / Access to Working Capital:
Your supplier requires payment in advance. Your customer expects n60 terms. How do you bridge that cash flow gap? Supply chain financing, PO financing, factoring, ABLs, LOCs, credit cards, early pay discounts. Leverage our knowledge and partner network to make the right decision for your unique circumstances.
Working With High Risk Customers
Our facility – Data Center – is the first in the USA that meets the strict ANSI/TIA-942 rated 4 certificate requirements for design, build and operate.
Receivable Put Options
Alternative Lending
Online Invoice Delivery / AP Portal Integration
Our facility – Data Center – is the first in the USA that meets the strict ANSI/TIA-942 rated 4 certificate requirements for design, build and operate.
Online payment portals your customers will actually use
Integrate with your larger customers’ AP portals
Dispute Resolution
Our facility – Data Center – is the first in the USA that meets the strict ANSI/TIA-942 rated 4 certificate requirements for design, build and operate.
Disputes are a major strain on DSO. Streamline dispute resolution via a virtual room with all relevant documents (PO, BoL, invoice, etc.) and all relevant people (AP, AR, sales, logistics, etc.). Keep everyone accountable.
Collection Procedures
Our facility – Data Center – is the first in the USA that meets the strict ANSI/TIA-942 rated 4 certificate requirements for design, build and operate.
Writing a playbook for consistent collection cadence
Automating collection emails with links to pay
Software and analytics to develop collector call lists
A unique (and free) approach before leveraging third party collectors
A network of third party collectors to use for different situations (SMB focus, attorneys, international specialists, etc.)
Cash Application
Our facility – Data Center – is the first in the USA that meets the strict ANSI/TIA-942 rated 4 certificate requirements for design, build and operate.
Automate ACH and credit card application
Leverage OCR technology to automate paper check application
What to do when payment amounts don’t match invoice amounts
What our clients say about
Trade Confidence
“The online credit app has made us so much more efficient. And our salespeople and customers love it!”
AR Manager, Building Materials
“They delivered dramatic improvements to both the coverage and cost of our credit insurance policy.”
CFO, Metals
“Their post-sale service is second to none. They pick up the phone whenever I call and quickly address my questions.”
President, Paper
Want to Optimize
Your Credit Process?
Contact us today to discuss how we can tailor our services to meet your unique business needs.