Best Credit and Collections Software for Small Business

How Many Credit and Collections Software Products Does G2 Track?

Total Products under this Category: 432

Category Stats (Nov 2026)

  • Average Rating: 4.39/5 (↑0.02 vs Oct 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Chargebacks911 (+0.68%) - Among all products in this category, Chargebacks911 recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank Credit and Collections Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 4,500+ Authentic Reviews
  • 432+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Credit and Collections Software

G2 Grid® for Credit and Collections Software plotting products by satisfaction and market presence

Highlighted products: Creditsafe, Chargeflow, D&B Finance Analytics, Invoiced, Kolleno, Resolve, Tesorio, and Chaser.

Underlying data: [Grid® JSON](https://www.g2.com/categories/credit-and-collections/grids.json?focus%5B%5D=creditsafe&focus%5B%5D=chargeflow-inc-chargeflow&focus%5B%5D=d-b-finance-analytics&focus%5B%5D=invoiced&focus%5B%5D=kolleno&focus%5B%5D=resolve-resolve&focus%5B%5D=tesorio&focus%5B%5D=chaser&segment=small-business)

Creditsafe

Creditsafe is a comprehensive data intelligence solution designed to help organizations manage credit risk, compliance, and data hygiene with confidence. By delivering global coverage breadth across more than 430 million businesses in over 200 countries, Creditsafe provides the data freshness & source diversity companies need to make informed, data-driven decisions that fuel growth and operational efficiency. The platform is built around key business drivers that address modern credit and compliance challenges. With continuous monitoring & alerts, users are instantly notified of material changes impacting customers, suppliers, or prospects, ensuring proactive risk management. Creditsafe’s insolvency prediction strength and cross-border score consistency further enhance the accuracy of credit evaluations, allowing organizations to identify potential risks early and maintain financial stability. For businesses seeking speed and flexibility, Creditsafe offers instant vs. investigated delivery, enabling onboarding in under 60 seconds when needed, while still supporting deeper due diligence where required. Its powerful portfolio analytics & dashboards give decision-makers actionable insights at scale, while API integration depth ensures seamless connectivity to existing systems. Flexible pricing & access models make it suitable for both SMBs and large enterprises, with SMB-friendly access options designed to meet the needs of growing companies. Beyond credit risk, Creditsafe strengthens compliance processes with KYB/AML compliance bundling and corporate linkage & UBO insight, helping organizations meet regulatory obligations and uncover hidden ownership structures. In addition, collections and recovery support tools aid in maintaining healthy cash flow by optimizing recovery strategies. With its combination of advanced analytics, dedicated account managers, and scalable delivery models, Creditsafe empowers businesses of all sizes to navigate the complexities of credit management. By uniting trusted data, portfolio insights, and robust compliance tools under one platform, Creditsafe positions itself as a strategic partner for organizations seeking to enhance resilience, streamline processes, and unlock sustainable growth.

Average Rating: 4.5/5.0

Total Reviews: 381

How Do G2 Users Rate Creditsafe?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.0/10)
  • Collections Effectiveness: 7.2/10 (Category avg: 8.3/10)
  • Financial Documents: 6.9/10 (Category avg: 8.5/10)
  • Customer Portal: 6.7/10 (Category avg: 8.4/10)

Who Is the Company Behind Creditsafe?

  • Seller: Creditsafe
  • Company Website:
  • Year Founded: 1997
  • HQ Location: Dublin, Ireland
  • LinkedIn® Page: www.linkedin.com
    1,662 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller, Credit Analyst
  • Top Industries: Manufacturing, Accounting
  • Company Size: 50% Medium, 39% Small

What Do G2 Reviewers Say About Creditsafe?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Creditsafe, enjoying a seamless setup and user-friendly dashboard.
  • Users value the quick and easy setup of Creditsafe, which enhances their overall experience and efficiency.
  • Users find the easy setup of Creditsafe quick and user-friendly, enhancing their overall experience with the tool.
  • Users love the ease of use of Creditsafe, enjoying seamless onboarding and efficient credit monitoring capabilities.
  • Users benefit from the efficiency of Creditsafe, enjoying seamless setup and reliable credit monitoring to make informed decisions.
Cons
  • Users experience inaccuracy issues with Creditsafe, facing data gaps and difficulties in file consistency and availability.
  • Users often struggle with inefficient search functionalities, finding it hard to locate accurate company information due to inconsistencies.
  • Users experience data availability issues with Creditsafe, causing delays in critical credit decision-making.
  • Users find Creditsafe's limited functionality frustrating, struggling to locate specific company information effectively.
  • Users find the navigation challenging, struggling to locate companies due to inconsistent search results and address formats.

What Are Recent G2 Reviews of Creditsafe?

What Are G2 Users Discussing About Creditsafe?

Chargeflow

Chargeflow is The Chargeback Platform that prevents and recovers chargebacks automatically, so you don’t have to. Trusted by top brands like Caraway, Huel, and Elementor, Chargeflow securely integrates with every major payment processor and platform. Start in under 90 seconds with success-based pricing—pay only when we win chargebacks for you. - Increase your chargeback win-rates by up to 4x with our fully hands-off Automation product. Automate chargeback recovery. - Prevent up to 90% of incoming chargebacks with Chargeflow Alerts and pay only for prevented chargebacks, powered by Visa and Mastercard. - Deep dive into your chargebacks root cause and uncover how chargebacks are affecting your business with Chargeflow Insights -- completely free, forever.

Average Rating: 4.7/5.0

Total Reviews: 276

How Do G2 Users Rate Chargeflow?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.0/10)
  • Collections Effectiveness: 7.3/10 (Category avg: 8.3/10)
  • Financial Documents: 9.3/10 (Category avg: 8.5/10)
  • Customer Portal: 9.3/10 (Category avg: 8.4/10)

Who Is the Company Behind Chargeflow?

  • Seller: Chargeflow, Inc.
  • Company Website:
  • Year Founded: 2020
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    179 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Owner
  • Top Industries: Retail, Apparel & Fashion
  • Company Size: 85% Small, 10% Medium

What Do G2 Reviewers Say About Chargeflow?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Chargeflow, which simplifies chargeback management and saves time.
  • Users value the time-saving features of Chargeflow, which simplify and streamline the chargeback management process.
  • Users value the efficiency of Chargeflow, praising its automation that saves time and reduces stress in managing disputes.
  • Users value the automation efficiency of Chargeflow, which simplifies chargebacks and saves significant time and effort.
  • Users appreciate the automation of chargeback management in Chargeflow, streamlining processes and saving valuable time.
Cons
  • Users find the pricing of alerts to be quite high, impacting their overall cost per dispute.
  • Users suggest that Chargeflow needs improvement in AI training and better support for various payment processors.
  • Users face poor support from Chargeflow, with slow response times and inadequate assistance for disputes.
  • Users face concerns with payment issues, including high charges and uncertain chargeback guarantees with Chargeflow.
  • Users find the inaccuracy in Chargeflow's handling of specialized transactions frustrating and affecting overall performance.

What Are Recent G2 Reviews of Chargeflow?

D&B Finance Analytics

Manage credit risk at scale with trusted business context, AI-powered guidance, and advanced analytics in one powerful credit management solution. D&B Finance Analytics helps finance teams quickly research companies, understand emerging risks, monitor portfolio changes, and prioritize the actions that matter most. Powered by the D&B Commercial Graph, the solution brings together trusted business data, predictive analytics, automation, and AI to help organizations accelerate credit decisions, improve onboarding efficiency, reduce manual effort, and gain a clearer view of portfolio risk. With the insights and context needed to act confidently, teams can work more efficiently, make more consistent decisions, and proactively manage changing risk.

Average Rating: 4.5/5.0

Total Reviews: 108

How Do G2 Users Rate D&B Finance Analytics?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 9.0/10)
  • Collections Effectiveness: 7.0/10 (Category avg: 8.3/10)
  • Financial Documents: 7.2/10 (Category avg: 8.5/10)
  • Customer Portal: 7.7/10 (Category avg: 8.4/10)

Who Is the Company Behind D&B Finance Analytics?

  • Seller: Dun & Bradstreet
  • Company Website:
  • HQ Location: Jacksonville, FL
  • LinkedIn® Page: www.linkedin.com
    5,735 employees on LinkedIn®
  • Ownership: NYSE: DNB
  • Total Revenue (USD mm): $1,738

Who Uses This Product?

  • Top Industries: Manufacturing, Accounting
  • Company Size: 47% Medium, 31% Small

What Do G2 Reviewers Say About D&B Finance Analytics?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of D&B Finance Analytics Credit Intelligence, simplifying complex risk data effectively.
  • Users appreciate the insightful data analysis of D&B Finance Analytics, enhancing decision-making and reducing financial risks.
  • Users praise the easy-to-use risk data analytics of D&B Finance Analytics, enhancing decision-making and protecting cash flow.
  • Users appreciate the intuitive data integration of D&B Finance Analytics, enhancing decision-making with clear insights and risk assessments.
  • Users value the clear visualizations and predictive analytics of D&B Finance Analytics, enhancing credit risk evaluation effectively.
Cons
  • Users find the inaccuracy of data in D&B Finance Analytics challenging, often requiring manual verification for smaller companies.
  • Users face challenges with data inaccuracy, as smaller businesses often have limited or outdated information requiring extra verification.
  • Users face challenges with reporting issues, including redundancy, lack of detail, and difficulty interpreting metrics.
  • Users find the overwhelming data presentation makes navigating reports challenging, impacting overall usability and efficiency.
  • Users find the complexity of D&B Finance Analytics Credit Intelligence hinders usability, especially for North American-focused operations.

What Are Recent G2 Reviews of D&B Finance Analytics?

What Are G2 Users Discussing About D&B Finance Analytics?

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Invoiced

Invoiced by Flywire is an AI-native accounts receivable and invoice-to-cash automation platform designed to help B2B finance teams automate billing, collections, payment processing, and cash reconciliation. Built for mid-market and enterprise businesses managing high-volume receivables, Invoiced eliminates manual A/R work so finance teams can scale operations without adding proportional headcount. Acquired by Flywire (NASDAQ: FLYW) in 2024, Invoiced combines accounts receivable software, AI-powered automation, integrated payment processing, and deep ERP integrations into a single connected platform. Unlike point solutions or freelance invoicing tools, Invoiced is purpose-built for complex B2B finance operations where invoice volume is high, payment methods are diverse, and reconciliation is time-consuming. Core Capabilities & Features: -Automated Collections Workflows — Customizable dunning sequences, payment reminders, and escalation rules that trigger based on payment status and customer behavior, reducing manual follow-up work -AI-Powered Cash Application — CashMatch AI automates payment matching and reconciliation to invoices, even with incomplete remittance data, minimizing exceptions and month-end reconciliation time -Subscription & Recurring Billing — Supports usage-based, recurring, and hybrid billing models with automated invoice generation, proration, and customer billing portals -Global Payment Processing — Accepts 1,200+ payment methods across 140+ currencies with automatic FX handling, enabling domestic and cross-border collections without adding banking complexity -Deep ERP Integrations — Native connectors to NetSuite, Sage Intacct, Microsoft Dynamics 365, Salesforce, and others ensure real-time data sync and eliminate duplicate data entry Finance teams use Invoiced to accelerate cash collection, reduce days sales outstanding (DSO), and regain visibility into the full receivables lifecycle. The platform eliminates data silos between AR, payments, and ERP systems by automating payment reconciliation and posting. Routine manual tasks—invoice delivery, payment chasing, cash matching, exception handling—are shifted to AI-driven workflows, freeing finance professionals to focus on strategy, forecasting, and relationship management rather than execution. The platform is particularly valuable for organizations scaling transaction volume without scaling headcount, companies operating internationally with multi-currency and multi-payment-method requirements, and finance teams struggling with legacy systems that lack automation and integration. Invoiced serves mid-market and enterprise finance teams across industries including SaaS, healthcare, education, financial services, insurance, professional services, staffing, and nonprofits. Thousands of global customers rely on Invoiced to process billions in receivables annually, and the platform is recognized as a category leader in A/R automation.

Average Rating: 4.5/5.0

Total Reviews: 402

How Do G2 Users Rate Invoiced?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.0/10)
  • Collections Effectiveness: 9.0/10 (Category avg: 8.3/10)
  • Financial Documents: 9.0/10 (Category avg: 8.5/10)
  • Customer Portal: 9.2/10 (Category avg: 8.4/10)

Who Is the Company Behind Invoiced?

  • Seller: Flywire
  • Company Website:
  • HQ Location: Boston, MA
  • LinkedIn® Page: www.linkedin.com
    1,342 employees on LinkedIn®
  • Ownership: NASDAQ: FLYW

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Computer Software, Marketing and Advertising
  • Company Size: 77% Small, 21% Medium

What Do G2 Reviewers Say About Invoiced?

AI-generated summary from verified user reviews

Pros
  • Users praise Invoiced for its intuitive design and ease of use, enhancing daily accounting tasks and efficiency.
  • Users appreciate the ease of use and comprehensive features of Invoiced, enhancing their accounting management experience.
  • Users find Invoiced to be intuitive and efficient, significantly enhancing accounting tasks and payment management.
  • Users commend the efficient payment processing of Invoiced, streamlining transactions and enhancing overall accounting tasks.
  • Users appreciate the intuitive and user-friendly interface of Invoiced, enhancing efficiency in daily financial tasks.
Cons
  • Users experience payment issues, with delayed transactions causing customer frustration and confusion around credit management.
  • Users find the missing features in Invoiced, such as credit management and aging reports, frustrating and limiting.
  • Users report access limitations with payment integrations, causing manual intervention and frustration for both businesses and clients.
  • Users express frustration over poor customer support, highlighting delays and unresponsiveness that complicate transactions and resolution.
  • Users find the service too expensive after crossing the monthly invoice limit, impacting overall value and experience.

What Are Recent G2 Reviews of Invoiced?

What Are G2 Users Discussing About Invoiced?

Kolleno

Kolleno is an order-to-cash software platform that helps finance teams automate and manage collections, payments, cash application, credit risk, disputes, and forecasting, using AI Agents that operate within a credit policy the team defines. By automating and coordinating these tasks across systems, the platform is designed to shorten collection cycles, reduce the volume of outstanding receivables, and cut down the time finance teams spend on manual collections work. The platform includes: - Two-way, real-time integration with ERPs, CRMs, banks, and payment systems, so account and payment data stays current without manual exports or reconciliation between separate tools. - Automated collections workflows, including drafting and sending client communications across email and other channels based on account status and policy rules. - Payment tracking and cash application, matching incoming payments to invoices and flagging exceptions that require manual review. - Credit risk monitoring that tracks changes in customer risk profiles over time, surfacing accounts that may need attention before they become significantly overdue. - Reporting and forecasting built on live data from connected systems, rather than figures compiled manually from separate exports. Each of these areas is handled by a dedicated AI Agent rather than a single, general-purpose tool. Objectives and policy are set through Maestro, Kolleno's coordination layer, which routes tasks to the relevant agent and sequences actions across the collections cycle. Teams choose how much autonomy to give each agent: using it to surface insights on which accounts need attention, as a copilot that drafts recommended actions for a team member to review and approve, or to execute directly within the policy that has been configured. Kolleno is designed for finance teams at mid-market and enterprise B2B companies, including CFOs, finance directors, finance systems managers, order-to-cash leaders, credit control and collections staff, and financial controllers. It is intended for organizations with meaningful receivables volume, multiple systems involved in the order-to-cash process, and a need for consistent handling of collections, disputes, and credit risk across a large number of accounts. Typical implementation takes around one month, and the platform is built to be usable by finance staff already familiar with accounts receivable processes, without extensive additional training.

Average Rating: 4.9/5.0

Total Reviews: 118

How Do G2 Users Rate Kolleno?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.0/10)
  • Collections Effectiveness: 9.7/10 (Category avg: 8.3/10)
  • Financial Documents: 9.3/10 (Category avg: 8.5/10)
  • Customer Portal: 9.5/10 (Category avg: 8.4/10)

Who Is the Company Behind Kolleno?

  • Seller: Kolleno
  • Company Website:
  • Year Founded: 2019
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    45 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Computer Software
  • Company Size: 54% Small, 35% Medium

What Do G2 Reviewers Say About Kolleno?

AI-generated summary from verified user reviews

Pros
  • Users commend Collections Efficiency with Kolleno, experiencing faster payments and improved cash flow through automation and consistency.
  • Users highlight the effective automation of Kolleno, greatly enhancing payment processes and accelerating cash flow.
  • Users value the time-saving automation of Kolleno, leading to faster payments and easier processes overall.
  • Users appreciate the ease of use of Kolleno, simplifying payment reconciliation and boosting workflow efficiency.
  • Users value the easy integrations of Kolleno, enhancing efficiency and streamlining payment processes seamlessly with their ERP.
Cons
  • Users find poor navigation a challenge, often unsure about feature availability and where to go next.

What Are Recent G2 Reviews of Kolleno?

Resolve

Resolve enables B2B companies to boost sales and cash flow by offering their buyers 30, 60, or 90 day payment terms, while ensuring the seller gets paid upfront risk-free. Our platform automates credit checks, underwriting, invoicing, and collections, helping companies improve cash flow, reduce manual accounts receivable work, and increase conversion rates. Traditional net terms are slow and risky. Sellers often act like banks, extending credit, tracking invoices, and chasing payments. Resolve replaces that manual process with an automated, end-to-end net terms solution. From real-time credit decisions to fast invoice financing and collections, Resolve simplifies B2B payments so teams can focus on growth instead of administrative work. Resolve integrates seamlessly with leading ecommerce and ERP platforms such as NetSuite, BigCommerce (2025 Innovative Integration Award winner), QuickBooks, and Shopify. Buyers can check out instantly using pre-approved terms, and sellers receive advance payment within 24-hours on approved invoices. Resolve manages the credit risk and collections behind the scenes so sellers can offer flexible payment options without impacting their cash flow or taking on bad debt exposure. Affirm and Resolve share their founding history in Max Levchin. Max was previously co-founder and CTO at PayPal and founded Affirm in 2012. Resolve was born in Max’s San Francisco based venture studio, HVF, by co-founders Chris Tsai and Brian Nguyen. Having both worked closely with Affirm, the pair saw an opportunity to bring the ‘buy now, pay later’ model to the B2B world. They created Resolve to modernize business payments, reimagining traditional net terms with intelligent credit technology, instant financing, and embedded finance infrastructure built for scale.

Average Rating: 5.0/5.0

Total Reviews: 17

How Do G2 Users Rate Resolve?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.0/10)
  • Collections Effectiveness: 8.1/10 (Category avg: 8.3/10)
  • Financial Documents: 9.7/10 (Category avg: 8.5/10)
  • Customer Portal: 8.3/10 (Category avg: 8.4/10)

Who Is the Company Behind Resolve?

Who Uses This Product?

  • Company Size: 88% Small, 6% Medium

What Do G2 Reviewers Say About Resolve?

AI-generated summary from verified user reviews

Pros
  • Users value the dedicated customer support of Resolve Pay, ensuring timely assistance and streamlined operations.
  • Users appreciate the efficiency of Resolve Pay, streamlining invoicing and payment collection with automated reminders.
  • Users appreciate the streamlined invoicing process of Resolve Pay, enhancing efficiency and reducing late payment issues.
  • Users appreciate the automated reminders from Resolve, making payment collection smoother and reducing follow-up efforts.
  • Users love the automation of payment reminders in Resolve Pay, ensuring smoother and more efficient invoicing processes.
Cons
  • Users report communication issues with Resolve, leading to late fees and difficulties in transaction processing with QB.
  • Users find high fees to be troublesome, complicating transactions and communication with QuickBooks.
  • Users experience integration issues with Resolve, leading to difficulties in communication and data flow with QB.
  • Users face payment issues due to late fees and difficulties syncing transactions between Resolve and QuickBooks.
  • Users face syncing issues with Resolve, leading to communication problems and frustrating delays in transactions.

What Are Recent G2 Reviews of Resolve?

Chaser

Automate and streamline your accounts receivable process. Improve cash flow visibility. Get visibility over every debtor interaction and easily forecast cash flow with customizable overviews. Reduce days sales outstanding. Maintain strong customer relationships. Winner of Best Technology Provider at the Credit Strategy Awards (2024), Management Today Best Use of Innovation (2023), and CICM British Credit Awards B2B Supplier of the Year (2022). Chaser users: - Get invoices paid 54+ days sooner - Save 15+ hours per week on accounts receivable tasks - Reduce days sales outstanding by 75%+ - Grow fearlessly with predictable cash flow - Maintain strong customer relationships Track and manage every interaction in one place - Gain complete visibility with all debtor communications, replies, and call notes logged automatically - See a full communication history for every invoice and every customer - Log communications in your CRM automatically with integrations for HubSpot, Salesforce, Zoho, and more - Record and store debtor phone calls directly in Chaser, set reminders, and assign follow-up tasks to your team Automate without losing the human touch - Send personalized reminders from your own email address, complete with your usual signature and branding - Use AI to instantly draft professional replies in your tone of voice - Customize templates to match your business style for consistent communication Grow confidently with customizable cash flow visibility - View automatic cash flow predictions from your accounting system data and debtor payment behavior - Reflect your business reality with full flexibility in overrides and anomalies - Save time building forecasts from scratch, and avoid using rigid automated tools Optimize your collections approach - Segment debtors into unlimited workflows based on factors like payment behavior, risk level, or language - Automate reminders across your chosen schedule and escalation paths - Escalate senders automatically to more senior contacts when payments are overdue - Avoid chasing outside working hours, on weekends, or on bank holidays - Gain ongoing insights from credit checks, monitoring, and AI debtor insights so you know which accounts to prioritize Encourage faster payment - Give customers a secure Payment Portal linked in every reminder, offering multiple payment options - Offer flexible installment plans to suit customer needs - Incentivize prompt payment with early payment discounts and apply late fees automatically where needed Use multiple follow-up channels for maximum reach - Send reminders via email, SMS, letters, and automated debtor phone calls to ensure messages are received - Include secure payment portal links and QR codes in all reminders to make paying as easy as possible - Maintain a consistent, professional tone across every channel to strengthen relationships and improve results Seamlessly connected to your existing systems - Connect Chaser to any accounting software, ERP or CRM with a range of integration options - Ensure you never follow-up with debtors incorrectly, with data-syncs every hour, on-demand when you request them, and before any communication is sent

Average Rating: 4.3/5.0

Total Reviews: 71

How Do G2 Users Rate Chaser?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.0/10)
  • Collections Effectiveness: 8.7/10 (Category avg: 8.3/10)
  • Financial Documents: 8.6/10 (Category avg: 8.5/10)
  • Customer Portal: 8.8/10 (Category avg: 8.4/10)

Who Is the Company Behind Chaser?

  • Seller: Chaser
  • Company Website:
  • Year Founded: 2013
  • HQ Location: London, GB
  • LinkedIn® Page: www.linkedin.com
    37 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Director, Managing Director
  • Top Industries: Accounting, Construction
  • Company Size: 70% Small, 20% Medium

What Do G2 Reviewers Say About Chaser?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the automation of Chaser, which streamlines communication and enhances efficiency in debt collection processes.
  • Users find Chaser to be very easy to use, facilitating quick setup and efficient credit control management.
  • Users value Chaser for its collections efficiency, simplifying credit control and saving significant time on payment follow-ups.
  • Users highlight the helpful customer support of Chaser, appreciating their assistance throughout the setup and beyond.
  • Users value the efficiency of Chaser for automating debt collection and simplifying credit control processes.
Cons
  • Users find the email functionality lacking as it complicates reminders and doesn't integrate tasks effectively.
  • Users find the email issues frustrating, specifically regarding frequency and sender authenticity, impacting response rates.
  • Users face email automation issues with Chaser, impacting reminders and reducing authenticity of communication.
  • Users find the email notifications overwhelming, wishing for fewer daily reminders and better organization of tasks and payments.
  • Users note the missing features like enhanced reporting and flexible payment plans, impacting usability and efficiency.

What Are Recent G2 Reviews of Chaser?

What Are G2 Users Discussing About Chaser?

Tesorio

Finance teams should spend their time on the decisions that move cash, not on the manual work that stands between Closed Won and Done. Every company runs on cash, yet getting from invoice to payment still depends on people uploading invoices to customer portals, chasing replies, and matching remittances by hand. Tesorio's agentic order-to-cash analyst does that work today. It follows up on open invoices, captures promise-to-pay dates, triages the collections inbox, applies cash, and keeps invoices current in customer portals. Your team handles what needs a person: priorities, customer relationships, and exceptions. Customers see up to a 30% reduction in DSO and have collected $355 billion through Tesorio. Companies using Tesorio include Fin, Veeva, GitLab, Plaid, Fastly, and Notion.

Average Rating: 4.7/5.0

Total Reviews: 249

How Do G2 Users Rate Tesorio?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.0/10)
  • Collections Effectiveness: 8.8/10 (Category avg: 8.3/10)
  • Financial Documents: 7.8/10 (Category avg: 8.5/10)
  • Customer Portal: 8.1/10 (Category avg: 8.4/10)

Who Is the Company Behind Tesorio?

  • Seller: Tesorio
  • Company Website:
  • Year Founded: 2015
  • HQ Location: San Francisco, California
  • LinkedIn® Page: www.linkedin.com
    42 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller, Accounts Receivable Specialist
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 46% Medium, 33% Large

What Do G2 Reviewers Say About Tesorio?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Tesorio, facilitating efficient workflows with user-friendly dashboards and tools.
  • Users value the automation capabilities of Tesorio, enhancing efficiency in contacts and providing insightful analytics.
  • Users appreciate the collections efficiency of Tesorio, facilitating team collaboration and providing clear insight into invoicing processes.
  • Users appreciate the easy template editing and real-time invoice management features of Tesorio, enhancing independence and visibility.
  • Users appreciate the visibility and insights Tesorio provides for managing collections effectively and enhancing team collaboration.
Cons
  • Users feel that Tesorio needs improvement in reporting features for better accountability and tracking of collections.
  • Users are frustrated by the sync issues with Tesorio, experiencing delays and untransferred cash notes with their ERP.
  • Users report invoicing issues with delays and unclear hierarchy, affecting navigation and overall experience in Tesorio.
  • Users find email automation issues with Tesorio, noting clunky setups and lack of effective management tools.
  • Users face challenges with the usability of Tesorio's email functionality, impacting their communication and reporting effectiveness.

What Are Recent G2 Reviews of Tesorio?

What Are G2 Users Discussing About Tesorio?

Billtrust

Billtrust is the B2B Cash Generation Platform: Accounts receivable software built around one outcome, converting revenue a company has already earned into cash in the bank. Most AR tools are built to accelerate processes. Billtrust is built to identify and release cash flow bottlenecks. The platform runs the full credit-to-cash cycle in one system rather than as separate tools. Invoicing and e-invoicing: delivers invoices through each buyer's preferred channel, including automated submission into more than 260+ AP portals without separate logins, with global e-invoicing compliance for B2B and B2G mandates. Payments: accepts most payment methods and channels on one network with payment policies set at the buyer level and digital lockbox automation above 95%. Credit: approves creditworthy buyers in hours rather than days, analyzing more than 80 financial and behavioral data points to monitor risk to recommend credit line adjustments. Collections: prioritizes accounts by likelihood of payment, so teams work the high-value, high-risk accounts instead of the inbox. Agentic automation makes collectors more efficient. Cash application: matches payments to remittance automatically, with match rates above 95% and top-quartile customers near 99%, even when remittance is fragmented. Each AI-generated recommendation carries its reasoning: which factors drove a credit decision, which accounts moved the cash flow forecast, and a confidence score on every forecasted dollar. Finance teams can show the evidence behind AR numbers. Billtrust works with finance executives, AR leaders, and AR practitioners, most often in equipment, manufacturing, distribution, healthcare and life sciences, transportation, retail, and business services. It connects to existing systems through more than 200 connectors to ERPs, banks, and financial institutions, including NetSuite, Epicor, SAP, Oracle, Sage, and Microsoft Dynamics. Reported results include up to 50% improvement in days sales outstanding, up to 30% reduction in card processing costs, and 384% average client ROI with $3.66 million in average annual benefit (IDC). Customer outcomes include $1 million in annualized savings at Cintas while handling three times the AR volume with no new headcount, $10 million in cash freed at Peak Industrial, a $2 million increase in cash flow and 29% better cash predictability at McPherson Oil. The Platform is powered B2B payment behavior across 17.6 million buyers and more than $1 trillion in annual invoice volume. The AI model never starts from scratch. It already knows how a meaningful percentage of the B2B market behaves.

Average Rating: 4.4/5.0

Total Reviews: 512

How Do G2 Users Rate Billtrust?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.0/10)
  • Collections Effectiveness: 8.9/10 (Category avg: 8.3/10)
  • Financial Documents: 8.9/10 (Category avg: 8.5/10)
  • Customer Portal: 9.2/10 (Category avg: 8.4/10)

Who Is the Company Behind Billtrust?

  • Seller: Billtrust
  • Company Website:
  • Year Founded: 2001
  • HQ Location: Nashville, Tennessee, United States
  • LinkedIn® Page: www.linkedin.com
    818 employees on LinkedIn®
  • Ownership: NASDAQ: BTRS

Who Uses This Product?

  • Who Uses This: Credit Manager, Accounts Receivable
  • Top Industries: Accounting, Construction
  • Company Size: 44% Large, 39% Medium

What Do G2 Reviewers Say About Billtrust?

AI-generated summary from verified user reviews

Pros
  • Users find Billtrust to provide ease of use with automation and efficient cheque payment processes enhancing productivity.
  • Users appreciate the advanced automation and OCR features of Billtrust, simplifying invoicing and enhancing AR management.
  • Users value the speed and accuracy of Billtrust's payment processing, ensuring efficient client account management.
  • Users value the excellent customer support from Billtrust, enhancing their overall experience and workflow efficiency.
  • Users benefit from the efficiency of Billtrust, easing cheque payment processes and enhancing overall productivity.
Cons
  • Users struggle with invoicing issues as totals aren't visible, leading to accuracy problems in invoice transmission.
  • Users face payment issues with delays and manual processing, complicating the cash posting and customer communication.
  • Users find the missing features of Billtrust limiting, causing difficulties with payments and remittance management.
  • Users face challenges with poor customer support, particularly regarding slow response times and insufficient communication during issues.
  • Users face frequent login issues, including problems resetting accounts and disruptive automatic timeouts that hinder productivity.

What Are Recent G2 Reviews of Billtrust?

What Are G2 Users Discussing About Billtrust?

HighRadius Accounts Receivables

HighRadius offers AI-driven solutions that automate critical financial outcomes and processes for the office of the CFO. Our platform leverages advanced AI and machine learning to optimize order-to-cash processes, and accuracy across the finance function to deliver bottom-line savings and increased free cash flow. More than 1,000 of the world’s leading companies, such as 3M, Unilever, Teletrac Navman, Sanofi, Engie GBS Solutions, Kichler, Cole Haan, Staples, P&G, Ariat, and many more, have transformed their financial processes with HighRadius.

Average Rating: 4.3/5.0

Total Reviews: 238

How Do G2 Users Rate HighRadius Accounts Receivables?

  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 9.0/10)
  • Collections Effectiveness: 7.3/10 (Category avg: 8.3/10)
  • Financial Documents: 6.9/10 (Category avg: 8.5/10)
  • Customer Portal: 7.2/10 (Category avg: 8.4/10)

Who Is the Company Behind HighRadius Accounts Receivables?

Who Uses This Product?

  • Who Uses This: Credit Analyst
  • Top Industries: Accounting, Consumer Goods
  • Company Size: 42% Large, 33% Medium

What Do G2 Reviewers Say About HighRadius Accounts Receivables?

AI-generated summary from verified user reviews

Pros
  • Users value the automation features of HighRadius Accounts Receivables, enhancing efficiency and visibility in daily tasks.
  • Users appreciate the ease of use in HighRadius Accounts Receivables, streamlining workflows and enhancing productivity effortlessly.
  • Users appreciate the automation features of HighRadius Accounts Receivables, streamlining cash application and improving overall efficiency.
  • Users appreciate the versatile collections efficiency of HighRadius Accounts Receivables, enhancing workflow management and performance tracking.
  • Users value the automation features of HighRadius Accounts Receivables, enhancing efficiency and visibility in cash management tasks.
Cons
  • Users experience poor customer support with slow response times and difficulty in resolving ongoing issues with HighRadius.
  • Users experience significant payment issues with HighRadius Accounts Receivables, affecting efficiency and overall profitability.
  • Users find the limited functionality of HighRadius cumbersome, requiring manual updates and advanced customization for reporting.
  • Users experience missing features in HighRadius Accounts Receivables, affecting connectivity, customization, and analytics improvements.
  • Users experience slow performance when handling large data volumes, impacting efficiency and search capabilities within the system.

What Are Recent G2 Reviews of HighRadius Accounts Receivables?

What Are G2 Users Discussing About HighRadius Accounts Receivables?

Upflow

Upflow helps B2B finance teams get paid faster while strengthening the relationships behind their revenue. Its Financial Relationship Management platform manages the full financial relationship, from agreed payment terms to collected and reconciled cash, with AI agents working alongside the team. It brings the data, workflows, and customer context behind getting paid into one system, so teams can make better decisions and act consistently across every account. Finance, Sales, and Customer Success work from the same customer context, while Finance controls the strategy and level of agent autonomy. By combining team judgment with agent execution, Upflow scales that strategy across every customer and every stage of the invoice-to-cash cycle. The four products: Upflow Insights builds the strategy. It turns AR data into answers you can act on: which accounts carry risk, when cash lands each month, and what drives collections performance. Forecasts are built on how customers actually pay, and the Insights Agent surfaces deteriorating payment behavior before it becomes bad debt. Live AR data is also accessible from Claude, ChatGPT, or Copilot through the Upflow MCP server. Upflow Collections executes the strategy. The Collections Agent runs your AR playbook across multiple channels: email, SMS, calls, and letters and centralizes the entire context in a structured way. It executes tasks, replies to customers, logs promise-to-pay dates, flags disputes, and escalates to a collector when judgment is needed. You can run multiple agents in parallel, each grounded in the customer's payment history and active conversations. Alongside them, the AP Portal Agent takes on invoice submissions into customer AP portals. Autonomy stays in your hands: each agent skill runs in suggestion-only mode or fully autonomous, and you expand what agents handle as trust builds. Every action is logged and auditable. Upflow Payments removes the payment execution friction while providing your customers with a consumer grade checkout experience. Customers pay through a portal that carries your brand, with saved payment methods and autopay. Finance owns the setup, the payment mix, and the costs, and activation is self-service with same-day go-live. Upflow Cash App closes the loop. The Cash App Agent matches bank payments to open invoices, including the short pays, bulk payments, and partial payments that break rule-based tools, then syncs reconciled cash to your ERP in real time. Collections sees what is genuinely owed and follows up sooner. One foundation underneath Every agent works from Upflow Intelligence, the AI foundation of the platform. Trained on the largest dataset of B2B financial relationships, it holds the complete context on each customer, everything paid, promised, said, and disputed, so every product and agent acts on the full picture. Ask Upflow is the conversational entry point to that intelligence: which lets you query your AR data, configure workflows, and direct your agents from one interface. It gives teams a direct way to shape how the platform works, from the rules behind a workflow to the actions an agent performs. Insights, configuration, and execution all happen through the same interface. Integrations High quality integration is the data infrastructure foundation the entire Upflow platform runs on. Upflow builds native, two-way integrations that go deeper than the standard connector, and maintains them as first-class as the tools they connect to evolve. Coverage spans the finance stack: NetSuite, Sage Intacct, QuickBooks Online, Xero, Pennylane, and Rillet on the ERP side, billing systems including Chargebee, Stripe Billing, and Zuora, Salesforce and HubSpot for CRM, and Gmail and Slack for communication. The Upflow REST API covers custom builds on proprietary and internal systems, and Upflow's professional services team scopes and builds those integrations directly. The result: data flows from every source in real time and stays in sync, teams collect smarter, strengthen the relationships behind their revenue, and cut DSO by 30% on average within three months. Upflow Discover Upflow Discover is the free plan for understanding your AR performance. Connect your finance tools and get Upflow's dashboards and analytics on day one: real-time visibility into collections performance, DSO, and payment behavior, benchmarked against best-in-class B2B companies. Teams use it to find out where their AR stands, spot what needs fixing, and build the case for what to improve next. Try Upflow Discover now: https://insights.upflow.io/en/discover-upflow-for-free

Average Rating: 4.8/5.0

Total Reviews: 237

How Do G2 Users Rate Upflow?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.0/10)
  • Collections Effectiveness: 9.2/10 (Category avg: 8.3/10)
  • Financial Documents: 8.7/10 (Category avg: 8.5/10)
  • Customer Portal: 9.2/10 (Category avg: 8.4/10)

Who Is the Company Behind Upflow?

  • Seller: Upflow
  • Company Website:
  • Year Founded: 2018
  • HQ Location: New York City, United States
  • LinkedIn® Page: www.linkedin.com
    90 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, Customer Success Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 59% Medium, 38% Small

What Do G2 Reviewers Say About Upflow?

AI-generated summary from verified user reviews

Pros
  • Users find Upflow to be easy to use, enhancing their collections process and improving overall cash flow.
  • Users value the efficiency of automation in Upflow, enhancing credit control and improving follow-up speed significantly.
  • Users value the responsive customer support of Upflow, enhancing their overall experience and satisfaction.
  • Users praise Upflow for its exceptional customer satisfaction, highlighting easy use and responsive support throughout their experience.
  • Users praise Upflow for its time-saving automation, allowing efficient credit control and streamlined follow-up processes.
Cons
  • Users find the email automation issues in Upflow lead to a lack of professionalism and potential spam concerns.
  • Users find the email functionality lacking professionalism, which may lead to spam-like perceptions and complications.
  • Users desire greater flexibility in reporting, noting limitations in format consistency and customization options in Upflow.
  • Users report payment issues with Upflow, citing concerns over email professionalism and currency discrepancies.
  • Users note poor reporting flexibility and wish for customizable fields and consistent download formats in Upflow.

What Are Recent G2 Reviews of Upflow?

Global Database Risk Intelligence

When it comes to making informed business decisions, the integrity and comprehensiveness of your data sources matter. Global Database presents its Business Credit Reports - an unparalleled tool designed to offer businesses a comprehensive insight into the financial stability and creditworthiness of companies worldwide. Key Features: Comprehensive Financial Data: Gain access to detailed financial histories, including income statements, balance sheets, cash flow statements, and key financial ratios. Credit Risk Insights: Evaluate potential risks with our credit scores and ratings, allowing you to make well-informed decisions, minimize bad debts, and optimize credit terms. Global Coverage: Our database covers businesses from numerous sectors and countries, ensuring you have a global perspective regardless of where you operate. Real-time Updates: Stay ahead of the curve. Our reports are updated in real-time, ensuring that you have the most recent data at your fingertips. User-friendly Interface: Access information seamlessly with our intuitive interface, making it easier for businesses of all sizes to gather insights and analytics. Advanced Analytics: Beyond raw data, benefit from in-depth analytics that help in identifying trends, growth rates, and predicting future financial health.

Average Rating: 4.7/5.0

Total Reviews: 39

How Do G2 Users Rate Global Database Risk Intelligence?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.0/10)
  • Collections Effectiveness: 10.0/10 (Category avg: 8.3/10)
  • Financial Documents: 9.7/10 (Category avg: 8.5/10)
  • Customer Portal: 10.0/10 (Category avg: 8.4/10)

Who Is the Company Behind Global Database Risk Intelligence?

Who Uses This Product?

  • Top Industries: Information Technology and Services, Transportation/Trucking/Railroad
  • Company Size: 108% Small, 49% Medium

What Do G2 Reviewers Say About Global Database Risk Intelligence?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Global Database Risk Intelligence, finding navigation and integration seamless and efficient.
  • Users value the seamless integrations with reporting tools and CRMs, enhancing workflow efficiency and data reliability.
  • Users value the organized dashboards of Global Database Risk Intelligence, which streamline data access and enhance user experience.
  • Users value the comprehensive insights of Global Database Risk Intelligence for making informed lending decisions and improving lead quality.
  • Users value the intuitive dashboard customization of Global Database Risk Intelligence, enhancing accessibility and operational efficiency.
Cons
  • Users express a need for greater customization options in the dashboard to enhance report flexibility and layout.
  • Users experience slow performance with report loading and advanced filters, especially during peak usage times.
  • Users experience customization difficulties with financial reports, though support is responsive and improvements are possible.
  • Users experience slow loading times, especially with advanced filters during heavy usage, impacting efficiency.
  • Users find the initial setup cumbersome, requiring extra time and meetings to configure customer risk score parameters.

What Are Recent G2 Reviews of Global Database Risk Intelligence?

Quadient Accounts Receivable

Quadient Accounts Receivable streamlines the entire order to cash cycle, helping finance teams collect payments faster, eliminate manual work, and manage cash flow with confidence. Designed for B2B organizations, the platform uses automated collection workflows and a frictionless customer payment experience to get customers paying 34% faster, making billing, invoicing, and follow ups smoother for finance teams and their customers. Quadient AR removes operational friction by automating routine tasks across invoicing, collections, and cash application, enabling teams to eliminate 50% of tedious manual work with industry leading automation. With real time, customizable dashboards powered by machine learning, teams can forecast cash flow with up to 94% accuracy while tracking aging, DSO, and payer behavior all in one place for faster, more confident decision making. With this level of clarity, finance teams can reduce bad debt, improve collection rates, and maintain a healthy cash flow. Customers see significant financial impact with Quadient AR delivering an impressive average of 403% ROI over three years, supported by reduced DSO, fewer write offs, and more consistent payment behavior. With automated reminders, multi channel invoice delivery, integrated payments, AI powered cash application, robust credit and dispute management, and seamless integrations with any ERP, Quadient transforms AR from a reactive, manual function into a proactive engine for cash flow acceleration, stronger customer relationships, and long term financial health.

Average Rating: 4.4/5.0

Total Reviews: 156

How Do G2 Users Rate Quadient Accounts Receivable?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 9.0/10)
  • Collections Effectiveness: 8.5/10 (Category avg: 8.3/10)
  • Financial Documents: 8.6/10 (Category avg: 8.5/10)
  • Customer Portal: 8.6/10 (Category avg: 8.4/10)

Who Is the Company Behind Quadient Accounts Receivable?

  • Seller: Quadient
  • Company Website:
  • Year Founded: 1924
  • HQ Location: Bagneux, France
  • LinkedIn® Page: www.linkedin.com
    3,976 employees on LinkedIn®
  • Ownership: EPA: QDT

Who Uses This Product?

  • Who Uses This: Accounting Manager, Accounts Receivable Specialist
  • Top Industries: Accounting, Computer Software
  • Company Size: 59% Medium, 23% Small

What Do G2 Reviewers Say About Quadient Accounts Receivable?

AI-generated summary from verified user reviews

Pros
  • Users find Quadient Accounts Receivable to be user-friendly and intuitive, significantly easing their accounts management process.
  • Users benefit from automation features in Quadient Accounts Receivable, enhancing efficiency and improving cash flow management.
  • Users value the efficiency of Quadient Accounts Receivable, appreciating its intuitive navigation and real-time data capabilities.
  • Users love the easy integration of Quadient Accounts Receivable, improving organization and enhancing daily operations.
  • Users appreciate the attentive customer support of Quadient Accounts Receivable, ensuring smooth operations and quick assistance.
Cons
  • Users find the missing features in Quadient Accounts Receivable hinder usability, particularly with workflow and communication organization.
  • Users often experience payment issues with Quadient Accounts Receivable, including failures and slow support response times.
  • Users find invoicing issues frustrating, wanting simpler and more intuitive processes for managing submissions and reminders.
  • Users find the limited functionality in handling line items and workflows frustrating, impacting their overall efficiency.
  • Users find slow updates frustrating, as previous features are not reinstated after software enhancements.

What Are Recent G2 Reviews of Quadient Accounts Receivable?

What Are G2 Users Discussing About Quadient Accounts Receivable?

You Need A Budget

You Need A Budget (YNAB) is a comprehensive personal finance software designed to help individuals take control of their finances through proactive budgeting. By implementing a unique methodology, YNAB empowers users to allocate every dollar they earn, plan for true expenses, adapt to financial changes, and break the paycheck-to-paycheck cycle. Key Features and Functionality: - Bank Synchronization: Securely link your bank accounts to automatically import transactions, ensuring your budget is always up-to-date. - Real-Time Updates: Access your budget across multiple devices, including computers, smartphones, and tablets, with automatic synchronization. - Goal Tracking: Set and monitor financial goals, such as saving for a vacation or paying off debt, with clear progress indicators. - Comprehensive Reporting: Utilize detailed reports and visualizations to analyze spending habits, net worth, and financial trends over time. - Loan Calculator: Plan and manage debt repayment strategies with tools that calculate interest savings and payoff timelines. - Educational Resources: Access a wealth of educational materials, including live workshops and guides, to enhance your financial literacy. Primary Value and User Solutions: YNAB addresses common financial challenges by providing a structured approach to budgeting that promotes mindful spending and saving. By assigning every dollar a specific purpose, users can prioritize expenses, prepare for unexpected costs, and make informed financial decisions. This proactive strategy helps users eliminate debt, build savings, and achieve financial stability. Additionally, YNAB's emphasis on flexibility allows users to adjust their budgets as circumstances change, ensuring continued financial control and peace of mind.

Average Rating: 4.5/5.0

Total Reviews: 30

How Do G2 Users Rate You Need A Budget?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.0/10)
  • Collections Effectiveness: 8.3/10 (Category avg: 8.3/10)
  • Financial Documents: 10.0/10 (Category avg: 8.5/10)
  • Customer Portal: 9.5/10 (Category avg: 8.4/10)

Who Is the Company Behind You Need A Budget?

Who Uses This Product?

  • Company Size: 90% Small, 7% Large

What Do G2 Reviewers Say About You Need A Budget?

AI-generated summary from verified user reviews

Pros
  • Users praise the fantastic customer support of You Need A Budget, especially enjoying the engaging support videos.
  • Users appreciate the ease of use of You Need A Budget, making budgeting and tracking finances simple and enjoyable.
  • Users appreciate the intuitive user interface that simplifies budgeting and account tracking effectively.
Cons
  • Users find YNAB to be too expensive over time, with cheaper alternatives available that meet their needs.
  • Users experience sync issues requiring manual uploads, but YNAB offers tools to manage and track missed transactions.

What Are Recent G2 Reviews of You Need A Budget?

What Are G2 Users Discussing About You Need A Budget?

ezyCollect by Sidetrade

ezyCollect by Sidetrade automates account receivables for B2B. Our clients typically see a 40% reduction in overdue outstanding within the first 12 months. AR automation with 1. Credit insights based on live customer data and data from Experian which helps you identify the best customers and eliminate bad debts with business credit scores 2. SimplyPaid payments integration which allows you to add a 'pay now' button on your invoices - so your customers can pay you directly from the invoice. 3. Online credit applications which integrates credit insights and business credit scores - so you can customise your credit terms to your customer risk Why AR teams love ezyCollect by Sidetrade 1. Payment Write Back: Automatically record payments against customer invoices with Payment Write Back* 2. Payment portal where customers can 'Pay Now' or 'Pay Later' and view all their invoices in one place 3.Customer Risk Ratings: Customize credit terms based on Customer Risk Ratings 4. Automated SMS, Email reminders and 'Thank You for your payment' emails Send Consolidated Reminders with invoices attached and build stronger relationships 5. Centralised Communications: See an overall record of your customer communication in one place 6. Call Scheduling: Get control of the AR workday for overdue invoices AR Dashboard Get a bird’s eye view of your AR with the AR Dashboard

Average Rating: 4.7/5.0

Total Reviews: 23

How Do G2 Users Rate ezyCollect by Sidetrade?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.0/10)
  • Collections Effectiveness: 9.2/10 (Category avg: 8.3/10)
  • Financial Documents: 10.0/10 (Category avg: 8.5/10)
  • Customer Portal: 10.0/10 (Category avg: 8.4/10)

Who Is the Company Behind ezyCollect by Sidetrade?

  • Seller: Sidetrade
  • Year Founded: 2000
  • HQ Location: Boulogne-Billancourt, Île-de-France, France
  • LinkedIn® Page: www.linkedin.com
    402 employees on LinkedIn®
  • Ownership: ENXTPA:ALBFR
  • Phone: https://www.sidetrade.com/contact-us/

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 80% Small, 20% Medium

What Are Recent G2 Reviews of ezyCollect by Sidetrade?

What Are G2 Users Discussing About ezyCollect by Sidetrade?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated