# Best Debt Management Software

  *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)*

   Debt management software helps businesses raise debt from institutional investors to fuel working capital, business operations, and re-lending and reinvesting endeavors while managing the debt for both parties. Every debt transaction has three phases: due diligence, structuring, and post-deal monitoring. Debt management software plays a crucial role in managing the debt raised in the debt maturity curve, i.e., drafting the rules of credit agreements, tracking the rules, managing covenants, sending paperwork at the right time, ensuring that the conditions of credit agreements are met, and so on. Debt management solutions are primarily used by fintech firms and finance teams to streamline tedious and monotonous tasks such as generating reports, maintaining a ledger for the payment waterfall, due diligence documentation, and other tasks concentrated on the quantitative side. Most debt management software buyers are borrowers, lenders, banks, investors, and financing and insurance companies.

Lenders and investors use debt management software as part of a set of portfolio management software to monitor and track their investments, calculate credit risks, and perform debt analysis. Whereas it is used by borrowers to manage payments, monitor collateral, and track covenants. It is also used by specialized finance, real estate, e-commerce, and retail companies.

To qualify for inclusion in the Debt Management category, a product must:

- Monitor and track negative and affirmative covenants to examine credit quality and potential risks of the portfolio
- Perform collateral tracking for underlying assets
- Generate payment schedules, which include tracking and automated reporting
- Conduct verification and KYC of the borrowers, which includes credit risk and cash flow management, by integrating with the data warehouse of the borrowers
- Perform debt analytics and have capabilities of automated reporting across credit and debt portfolios





## Category Overview

**Total Products under this Category:** 31


## Trust & Credibility Stats

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 100+ Authentic Reviews
- 31+ 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.


## Best Debt Management Software At A Glance

- **Leader:** [Chaser](https://www.g2.com/products/chaser/reviews)
- **Easiest to Use:** [Chaser](https://www.g2.com/products/chaser/reviews)
- **Top Trending:** [Chaser](https://www.g2.com/products/chaser/reviews)
- **Best Free Software:** [Chaser](https://www.g2.com/products/chaser/reviews)


## Top-Rated Products (Ranked by G2 Score)
### 1. [Chaser](https://www.g2.com/products/chaser/reviews)
  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:** 66


**Seller Details:**

- **Seller:** [Chaser](https://www.g2.com/sellers/chaser)
- **Company Website:** https://chaserhq.com
- **Year Founded:** 2013
- **HQ Location:** London, GB
- **Twitter:** @chaser_hq (3,097 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/chaser/ (33 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Director, Managing Director
  - **Top Industries:** Accounting, Construction
  - **Company Size:** 73% Small-Business, 18% Mid-Market


#### Pros & Cons

**Pros:**

- Automation (18 reviews)
- Ease of Use (15 reviews)
- Collections Efficiency (14 reviews)
- Customer Support (12 reviews)
- Efficiency (12 reviews)

**Cons:**

- Email Functionality (8 reviews)
- Email Issues (8 reviews)
- Email Automation Issues (7 reviews)
- Email Notifications (7 reviews)
- Missing Features (5 reviews)

### 2. [Cascade Debt](https://www.g2.com/products/cascade-debt/reviews)
  Debt is complicated, Cascade makes it easy. Your all-in-one platform purpose built to structure, monitor, and manage debt financing. We act as a neutral data agent and single source of truth for all parties involved in the transaction. From simple on-balance sheet corporate loans to more complex multi-class off-balance sheet debt facilities, we've got you covered. Get started at cascadedebt.com.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 21


**Seller Details:**

- **Seller:** [Cascade Debt](https://www.g2.com/sellers/cascade-debt)
- **Year Founded:** 2022
- **HQ Location:** Toronto, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/cascadedebt/about/ (24 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Financial Services
  - **Company Size:** 57% Small-Business, 33% Mid-Market


### 3. [Finley](https://www.g2.com/products/finley/reviews)
  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.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 10


**Seller Details:**

- **Seller:** [Finley Technologies](https://www.g2.com/sellers/finley-technologies)
- **Year Founded:** 2020
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** https://www.linkedin.com/company/finleytechnologies/ (53 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Financial Services
  - **Company Size:** 45% Small-Business, 36% Mid-Market


### 4. [Finvi](https://www.g2.com/products/finvi/reviews)
  With more than 40 years’ experience in receivables management, nobody understands the business of getting paid better than Finvi. Finvi has simplified and streamlined revenue cycle management. Finvi’s all-in-one revenue acceleration platform provides payment solutions that enable faster collection rates, shorter recovery time, and increased agent productivity. Our industry-leading solutions allow clients to automate repetitive tasks that were once manual and focus on high-potential accounts. And with consumer-preferred digital contact methods, clients can drive outreach with the utmost intelligence for improved outcomes.


  **Average Rating:** 4.0/5.0
  **Total Reviews:** 19


**Seller Details:**

- **Seller:** [Finvi](https://www.g2.com/sellers/finvi)
- **Company Website:** https://finvi.com/
- **Year Founded:** 1980
- **HQ Location:** Burlington, MA
- **LinkedIn® Page:** https://www.linkedin.com/company/finvi/about/ (452 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Accounting
  - **Company Size:** 42% Mid-Market, 42% Small-Business


### 5. [9fin](https://www.g2.com/products/9fin/reviews)
  9fin uses artificial intelligence to automatically extract key information from bond & loan documentation. By making data easy to search, filter and analyse, 9fin helps fixed income professionals make better, smarter decisions.


  **Average Rating:** 4.0/5.0
  **Total Reviews:** 5


**Seller Details:**

- **Seller:** [9fin Limited](https://www.g2.com/sellers/9fin-limited)
- **Year Founded:** 2016
- **HQ Location:** London, GB
- **Twitter:** @9finHQ (4,165 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/9fin (401 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 40% Small-Business, 40% Enterprise


### 6. [LeadSquared Lending Cloud](https://www.g2.com/products/leadsquared-lending-cloud/reviews)
  LeadSquared is a versatile CRM (Customer Relationship Management) platform that provides sales, marketing, and onboarding automation solutions . It is designed to help businesses with high lead volume and multiple sales channels enhance their sales efficiency . LeadSquared offers features such as activity tracking, process monitoring, automation, telephony integrations, and real-time reports to improve contact center productivity


  **Average Rating:** 3.5/5.0
  **Total Reviews:** 1


**Seller Details:**

- **Seller:** [LeadSquared](https://www.g2.com/sellers/leadsquared)
- **Year Founded:** 2011
- **HQ Location:** Bangalore
- **Twitter:** @LeadSquared (1,464 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2502171/ (1,145 employees on LinkedIn®)
- **Phone:** 848-248-4002

**Reviewer Demographics:**
  - **Company Size:** 100% Mid-Market


### 7. [TreasuryView](https://www.g2.com/products/treasuryview/reviews)
  Treasuryview is a treasury management system (TMS) solution that helps finance teams automate the tracking, valuation, and reporting of debt and derivative instruments with pre-integrated global market data. The platform serves as a centralized system of record for accounting, controlling, and treasury professionals in mid-market organizations, commercial real estate firms, family offices, public sector treasury teams, social housing companies, and investment firms who require reporting precision beyond the capacity of traditional spreadsheet environments. The software consolidates bank loans, intercompany funding arrangements, and hedging instruments into a unified reporting workspace. By integrating external market data directly into the platform, Treasuryview eliminates manual data entry requirements for debt and derivative instrument valuations and cash-flow forecasting. The technical framework utilizes an accuracy engine to handle complex calculations such as interest accruals, payment schedules, and derivative valuations that are traditionally error-prone in manual spreadsheet environments. Common use cases include tracking portfolios with over 50 individual loan facilities, calculating balances and interest accruals for monthly reporting cycles, and valuing interest rate swaps or caps for quarterly and year-end financial statements across multiple currencies. The platform enables finance teams to maintain operational control during market volatility by ensuring valuations and risk assessments remain current with real-time data. Key capabilities include: Automated debt lifecycle management that calculates cash-flow schedules and interest accruals without manual formula updates or cell-by-cell tracking Integrated market data feeds from 30+ global sources providing real-time valuations for interest rate swaps, caps, and foreign exchange instruments Executive reporting functionality that consolidates granular transaction-level data into standardized, board-grade reporting packages within minutes Scenario modeling tools for analyzing the impact of interest rate movements on entire debt and derivative portfolios without risk of formula errors Audit trail capabilities with detailed logs and pre-configured modules designed to support monthly financial closes and external audit requirements Unlike traditional enterprise TMS platforms that require months of IT implementation and integration, Treasuryview is structured for rapid deployment, typically reaching functional status within 24 hours. The platform operates on a monthly subscription model with flexible cancellation terms, providing access to professional-grade treasury management tools without long-term enterprise contract commitments.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 2


**Seller Details:**

- **Seller:** [emformX](https://www.g2.com/sellers/emformx)
- **Year Founded:** 2018
- **HQ Location:** Frankfurt, DE
- **LinkedIn® Page:** https://www.linkedin.com/company/treasuryview/ (5 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business


#### Pros & Cons

**Pros:**

- Analytics (1 reviews)
- Dashboard Customization (1 reviews)
- Ease of Use (1 reviews)
- Easy Integrations (1 reviews)
- Integrations (1 reviews)

**Cons:**

- Limited Customization (1 reviews)
- Time-Consuming (1 reviews)

### 8. [Aryza](https://www.g2.com/products/aryza/reviews)
  Aryza Ltd. is a company that specializes in providing software solutions for various financial services. They offer a range of products and services that automate and streamline processes in areas such as recovery and collections, debt management, insolvency, and creditor services




**Seller Details:**

- **Seller:** [Aryza Ltd.](https://www.g2.com/sellers/aryza-ltd)
- **Year Founded:** 2002
- **HQ Location:** Ballycoolin, Dublin
- **LinkedIn® Page:** https://www.linkedin.com/company/aryza (301 employees on LinkedIn®)



### 9. [Cardo AI](https://www.g2.com/products/cardo-ai/reviews)
  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




**Seller Details:**

- **Seller:** [Cardo AI](https://www.g2.com/sellers/cardo-ai)
- **Year Founded:** 2018
- **HQ Location:** Milan, Lombardy
- **Twitter:** @CARDO_AI (1,135 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/cardoai (117 employees on LinkedIn®)



### 10. [CGI Credit Studio](https://www.g2.com/products/cgi-credit-studio/reviews)
  CGI Credit Studio is a cloud-native, modular and event-driven credit management platform that supports key stages of the consumer credit life cycle, including loan origination, credit decisioning, collections and debt recovery. The platform offers more than 500 adaptable workflows and a microservices-enabled architecture, giving you the flexibility to configure and optimize processes for your specific business model, compliance requirements and client needs. Built on a data mesh approach, it enables efficient data access and sharing across business units while maintaining governance and security. Credit journey coverage includes: - Loan origination and onboarding - Credit decisioning as a standalone capability for industries such as telecommunications and utilities - Digital engagement via self-service portals - Early warning and delinquency management - Pre-collections, collections and recovery - Bankruptcy and repossession workflows - Real-time decision engine - Virtually assisted collections - Business intelligence reporting and dashboards Key benefits: - Faster time-to-value: Achieve results in two to four months with 500+ pre-built workflows and a proven phased implementation approach - Seamless integration: Connect to your existing ecosystem with open APIs, without disruptive migrations - Business-led innovation: Launch new capabilities in days, not months, without reliance on custom development - Smarter decisioning: Apply AI, machine learning and real-time data for more accurate and timely credit decisions - Superior client experience: Deliver personalized, multi-channel journeys powered by real-time insights - Lower operational costs: Reduce expenses through automation, process efficiency and technology consolidation Performance at scale: - Processes more than $2 trillion in debt daily - Issues more than $1 trillion in loans and lines daily - Delivers 10–25% savings in collections costs - Achieves up to 15% higher approval rates through smarter decision management Compliance and certifications: CGI Credit Studio complies with ISO 27001 standards and can be configured to meet client-specific regulatory requirements, including CFPB, GDPR and PCI DSS. Its collections module holds Arum system certification, with certification underway for its decision engine and originations module. About CGI: Developed by CGI, a global IT and business consulting services firm headquartered in Canada, CGI Credit Studio is built on open architecture and integrates with existing systems, multiple data sources and digital channels. The platform delivers real-time insights and intelligent automation to streamline credit operations and accelerate decision-making. CGI supports implementation and migration through a phased, low-risk strategy tailored to each client’s needs. With more than 45 years of experience in credit management, CGI brings deep industry expertise. Unlike many other providers, clients do not just get software for loan origination or collections—they gain a strategic partner committed to long-term success. CGI combines cloud-native technology with a collaborative approach to help organizations navigate complex credit transformations with confidence.




**Seller Details:**

- **Seller:** [CGI](https://www.g2.com/sellers/cgi-0e611038-28fb-433f-b53c-9d836c9e1c65)
- **Year Founded:** 1976
- **HQ Location:** Montreal, Quebec
- **Twitter:** @CGI_Global (21,410 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/cgi/ (70,379 employees on LinkedIn®)



### 11. [CollectIQ](https://www.g2.com/products/collectiq/reviews)
  AI-driven collections platform to automate field recoveries, settlements, legal workflows, and repossessions. CollectIQ streamlines every stage of the debt recovery lifecycle with intelligent routing, real-time performance tracking, and automated follow-ups, maximizing recovery rates and operational efficiency.




**Seller Details:**

- **Seller:** [Vymo](https://www.g2.com/sellers/vymo)
- **Year Founded:** 2013
- **HQ Location:** Sunnyvale, US
- **Twitter:** @TeamVymo (167 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/vymo/ (373 employees on LinkedIn®)



### 12. [DebtBook](https://www.g2.com/products/debtbook/reviews)
  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 Management, Cash Management, and Investment 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, Subscription, and Contract Management solutions give accounting teams hours back in their day by automating GASB 87, GASB 96, and ASC 842 compliance workflows.




**Seller Details:**

- **Seller:** [DebtBook](https://www.g2.com/sellers/debtbook)
- **Year Founded:** 2019
- **HQ Location:** Charlotte, US
- **LinkedIn® Page:** https://www.linkedin.com/company/debtbook (123 employees on LinkedIn®)
- **Ownership:** Liz Speier
- **Phone:** 704-799-7600



### 13. [dv01](https://www.g2.com/products/dv01/reviews)
  Fitch Solutions is a subsidiary of Fitch Group, a global leader in financial information services. Fitch Solutions provides data, research, and analytics.




**Seller Details:**

- **Seller:** [Fitch Solutions](https://www.g2.com/sellers/fitch-solutions)
- **Year Founded:** 2018
- **HQ Location:** London, GB
- **Twitter:** @FitchSolutions (3,710 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/fitch-solutions (949 employees on LinkedIn®)



### 14. [Experian Financial Health Risk Flags (UK)](https://www.g2.com/products/experian-financial-health-risk-flags-uk/reviews)
  Experian's Financial Health Risk Flags are designed to help businesses proactively identify early signs of financial distress among their customers. By detecting these indicators before arrears occur, companies can intervene promptly, offering support to customers and mitigating potential losses. Key Features and Functionality: - Early Detection: Utilizes advanced analytics to spot initial signs of financial stress in customers. - Proactive Intervention: Enables businesses to act before customers fall into arrears, facilitating timely support. - Regulatory Compliance: Assists in adhering to Consumer Duty regulations by ensuring customer well-being. - Customer Protection: Helps safeguard customers from escalating financial difficulties through early engagement. Primary Value and User Benefits: Financial Health Risk Flags empower businesses to maintain healthier customer relationships by addressing financial issues proactively. This approach not only reduces the risk of bad debt but also demonstrates a commitment to customer care, enhancing trust and loyalty. Additionally, it supports compliance with regulatory standards, ensuring that companies meet their obligations under Consumer Duty.




**Seller Details:**

- **Seller:** [Experian](https://www.g2.com/sellers/experian)
- **Year Founded:** 1826
- **HQ Location:** Dublin, Ireland
- **Twitter:** @Experian_US (38,640 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/experian (25,265 employees on LinkedIn®)
- **Ownership:** LSE: EXPNL



### 15. [Experian PowerCurve Collections (UK)](https://www.g2.com/products/experian-powercurve-collections-uk/reviews)
  Experian's PowerCurve Collections is an advanced debt management solution designed to enhance the efficiency and effectiveness of the collections process. By integrating comprehensive data and analytics, it enables organizations to tailor their debt recovery strategies to individual customer circumstances, thereby improving recovery rates while maintaining positive customer relationships. Key Features and Functionality: - Data Integration: Connects to diverse data sources to develop a holistic view of each customer, facilitating informed decision-making. - Advanced Analytics: Utilizes data-driven insights to make smarter collections decisions, identifying the most appropriate actions for different customer scenarios. - Automated Decisioning: Automatically determines suitable customer treatments, streamlining the collections workflow and reducing manual intervention. - Operational Efficiency: Drives automated and efficient collections processes, minimizing costs and enhancing productivity. - Consultancy Support: Offers access to debt-management specialists to help optimize collections strategies and ensure best practices. Primary Value and Solutions Provided: PowerCurve Collections addresses the challenges of debt recovery by offering a personalized approach that considers each customer's unique financial situation. This personalization leads to increased debt recoveries through targeted actions, reduced collection costs via automation and best practices, and improved customer retention by delivering higher-quality interactions. Additionally, the solution ensures compliance by managing collections with the customer at the heart of the strategy, thereby preserving long-term customer relationships.




**Seller Details:**

- **Seller:** [Experian](https://www.g2.com/sellers/experian)
- **Year Founded:** 1826
- **HQ Location:** Dublin, Ireland
- **Twitter:** @Experian_US (38,640 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/experian (25,265 employees on LinkedIn®)
- **Ownership:** LSE: EXPNL



### 16. [Finance Atena](https://www.g2.com/products/finance-atena/reviews)
  Atena Finances is a company that provides financial advisory and assistance to startups and SMEs in their fundraising and financing processes They offer services such as advising and guiding entrepreneurs throughout the structured and rigorous fundraising process, including the preparation of necessary documents like business plans, executive summaries, and information memoranda.




**Seller Details:**

- **Seller:** [Finance Atena](https://www.g2.com/sellers/finance-atena)
- **Year Founded:** 2012
- **HQ Location:** Cernusco S/N, Milano
- **LinkedIn® Page:** https://www.linkedin.com/company/finance-atena/ (5 employees on LinkedIn®)



### 17. [GetBill](https://www.g2.com/products/getbill/reviews)
  GetBill helps businesses recover unpaid debts with AI-powered phone automation. Automate follow-ups, increase recovery rates, and reduce costs effortlessly. Try it now!




**Seller Details:**

- **Seller:** [GetBill](https://www.g2.com/sellers/getbill)
- **HQ Location:** Paris, FR
- **LinkedIn® Page:** https://www.linkedin.com/company/getbillsaas (2 employees on LinkedIn®)



### 18. [Kredit](https://www.g2.com/products/kredit/reviews)
  Kredit supports recovery organization efforts to make debt repayment easy and financial well-being attainable. One in every four adult Americans has debts in collection. While the details of those debts are as unique as the individual, there’s one feeling that’s shared by many. A feeling that with help, real practical help, they could regain control over their situation. And that’s why we’re here, to provide that support. Connect with us to find out how Kredit’s platform can support consumers' journey back to financial health. One person at a time.




**Seller Details:**

- **Seller:** [Kredit](https://www.g2.com/sellers/kredit)
- **Year Founded:** 2020
- **HQ Location:** New York, US
- **LinkedIn® Page:** https://www.linkedin.com/company/kredit-financial (25 employees on LinkedIn®)



### 19. [Lumonic](https://www.g2.com/products/lumonic/reviews)
  Lumenci Inc. is a consulting firm based in Austin, Texas, that specializes in technology consulting and patent monetization. They work with a wide variety of technologies, including software, semiconductors, telecom, networking, and biotech technologies.




**Seller Details:**

- **Seller:** [Lumonic](https://www.g2.com/sellers/lumonic)
- **Year Founded:** 2023
- **HQ Location:** San Francisco
- **LinkedIn® Page:** https://www.linkedin.com/company/lumonic/ (3 employees on LinkedIn®)



### 20. [Murphy AI](https://www.g2.com/products/murphy-ai/reviews)
  Murphy AI has developed AI-powered debt collection software for automating debt recovery processes, allowing companies to improve revenue recovery and optimize accounts receivable performance.




**Seller Details:**

- **Seller:** [Murphy](https://www.g2.com/sellers/murphy)



### 21. [Paymefy](https://www.g2.com/products/paymefy/reviews)
  Product Overview Paymefy is an end-to-end debt collection and revenue recovery platform designed to modernize how businesses collect outstanding invoices. Founded in Barcelona in 2018, Paymefy replaces outdated, manual follow-ups with an AI-powered automated workflow that reduces Days Sales Outstanding (DSO) while maintaining a positive relationship with your customers. By combining smart notifications, predictive analytics, and a seamless payment experience, Paymefy helps B2B and B2C enterprises turn accounts receivable into a predictable stream of cash flow. Key Benefits for Users Automate Without Losing the Human Touch: Deploy smart, multi-channel reminders (SMS, Email, WhatsApp) that nudge customers to pay without the friction of traditional collection agencies. Drastically Reduce DSO: Our predictive engine identifies the best time and channel to reach each debtor, accelerating the payment cycle and improving liquidity. Centralized Dispute Management: Stop letting disputes stall your revenue. Visualize, track, and resolve invoice queries within a single, transparent interface. Seamless Tech Integration: With a robust and flexible API, Paymefy plugs directly into your existing ERP, CRM, or accounting software, ensuring your data remains the "single source of truth." Real-Time Analytics: Gain deep insights into your collection performance with dashboards that offer predictable revenue forecasting and debtor behavior patterns. Why Choose Paymefy? In a landscape where cash flow is king, Paymefy provides the bridge between Finance and Customer Success. Our platform is built for teams that value: Efficiency: Less time on the phone, more time on strategy. Transparency: Total visibility for all stakeholders into the status of every invoice. Scalability: From fast-growing startups to global enterprises, our infrastructure grows with your volume. Technical Specifications Deployment: Cloud, SaaS, Web-Based. API: Full REST API documentation available for custom integrations. Target Industries: Fintech, Utilities, Logistics, SaaS, and E-commerce.




**Seller Details:**

- **Seller:** [Paymefy](https://www.g2.com/sellers/paymefy)
- **Year Founded:** 2019
- **HQ Location:** Barcelona, ES
- **LinkedIn® Page:** https://www.linkedin.com/company/paymefy (16 employees on LinkedIn®)



### 22. [PE Front Office](https://www.g2.com/products/pe-front-office/reviews)
  PE Front Office is a comprehensive, implementation-ready solution with a mission to transform front- and middle-office processes for alternative investment managers, bringing everyone onto a single, unified platform. We enhance operational efficiency across the private investment lifecycle for firms of all sizes across Private Debt, Private Equity, Venture Capital, Fund of Funds, Limited Partners, and Fund Admins. What sets PE Front Office apart is the ability to replace conventional, fragmented data in spreadsheets with a single solution for all facets of the investment lifecycle right from fund operations (fund management, capital call management, fund reporting) to investments (deal flow, investment and loan management, portfolio monitoring) and investor management (fundraising, investor relations, and reporting). Utilise PE Front Office as an integrated solution for your cross-functional teams, complemented by bespoke reports, data collection & management services. We work beyond core workflows with AI-integrated capabilities for intelligent Data Extraction, generating Financial/KPI-based Commentary & Trend Analysis, automating Bank Reconciliation, and providing Data Insights & Visualisation, so alternative investment firms can stay ahead in today’s dynamic market. Working closely with 150+ firms managing 100BN+ AUM across 15+ countries has allowed us to understand the current and future trends of the private capital industry, allowing us to stay ahead of the curve and adapt to their custom processes.




**Seller Details:**

- **Seller:** [PE Front Office ](https://www.g2.com/sellers/pe-front-office)
- **Year Founded:** 2013
- **HQ Location:** Gurgaon, IN
- **LinkedIn® Page:** https://www.linkedin.com/company/pe-front-office-solutions/ (36 employees on LinkedIn®)



### 23. [Percent](https://www.g2.com/products/percent/reviews)
  Percent is a modern private credit platform that empowers businesses to raise debt capital efficiently by leveraging their existing assets. Specializing in lender finance solutions, Percent enables companies—such as providers of merchant cash advances, trade finance receivables, small business loans, or litigation finance assets—to structure and syndicate credit facilities securitized by their asset portfolios. Key Features and Functionality: - Dynamic Market-Optimized Pricing: Percent offers flexible and cost-effective debt capital through a transparent auction system, allowing businesses to control their cost of capital. - Transparent Data Access: The platform provides near real-time data, enabling users to monitor order books, launch issuances with ease, and track performance metrics, thereby simplifying and accelerating the capital-raising process. - Comprehensive Support: Percent's dedicated team offers end-to-end support, ensuring a seamless experience from structuring deals to post-close servicing and reporting, thereby enhancing investor satisfaction. Primary Value and Solutions Provided: Percent addresses the challenges businesses face in accessing debt capital by offering a streamlined platform that connects them with thousands of accredited and institutional investors. By providing tools to structure and syndicate credit facilities backed by existing assets, Percent enables companies to scale their operations without diluting ownership. The platform's transparent pricing and data access ensure that businesses can raise capital at market-clearing rates, while comprehensive support services facilitate efficient capital raising and investor relations.




**Seller Details:**

- **Seller:** [Percent](https://www.g2.com/sellers/percent)
- **Year Founded:** 2018
- **HQ Location:** New York, New York
- **LinkedIn® Page:** https://www.linkedin.com/company/percent-technologies (66 employees on LinkedIn®)



### 24. [Setpoint](https://www.g2.com/products/setpoint/reviews)
  Setpoint's Portfolio Manager is a comprehensive platform designed to streamline the management of capital warehouse lines, securitizations, and equity funds. By automating critical processes such as borrowing base calculations, interest computations, and compliance monitoring, it empowers financial institutions to enhance operational efficiency and maintain regulatory adherence. The platform offers real-time visibility into asset-level and facility-level compliance, ensuring that users can proactively manage their portfolios and respond swiftly to any deviations. Customizable notifications and reporting features keep stakeholders informed about funding activities and compliance status, facilitating informed decision-making. By reducing manual workloads and minimizing errors, Setpoint's Portfolio Manager enables organizations to focus on strategic growth and optimize their capital operations. Key Features and Functionality: - Automated Borrowing Base Calculations: Provides real-time insights into borrowed amounts, incorporating automatic interest calculations, advance rate adjustments, and transaction fees. - Portfolio Compliance Management: Monitors asset-level and facility-level compliance, tracking individual concentration limits set by each lender. - Custom Alerts and Reporting: Allows users to set up tailored notifications and reports to stay informed about funding activities and compliance exceptions. - Operational Automation: Automates borrowing base reporting, repayment schedules, and interest calculations, reducing manual effort and errors. Primary Value and Problem Solved: Setpoint's Portfolio Manager addresses the complexities of managing debt capital operations by automating and centralizing critical processes. It reduces the time and effort required for manual calculations and compliance monitoring, thereby minimizing errors and enhancing operational efficiency. This allows financial institutions to focus on strategic initiatives and growth, confident in the accuracy and timeliness of their portfolio management activities.




**Seller Details:**

- **Seller:** [Setpoint](https://www.g2.com/sellers/setpoint)
- **Year Founded:** 2021
- **HQ Location:** Austin, New York
- **LinkedIn® Page:** https://www.linkedin.com/company/getsetpoint (59 employees on LinkedIn®)



### 25. [SymPro Debt Management](https://www.g2.com/products/sympro-debt-management/reviews)
  SymPro provides integrated solutions to automate and simplify core investment, debt and cash accounting operations. For over 30 years, our solutions have helped hundreds of public sector agencies increase accuracy and reliability in financial reporting and reduce manual effort. Our modular solutions can be configured for your organization’s needs and replace internal legacy systems that require more time and effort with a higher risk of errors. Our products are more than just financial tools; they bring confidence and peace of mind to public sector customers, including counties, cities, power agencies, utilities, transportation agencies, school districts, state agencies, and more. The SymPro team is based in Lafayette, California, and was created in response to the public agency reporting mandate issued in 1985. The SymPro Fixed Income Management System evolved to become a complete solution for public agencies that need reporting and management of their fixed-income portfolios. In 1990, SymPro responded by expanding the features of its software to address the analytical and reporting requirements of investment and corporate cash managers. Our exceptional team of support professionals genuinely cares about our clients’ success. We have a depth of industry knowledge and expertise that allows us to understand and address our clients’ unique challenges effectively. Everything from implementation to ongoing support, we’re here for you. Debt Management Software Features: • Generates journal entries and interfaces with your general ledger. • Comprehensive library of information on outstanding obligations, including detailed debt service schedules, sources and uses of funds, call structures, debt redemption, and more. • Detailed cash flow information down to the maturity level, including call options, sinking-fund schedules, and variable-rate information • Allocate debt service responsibility to various funds or projects • Export virtually any data view to PDF or Excel




**Seller Details:**

- **Seller:** [SymPro Treasury Management Software](https://www.g2.com/sellers/sympro-treasury-management-software)
- **Year Founded:** 1985
- **HQ Location:** Lafayette, US
- **Twitter:** @EmphasysSymPro (15 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/emphasys-sympro/ (1 employees on LinkedIn®)





## Parent Category

[Financial Services Software](https://www.g2.com/categories/financial-services)