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Growfin is an AI-powered AR Platform that enhances NetSuite’s capabilities to deliver faster collections and cash application. Growfin achieves this by centralizing AR data from NetSuite, CRM, and bank accounts, and streamlining the end-to-end collections process through workflow automations, collaborative workflows, and real-time analytics. Take advantage of Growfin's AI to predict risky accounts early, and automatically match payments to remittances in any format - email, pdf, images or xls.
Growfin seamlessly integrates with NetSuite, allowing users to centralize their AR data, automate manual processes, collaborate and track in real-time, ultimately enhancing cash flow management and reducing DSO.
The Growfin-NetSuite integration has transformed our accounts receivable management. The automated processes and seamless data flow have allowed us to focus more on strategic initiatives rather than manual tasks.- Colleen Lawson, Director of Revenue Accounting Operations, Greenhouse
20% Reduction in DSO
60% Less Manual Effort
27% Faster Cashflow
80% Automated Remittance Extraction
75% Accurate Payment Matching
Receivables Dashboard: Monitor realtime total balance, outstanding amounts, and collections (monthly, daily, weekly).
Dunning Strategy: Automate customer or invoice-specific follow-ups based on predicted risk.
Dispute Management: Efficiently handle disputes with detailed tracking, resolution tools, and customizable filters.
Collaborate with Sales: Sales teams get access to AR info right within Salesforce to take swift actions.
Collaborate with Anybody: Slack integration allows you to get faster responses from team members.
Tag and Alert: Tag @anyone in the team on approval/dispute threads and bring the conversation under one roof.
SmartMatch: Automatically extract remittance info from any format and match payments to invoices.
Real-Time Visibility: Gain real-time insights into cash application status and metrics.
Handle Adjustments via Smart Rules: Handle short or bulk payment payments, and adjustments like bank charges or taxes at account or invoice level..
Account Information: Allow customers to view account information, balances, and payment history.
Self-Service Actions: Enable customers to provide PTPs, raise disputes, and download statements/invoices.
Customizable Permissions: Administrators can grant or revoke access permissions and configure the portal with custom branding.
Cash Flow Trends: Visualize cash flow trends and forecasts for 3, 6, 9, or 12 months.
DSO and ADP Trends: Track DSO and ADP trends with detailed bar charts.
Custom Reports: Get detailed reports based on metrics you care about, such as business units, collection effectiveness, and more.
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PDF Builder
Growfin - AR Automation for Complex O2C
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ERP Success Partners Inc.
PDF Builder is a powerful, user-friendly solution designed to simplify the creation of professional PDF printouts directly from NetSuite. With PDF Builder, users can easily generate customized PDF documents based on selected fields within a transaction, all without needing any technical knowledge.
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