Growfin - AR Automation for Complex O2C

Revolutionizing the Enterprise AR Process

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.

Key Benefits

• Predict the 80% that can be automated and the 20% that will need intervention
• Automate personalized dunning sequences with deep flexibility.
• Resolve disputes faster with Salesforce/Slack integrations to collaborate seamlessly
• Track AR and collections activities in realtime. Report on DSO trends and forecast in an instant.
• Save time with self-service customer portal and AI-enabled automatic cash application.

Customer Quote

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.

Success Metrics

20% Reduction in DSO

60% Less Manual Effort

27% Faster Cashflow

80% Automated Remittance Extraction

75% Accurate Payment Matching

AR Tracking & Automation

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.

Collaborative Workflows

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.

AI-Powered Cash Application

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..

Customer Portal

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.

Cashflow Forecast

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.