Transform your collections and credit centers into revenue-generators
Manual credit reviews, disorganized collections, and poor visibility are holding finance teams back, delaying cash flow, and limiting growth.
Billtrust’s Credit and Collections solutions help you break the cycle. Our integrated platform, powered by agentic AI, automates credit applications, payment collections, and dispute resolution.
By seamlessly connecting credit management, collections workflows, and real-time payment data, Billtrust gives you a complete view of your customer accounts, so you can intelligently allocate credit and personalize collections at scale.
Make faster, data-driven credit decisions
- Centralized dashboards for holistic, data-informed actions
- Automated auto-assignment and auto-decisioning workflows
- AI-powered insights
Reduce DSO & improve recovery rates
- AI-driven segmentation
- Personalized collections policies
- Cases – a dedicated disputes management and automation portal
Mitigate risk and identify revenue opportunity
- Granular visibility into your entire book of business
- Visibility into aging balances and critical KPIs, including CEI and ADD
- Real-time payment flow
- Credit agency integrations
Feature Highlights
Cases
The disputes management portal streamlines resolution by centralizing case handling, reducing manual effort, and preventing unnecessary escalations across credit and collections.
Agentic Email Beta
Get 10x faster email workflows with streamlined inbox actions, resulting in quicker case creation and dispute resolution.
Personalized Collections Strategies
Identify high-risk buyers with automated segmentation, fine-tuned on payment behavior analytics, for focused recovery efforts.
Collections Quickstart: Accelerate deployment for rapid AR value
Live in 45 days or less!
Reduce DSO, maintain consistent follow-up processes, and resolve payment disputes—faster. With Collections Quickstart, you will start addressing your most pressing challenges head-on in just 45 calendar days.
Immediate relief to AR teams with seamless onboarding
Optimized configuration standards enable your team to quickly begin tracking overdue receivables, automate payment reminders, and gain visibility into customer payment status. Expect a swift boost in cash flow and collections efficiency.
Unlock your full potential
Once your initial challenges are resolved, you can effortlessly scale into additional features and products across the platform. This unlocks long-term value, operational efficiency, and portfolio impact — without disruption.
What’s included with Collections Quickstart?
| Feature | Business Impact |
|---|---|
| ERP Connector or Unified Data File | Flexibility to share data with Billtrust via approved ERP Connector or Unified Data File (UDF). Billtrust will ingest data using your method of choice. |
| Single Tenant | Get started with a single entity to streamline collections for your most critical business unit. |
| Standard Portfolio Configuration | Standard portfolio configuration based on your ERP rules, designed to streamline and maintain consistent buyer management across platforms. |
| Personalized Collections Strategies | Automatically segment buyers by payment behavior to target high-risk accounts and streamline recovery. |
| Default Procedures | Four Billtrust-recommended default procedures (Standard, Small Balance, White Glove, and Portal), with automatic procedure assignment based on predetermined ERP or UDF data. |
| Default Email Templates | Email templates crafted with collections best practices and aligned with default procedures. |
| Agentic Email BETA | Handle emails 10x faster with streamlined inbox actions, resulting in quicker case creation and dispute resolution. |
| Default Document Statuses | Visibility and tracking of core document statuses, including In Procedure, Payment Plan, Promise-to-Pay, and Dispute. |
| Cases | Streamline disputes resolution, centralize case handling, reduce manual effort, and prevent unnecessary escalations across credit and collections. |
| Tracking List | Effectively manage activity outside of procedural steps with a tracking list that identifies and captures scenarios based on preconfigured data, prioritizing where you should react. |
| Email Correspondence | Ability to send ad hoc email correspondence for activities outside of procedural steps. |
| Single Language and Currency Support | Initial support of a one language and a single currency for speed of implementation. |
| Reporting Library | Extensive library of preconfigured standard reporting with ability to self-serve creation of unlimited dynamic reports. |
| Unified Account Page | Ability to access customer accounts with visibility into buyer invoice and payment history in addition to account notes. Swiftly and easily reissue invoices to buyers via email. |
| Collections Analytics | Gain clear, actionable insights with industry-standard KPIs like Collections Effectiveness Index, proactively mitigate risk and identify areas for optimization. |
To learn more about Billtrust Credit and Collections, visit Billtrust Credit and Collections solutions overview pages.
