### Contents

- [**Articles**](#resources-articles)
- [**Glossary Terms**](#resources-glossary_terms)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

# Credit and Collections Software Resources

##### Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on Credit and Collections Software

Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [articles](#resources-articles) from our experts, [feature definitions](#resources-glossary_terms), [discussions](#resources-discussions) from users like you, and [reports](#resources-reports) from industry data.

[ContentsExpand/Collapse Contents](#)
- [**Articles**](#resources-articles)
- [**Glossary Terms**](#resources-glossary_terms)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

## Credit and Collections Software Articles

[![Voice Assistants in Financial Services](https://learn.g2.com/hubfs/Stock%20images/Equalizer%20sound%20wave%20background%20theme.%20Colour%20illustration.-1.jpeg "Voice Assistants in Financial Services")](https://www.g2.com/articles/voice-assistants-in-fintech-financial-services)

[
### Voice Assistants in Financial Services
](https://www.g2.com/articles/voice-assistants-in-fintech-financial-services)
The financial services industry, specifically the field of collections, has started to use voice assistants to automate customer service tasks and increase the ease with which collections can be done.

[
 ![Patrick Szakiel](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Patrick Szakiel")
PS

](https://learn.g2.com/author/patrick-szakiel)

by Patrick Szakiel

## Credit and Collections Software Glossary Terms

[![Dunning](https://learn.g2.com/hubfs/G2CM_GI020_Dunning_V1a.png "Dunning")](https://www.g2.com/glossary/dunning)

[Dunning](https://www.g2.com/glossary/dunning)

Dunning is the process of making persistent demands to collect account receivables. Learn more about its benefits and the best practices followed in the industry.

by Sagar Joshi

Explore our Technology Glossary

Browse through dozens of terms to better understand the products you purchase and use everyday.

[Find new features](https://www.g2.com/glossary)

## Credit and Collections Software Discussions

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[What is the best software for managing credit approvals?](/discussions/what-is-the-best-software-for-managing-credit-approvals)

Efficient, accurate credit approvals are vital for controlling risk, speeding up customer onboarding, and protecting cash flow. We’re evaluating platforms that automate decision-making, integrate risk data, support workflows, and ensure consistent credit governance.

**We’re currently exploring:**

- **HighRadius Credit Decisioning Software** – uses AI-driven scoring and approval workflows to accelerate credit decisions and reduce bad debt. 
- **Gaviti Credit Management** – offers AI-powered insights, customer behaviour monitoring, and approval automation tailored for high-volume receivables and credit workflows. 

**We’re curious to hear:**

- How well do these platforms help you identify risk early and speed up credit approvals?
- Can they handle automated decisions (e.g., approve/deny based on rules) reliably without manual bottlenecks?

Do you face any challenges around multi-entity, multi-region credit policies, or multiple currencies when using them?

Answered: Devyani Mehta on October 27, 2025

[Your answer](/discussions/what-is-the-best-software-for-managing-credit-approvals/comments/new?remote=true)

0

[What are the top tools for automating collections workflows?](/discussions/what-are-the-top-tools-for-automating-collections-workflows)

We are exploring:

- **Chaser** – due to its automated email and payment reminder workflows.
- **Invoiced** – because it automates billing, follow-ups, and cash flow tracking seamlessly.

Community insights:

- How much manual effort is truly eliminated?
- Can workflows be customized for different client segments or regions?

Are there features that improved collection rates significantly?

Answered: Devyani Mehta on October 27, 2025

[Your answer](/discussions/what-are-the-top-tools-for-automating-collections-workflows/comments/new?remote=true)

0

[Which are the top platforms for real-time collections reporting?](/discussions/which-are-the-top-platforms-for-real-time-collections-reporting)

Currently, we’re evaluating:

- [**Tesorio**](https://www.g2.com/products/tesorio/reviews)– for real-time dashboards that provide insights into cash flow and collections.
- [**Gaviti**](https://www.g2.com/products/gaviti/reviews)– as it offers AI-powered analytics for mid-to-large enterprises on receivables performance.
- [**Versapay**](https://www.g2.com/products/versapay/reviews)– because it consolidates collections data for actionable, real-time reporting.

We’d love to know:

- How timely and accurate is the real-time reporting?
- Are dashboards customizable for different stakeholders?

Are there any limitations when scaling reporting across large enterprises?

Answered: Devyani Mehta on October 27, 2025

[Your answer](/discussions/which-are-the-top-platforms-for-real-time-collections-reporting/comments/new?remote=true)

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## Credit and Collections Software Reports

Mid-Market Grid® Report for Credit and Collections

Summer 2026

G2 Report: Grid® Report

Grid® Report for Credit and Collections

Summer 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Credit and Collections

Summer 2026

G2 Report: Grid® Report

Momentum Grid® Report for Credit and Collections

Summer 2026

G2 Report: Momentum Grid® Report

Small-Business Grid® Report for Credit and Collections

Summer 2026

G2 Report: Grid® Report

Enterprise Grid® Report for Credit and Collections

Spring 2026

G2 Report: Grid® Report

Small-Business Grid® Report for Credit and Collections

Spring 2026

G2 Report: Grid® Report

Mid-Market Grid® Report for Credit and Collections

Spring 2026

G2 Report: Grid® Report

Grid® Report for Credit and Collections

Spring 2026

G2 Report: Grid® Report

Momentum Grid® Report for Credit and Collections

Spring 2026

G2 Report: Momentum Grid® Report