### 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

0

[What are the best tools for tracking overdue payments?](/discussions/what-are-the-best-tools-for-tracking-overdue-payments)

Timely cash collection is critical for maintaining healthy cash flow. We’re exploring tools that help businesses stay on top of overdue invoices, automate reminders, and simplify payment tracking—especially for teams managing multiple clients or currencies.

We’re currently looking at:

- [Chaser](https://www.g2.com/products/chaser/reviews)– for sending intelligent, automated reminders and generating reports on overdue invoices.
- [Upflow](https://www.g2.com/products/upflow-upflow/reviews)– for offering full visibility into outstanding payments, cash collection status, and customer payment behavior.

Questions for the community:

- How effective are these tools at identifying overdue accounts early?
- Can they automatically trigger follow-ups without manual intervention?

Any challenges when managing multi-currency or multi-entity environments?

Answered: Devyani Mehta on October 27, 2025

[Your answer](/discussions/what-are-the-best-tools-for-tracking-overdue-payments/comments/new?remote=true)

0

[Whch are the best platforms for integrating credit management with ERP?](/discussions/whch-are-the-best-platforms-for-integrating-credit-management-with-erp)

We’re currently evaluating:

- **HighRadius Accounts Receivables** – because it provides AI-driven automation that integrates seamlessly with major ERP systems to streamline credit management.
- **Billtrust** – as it offers specialized B2B invoicing and payments that sync with ERP platforms, providing real-time visibility into receivables.
- **Quadient AR Automation by YayPay** – for its ERP integration capabilities that automate accounts receivable workflows efficiently.

From your experience:

- How well do these platforms integrate with ERPs like SAP, Oracle, or NetSuite?
- Does the integration provide accurate, real-time credit and cash flow insights?

Any issues with the setup or implementation?

Answered: Devyani Mehta on October 27, 2025

[Your answer](/discussions/whch-are-the-best-platforms-for-integrating-credit-management-with-erp/comments/new?remote=true)

0

Question on: Serrala
[What is Serrala used for?](/discussions/what-is-serrala-used-for)

What is Serrala used for?

Serrala is a global financial automation solutions company that offers a highly powerful and flexible suite of solutions across the areas of Accounts Payable, Accounts Receivable, and Payments & Treasury, which is seamlessly integrated into SAP and extended into the cloud. Serrala solutions have successfully empowered finance teams all over the world to decrease manual efforts, eliminate human errors, and optimize complex financial processes.

Answered: Tushar Mhaslekar on September 8, 2023

[Your answer](/discussions/what-is-serrala-used-for/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