Best Credit and Collections Software

How Many Credit and Collections Software Products Does G2 Track?

Total Products under this Category: 352

Category Stats (Sep 2026)

  • Average Rating: 4.34/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Bectran (+1.48%) - Among all products in this category, Bectran recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank Credit and Collections Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 3,800+ Authentic Reviews
  • 352+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Credit and Collections Software

G2 Grid® for Credit and Collections Software plotting products by satisfaction and market presence

Highlighted products: Creditsafe, D&B Finance Analytics Credit Intelligence, Quadient Accounts Receivable, Billtrust, Chargeflow, HighRadius Accounts Receivables, Tesorio, and Invoiced.

Underlying data: [Grid® JSON](https://www.g2.com/categories/credit-and-collections/grids.json?focus%5B%5D=creditsafe&focus%5B%5D=d-b-finance-analytics-credit-intelligence&focus%5B%5D=quadient-accounts-receivable&focus%5B%5D=billtrust&focus%5B%5D=chargeflow-inc-chargeflow&focus%5B%5D=highradius-corporation&focus%5B%5D=tesorio&focus%5B%5D=invoiced)

Creditsafe

Creditsafe is a comprehensive data intelligence solution designed to help organizations manage credit risk, compliance, and data hygiene with confidence. By delivering global coverage breadth across more than 430 million businesses in over 200 countries, Creditsafe provides the data freshness & source diversity companies need to make informed, data-driven decisions that fuel growth and operational efficiency. The platform is built around key business drivers that address modern credit and compliance challenges. With continuous monitoring & alerts, users are instantly notified of material changes impacting customers, suppliers, or prospects, ensuring proactive risk management. Creditsafe’s insolvency prediction strength and cross-border score consistency further enhance the accuracy of credit evaluations, allowing organizations to identify potential risks early and maintain financial stability. For businesses seeking speed and flexibility, Creditsafe offers instant vs. investigated delivery, enabling onboarding in under 60 seconds when needed, while still supporting deeper due diligence where required. Its powerful portfolio analytics & dashboards give decision-makers actionable insights at scale, while API integration depth ensures seamless connectivity to existing systems. Flexible pricing & access models make it suitable for both SMBs and large enterprises, with SMB-friendly access options designed to meet the needs of growing companies. Beyond credit risk, Creditsafe strengthens compliance processes with KYB/AML compliance bundling and corporate linkage & UBO insight, helping organizations meet regulatory obligations and uncover hidden ownership structures. In addition, collections and recovery support tools aid in maintaining healthy cash flow by optimizing recovery strategies. With its combination of advanced analytics, dedicated account managers, and scalable delivery models, Creditsafe empowers businesses of all sizes to navigate the complexities of credit management. By uniting trusted data, portfolio insights, and robust compliance tools under one platform, Creditsafe positions itself as a strategic partner for organizations seeking to enhance resilience, streamline processes, and unlock sustainable growth.

Average Rating: 4.5/5.0

Total Reviews: 311

How Do G2 Users Rate Creditsafe?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 8.8/10)
  • Collections Effectiveness: 7.0/10 (Category avg: 8.2/10)
  • Financial Documents: 6.9/10 (Category avg: 8.5/10)
  • Customer Portal: 6.6/10 (Category avg: 8.4/10)

Who Is the Company Behind Creditsafe?

  • Seller: Creditsafe
  • Company Website:
  • Year Founded: 1997
  • HQ Location: Dublin, Ireland
  • LinkedIn® Page: www.linkedin.com
    1,662 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller, Credit Analyst
  • Top Industries: Manufacturing, Accounting
  • Company Size: 52% Medium, 35% Small

What Do G2 Reviewers Say About Creditsafe?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Creditsafe, finding it straightforward for monitoring customer credit and receiving alerts.
  • Users value the easy setup of Creditsafe, allowing straightforward access to customer credit information and monitoring.
  • Users value the ease of setup with Creditsafe, ensuring a quick and straightforward onboarding process.
  • Users appreciate the extensive data management of Creditsafe, enabling comprehensive insights into potential customers' credit ratings.
  • Users value the efficient functionality of Creditsafe, enabling quick credit checks with detailed and useful reports.
Cons
  • Users express concern over inaccuracy in data and outdated information, impacting reliability and decision-making capabilities.
  • Users face inefficient search challenges with Creditsafe, struggling to find information quickly and accurately when needed.
  • Users express concerns about data accuracy and limitations, impacting the reliability and versatility of Creditsafe's services.
  • Users find the limited functionality of Creditsafe frustrating, especially when smaller companies' EINs are unlisted or difficult to search.
  • Users experience poor navigation in Creditsafe, making it challenging to easily locate specific companies and related parties.

What Are Recent G2 Reviews of Creditsafe?

What Are G2 Users Discussing About Creditsafe?

D&B Finance Analytics Credit Intelligence

D&B Finance Analytics is a global credit-to-cash solution that provides Dun & Bradstreet data, analytics, and technology to help improve cash flow, increase operational efficiency, and mitigate risk. This AI-driven solution comprises two platforms – D&B Credit Intelligence and D&B Receivables Intelligence powered by GETPAID – that together help finance teams transform their operations and reduce cost through insight, automation, and enhanced customer experience.

Average Rating: 4.5/5.0

Total Reviews: 98

How Do G2 Users Rate D&B Finance Analytics Credit Intelligence?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 8.8/10)
  • Collections Effectiveness: 6.9/10 (Category avg: 8.2/10)
  • Financial Documents: 7.1/10 (Category avg: 8.5/10)
  • Customer Portal: 7.7/10 (Category avg: 8.4/10)

Who Is the Company Behind D&B Finance Analytics Credit Intelligence?

  • Seller: Dun & Bradstreet
  • Company Website:
  • HQ Location: Short Hills, NJ
  • Twitter: @DunBradstreet
    22,541 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    5,735 employees on LinkedIn®
  • Ownership: NYSE: DNB

Who Uses This Product?

  • Top Industries: Manufacturing, Accounting
  • Company Size: 49% Medium, 29% Small

What Do G2 Reviewers Say About D&B Finance Analytics Credit Intelligence?

AI-generated summary from verified user reviews

Pros
  • Users find D&B Finance Analytics Credit Intelligence to be very easy to use, streamlining decision-making and credit evaluation.
  • Users appreciate the insightful analysis and predictions D&B Finance Analytics provides for evaluating supplier creditworthiness.
  • Users value the comprehensive, real-time data D&B Finance Analytics provides, aiding smart credit decision-making and risk assessment.
  • Users value the user-friendly tools of D&B Finance Analytics, facilitating efficient credit assessment and management.
  • Users value the real-time visibility of credit risk data provided by D&B Finance Analytics, facilitating informed decision-making.
Cons
  • Users report inaccuracy in data updates and missing details, affecting reliability and user experience of the platform.
  • Users often experience data inaccuracy, facing outdated information and delays that hinder effective risk assessments.
  • Users find the reporting issues frustrating due to fluctuating scores and a lack of detailed explanations.
  • Users find the overwhelming data presentation and confusing terminology to be major obstacles in effective usage.
  • Users find the complexity of D&B Finance Analytics challenging, especially with overwhelming data and confusing setup processes.

What Are Recent G2 Reviews of D&B Finance Analytics Credit Intelligence?

What Are G2 Users Discussing About D&B Finance Analytics Credit Intelligence?

Quadient Accounts Receivable

Quadient Accounts Receivable streamlines the entire order to cash cycle, helping finance teams collect payments faster, eliminate manual work, and manage cash flow with confidence. Designed for B2B organizations, the platform uses automated collection workflows and a frictionless customer payment experience to get customers paying 34% faster, making billing, invoicing, and follow ups smoother for finance teams and their customers. Quadient AR removes operational friction by automating routine tasks across invoicing, collections, and cash application, enabling teams to eliminate 50% of tedious manual work with industry leading automation. With real time, customizable dashboards powered by machine learning, teams can forecast cash flow with up to 94% accuracy while tracking aging, DSO, and payer behavior all in one place for faster, more confident decision making. With this level of clarity, finance teams can reduce bad debt, improve collection rates, and maintain a healthy cash flow. Customers see significant financial impact with Quadient AR delivering an impressive average of 403% ROI over three years, supported by reduced DSO, fewer write offs, and more consistent payment behavior. With automated reminders, multi channel invoice delivery, integrated payments, AI powered cash application, robust credit and dispute management, and seamless integrations with any ERP, Quadient transforms AR from a reactive, manual function into a proactive engine for cash flow acceleration, stronger customer relationships, and long term financial health.

Average Rating: 4.4/5.0

Total Reviews: 155

How Do G2 Users Rate Quadient Accounts Receivable?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 8.8/10)
  • Collections Effectiveness: 8.5/10 (Category avg: 8.2/10)
  • Financial Documents: 8.6/10 (Category avg: 8.5/10)
  • Customer Portal: 8.6/10 (Category avg: 8.4/10)

Who Is the Company Behind Quadient Accounts Receivable?

  • Seller: Quadient
  • Company Website:
  • Year Founded: 1924
  • HQ Location: Bagneux, France
  • Twitter: @Quadient
    3,878 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3,976 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Accounting Manager, Accounts Receivable Specialist
  • Top Industries: Accounting, Computer Software
  • Company Size: 59% Medium, 23% Small

What Do G2 Reviewers Say About Quadient Accounts Receivable?

AI-generated summary from verified user reviews

Pros
  • Users find Quadient Accounts Receivable to be incredibly easy to use, streamlining their daily AR activities effectively.
  • Users appreciate the automation features of Quadient Accounts Receivable, enhancing efficiency and reducing manual workload significantly.
  • Users appreciate the efficiency of Quadient Accounts Receivable, making collection tasks smoother and more manageable.
  • Users value the seamless integration of Quadient Accounts Receivable, enhancing overall workflow efficiency and automation.
  • Users value the attentive customer support of Quadient Accounts Receivable, appreciating guidance at all times.
Cons
  • Users find the missing features like intuitive invoice management limit their satisfaction with Quadient Accounts Receivable.
  • Users face payment issues, including frequent failures and slow support responses from Quadient Accounts Receivable.
  • Users find it challenging to manage invoicing issues, preferring a more streamlined notification system for payments.
  • Users find the limited functionality of Quadient Accounts Receivable frustrating, especially with invoice notifications and workflows.
  • Users find the slow updates frustrating, as they can hinder access to previously enjoyed features in Quadient.

What Are Recent G2 Reviews of Quadient Accounts Receivable?

What Are G2 Users Discussing About Quadient Accounts Receivable?

Billtrust

Billtrust is a specialized B2B order-to-cash software solution designed to help finance leaders streamline their invoicing and payment processes. By transitioning from traditional paper invoicing and check acceptance to efficient electronic billing and payments, Billtrust enables organizations to enhance their cash flow management, reduce operational costs, and improve customer satisfaction. With a focus on leveraging AI-powered technology, Billtrust serves as a comprehensive platform that addresses the unique challenges businesses face in managing their accounts receivable. Targeting finance professionals across various industries, Billtrust is particularly beneficial for organizations that handle large volumes of invoices and payments. Its user-friendly interface and robust features cater to companies seeking to modernize their financial operations while maintaining a strong focus on customer experience. By automating the order-to-cash cycle, Billtrust enables finance teams to allocate their resources more effectively, allowing them to focus on strategic initiatives rather than mundane administrative tasks. With more than $1 trillion invoice dollars processed, Billtrust delivers business value through deep industry expertise and a culture relentlessly focused on delivering meaningful customer outcomes. The platform offers a suite of tools designed to facilitate electronic invoicing and payments. This not only accelerates cash flow but also minimizes the costs associated with paper-based invoicing methods. Additionally, Billtrust's AI-driven insights enable finance leaders to make informed decisions, optimize their collections strategies, and improve overall financial performance. The platform is designed to integrate seamlessly with existing financial systems, ensuring that businesses can adopt its solutions without significant disruption. By focusing on the specific needs of finance leaders, Billtrust offers a tailored approach that enhances operational efficiency and fosters stronger customer relationships through improved payment experiences. Overall, Billtrust is a powerful tool for finance leaders looking to modernize their order-to-cash processes. Its combination of advanced technology, industry expertise, and customer-centric design makes it an essential solution for organizations seeking to enhance their financial operations and drive sustainable growth.

Average Rating: 4.4/5.0

Total Reviews: 510

How Do G2 Users Rate Billtrust?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 8.8/10)
  • Collections Effectiveness: 8.9/10 (Category avg: 8.2/10)
  • Financial Documents: 8.9/10 (Category avg: 8.5/10)
  • Customer Portal: 9.2/10 (Category avg: 8.4/10)

Who Is the Company Behind Billtrust?

  • Seller: Billtrust
  • Company Website:
  • Year Founded: 2001
  • HQ Location: Hamilton, NJ
  • Twitter: @Billtrust
    1,888 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    805 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Credit Manager, Accounts Receivable
  • Top Industries: Accounting, Construction
  • Company Size: 44% Large, 39% Medium

What Do G2 Reviewers Say About Billtrust?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Billtrust, highlighting its simplicity in managing payments and invoicing.
  • Users appreciate the visibility of invoice status, making it easier to manage payments effectively.
  • Users value the smoother payment processing with online access to invoices and real-time updates, enhancing efficiency.
  • Users appreciate the customer satisfaction of Billtrust, praising its easy invoicing and user-friendly interface for efficient billing.
  • Users appreciate the efficiency of Billtrust, finding it simplifies payment processing and streamlines their workflow effectively.
Cons
  • Users experience invoicing issues including delays, payment complications, and lack of timely communication with customers.
  • Users face payment issues with Billtrust, including delays, incorrect applications, and lack of customer communication.
  • Users find the missing features of Billtrust frustrating, impacting efficiency and integration across platforms.
  • Users express frustration with poor customer support, struggling to connect with knowledgeable agents for timely assistance.

What Are Recent G2 Reviews of Billtrust?

What Are G2 Users Discussing About Billtrust?

FAQs About Credit and Collections Software

Generated using AI

Last updated: June 3, 2026

Which software offers AI-powered credit risk analysis

Based on G2 reviews, these products are the clearest matches for AI-supported credit risk analysis and decision support.

Which platform is best for compliance with debt collection laws

Based on G2 reviews, buyers most often highlight these options for structured workflows, documentation, and audit-friendly collections activity.

  • Creditsafe — compliance-ready credit information and reports.
  • Bectran — secure application workflows and controls.
  • WhiteLabelCRO — compliance-oriented workflows and audit trails.
  • Gaviti — structured follow-ups and dispute tracking.

Top tools for automating collections workflows

Based on G2 reviews, these products stand out for automating reminders, workflows, account tracking, and payment follow-up tasks.

  • Gaviti — automated reminders with centralized notes.
  • Billtrust — invoicing, cash application, collections automation.
  • Quadient Accounts Receivable — automated follow-ups and payment tasks.
  • Tesorio — workflows, forecasting, and collections campaigns.

What is credit and collections software

Credit and collections software helps teams evaluate customer risk, set and review credit terms, monitor payment behavior, organize invoices and account activity, and manage follow-up on open balances. In recent G2 reviews, users repeatedly describe these platforms as centralizing credit reports, payment history, reminders, statements, notes, workflows, and customer communication in one place. Reviewers also mention faster onboarding for new accounts, easier credit application handling, better visibility into overdue invoices, and less manual work across collections, cash application, and receivables tracking. Across the category, buyers seem to value software that improves decision consistency, supports follow-up discipline, and gives finance teams a clearer view of risk and cash flow.

How do teams use Credit and Collections for credit applications

According to verified users, teams often use credit and collections software to streamline the front end of account setup and credit review. Recent reviews describe workflows for collecting applications, verifying business details, reviewing financial information, checking creditworthiness, requesting supporting documents, and storing everything in one system instead of email chains or paper forms. Buyers also mention using these tools to set credit limits, review payment history, confirm tax or business information, and move applications through approval steps faster. In day-to-day use, this reduces back-and-forth with customers, makes account onboarding more consistent, and gives credit teams a documented process for evaluating new business before extending terms.

Chargeflow

Chargeflow is The Chargeback Platform that prevents and recovers chargebacks automatically, so you don’t have to. Trusted by top brands like Caraway, Huel, and Elementor, Chargeflow securely integrates with every major payment processor and platform. Start in under 90 seconds with success-based pricing—pay only when we win chargebacks for you. - Increase your chargeback win-rates by up to 4x with our fully hands-off Automation product. Automate chargeback recovery. - Prevent up to 90% of incoming chargebacks with Chargeflow Alerts and pay only for prevented chargebacks, powered by Visa and Mastercard. - Deep dive into your chargebacks root cause and uncover how chargebacks are affecting your business with Chargeflow Insights -- completely free, forever.

Average Rating: 4.7/5.0

Total Reviews: 277

How Do G2 Users Rate Chargeflow?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 8.8/10)
  • Collections Effectiveness: 7.3/10 (Category avg: 8.2/10)
  • Financial Documents: 9.3/10 (Category avg: 8.5/10)
  • Customer Portal: 9.3/10 (Category avg: 8.4/10)

Who Is the Company Behind Chargeflow?

  • Seller: Chargeflow, Inc.
  • Company Website:
  • Year Founded: 2020
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    184 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Owner
  • Top Industries: Retail, Apparel & Fashion
  • Company Size: 85% Small, 10% Medium

What Do G2 Reviewers Say About Chargeflow?

AI-generated summary from verified user reviews

Pros
  • Users praise Chargeflow for its ease of use, with a clear dashboard and efficient automated processes for chargebacks.
  • Users value the time-saving automation of Chargeflow, significantly reducing manual work and enhancing efficiency.
  • Users value the efficiency of Chargeflow, appreciating its automation in managing chargebacks and rapid dispute responses.
  • Users value the automation efficiency of Chargeflow, significantly enhancing time management and winning chargeback cases.
  • Users value the automation in Chargeflow, noting how it enhances efficiency and simplifies chargeback management dramatically.
Cons
  • Users find Chargeflow's costly fees and commission rates burdensome, especially for smaller businesses seeking value.
  • Users highlight the need for improved notification systems and faster setup processes to enhance the Chargeflow experience.
  • Users express concerns about poor support, highlighting a need for better guidance and response times from Chargeflow.
  • Users report payment issues with Chargeflow, including unexpected charges and lack of control over responses.
  • Users find inaccuracy in AI-generated answers occasionally affects their experience with Chargeflow, needing more reliability and transparency.

What Are Recent G2 Reviews of Chargeflow?

HighRadius Accounts Receivables

HighRadius offers AI-driven solutions that automate critical financial outcomes and processes for the office of the CFO. Our platform leverages advanced AI and machine learning to optimize order-to-cash processes, and accuracy across the finance function to deliver bottom-line savings and increased free cash flow. More than 1,000 of the world’s leading companies, such as 3M, Unilever, Teletrac Navman, Sanofi, Engie GBS Solutions, Kichler, Cole Haan, Staples, P&G, Ariat, and many more, have transformed their financial processes with HighRadius.

Average Rating: 4.3/5.0

Total Reviews: 238

How Do G2 Users Rate HighRadius Accounts Receivables?

  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 8.8/10)
  • Collections Effectiveness: 7.3/10 (Category avg: 8.2/10)
  • Financial Documents: 6.9/10 (Category avg: 8.5/10)
  • Customer Portal: 7.2/10 (Category avg: 8.4/10)

Who Is the Company Behind HighRadius Accounts Receivables?

  • Seller: HighRadius
  • Year Founded: 2006
  • HQ Location: Houston, TX
  • Twitter: @HighRadius
    1,494 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4,619 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Credit Analyst
  • Top Industries: Accounting, Consumer Goods
  • Company Size: 42% Large, 33% Medium

What Do G2 Reviewers Say About HighRadius Accounts Receivables?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the automation capabilities of HighRadius Accounts Receivables, enhancing efficiency and reducing manual tasks.
  • Users value the collections efficiency of HighRadius Accounts Receivables, enhancing cash collection and reducing manual workload.
  • Users value the efficiency of HighRadius Accounts Receivables, enhancing organization and improving collection processes.
  • Users value the ease of use of HighRadius Accounts Receivables, simplifying their reconciliation processes effectively.
  • Users appreciate the user-friendly interface and automation of HighRadius Accounts Receivables, enhancing efficiency and convenience.
Cons
  • Users face payment issues due to slow search capabilities and limitations in remittance format recognition.
  • Users face communication issues with HighRadius Accounts Receivables, complicating support and causing frequent connectivity problems with ERP.
  • Users experience poor customer support with frustrating response times and ineffective escalation processes that hinder issue resolution.
  • Users face challenges with implementation issues including slow processes and inadequate service support after setup.
  • Users find the limited functionality of HighRadius Accounts Receivables cumbersome and challenging for critical tracking tasks.

What Are Recent G2 Reviews of HighRadius Accounts Receivables?

What Are G2 Users Discussing About HighRadius Accounts Receivables?

Tesorio

Tesorio has been a leader in accounts receivable and financial operations for 10 years, helping finance teams get paid faster and processing billions of dollars in receivables every year. Backed by Workday Ventures and a certified NetSuite partner, Tesorio pairs an AI-first architecture with the governance and controls enterprises require. It's trusted by companies, from hyper-growth startups to category leaders, including Fin, Veeva, GitLab, Plaid, Fastly, and Notion. Tesorio is the Agentic Financial Operations platform where AI agents handle the manual busywork across the order-to-cash lifecycle, including collections, cash application, and supplier portal management, while humans focus on judgment: exceptions, priorities, and customer relationships. The platform structures financial data from your source systems, automates execution, and delivers real-time visibility with AR forecasting, so teams always know where their receivables stand and can step in wherever a decision needs a person. Finance teams use Tesorio to turn revenue into cash faster. Instead of chasing payments and reconciling invoices by hand, teams clear repetitive work off their plate, improve cash flow predictability, and scale collections without adding headcount. Tesorio averages less than 1.5 months to go live, roughly 4x faster than the AR category average, so teams see value quickly. Results Tesorio customers see: - Up to 30% reduction in days sales outstanding (DSO) - 3x improvement in collections team efficiency - 75% reduction of bad debt write off - Scale collections volume without adding headcount See what the impact could be on your business with our ROI calculator: https://www.tesorio.com/roi-calculator

Average Rating: 4.7/5.0

Total Reviews: 238

How Do G2 Users Rate Tesorio?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 8.8/10)
  • Collections Effectiveness: 8.8/10 (Category avg: 8.2/10)
  • Financial Documents: 7.8/10 (Category avg: 8.5/10)
  • Customer Portal: 8.1/10 (Category avg: 8.4/10)

Who Is the Company Behind Tesorio?

  • Seller: Tesorio
  • Company Website:
  • Year Founded: 2015
  • HQ Location: San Francisco, California
  • Twitter: @usetesorio
    481 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    41 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller, Accounts Receivable Specialist
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 49% Medium, 32% Large

What Do G2 Reviewers Say About Tesorio?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Tesorio, facilitating efficient workflows with user-friendly dashboards and tools.
  • Users value the automation capabilities of Tesorio, enhancing efficiency in contacts and providing insightful analytics.
  • Users appreciate the collections efficiency of Tesorio, facilitating team collaboration and providing clear insight into invoicing processes.
  • Users appreciate the easy template editing and real-time invoice management features of Tesorio, enhancing independence and visibility.
  • Users appreciate the visibility and insights Tesorio provides for managing collections effectively and enhancing team collaboration.
Cons
  • Users feel that Tesorio needs improvement in reporting features for better accountability and tracking of collections.
  • Users are frustrated by the sync issues with Tesorio, experiencing delays and untransferred cash notes with their ERP.
  • Users report invoicing issues with delays and unclear hierarchy, affecting navigation and overall experience in Tesorio.
  • Users find email automation issues with Tesorio, noting clunky setups and lack of effective management tools.
  • Users face challenges with the usability of Tesorio's email functionality, impacting their communication and reporting effectiveness.

What Are Recent G2 Reviews of Tesorio?

What Are G2 Users Discussing About Tesorio?

Invoiced

Invoiced by Flywire is an AI-native accounts receivable and invoice-to-cash automation platform designed to help B2B finance teams automate billing, collections, payment processing, and cash reconciliation. Built for mid-market and enterprise businesses managing high-volume receivables, Invoiced eliminates manual A/R work so finance teams can scale operations without adding proportional headcount. Acquired by Flywire (NASDAQ: FLYW) in 2024, Invoiced combines accounts receivable software, AI-powered automation, integrated payment processing, and deep ERP integrations into a single connected platform. Unlike point solutions or freelance invoicing tools, Invoiced is purpose-built for complex B2B finance operations where invoice volume is high, payment methods are diverse, and reconciliation is time-consuming. Core Capabilities & Features: -Automated Collections Workflows — Customizable dunning sequences, payment reminders, and escalation rules that trigger based on payment status and customer behavior, reducing manual follow-up work -AI-Powered Cash Application — CashMatch AI automates payment matching and reconciliation to invoices, even with incomplete remittance data, minimizing exceptions and month-end reconciliation time -Subscription & Recurring Billing — Supports usage-based, recurring, and hybrid billing models with automated invoice generation, proration, and customer billing portals -Global Payment Processing — Accepts 1,200+ payment methods across 140+ currencies with automatic FX handling, enabling domestic and cross-border collections without adding banking complexity -Deep ERP Integrations — Native connectors to NetSuite, Sage Intacct, Microsoft Dynamics 365, Salesforce, and others ensure real-time data sync and eliminate duplicate data entry Finance teams use Invoiced to accelerate cash collection, reduce days sales outstanding (DSO), and regain visibility into the full receivables lifecycle. The platform eliminates data silos between AR, payments, and ERP systems by automating payment reconciliation and posting. Routine manual tasks—invoice delivery, payment chasing, cash matching, exception handling—are shifted to AI-driven workflows, freeing finance professionals to focus on strategy, forecasting, and relationship management rather than execution. The platform is particularly valuable for organizations scaling transaction volume without scaling headcount, companies operating internationally with multi-currency and multi-payment-method requirements, and finance teams struggling with legacy systems that lack automation and integration. Invoiced serves mid-market and enterprise finance teams across industries including SaaS, healthcare, education, financial services, insurance, professional services, staffing, and nonprofits. Thousands of global customers rely on Invoiced to process billions in receivables annually, and the platform is recognized as a category leader in A/R automation.

Average Rating: 4.5/5.0

Total Reviews: 401

How Do G2 Users Rate Invoiced?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 8.8/10)
  • Collections Effectiveness: 9.0/10 (Category avg: 8.2/10)
  • Financial Documents: 9.0/10 (Category avg: 8.5/10)
  • Customer Portal: 9.2/10 (Category avg: 8.4/10)

Who Is the Company Behind Invoiced?

  • Seller: Invoiced
  • Company Website:
  • Year Founded: 2013
  • HQ Location: Boston, MA
  • LinkedIn® Page: www.linkedin.com
    1,342 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Computer Software, Marketing and Advertising
  • Company Size: 77% Small, 21% Medium

What Do G2 Reviewers Say About Invoiced?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Invoiced, finding it convenient for managing their accounting tasks efficiently.
  • Users appreciate the ease of use of Invoiced, which simplifies accounting and invoicing tasks significantly.
  • Users appreciate the ease of use of Invoiced, facilitating effective management of accounting tasks and customer payments.
  • Users value the intuitive user interface of Invoiced, making invoicing and payment management remarkably effortless and efficient.
  • Users love the efficient payment processing of Invoiced, appreciating its automation and user-friendly features that simplify accounting.
Cons
  • Users experience payment issues with delayed transactions and frustrations regarding the integrated processing gateway on Invoiced.
  • Users face access limitations, such as integration issues and restrictive invoice caps, causing inconvenience and increased costs.
  • Users experience poor customer support, with slow responses and unresolved issues impacting their overall satisfaction with Invoiced.
  • Users find Invoiced's service expensive, especially after exceeding the monthly invoice limit, leading to increased costs.
  • Users wish for missing features like customizable aging reports, integration with payment methods, and a built-in timesheet tracker.

What Are Recent G2 Reviews of Invoiced?

What Are G2 Users Discussing About Invoiced?

Esker

Esker’s Agentic AI-powered solutions are designed to improve organizational efficiency through intelligent automation and process orchestration across the Source-to-Pay and Order-to-Cash cycles. Our tools help automate outdated manual procurement and financial processes, enabling businesses to achieve sustainable growth and long-term success. By leveraging advanced artificial intelligence, Esker provides organizations with the capabilities needed to optimize their operations and improve overall performance. The Source-to-Pay suite is designed for financial, procurement, and accounts payable teams looking to enhance supplier relationships and ensure alignment with financial objectives. This solution simplifies the payment process by automating routine tasks, allowing teams to focus on strategic decision-making. It facilitates better communication with suppliers, ensuring that organizations can negotiate favorable terms and maintain strong partnerships. The integration of AI allows for data-driven insights, helping businesses make informed choices that align with their financial goals. On the Order-to-Cash side, Esker focuses on improving customer interactions and accelerating cash collection. This solution is designed for organizations aiming to enhance their customer service while also ensuring timely payments. By automating invoicing and payment processes, Esker reduces the time spent on administrative tasks, allowing finance teams to concentrate on building resilient customer relationships. The AI-driven execution helps identify potential issues in the customer service and accounts receivable processes early, enabling proactive measures to enhance customer satisfaction and financial performance. Esker's Order-to-Cash tools help finance leaders, accounts receivables teams, and customer service representatives do better work and make smarter decisions. Esker combines AI-driven execution with full, end-to-end process orchestration. This integration not only delivers measurable efficiency but also enhances the financial performance of organizations. Esker enables finance leaders to respond swiftly to changing market conditions and operational challenges. The scalability of Esker’s solutions ensures that as organizations grow, their procurement and financial processes can adapt seamlessly, driving ongoing value and supporting strategic objectives to empower the Office of the CFO. Esker’s solution suite offers a comprehensive approach to financial management, equipping organizations with the tools necessary to thrive in a competitive landscape. Through intelligent automation and orchestration, businesses can achieve improved efficiency, stronger supplier and customer relationships, and enhanced financial outcomes.

Average Rating: 4.4/5.0

Total Reviews: 45

How Do G2 Users Rate Esker?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 8.8/10)
  • Financial Documents: 10.0/10 (Category avg: 8.5/10)

Who Is the Company Behind Esker?

  • Seller: Esker
  • Company Website:
  • Year Founded: 1985
  • HQ Location: Middleton WI
  • Twitter: @EskerInc
    1,708 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    898 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Manufacturing, Accounting
  • Company Size: 45% Large, 43% Medium

What Do G2 Reviewers Say About Esker?

AI-generated summary from verified user reviews

Pros
  • Users value the excellent customer support from Esker, which greatly enhances their experience and problem resolution.
  • Users find Esker to be easy to use and appreciate its convenient cloud-based access and excellent support.
  • Users value the access flexibility of Esker, appreciating its availability anytime and anywhere with strong data privacy.
  • Users appreciate the accessibility of Esker, allowing seamless access anytime and anywhere with excellent data privacy.
  • Users value the automation capabilities of Esker, praising its ease of implementation and excellent customer support.
Cons
  • Users experience approval delays due to excessive back and forth on the payment processing page, hindering efficiency.
  • Users find the approval process cumbersome, facing excessive back and forth and limited processing capabilities.
  • Users face complex workflows with Esker, experiencing issues with excessive information and slow processing due to back and forth.
  • Users experience inadequate notifications, leading to confusion and delays in the payment processing workflow.
  • Users find the lack of payment options frustrating, leading to an inefficient and convoluted processing experience.

What Are Recent G2 Reviews of Esker?

What Are G2 Users Discussing About Esker?

Upflow

Upflow helps B2B finance teams get paid faster while strengthening the relationships behind their revenue. Its Financial Relationship Management platform manages the full financial relationship, from agreed payment terms to collected and reconciled cash, with AI agents working alongside the team. It brings the data, workflows, and customer context behind getting paid into one system, so teams can make better decisions and act consistently across every account. Finance, Sales, and Customer Success work from the same customer context, while Finance controls the strategy and level of agent autonomy. By combining team judgment with agent execution, Upflow scales that strategy across every customer and every stage of the invoice-to-cash cycle. The four products: Upflow Insights builds the strategy. It turns AR data into answers you can act on: which accounts carry risk, when cash lands each month, and what drives collections performance. Forecasts are built on how customers actually pay, and the Insights Agent surfaces deteriorating payment behavior before it becomes bad debt. Live AR data is also accessible from Claude, ChatGPT, or Copilot through the Upflow MCP server. Upflow Collections executes the strategy. The Collections Agent runs your AR playbook across multiple channels: email, SMS, calls, and letters and centralizes the entire context in a structured way. It executes tasks, replies to customers, logs promise-to-pay dates, flags disputes, and escalates to a collector when judgment is needed. You can run multiple agents in parallel, each grounded in the customer's payment history and active conversations. Alongside them, the AP Portal Agent takes on invoice submissions into customer AP portals. Autonomy stays in your hands: each agent skill runs in suggestion-only mode or fully autonomous, and you expand what agents handle as trust builds. Every action is logged and auditable. Upflow Payments removes the payment execution friction while providing your customers with a consumer grade checkout experience. Customers pay through a portal that carries your brand, with saved payment methods and autopay. Finance owns the setup, the payment mix, and the costs, and activation is self-service with same-day go-live. Upflow Cash App closes the loop. The Cash App Agent matches bank payments to open invoices, including the short pays, bulk payments, and partial payments that break rule-based tools, then syncs reconciled cash to your ERP in real time. Collections sees what is genuinely owed and follows up sooner. One foundation underneath Every agent works from Upflow Intelligence, the AI foundation of the platform. Trained on the largest dataset of B2B financial relationships, it holds the complete context on each customer, everything paid, promised, said, and disputed, so every product and agent acts on the full picture. Ask Upflow is the conversational entry point to that intelligence: which lets you query your AR data, configure workflows, and direct your agents from one interface. It gives teams a direct way to shape how the platform works, from the rules behind a workflow to the actions an agent performs. Insights, configuration, and execution all happen through the same interface. Integrations High quality integration is the data infrastructure foundation the entire Upflow platform runs on. Upflow builds native, two-way integrations that go deeper than the standard connector, and maintains them as first-class as the tools they connect to evolve. Coverage spans the finance stack: NetSuite, Sage Intacct, QuickBooks Online, Xero, Pennylane, and Rillet on the ERP side, billing systems including Chargebee, Stripe Billing, and Zuora, Salesforce and HubSpot for CRM, and Gmail and Slack for communication. The Upflow REST API covers custom builds on proprietary and internal systems, and Upflow's professional services team scopes and builds those integrations directly. The result: data flows from every source in real time and stays in sync, teams collect smarter, strengthen the relationships behind their revenue, and cut DSO by 30% on average within three months. Upflow Discover Upflow Discover is the free plan for understanding your AR performance. Connect your finance tools and get Upflow's dashboards and analytics on day one: real-time visibility into collections performance, DSO, and payment behavior, benchmarked against best-in-class B2B companies. Teams use it to find out where their AR stands, spot what needs fixing, and build the case for what to improve next. Try Upflow Discover now: https://insights.upflow.io/en/discover-upflow-for-free

Average Rating: 4.8/5.0

Total Reviews: 233

How Do G2 Users Rate Upflow?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 8.8/10)
  • Collections Effectiveness: 9.2/10 (Category avg: 8.2/10)
  • Financial Documents: 8.7/10 (Category avg: 8.5/10)
  • Customer Portal: 9.2/10 (Category avg: 8.4/10)

Who Is the Company Behind Upflow?

  • Seller: Upflow
  • Company Website:
  • Year Founded: 2018
  • HQ Location: New York City, United States
  • LinkedIn® Page: www.linkedin.com
    90 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, Customer Success Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 59% Medium, 39% Small

What Do G2 Reviewers Say About Upflow?

AI-generated summary from verified user reviews

Pros
  • Users find Upflow to be easy to use, enhancing their collections process and improving overall cash flow.
  • Users value the efficiency of automation in Upflow, enhancing credit control and improving follow-up speed significantly.
  • Users praise Upflow for its exceptional customer satisfaction, highlighting easy use and responsive support throughout their experience.
  • Users praise Upflow for its time-saving automation, allowing efficient credit control and streamlined follow-up processes.
  • Users praise the collections efficiency of Upflow for significantly saving time and improving accounts receivable management.
Cons
  • Users report payment issues with Upflow, citing concerns over email professionalism and currency discrepancies.
  • Users desire greater flexibility in reporting, noting limitations in format consistency and customization options in Upflow.
  • Users find limited customization in Upflow, feeling constrained when trying to tailor reports and dashboards.
  • Users find the limited options in Upflow, such as notes and live chat, frustrating and restrictive for customer reminders.
  • Users are frustrated with missing features, especially the lack of displayed overpayments and journal updates.

What Are Recent G2 Reviews of Upflow?

Gaviti

Gaviti is an AI-powered accounts receivable automation platform that helps B2B companies streamline their invoice-to-cash cycle. It centralizes collections management, cash application, credit risk, disputes, and customer communications, replacing manual spreadsheets and scattered emails with a unified, efficient workflow. Gaviti is the only platform offering a B2B payment portal with zero-fee ACH and streamlined communication included in every subscription, enabling faster, frictionless payments at no extra cost. The platform is ERP-agnostic and connects with any ERP or business system—including proprietary or homegrown solutions—providing unmatched integration flexibility. AI-driven cash application improves accuracy and dramatically reduces reconciliation time. Automated workflows ensure timely reminders, escalations, and task management. The Collector Workspace offers full visibility into aging, communication history, promises to pay, and collector performance. With built-in credit tools, dispute workflows, customer self-service, and real-time analytics, Gaviti gives finance leaders everything they need to run a predictable, scalable, and efficient A/R operation.

Average Rating: 4.4/5.0

Total Reviews: 190

How Do G2 Users Rate Gaviti?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 8.8/10)
  • Collections Effectiveness: 8.1/10 (Category avg: 8.2/10)
  • Financial Documents: 7.6/10 (Category avg: 8.5/10)
  • Customer Portal: 7.8/10 (Category avg: 8.4/10)

Who Is the Company Behind Gaviti?

  • Seller: Gaviti
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Givatyim, IL
  • Twitter: @gaviti_biz
    769 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    34 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Accounts Receivable Specialist, Controller
  • Top Industries: Accounting, Information Technology and Services
  • Company Size: 65% Medium, 19% Small

What Do G2 Reviewers Say About Gaviti?

AI-generated summary from verified user reviews

Pros
  • Users find Gaviti to be very user-friendly, with clear features that enhance efficiency and client connection.
  • Users appreciate the collections efficiency of Gaviti, noting significant improvements in timeliness and streamlined accounts receivable processes.
  • Users value the automation capabilities of Gaviti, streamlining tasks and enhancing efficiency in accounts receivable processes.
  • Users value Gaviti's real-time visibility into invoices, simplifying tracking and approvals for better team collaboration.
  • Users value the great visibility provided by Gaviti, appreciating its ease of use and support for improvements.
Cons
  • Users note that Gaviti can be slow in performance, especially when handling large amounts of information.
  • Users find the limited customization options for reporting hinder their efficiency and overall experience with Gaviti.
  • Users find the missing features in Gaviti limit functionality and complicate navigation and data management.
  • Users desire more advanced reporting options in Gaviti for better financial insights and management reviews.
  • Users find poor reporting in Gaviti, leading to challenges in payment tracking and data confidence issues.

What Are Recent G2 Reviews of Gaviti?

What Are G2 Users Discussing About Gaviti?

Nuvo

Nuvo is the AI-native order-to-cash network for the businesses that power the physical economy. Nuvo combines proprietary data, advanced workflows, and AI into a single platform, built to support the realities of multi-party trade, so you can lower costs, reduce risk, and accelerate revenue. - 150,000+ verified businesses on the Nuvo Network - 98% first-time application completion rate - 90% faster customer onboarding Three products run on one shared platform: the Trade Graph, a real-time unified trade-data network, CRM and ERP integrations, role-based permissions, and reporting and analytics. 1. Onboarding & Credit Secure, verified customer onboarding that replaces PDF forms and manual applications. - Verified identity with built-in KYB/KYC - Automated trade reference collection and bank verification, including T12M balances - 90% faster approvals to accelerate revenue - Configurable decisioning, reviews, order flows, and always-on portfolio monitoring by your own policies - Clean data written straight back to your ERP 2. Accounts Receivable Unify the entire customer-to-cash lifecycle and collect your cash faster. - Custom-branded self-service payment portal - Automated cash application and reconciliation - Agentic collections and short-pay handling to bring down DSO - All payment methods flow to a single unified bank account for easy management NB: Nuvo is a financial technology company, not a bank. Bank account and banking services provided by Column N.A., Member FDIC. 3. Nuvo Intelligence: AI Agents An agentic intelligence layer that works across the entire customer-to-cash lifecycle, while your team stays in control of every decision. - Credit Research and Doc Intelligence agents that enrich and verify customers at intake - Risk Monitoring agents that surface changes in credit, ownership, and payment behavior across your book - Collections agents that match payments, chase missing remittances, and reconcile to your ERP - Outcomes: better customer experience, lower risk of fraud, and increased efficiency Why teams choose Nuvo Credit: Faster approvals, more precise decisioning informed by proprietary signals on top of your existing data, and less risk of bad debt and fraud. AR: Efficient agentic reconciliation, securely stored verified payment methods, and one unified bank account. Sales: Faster time to first purchase, real-time visibility into where every customer is in the process, and speed to outrun the competition.

Average Rating: 4.7/5.0

Total Reviews: 27

How Do G2 Users Rate Nuvo?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 8.8/10)
  • Collections Effectiveness: 2.4/10 (Category avg: 8.2/10)
  • Financial Documents: 4.7/10 (Category avg: 8.5/10)
  • Customer Portal: 7.3/10 (Category avg: 8.4/10)

Who Is the Company Behind Nuvo?

  • Seller: Nuvo
  • Year Founded: 2021
  • HQ Location: San Francisco, US
  • LinkedIn® Page: www.linkedin.com
    122 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 67% Medium, 19% Small

What Do G2 Reviewers Say About Nuvo?

AI-generated summary from verified user reviews

Pros
  • Users find Nuvo's ease of use impressive, making workflow integration seamless and efficient for daily tasks.
  • Users rave about the amazing customer support from Nuvo, which enhances their seamless and efficient experience.
  • Users experience exceptional customer satisfaction with Nuvo, praising its user-friendly interface and responsive support team.
  • Users find Nuvo's time-saving features streamline workflows, making processes quicker and more efficient.
  • Users appreciate how Nuvo enhances efficiency, streamlining workflows and facilitating quick, reliable processes with excellent support.
Cons
  • Users find the limited functionality of Nuvo restricts their ability to customize and meet specific needs.
  • Users note the missing features in Nuvo, such as limited credit reports and lack of customizable options.
  • Users report email automation issues with Nuvo, including missing notifications and challenges for customers in application processes.
  • Users are frustrated with the lack of email notifications for application approvals, affecting communication and workflow efficiency.
  • Users note limited automation regarding flow switching and tax exempt management, desiring improved functionality and permanent solutions.

What Are Recent G2 Reviews of Nuvo?

Resolve

Resolve enables B2B companies to boost sales and cash flow by offering their buyers 30, 60, or 90 day payment terms, while ensuring the seller gets paid upfront risk-free. Our platform automates credit checks, underwriting, invoicing, and collections, helping companies improve cash flow, reduce manual accounts receivable work, and increase conversion rates. Traditional net terms are slow and risky. Sellers often act like banks, extending credit, tracking invoices, and chasing payments. Resolve replaces that manual process with an automated, end-to-end net terms solution. From real-time credit decisions to fast invoice financing and collections, Resolve simplifies B2B payments so teams can focus on growth instead of administrative work. Resolve integrates seamlessly with leading ecommerce and ERP platforms such as NetSuite, BigCommerce (2025 Innovative Integration Award winner), QuickBooks, and Shopify. Buyers can check out instantly using pre-approved terms, and sellers receive advance payment within 24-hours on approved invoices. Resolve manages the credit risk and collections behind the scenes so sellers can offer flexible payment options without impacting their cash flow or taking on bad debt exposure. Affirm and Resolve share their founding history in Max Levchin. Max was previously co-founder and CTO at PayPal and founded Affirm in 2012. Resolve was born in Max’s San Francisco based venture studio, HVF, by co-founders Chris Tsai and Brian Nguyen. Having both worked closely with Affirm, the pair saw an opportunity to bring the ‘buy now, pay later’ model to the B2B world. They created Resolve to modernize business payments, reimagining traditional net terms with intelligent credit technology, instant financing, and embedded finance infrastructure built for scale.

Average Rating: 5.0/5.0

Total Reviews: 17

How Do G2 Users Rate Resolve?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.8/10)
  • Collections Effectiveness: 8.1/10 (Category avg: 8.2/10)
  • Financial Documents: 9.7/10 (Category avg: 8.5/10)
  • Customer Portal: 8.3/10 (Category avg: 8.4/10)

Who Is the Company Behind Resolve?

  • Seller: Resolve
  • HQ Location: San Francisco, US
  • Twitter: @resolvepay
    302 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    60 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 88% Small, 6% Large

What Do G2 Reviewers Say About Resolve?

AI-generated summary from verified user reviews

Pros
  • Users value the dedicated customer support from Resolve, which enhances their overall experience and growth.
  • Users find Resolve Pay highly efficient, as it streamlines invoicing and automates payment reminders seamlessly.
  • Users value the streamlined invoicing process of Resolve, leading to smoother and more efficient payment collection.
  • Users value the automated reminders from Resolve, significantly reducing the need for chasing late payments.
  • Users appreciate the automation in invoicing with Resolve Pay, which enhances payment collection and reduces follow-ups.
Cons
  • Users experience communication issues with Resolve, leading to late fees and transactional complications with QB integration.
  • Users find high fees burdensome, complicating transactions and communication with QB, leading to frustrations.
  • Users face integration issues with Resolve and QB, complicating transactions and leading to late fee problems.
  • Users experience payment issues with late fees and difficulties in transaction communication between Resolve and QB.
  • Users face syncing issues between Resolve and QB, leading to complications and potential late fees for transactions.

What Are Recent G2 Reviews of Resolve?

Kolleno

Kolleno is an order-to-cash software platform that helps finance teams automate and manage collections, payments, cash application, credit risk, disputes, and forecasting, using AI Agents that operate within a credit policy the team defines. By automating and coordinating these tasks across systems, the platform is designed to shorten collection cycles, reduce the volume of outstanding receivables, and cut down the time finance teams spend on manual collections work. The platform includes: - Two-way, real-time integration with ERPs, CRMs, banks, and payment systems, so account and payment data stays current without manual exports or reconciliation between separate tools. - Automated collections workflows, including drafting and sending client communications across email and other channels based on account status and policy rules. - Payment tracking and cash application, matching incoming payments to invoices and flagging exceptions that require manual review. - Credit risk monitoring that tracks changes in customer risk profiles over time, surfacing accounts that may need attention before they become significantly overdue. - Reporting and forecasting built on live data from connected systems, rather than figures compiled manually from separate exports. Each of these areas is handled by a dedicated AI Agent rather than a single, general-purpose tool. Objectives and policy are set through Maestro, Kolleno's coordination layer, which routes tasks to the relevant agent and sequences actions across the collections cycle. Teams choose how much autonomy to give each agent: using it to surface insights on which accounts need attention, as a copilot that drafts recommended actions for a team member to review and approve, or to execute directly within the policy that has been configured. Kolleno is designed for finance teams at mid-market and enterprise B2B companies, including CFOs, finance directors, finance systems managers, order-to-cash leaders, credit control and collections staff, and financial controllers. It is intended for organizations with meaningful receivables volume, multiple systems involved in the order-to-cash process, and a need for consistent handling of collections, disputes, and credit risk across a large number of accounts. Typical implementation takes around one month, and the platform is built to be usable by finance staff already familiar with accounts receivable processes, without extensive additional training.

Average Rating: 4.9/5.0

Total Reviews: 117

How Do G2 Users Rate Kolleno?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.8/10)
  • Collections Effectiveness: 9.7/10 (Category avg: 8.2/10)
  • Financial Documents: 9.3/10 (Category avg: 8.5/10)
  • Customer Portal: 9.5/10 (Category avg: 8.4/10)

Who Is the Company Behind Kolleno?

  • Seller: Kolleno
  • Company Website:
  • Year Founded: 2019
  • HQ Location: New York, US
  • Twitter: @KollenoHQ
    35 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    45 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Computer Software
  • Company Size: 54% Small, 35% Medium

What Do G2 Reviewers Say About Kolleno?

AI-generated summary from verified user reviews

Pros
  • Users commend Collections Efficiency with Kolleno, experiencing faster payments and improved cash flow through automation and consistency.
  • Users value the time-saving automation of Kolleno, leading to faster payments and easier processes overall.
  • Users highlight the effective automation of Kolleno, greatly enhancing payment processes and accelerating cash flow.
  • Users value the easy integrations of Kolleno, enhancing efficiency and streamlining payment processes seamlessly with their ERP.
  • Users value the effortless payment reconciliation with Kolleno, appreciating the seamless integration and automation features.
Cons
  • Users find poor navigation a challenge, often unsure about feature availability and where to go next.

What Are Recent G2 Reviews of Kolleno?

Versapay

Versapay is a comprehensive accounts receivable automation solution designed to streamline the collections and reconciliation of B2B payments. By integrating finance teams, customers, and various systems into a cohesive ecosystem, Versapay enhances cash flow visibility and empowers businesses to manage their working capital effectively. With a robust user base of over 10,000 customers and more than 5 million companies engaged in transactions, Versapay facilitates the processing of over 100 million transactions, amounting to more than $300 billion in payments annually. After implementing Versapay, our customers see: • 50% reduction in manual processes • 30% fewer past-due invoices • 20% average savings on payment processing fee • 25% faster payment speeds • 80% customer adoption rate (highest in industry) The challenges that Versapay address are relevant for growing businesses that face cash flow issues stemming from a cumbersome invoice-to-cash process. Fragmented systems can lead to slow cash conversion, while manual accounts receivable processes introduce delays and errors. Additionally, payments data often resides in isolated silos, preventing organizations from gaining strategic insights. Limited visibility into cash flow and working capital complicates forecasting and growth management, which can ultimately hinder business success. By removing these barriers, Versapay accelerates cash flow and enhances financial stability. Targeting middle-market organizations, Versapay is specifically designed for businesses that are scaling and require predictable cash flow. It caters to those looking to move beyond manual accounts receivable processes and basic ERP systems. Our solution automates collections, payments, and cash application driving efficiency and supporting growth. Versapay's flexibility allows it to meet customers at various stages of their financial journey, providing a unified yet modular approach to accounts receivable management. Key features of Versapay include user-friendly invoicing and customer/supplier portals that facilitate seamless interactions between suppliers and customers. With over 80% adoption among suppliers and customers, the platform significantly enhances the user experience, simplifying dispute management and digital payment processing. End-to-end collections management capabilities that incorporate workflow automation, task management, and AI-driven reporting, streamlining the entire collections process. The Cash Application module efficiently handles various payment types, utilizing configurable AI match rules to achieve a 90% straight-through processing rate. Versapay also integrates with leading ERPs such as Sage Intacct, Netsuite, and Microsoft Business Central and F&O offering embedded payment solutions and flexible APIs for seamless data exchange. Our solution offers valuable insights and reporting tools to help businesses monitor cash flow, track key performance indicators like Days Sales Outstanding (DSO), and identify customer payment behaviors. And we includes built-in B2B payment services, offering a comprehensive digital wallet, processing solutions, compliance features, and enhanced security measures, all designed to optimize cash management and reduce costs.

Average Rating: 4.1/5.0

Total Reviews: 99

How Do G2 Users Rate Versapay?

  • Has the product been a good partner in doing business?: 8.2/10 (Category avg: 8.8/10)
  • Collections Effectiveness: 7.7/10 (Category avg: 8.2/10)
  • Financial Documents: 8.8/10 (Category avg: 8.5/10)
  • Customer Portal: 8.7/10 (Category avg: 8.4/10)

Who Is the Company Behind Versapay?

  • Seller: Versapay
  • Company Website:
  • Year Founded: 2006
  • HQ Location: California, USA
  • Twitter: @VersaPay
    882 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    375 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting, Wholesale
  • Company Size: 66% Medium, 17% Small

What Do G2 Reviewers Say About Versapay?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use and quick implementation of Versapay, enhancing efficiency and customer satisfaction.
  • Users find the easy payment setup of Versapay efficient, enhancing customer satisfaction and streamlining invoicing.
  • Users appreciate the easy setup of Versapay, facilitating seamless integration and efficient account management.
  • Users appreciate the ease of payment management in Versapay, enhancing efficiency and customer engagement significantly.
  • Users commend the automation of invoicing in Versapay, enhancing team efficiency and improving payment processing speed.
Cons
  • Users face payment issues with Versapay, including support delays and system communication failures causing reconciliation difficulties.
  • Users report poor customer support, highlighting slow response times and lack of coordination among support teams.
  • Users experience delays in payments due to technical issues and lack of effective communication between departments.
  • Users express frustration over inadequate reporting and lack of support, complicating reconciliation and overall experience.
  • Users face integration issues, experiencing difficult implementations and communication gaps between platforms and support teams.

What Are Recent G2 Reviews of Versapay?

What Are G2 Users Discussing About Versapay?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated October 3, 2024

Credit and Collections Topics

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Learn More About Credit and Collections Software

Credit and Collections Software FAQs

Small Business FAQs

What is the most affordable Credit and Collections Software for SMBs?

Small businesses managing accounts receivable on lean budgets need collections tools that automate the most time-consuming tasks—payment reminders, overdue escalations, and reconciliation—without requiring a dedicated AR team or a six-figure implementation. Based on G2 review data from companies under 200 employees, these platforms offer the strongest combination of affordability and usability:

  • Chaser — A UK-based credit control and AR chasing platform built for small businesses, with accessible pricing, automated payment reminders, and direct integrations to QuickBooks and Xero that eliminate manual follow-up for teams without a full AR function.
  • Upflow — A modern AR platform with competitive pricing for small B2B teams, offering automated dunning sequences, payment portals, and clear AR analytics without the setup complexity or cost of enterprise tools.
  • Kolleno — A collections automation platform praised by small business reviewers for its intuitive setup, strong support responsiveness, and pricing that's accessible without sacrificing the automation depth most SMBs need to reduce DSO.
  • Chargeflow — A chargeback recovery platform with a success-based fee model that makes it cost-effective for small eCommerce and subscription businesses—teams only pay when disputes are won, removing upfront risk.

What is the best Credit and Collections Software for startups?

Startups need collections and credit tools that set up quickly, integrate cleanly with existing accounting stacks, and don't require dedicated finance headcount to operate. These platforms are consistently top-rated by startup and early-stage company reviewers on G2:

  • Upflow — A fast-deploying AR platform purpose-built for B2B startups, connecting to existing accounting tools in hours and providing automated collections workflows that let small teams collect faster without adding headcount.
  • Chargeflow — An AI-driven chargeback automation platform popular with eCommerce and SaaS startups, fully automating dispute response and recovery so founders and ops teams can stop managing chargebacks manually.
  • Invoiced — A billing and AR automation platform with strong ratings from startup reviewers for its clean interface, flexible payment options, and ability to scale from a handful of customers to hundreds without workflow changes.
  • Tesorio — A cash flow performance platform that helps startups move from reactive collections to proactive cash management, with AI-driven payment predictions that give early-stage finance leads visibility into exactly when cash will land.

Which Credit and Collections Software is the most user-friendly for startups?

Ease of use matters most when collections software has to be operated by a founder, a generalist ops person, or a small finance team without AR-specific training. These platforms earn the highest ease-of-use scores from startup-size reviewers on G2:

  • Invoiced — A billing and collections platform consistently praised for its clean, intuitive interface that non-finance users can navigate confidently from day one, with automated workflows that don't require complex configuration to deliver value.
  • Upflow — Reviewers at small and growing companies frequently cite Upflow's onboarding experience and dashboard clarity as standout differentiators, making it easy for lean teams to get up and running without dedicated implementation support.
  • Chargeflow — A chargeback platform that startup reviewers describe as nearly fully autonomous after initial setup, requiring minimal ongoing user interaction once connected to payment processors and eCommerce platforms.
  • Kolleno — An AR and collections platform with a guided, structured interface that small business reviewers highlight for making even complex multi-step collections workflows accessible to users who are managing AR alongside other responsibilities.

What is the best credit and collections software for small accounting firms?

Accounting firms managing collections on behalf of multiple clients need software that handles multi-entity workflows, maintains clean audit trails, and scales across a diverse client portfolio. Explore purpose-built options on G2's credit and collections software for small businesses page. These platforms are consistently favored by accounting-industry reviewers:

  • Creditsafe — A business credit intelligence platform widely used by accounting professionals for credit risk assessment, company financial data, and monitoring client and prospect creditworthiness across a broad international database.
  • Chaser — An AR chasing and credit control platform designed with accountants in mind, offering multi-client management, automated payment reminders, and Xero/QuickBooks integration that fits directly into an existing accounting firm workflow.
  • Gaviti — A collections management platform that accounting firm reviewers cite for its clear invoice tracking, customizable communication templates, and ability to manage collections across multiple entities without losing visibility into each client's AR status.
  • Nuvo — A credit application and onboarding platform that streamlines the B2B credit decisioning process for trade credit, helping accounting and finance teams collect, verify, and store customer credit information in a structured, auditable way.

How can small businesses reduce days sales outstanding (DSO) without hiring more staff?

Reducing DSO without adding headcount is exactly the problem credit and collections automation is built to solve. The most effective lever for small businesses is replacing manual, inconsistent follow-up with automated dunning sequences that send the right message at the right cadence—before, on, and after each invoice due date—without requiring someone to manually track every open balance. 

Platforms like Upflow and Chargeflow are specifically designed around this use case, automating outreach and surfacing only the accounts that genuinely need human attention. For the credit side, tools like Creditsafe help small businesses reduce DSO upstream—by setting appropriate credit limits and terms before extending credit to customers who are likely to pay slowly or not at all.

Enterprise FAQs

What is the best-rated Credit and Collections Software for tech enterprises?

Technology companies at enterprise scale have specific AR challenges: high invoice volumes across recurring and usage-based contracts, finance teams embedded in fast-moving business environments, and a strong preference for tools that integrate cleanly with existing SaaS stacks. Based on G2 review data from IT and software companies at enterprise scale, these platforms earn the strongest ratings:

  • Tesorio — A cash flow performance platform with particularly strong adoption and ratings among SaaS and tech enterprise finance teams, offering AI-driven collections prioritization and cash forecasting that integrates tightly with NetSuite and Salesforce.
  • HighRadius Accounts Receivables — An order-to-cash automation platform purpose-built for enterprise scale, with AI-powered cash application, credit risk management, and collections automation widely deployed across large tech and software organizations.
  • Billtrust — An end-to-end order-to-cash platform with enterprise-grade security, ERP integrations, and a Business Payments Network that tech enterprises use to streamline high-volume invoicing and payment operations across their customer base.
  • Upflow — A modern AR platform with strong adoption among growth-stage and enterprise tech companies seeking to replace legacy AR processes with automated, analytics-driven collections workflows that integrate cleanly with modern finance stacks.

What is the most reliable Credit and Collections Software tool for enterprises?

Enterprise reliability in this category means audit-ready workflow consistency, SLA-backed uptime, and data integrity across high-volume invoices and complex approval hierarchies. These tools earn the strongest trust signals from large enterprise reviewers on G2:

  • Billtrust — One of the most established platforms in enterprise order-to-cash automation, with a proven track record across large-scale deployments, SOC 2 compliance, and consistent performance managing millions of invoice transactions annually.
  • HighRadius Accounts Receivables — An enterprise AR platform with deep process automation for cash application, deductions management, and collections, trusted by Fortune 500 companies for its ability to handle complex, high-volume AR environments reliably.
  • Tesorio — A cash flow performance platform consistently rated by enterprise reviewers for accurate payment predictions, stable ERP integrations, and a platform that finance teams can depend on for month-end close and cash reporting.
  • D&B Finance Analytics Credit Intelligence — A credit risk platform backed by Dun & Bradstreet's global data infrastructure, providing enterprise finance teams with dependable credit scoring, portfolio monitoring, and risk alerts that inform consistent credit policy decisions at scale.

What is the best-reviewed Credit and Collections Software for enterprise app integration?

Integration reliability is a primary evaluation criterion for enterprise AR teams that need collections software to sync bidirectionally with ERP systems, CRM platforms, and treasury management tools. These platforms are most frequently cited by enterprise reviewers for integration depth and stability:

  • Tesorio — Consistently the top-reviewed enterprise platform for integration quality, with native connectors to NetSuite, Salesforce, and major ERPs that enterprise reviewers describe as reliable, real-time, and requiring minimal ongoing maintenance.
  • HighRadius Accounts Receivables — An enterprise order-to-cash platform with certified integrations to SAP, Oracle, and Microsoft Dynamics, frequently selected by enterprises specifically for its ability to embed deeply into complex, multi-system financial architectures.
  • Billtrust — An order-to-cash platform with a broad integration ecosystem spanning ERPs, payment processors, and banking networks, praised by enterprise reviewers for reducing the manual data transfer burden across AR-adjacent systems.
  • Gaviti — An AR collections platform with ERP and accounting integrations that enterprise reviewers highlight for quick deployment and clean data sync, making it a practical choice for enterprises looking to layer automation onto an existing ERP without a lengthy IT project.

What should enterprise buyers evaluate when selecting credit and collections software?

Enterprise selection of credit and collections software requires a more rigorous evaluation than most SaaS purchases—the stakes involve both operational efficiency and financial risk. Review G2's enterprise credit and collections software page for structured side-by-side comparisons. Key dimensions that surface consistently in enterprise reviewer feedback include: ERP and CRM integration depth and certification status, scalability of workflow automation across high invoice volumes and multi-entity structures, AI and machine learning capabilities for cash application accuracy and payment prediction, audit trail completeness for SOX and internal compliance requirements, deductions and dispute management capability, customer portal quality (which directly affects payer experience and payment speed), and the quality of implementation and ongoing customer success support. 

Enterprise reviewers of platforms like HighRadius Accounts Receivables and Billtrust consistently note that implementation complexity and post-go-live support quality are as important to long-term satisfaction as the platform's feature set.

What is the best credit and collections software for managing high-volume chargeback disputes at scale?

High-volume chargeback management at enterprise scale requires automation that can process dispute evidence, track deadlines across multiple payment processors, and recover revenue without requiring a large manual review team. Explore purpose-built tools on G2's enterprise credit and collections page. These platforms are most highly rated for chargeback and dispute management:

  • Chargeflow — An AI-powered chargeback automation platform that generates dispute evidence packages and submits them automatically across multiple payment processors, with enterprise reviewers citing significant win rate improvements and near-elimination of manual dispute handling.
  • Billtrust — An order-to-cash platform with a dedicated deductions and dispute management module that enterprise teams use to automate the resolution of short pays, chargebacks, and customer deductions at high volume across complex AR environments.
  • HighRadius Accounts Receivables — An enterprise AR platform with AI-assisted deductions management that automatically codes, researches, and routes disputes for resolution, reducing the manual investigation workload for large AR teams managing thousands of open deductions monthly.
  • Versapay — A collaborative AR platform that addresses dispute resolution by giving customers a self-service portal to raise and resolve disputes in real time, reducing the back-and-forth that typically delays chargeback and short pay resolution in enterprise environments.

Last updated on April 23, 2026