Cascade Debt Features

Contains tools to visalize data sets or workflows

Provides useful pre-defined data connections to important external systems and applications.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Provides multi-factor analysis on proposed routes

Provides a cloud based version of the platform

Analyze potential risks across the organization

Measure and assess the performance of investments

Provides analytics tools that reveal important business metrics and track progress.

Qualitative or quantitative risk methodology to evaluate the risk for an individual account or portfolio, and identify problems

Manage communication, onboarding, creditor engagement, automate payment reminders, and make segmenteded engagement with borrowers.

Systematic real-time tracking, alerts, analytics, and management of financial agreements and debt transactions, . Automatic calculation of interest, advance rate changes, transaction fees and valuations in real-time.

Automate entire recovery lifecycle including collection strategy, collection processes and tracking agent performance resulting in improvement of collection efficiency

Includes storing, reviewing, comparing, drafting of contracts, agreements and other legal documents. Includes document management solution for compliance and due diligence.

Provides credit agreements, key credit terms, covenants and conditions to master the details of the portfolio.

Providing personalized self-service tools that allow debtors to manage their accounts, view payment options, and interact with the system based on their preferences.

Provides personalised dashboards to manage portoflio proactively. Track deliverables and monitor the changes in performance, interests, risks in the portfolio

Generate portfolio performance reports to reflect debt transaction, outstanding debt, cash flows, and other debt obligations. It can be used for purposes which include compliance, investor presentation etc.

Conduct analytics across borrowers, portoflios, debts and asset classes to track trends, generate data insights, detect at-risk customers, perform predictive analytics and provide real-time financial insights.

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Establish requirements for testing to reduce risks

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Initiate collection and analysis of known risks

Manage budgeting and financial planning operations to control and eliminate debt

Assess and control risks associated with the credit process of each loan portfolio/account

Define and maintain business rules that determine workflow capabilities and criteria

Develop potential scenarios to identify risks and opportunities

Use AI to generate content in the form of text, images, videos, etc.

Designed for Hedge Funds

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track and manage adherence to policies for any service, product, process, or supplier

View and track pertinent metrics to find patterns and gain insights from data

Manage risk that occurs from systems failure or inadequate processes

Ability to handle large datasets

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Application programming interface that allows for integration with other systems/databases

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Identify and prevent suspicious activity

A record of all activities within the system, including user access, changes made, etc.

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Manage adding fixed assets to proposed budgets

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Electronically collect payments for goods or services

Set up connections to third-party platforms to improve business processes

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Private online space that lets businesses securely share documents and provide information access to clients

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Upload, track, and submit receipts in a central database

Create, manage and track all task activities and progression

Compare and match accounting/financial records with corresponding bank statements

Receive data and information in real time

Setting up the amount/charge for per hour of work by a company or professional

Timed notification for any upcoming task, deadline, appointment, or activity

Track and manage adherence to policies for any service, product, process, or supplier

Customize data fields to support various needs and use cases

Create, design and manage workflows for repetitive tasks

Recognizing income when earned and expenses when incurred regardless of when cash is received or disbursed.

Application programming interface that allows for integration with other systems/databases

Import and export data to and from software applications

Reports that show customers their invoices, payments, and balance on the account

Log and record hours worked and costs spent to assist in billing and invoicing

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Active reporting of data and metrics

Issue payments to third parties via checks

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track and manage schedules and meetings via an integrated calendar

Securely stores data to prevent data loss or breaches

Alter the layout and content of reports

Create, manage, and send invoices or bills to customers

Manage bookkeeping for client trust accounts

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Store, manage, and track all electronic documents in a centralized location

Manage, organize, and store contact information

Use AI to generate content in the form of text, images, videos, etc.

Centralized accounting record which tracks all financial transactions