Esker Features

Track usage per company, custom time period, or contract

Track payments received for products that haven't be delivered yet

Recognition rules to accrue revenue on a daily or monthly basis

Define credit limits per customer or by customer type.

Track the changes made to credit limits and the corresponding reasons.

Adjust credit limits manually or automatically (based on pre-defined threasholds).

Such as CreditSafe, Searches Group, Credit Assist, Experian, Equifax, and Dun & Bradstreet.

Ability to revoke credit limits temporarily or permananetly when the amount due by a customer exceeds a predefined amount.

For third-party collection agencies

Integrate with a third-party accounting system

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

Identify incomplete payments and track the rest of the amount due.

Track one to many and many to one relationships between invoices and payments.

Identify invoicing errors such as the wrong amount or due date, and make sure that customers pay the correct amount on time.

Apply payments to the right Accounts Receivables accounts for each customer.

Allow customers to make a partial payment on an invoice and track remaining debt

Workflows to manage and escalate disputed transactions.

Ability to communicate with customers using the best channel (ie SMS, online chat, and social media), message, and timing

Comprehensive view of customer details for collections agents.

Electronically collect payments for goods or services

Identify and flag customers that are more likely to pay late.

Calculate the total amount received during a time period and compare with the estimate.

Use KPIs to monitor the effiency of the collections department.

Ability to scale to any collections volume, at any time

Maximize engagement using live data, behavioral insights, sentiment analysis and payment history

Ability to identify and adjust to updated rules and regulations

Tracking, managing, and initiating the transfer of funds for overdue customer payments

For first-party debt collectors

Improve visibility into procurement activities across the company.

Monitor the performance of procurement operations.

Analyze procurement spending and identify future trends.

Generate reports to assess the financial performance of an organization

Provide benchmarking options for comparison with peers

Include standard spending KPIs that can be customized

Deliver reports for compliance purposes

Analysis that identifies errors in AP processes such as duplicate payments, anomalies, and fraud

Track invoices based on due dates to identify overdue payments

Ability to compare AP automation metrics with other companies

Monitor KPIs such as time to process an invoice or erroneous payments

Track invoices based on due dates to identify overdue payments

Analyze variations between incoming and outgoing cash

Monitor KPIs such as time to process an invoice or erroneous payments

Track different types of payment such as deposits or partial payments

Project out as the year progresses to accommodate trends that affect key business drivers.

Generate cash flow reports in order to see where money is coming in and where it's going

Compare Income Statement, Balance Sheet, and Cash Flow for multiple periods

Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data

Improve visibility into procurement activities across the company.

Monitor the performance of procurement operations

Analyze procurement spending and identify future trends.

Track invoices based on due dates to identify overdue payments

Monitor KPIs such as time to process an invoice or erroneous payments

Customers can use an online portal to submit information and documents required for collections.

Customers have online access to document such as copies of Invoices, proofs of delivery, and contracts.

Manage workflows and business processes for procurement.

Provide standard procurement contracts that can be customized.

Maintain a repository of content such as catalogs and other documents.

Define requisition rules for various types of procurement.

Manage workflows and business processes for procurement.

Provide standard procurement contracts that can be customized.

Maintain a repository of content such as catalogs and other documents.

Define requisition rules for various types of procurement

Pre-designed layouts that can be customized to match preferences and requirements

Identify and assess suppliers for different products and services.

Create and manage purchase orders for products and services.

Include features for procurement invoicing and e-invoicing.

Organize and manage all processes/procedures involved in purchasing goods and/or services

Manage and track customer orders for goods, investments, or any other purchases

Identify and assess suppliers for different products and services.

Electronically create and manage purchase orders for products and services.

Include features for procurement invoicing and e-invoicing.

Consolidate information from multiple sources or multiple entities

Classify information by category, supplier, or supplier

Integrate with external sources for market intelligence

Integrates with ERP systems general ledgers for transfering of AP transaction data

Ability to cleanse and consolidate AP data

Provide features to capture invoices such as import or scanning

Allow suppliers to submit invoices using an online portal

Deliver a central repository of AP documents, such as POs and invoices

Provide features to capture and record invoices, such as import or scanning

Allow suppliers to submit invoices using an online portal

Deliver a central repository of AP documents, such as POs and invoices

Ability to match AP invoices to POs, contracts, or payments

Identify incomplete or late supplier payments

Include workflows for approvals and invoice processing

Comply with local and global tax regulations for collections

Automatic and regular transactions made through a secure online platform at predetermined intervals (monthly, quarterly, etc.)

Include workflows for approvals of invoices or payments

Process multiple invoices without human intervention

Allow users to consolidate multiple invoices into one

Match invoices with purchases and sales orders, as well as with payments

Ability to match AP invoices to POs, contracts, or payments

Identify incomplete or late supplier payments

Include workflows for approvals and invoice processing

Comply with local and global tax regulations for collections

Electronically submit invoices to buyers

Configure existing workflows to meet your organization's needs

Provide integration with accounting and financial management software

Integrate with payment gateways and enterprise payments software

Deliver integrations with accounting modules of ERP systems

Integrate with existing ERP systems

Provide integration with accounting and financial management software

Integrate with payment gateways and enterprise payments software

Deliver integrations with accounting modules of ERP systems

Sync with company accounts to transfer payments for approved invoices

Provide integration with accounting and financial management software

Integrate with payment gateways and enterprise payments software

Deliver integrations with accounting modules of ERP systems

Allow integration with procurement software, such as Procure To Pay, RFP and Spend Management

Ability to convert invoices to digital formats such as PDF

Automatically generates invoices at pre-defined time intervals

Built-in security to protect payment information in order to prevent fraud and hacking.

The ability to process credit card payments and receive approval or denial of funds from the customer's bank.

Accept and process credit/debit card transactions

Accept and process online payment transactions

Allow customers to make a partial payment on an invoice and track remaining debt

Allows customers to check out with wallet payment methods that digitally store credit and debit cards

Reports and analytics created from payment data.

Fees associated with processing individual transactions that may be based on a percentage of the purchase or a flat rate.

Supports levels 1 and 2 for credit card payment processing.

Supports level 3 credit card processing which requires additional data for qualification.

Integration with payment gateways to facilitate online transactions

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

Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.

Add one-time or recurring items to your cash flow and add line items for each payment or deposit.

Check your cash on hand at the beginning of each month and view each day incoming and outgoing funds.

Cash flow forecasting is based on past transactions and historical financial or operational data

Ability to recreate forecasts to include new information that may impact budgets

Support multiple types of forecasts such as balance sheet and cash flow forecasts

Used to review and update budgeting assumptions for a predefined period (usually one year)

Uses AI algorithms and models to predict future cash flow trends and outcomes, based on historical data and patterns

Use criteria to add or remove suppliers to/from approved lists.

Manage communications with suppliers on multiple channels such as phone or email.

Capture and maintain documents related to suppliers and their products or services.

Compare goods received with purchase orders and document variations

Allows users to evaluate supplier performance using standard and custom KPIs.

Provide features to compare suppliers and choose the best option for various activities.

Identify potential issues and how they may impact relationships with suppliers.

Track and manage inventory levels to maintain proper supply

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

Create, design and manage workflows for repetitive tasks

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

Create, send, and track purchase orders and their statuses

Review, approve and cancel requests for goods/services to be purchased

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Allows businesses to create and manage auctions.

Negotiate best prices and choose the right vendor for various purchases

Track and facilitate returns of products sold

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Track, store, and access client contracts or licenses

Manage all supplier data and operations

Track the amount of money spent on a certain product or with a certain supplier

Manage and track customer orders for goods, investments, or any other purchases

Manage and track orders being shipped to customers

Manage and track operations and inventory within warehouses

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Create and manage digital catalog of products/services with their details, specifications, and price

Upload, track, and submit receipts in a central database

Create and manage supplier profiles that include contact and pricing information.

Identify the services and products provided by suppliers, as well as certifications.

Track history of all interactions and business transactions with suppliers.

Automates the transfer of data between an organization's ERP system and its bank

Streamlines the exchange of information between internal systems

Automatically extracts data required for cash forecasting and liquity reporting

Restricts access to certain users within an organization, or provides access for third parties

Integrates with other financial software, such as Treasury Management, Budgeting & Foreasting, or Invoice Management software

Allows users to process payments in multiple currencies.

Online portal through which end users can access the system, manage tasks, or obtain information

Provide integration with accounting software and ERP systems.

Enter and convert orders and quotes

Register received orders in the system

Provide real-time notifications and status updates

Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries

The ability to enter orders from a remote location such as a computer, mobile, or tablet.

Verify shipping preferences

Track orders and their statuses as they move along the supply chain

Manage orders for products that are unavailable due to inventory shortage

Track products that are for sale at a reduced price or part of coupon promotions

Track orders throughout the fulfillment process

Create, send, and track purchase orders and their statuses

Maintain visual on stock levels

Track available inventory and manage flow of goods to/from warehouses

Reserve goods that have been added to cart and update stock levels

Track status of orders from shipment to delivery

Provide customers access to their information in order to answer FAQs

Automatically send emails using certain triggers to notify customer service of issues

Access software remotely via mobile devices

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

Managing orders that a customer purchases repeatedly and regularly

Store payment data and customer information

Support and/or integrate with a payment gateway(s)

Automate billing and contracts

Receive data and information in real time

Reduces future risks through root cause analysis and process improvement

Reduces frequency of errors, identifies risk and improves efficiency

Scores suppliers and employees based on risk factors

Identifies and recoups funds and prevents errors from happening again

Offers reporting to aid in minimizing future lost profits and process breakdown

Approve, reject, or query historical payment transactions to identify anomalies

Recover overpayments, duplicate payments, or unused credits from suppliers

Includes a library of audit-tested filters to identify AP outliers that are outside company policy

Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims

Detects and prevents a wide range of overpayment errors

Detects and prevents a wide range of duplicate payments

Enables automatic checks of new vendors being set up in the system to combat potential billing schemes

Generates comprehensive data needed to conduct a thorough investigation

Provides continuous, proactive fraud monitoring across multiple systems and data formats

Constantly evaluate AP transactions to optimize workflows

Improves management oversight by reconciling external data against internal transaction data

Strengthens process controls by using analysis to proactively reduce errors before they happen and detect fraud risk

Reports on the status of invoices or payments

Run reports on customer credit

Tracks all transactions, from issuing invoices to payment reminders to receiving payment

Calculation of consumption tax imposed on the sale of goods/services

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

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

Integrates with accounting or similar platforms

Integrates with ERP systems

Integrates with Corporate Performance Management platforms

Manages credit limits based on customer credit scores, payment history, or other financial metrics

Creates or imports invoices

Allow customers to make a partial payment on an invoice and track remaining debt

Offers customizable approval processes for all types of transactions

Compare and match accounting/financial records with corresponding bank statements

Provides a centralized library containing product data.

Enables users to assign custom categories to products.

Create and manage digital catalog of products/services with their details, specifications, and price

Receive data and information in real time

Create, design and manage workflows for repetitive tasks

Manage the planning and execution of supply chain activities

Create, save, and re-purpose templates for emails, forms, etc.

Track, store, and access client contracts or licenses

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Review, approve and cancel requests for goods/services to be purchased

Plan and coordinate all the resources, costs and time needed to execute assignments

Create, send, and track purchase orders and their statuses

Procure goods, materials, or services from international suppliers

Track the amount of money spent on a certain product or with a certain supplier

Allows businesses to create and manage auctions.

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

Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure

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

Manage all supplier data and operations

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

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

Organize and manage all processes/procedures involved in purchasing goods and/or services

The process of submitting requests for quotes, proposals, information, etc.

Identify, assess & manage risks that could arise from working with third-party suppliers to protect against disruptions in supply chain

Organize and manage the accomplishments and development of employees or performance of applications or systems

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

Assists with maintaining compliance with controlled processes, automated tracking, and audit trails.

Identifies revenue opportunities by providing better visibility into spend data, improving supplier relationships, streamlining procurement processes, and identifying cost savings opportunities

Provides organizations with the tools and data they need to negotiate contracts more effectively, such as data analysis, collaboration, and contract management.

Increases spend visibility into pricing and unintended or excessive use of discounts or promotions by customers.

Identifies noncompliant spending, fraud, and other activity outside of company policy.

Analyzes spending patterns and identifies areas to reduce costs.

Alter the layout and content of reports

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

Manages contracts in a single, online central repository.

Manages the entire contract lifecycle process by providing visibility into projects and allocating resources across sourcing initiatives.

Is able to process inquiries submitted by text data from live chat, email, or SMS

Comprehends human speech and can transcribe it to text for processing

The AI is able to access the company's internal knowledge to inform and guide responses to customer inquiries

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

The platform is able to automatically determine how to resolve help tickets without assistance by human agents

The platform's responses to customers can be customized to improve comprehension, relatability, and emotional intelligence

When the AI is unable to process a particular type of customer request, it is able to determine which is the best agent to refer the ticket to

Pre-designed layouts that can be customized to match preferences and requirements

The AI platform is able to learn over time on how to interpret each type of customer inquiry and improve the quality of their responses

Multilingual capabilities allow the AI to process inquiries from many languages

The AI's responses to customer inquiries provide human-like organic conversations. The platform is able to understand a question no matter how it's worded and provide comprehensive answers

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

Enables users to analize documents for audit and dispute purposes

Provides visibility into deduction invoices and optimizes information retrieval

Ability to break down and plan multi-step processes

Ability to autonomously complete end-to-end procurement tasks such as PO creation, invoice coding etc.

Ability to proactively flag out-of-policy spend, duplicate invoices, and overdue approvals before issues escalate

Makes informed choices based on available data and objectives

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Create budgets based on historical data and future projections

Makes informed choices based on available data and objectives

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

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

Integrate with existing ERP systems

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Improves performance based on feedback and experience

Sends automated messages and reminders, resolves disputes, or does proactive outreach.

Responds to basic questions from inbound emails.

Analyzes past transactions to make a prediction of when future payments are likely to be paid.

Import and export data to and from software applications

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

Ability to manage transactions online with a mobile device or computer.

Generate, file and review 1099 tax forms for IRS (Internal Revenue Service)

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

Upload, track, and submit receipts in a central database

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

Identify and prevent suspicious activity

Receive an automatic notification when the exact same payment is about to be initiated for the second time

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

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

Track and manage inventory levels to maintain proper supply

Issue payments to third parties via checks

Access software remotely via mobile devices

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

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

Manage and handle various international currencies

Track the status over time for a request, process, asset, or transaction

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

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Create, manage, and send invoices or bills to customers

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

Automatically identify unusual behavior

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

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

Creation, processing, verification, and execution of invoices till the payment is made

Categorizes outstanding invoices based on the amount of time they have remained unpaid

Manage all supplier data and operations

Centralized accounting record which tracks all financial transactions

Monitor and record expenses such as purchases or charges incurred

Compare and match accounting/financial records with corresponding bank statements

Create, design and manage workflows for repetitive tasks

Alter the layout and content of reports

Manage the process of evaluating documents or requests submitted for approval

Transfer money electronically between two bank accounts

Aligns purchase orders with incoming invoices and receiving reports

Plan, manage, and track the financial activities of an individual or organization

Streamlining repetitive tasks and activities through automated and predefined workflows

Manage and support multiple locations

Scan barcodes to ensure accurate pricing and label tracking

A collection of customer information such as contact details, demographics, previous interactions, etc.

Customize the specifications of a finished product to meet the particular needs of a customer

Import and export data to and from software applications

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

Cross-checking financial records with physical inventory counts and records

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

Generate quotes or estimates for customers

Access previous interactions or concerns to maintain customer relationships

Create invoices from scratch or have recurring invoices

Manage the process of receiving, preparing, and delivering orders for goods/products

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

Manage and track orders being shipped to customers

Assign issues and tasks based on availability or required skills

Create, design and manage workflows for repetitive tasks

Manage and track operations and inventory within warehouses

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

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

Create, manage, and send invoices or bills to customers

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Manage order deliveries until they are received by the customers

Receive system updates as soon as any changes are made

Track and facilitate returns of products sold

Process of printing custom labels through various methods.

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

Search and filter data across systems to locate required information by entering keywords or certain criteria

Manage and track customer orders for goods, investments, or any other purchases

Create and manage digital catalog of products/services with their details, specifications, and price

Track and manage inventory levels to maintain proper supply

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

Intended to be used by online stores

Manage customer orders that cannot be filled immediately due to out-of-stock items

Manage all supplier data and operations

Software's ability to perform similar action on multiple similar files simultaneously

Set up routing rules that connect sales channels with warehouses to minimize order processing time

Assess and optimize pricing markdowns, special offers, or other promos

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

Manage and handle various international currencies

Generate or print labels that contain shipping information for packages

Store and organize information about customers and previous interactions

Send / receive, process, and execute orders

Enable the process of exchanging one item for another

Add customized logos and colors to align with company branding

Manage special order requested by a customer

Form predictions based on past and present data/trends

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

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

Identify which applications need to exchange data and enable these data connections

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

Organize, track, and automate the entire contract process

Create budgets based on historical data and future projections

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

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

Track and manage inventory levels to maintain proper supply

Manage the process of evaluating documents or requests submitted for approval

Provides a channel for team members to share media files, communicate, and work together

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

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

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

Define levels of authorization for access to specific files or systems

Track orders throughout the fulfillment process

Monitor product stock levels

Create budgets based on historical data and future projections

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

Analyze and gain insights into data in real-time

Review and uncover trends in spending activity

Manage and handle various international currencies

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

Active reporting of data and metrics

Track and document all activities across devices, networks, and other systems

Search and filter data across systems to locate required information by entering keywords or certain criteria

Set allowances and ensure employees don't spend more than the allotted amounts

Import and export data to and from software applications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Creation, processing, verification, and execution of invoices till the payment is made

Manage all receiving processes within a warehouse

Store and organize documents in a centralized system

Generate quotes or estimates for customers

Integrated online platform shared by businesses and their vendors to exchange information/files and collaborate on projects.

The process of assessing potential suppliers based on required credentials, quality standards, etc.

The process of creating a questionnaire and submitting it to prospective vendors.

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

Online portal through which end users can access the system, manage tasks, or obtain information

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Initiate collection and analysis of known risks

Manage the process of evaluating documents or requests submitted for approval

Provides a channel for team members to share media files, communicate, and work together

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

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

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

Define levels of authorization for access to specific files or systems

Track orders throughout the fulfillment process

Monitor product stock levels

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

Analyze and gain insights into data in real-time

Review and uncover trends in spending activity

Manage and handle various international currencies

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

Active reporting of data and metrics

Track and document all activities across devices, networks, and other systems

Search and filter data across systems to locate required information by entering keywords or certain criteria

Set allowances and ensure employees don't spend more than the allotted amounts

Import and export data to and from software applications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Creation, processing, verification, and execution of invoices till the payment is made

Manage all receiving processes within a warehouse

Store and organize documents in a centralized system

Generate quotes or estimates for customers

Integrate with a third-party accounting system

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

Manage and support multiple locations

Monitor and record expenses such as purchases or charges incurred

Reports that analyze a company's purchasing activities, including purchases made, suppliers used, and expenses incurred

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

Alter the layout and content of reports

Receive data and information in real time

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

Alter the layout and content of reports

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

Monitor and record expenses such as purchases or charges incurred

Import and export data to and from software applications

Receive data and information in real time

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

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

Creation, processing, verification, and execution of invoices till the payment is made

Create, manage, and send invoices or bills to customers

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

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

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Categorizes outstanding invoices based on the amount of time they have remained unpaid

Create, send, and track purchase orders and their statuses

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

Track products that are for sale at a reduced price or part of coupon promotions

Centralized accounting record which tracks all financial transactions

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

A list of customers and their payments due updated on a monthly basis

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Manage and handle various international currencies

Create, design and manage workflows for repetitive tasks

Accept and process credit card transactions

Create, manage and track all task activities and progression

Pre-designed layouts that can be customized to match preferences and requirements

Form predictions based on past and present data/trends

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Online portal through which end users can access the system, manage tasks, or obtain information

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

Receive and deposit or issue and record check payments

Upload, track, and submit receipts in a central database

Flag a transaction when a customer pays more than they owe and either refund the overpayment or save the overpayment as a credit

Plan, manage, and track the financial activities of an individual or organization

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

Tracking, managing, and initiating the transfer of funds for overdue customer payments

Manage the process of evaluating documents or requests submitted for approval

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

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Receive system updates as soon as any changes are made

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

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

System that automatically dials calls

Accept and process credit card transactions

Manage plans with a set payment schedule that help customers pay outstanding debt

Automatically create schedules based on business needs or employee availability and qualifications

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

Create, design and manage workflows for repetitive tasks

Track and document all activities across devices, networks, and other systems

Manage and handle various international currencies

Process payments via multiple modes directly through the application

Schedules callback times

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

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Pre-made examples and templates for emails

Information, data and reports that are being tracked over time

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

Import and export data to and from software applications

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

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

Manage, record and track all business exchanges in form of money and its related interactions in the system

Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service

Initiate collection and analysis of known risks

Pre-designed layouts that can be customized to match preferences and requirements

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

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Manage contact details and communication with clients

Manage, organize, and store contact information

Send automated reminders and notices to clients on overdue payments

Record the audio of phone conversations for quality assurance purposes

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Analyze and gain insights into data in real-time

Report customer payment history and outstanding debts to credit bureaus

Search and filter data across systems to locate required information by entering keywords or certain criteria

Tracking, calculating, and paying commissions and earnings to employees

Searchable database of information about loan borrowers

Create, save, and re-purpose templates for emails, forms, etc.

Alter the layout and content of reports

Observe and track the demand, usage, progress or quality of a system, product, or user

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

Active reporting of data and metrics

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Monitor or audit historical and current transactions to analyze customer account activities

Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)

Financial system that helps create and manage physical/digital credit cards and track transaction activities

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

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

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

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

A collection of customer information such as contact details, demographics, previous interactions, etc.

Add customized logos and colors to align with company branding

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

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Manage and support multiple locations

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

Process payments via multiple modes directly through the application

Track the status over time for a request, process, asset, or transaction

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

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

Protect sensitive data for digital privacy

Send clickable links via text or email to collect payments from customers

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

Reconcile payments with corresponding invoices or orders for accounting purposes

Import and export data to and from software applications

Search and filter data across systems to locate required information by entering keywords or certain criteria

Receive data and information in real time

Create, manage, and send invoices or bills to customers

Create, design and manage workflows for repetitive tasks

Track interaction history by documenting conversations for contacts

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Allow users to access multiple services after entering their login credentials once

Online portal through which end users can access the system, manage tasks, or obtain information

Analyze and gain insights into data in real-time

A collection of customer information such as contact details, demographics, previous interactions, etc.

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

Track and manage inventory levels to maintain proper supply

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Configure existing workflows to meet your organization's needs

Access previous interactions or concerns to maintain customer relationships

Gauge satisfaction and receive information for improvement and success

Allow customers/users to submit support queries and service requests

Set and monitor service level agreements to ensure timely response and resolution

Search and filter data across systems to locate required information by entering keywords or certain criteria

AI-based platform which conducts a conversation via auditory or textual methods

Pre-made examples and templates for emails

Track and document all activities across devices, networks, and other systems

Receive data and information in real time

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

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

Predefined actions automatically performed on the occurance of specific events

Managing service requests, incidents, IT issues & support with a ticketing system

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Communicate using direct chat or messages within the system

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

Alter the layout and content of reports

Manage, store and organize emails within the system or via third-party apps

Add customized logos and colors to align with company branding

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

Notifications that are delivered to users as soon as an event occurs

Define levels of authorization for access to specific files or systems

Customize contracts and forms to collect specific information

Ability to communicate to customers through at least one channel such as email, live chat, phone, or social media.

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

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

Customize data fields to support various needs and use cases

Track, manage and store the applications of potential future members, customers or candidates

Manage and track all internal and external communication conducted via calls, email, text, or chat

Set & manage permission levels based on user roles and restrict access to only authorized individuals

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

Create, manage, and send invoices or bills to customers

Pre-designed layouts that can be customized to match preferences and requirements

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Creation, processing, verification, and execution of invoices till the payment is made

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Search and filter data across systems to locate required information by entering keywords or certain criteria

Negotiate best prices and choose the right vendor for various purchases

Create and maintain quality vendor data through data validation, maintenance, and audit trails to ensure proper compliance and sourcing

Organize and manage all processes/procedures involved in purchasing goods and/or services

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

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

Plan and coordinate all the resources, costs and time needed to execute assignments

Graphical representation of data

Define levels of authorization for access to specific files or systems

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Initiate collection and analysis of known risks

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

Receive data and information in real time

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved

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

Online portal through which end users can access the system, manage tasks, or obtain information

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Provides a channel for team members to share media files, communicate, and work together

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

Manage the process of evaluating documents or requests submitted for approval

Process payment to vendor(s) for goods/services received

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

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

Create, send, and track purchase orders and their statuses

Track, store, and access client contracts or licenses

Import and export data to and from software applications

Allow users to access multiple services after entering their login credentials once

Create, design and manage workflows for repetitive tasks

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

Create, manage and track all task activities and progression