The document discusses an accounts receivable tool that automates tracking invoices, payments, and customer data from various systems. It can reduce manual efforts and improve efficiency. Key benefits include increased cash flow control, better receivables management, and reduced costs through higher collections rates and lower days sales outstanding. The tool provides features like predictive analytics, workflow customization, and dashboard reporting to help users prioritize customers, see payment trends, and reduce DSO.

1. Accounts Receivable Tool
An Enterprise Business Productivity Solution

2. Account receivable are amounts of money owed by customers to
another entity for goods or services delivered or used
What is AR
Send Invoices Track Invoices Get Paid
SMART A/R Tool : A fully automated Accounts Receivable utility that can be plugged
to any legacy ERP, Accounting System, CRM or custom application. This utility is
aimed to reduce manual efforts to compile AR data from various systems or locations
and make the process more efficient

3. AR Utility Key Benefits
 Increase control over cash and working capital
 Increase accounts receivable management efficiency
 RoI benefits
 Reduce time spent prioritizing and preparing for calls from 20% to less than 7%.
 Reduce time spent managing disputes from nearly 40% to 12% to 15%
 Increase the time they spend soliciting customers for payment from 20% to more than 50%
 Reductions in daily sales outstanding (DSO) by 10% to 12%
 ROI in as little as 2 months ; assuming approx. 3% write-off for US$10 mil company
 Improve customer communication
 Improve customer service and satisfaction
 Reduce administrative costs
 Constant monitoring on credit risk and thereby minimize such risks

4. INVOICES
CUSTOMERS
PAYMENTS
Call
Transactions
A/R APPLICATION
• Data Visualization
• Daily Call Management
• MIS Reports
• Data Retrieval &
Configuration Mgmt.
• Region Mapping
CreditAgent
Finance
ControllerAdmin

5. AR Utility Salient Features
 Customer Detailed View
 Dashboard with Aging Info
 Auto Task Follow up and Call Priority
 Customer Payment Behavior thru Predictive Analytics
 Configure Custom Rules thru Workflow
 Data Synchronization from ERP using Business Connector
 Better Cash – out position
 Advanced predictive analytics to determine…
 who all are likely to pay
 customer who need more interventions
 customer payment behavior

6. AR Common Problems
Reaching right person
when trying to follow up
Resolving payment
disputes
Not getting Payment at
Timely manner or within
the agreed terms
Receiving False Promises
Calling Same customer by
different credit rep
Address Synchronization
in different Source
Systems
Increase in DSO and less
working capital
Not getting Cumulative AR
Amount of Parent Child

7. How to reduce DSO
01
02 Invoices Due date
on Weekends
Follow-up with New
Customer
01Follow-up with New
Customer
Sent Invoice to Customer
in 24-Hours03

8. Why Smart AR
Core Collection
Workflow & Business
Connector
Predictive Analytics
Smart
AR
Dashboard and
Reporting

9. Core Collection
Multiple Contacts and Notes
Historical Notes and auto reminders
Easy follow-up and Reminder
• 80% of AR can be retrieved from 20% customer
• Differentiate between good and bad customer
• Contribution of Invoice to Total Invoice
Pareto Algorithm
Credit Rep to Region assignment
Region can be defined by Country, State OR Zip code
Region Segregation & Association
Search Customer
Parent – Child one view
Customer Detailed View

10. Other Functionalities
SAP Integration
Importing data from SQL/Excel
User/Role Management
Linear Regression – Who will not pay
Top 10 Customer Due and Aging

11. Technical Platform
Frontend
Core Development
Database

12. www.stridelysolutions.com info@stridelysolutions.com