Automation makes AR reporting and forecasting possible using real-time information without using your teams’ collection time. Collections automation will make your job easier, and furnish timely and concise KPI reporting to your executive team. Your executive team will appreciate reports that are focused, easy to comprehend, and based on real-time data.

Use these dashboards to dazzle the execs with AR forecasting and reporting.

Cash Receipts Forecast Dashboard

Project cash flow based on customer payment habits with a forecasted cash receipts dashboard. If you have a manual system, the preferable approach to create a cash inflow projection is to estimate which invoices will be paid based on customer payment practices. However, if you have many customers this may not be feasible. Collections automation can provide a collections and cash flow forecast based on customer payment habits using real-time data without using your collection resources.

Customer Self-service Usage Dashboard

Report customer activity on online accounts and payments with a self-service usage dashboard. Self-service usage increases cash flow and AR efficiency. Show your executive team the return on investment in collections automation and self-service. And use the data to monitor adoption of customer self-service features to develop steps to increase customer utilization.

AR Team Activity Dashboard

Report AR team performance with a team activity dashboard. Show how your team is performing with financial and operational metrics. Collections automation can also provide details of members’ activities to aide you in mentoring your team.

Use custom reports and automated distribution to keep stakeholders informed. Provide the timely and concise reports they need to be up to date on AR performance and projections.

Cash flow projections and collections reporting are very important, but you don’t want to use your teams’ collection time developing and distributing forecasts and reports. Collections automation frees your team and provides timely, concise collections and AR forecasts and reports. Come to your executive team prepared with key success indicators that are to the point and easy to comprehend.

Collections automation provides the solutions for AR reporting and forecasting cash flow. It provides timely, concise AR and collections reports based on real-time data to keep stakeholders up to date.

Digital Solutions

Accounts receivable and accounts payable cloud-based solutions with customer/vendor portals and digital processes keep vendors and customers connected whether they work remotely or not.

With a connected accounting solution for your accounts receivable and accounts payable teams to coordinate work with customers and vendors, you can go digital and enjoy the benefits of office automation.

Lockstep Collect, a leader in cloud-based connected accounting solutions, can help you boost productivity and optimize cash flow with:

  • Automated Communications
  • Customer Self-service
  • Collections Activity Management
  • Reporting & Forecasting

Lockstep is an experienced software partner that can help you increase efficiency and accelerate cash flow.

If you would like to learn more about how you can benefit from connected accounting solutions, please contact Lockstep or visit us at