Accounts Receivable
Streamline Collections & Improve Cash Flow
Streamline collections, accelerate cash flow, and adapt AR operations as your business grows.
Book a demo todayAccelerate Cash Application
Reduce DSO
Improve Customer Experience
The Challenge
Fragmented systems and siloed data result in broken AR processes that only scale with increased headcount.
- Manual cash application processes restrict cash flow velocity
- Static reports don't account for risk or customer behaviors
- Reactive, clunky collections procedures harm customer relationships
The Solution
CoPlane lets AR teams automate critical activities, streamline communications, and proactively manage cash flow.
- Automate cash application to speed up cash flow
- Use intelligent analytics to prioritize collections by risk and behavior
- Streamline and personalize customer communications for better relationships
Key Use Cases
Cash Application Automation
Cash Application Automation
- Automatically match incoming payments to open invoices and apply cash with high accuracy.
Intelligent Collections Workflows
Intelligent Collections Workflows
- Prioritize follow-ups based on risk and aging intelligence, not static worklists.
Dispute Management
Dispute Management
- Route disputes automatically with full case histories for faster resolution.
Customer Communication Automation
Customer Communication Automation
- Generate reminders and payment communications tailored to customer profiles.
Cash Application Automation
Intelligent Collections Workflows
Dispute Management
Customer Communication Automation
Cash Application Automation
- Automatically match incoming payments to open invoices and apply cash with high accuracy.
The Challenge
Fragmented systems and siloed data result in broken AR processes that only scale with increased headcount.
- Manual cash application processes restrict cash flow velocity
- Static reports don't account for risk or customer behaviors
- Reactive, clunky collections procedures harm customer relationships
The Solution
CoPlane lets AR teams automate critical activities, streamline communications, and proactively manage cash flow.
- Automate cash application to speed up cash flow
- Use intelligent analytics to prioritize collections by risk and behavior
- Streamline and personalize customer communications for better relationships
Key Use Cases
Cash Application Automation
Cash Application Automation
- Automatically match incoming payments to open invoices and apply cash with high accuracy.
Intelligent Collections Workflows
Intelligent Collections Workflows
- Prioritize follow-ups based on risk and aging intelligence, not static worklists.
Dispute Management
Dispute Management
- Route disputes automatically with full case histories for faster resolution.
Customer Communication Automation
Customer Communication Automation
- Generate reminders and payment communications tailored to customer profiles.
Cash Application Automation
Intelligent Collections Workflows
Dispute Management
Customer Communication Automation
Cash Application Automation
- Automatically match incoming payments to open invoices and apply cash with high accuracy.
Why CoPlane for Accounts Receivable
Get started confidently with human judgment in the loop
Complete transparency with end-to-end auditability
Enterprise-ready deployment model and security
Seamless integration with existing systems-of-record