Gaviti

MAY 18, 2025

In today’s rapidly evolving financial landscape, the collections process is undergoing a significant transformation driven by artificial intelligence. This technological shift is not just a passing trend but a fundamental change in how collections departments operate and deliver value to their organizations.

Collections 52

Collections Account Receivables Accounts Receivable Accounts Receivable 52

Trade Credit & Liquidity Management

JUNE 10, 2025

The Credit and Collections function plays a major role in your company’s ability to generate the liquidity and working capital needed to meet its sales and financial objectives. This requires an efficient accounting or collection software platform. What is the customer’s payment risk?

Collections 52

Collections AR Deposits Invoicing 52

Intuit

APRIL 8, 2025

An overwhelming 98% cite the cost of living as their number-one financial concern , signaling a collective shift in focus from building wealth to maintaining stability and adaptability in the present. Because for todays young adults, its not about being perfectits about being proactive, informed, and redefining what prosperity truly means.

Collections 246

Collections QuickBooks Tax Accounting 246

Xero

APRIL 28, 2025

Enhanced collaboration: You will be able to easily assign and review workpapers within your practice, approve and make adjustments and collect information from clients faster. This partnership brings together Xeros strength in accounting and tax with BGLs deep expertise in compliance.

XERO 218

XERO Data Entry Bookkeeping Financial Statements 218

Gaviti

NOVEMBER 24, 2024

The sooner your business collects on its invoices, the lower your financial risks and the better your financial position. One of the fastest ways to do this is via collections process automation to streamline the A/R process, eliminate manual tasks, and ensure timely follow-up with customers.

Collections 52

Collections Account Receivables Accounts Receivable Accounts Receivable 52

Gaviti

JANUARY 7, 2025

Key Components of an Effective Past Due Invoice Email All past due invoice emails should include specific details, such as: Relevant information. Should you need a copy of the invoice or have any questions, feel free to reach out to us directly at [Your Contact Information]. Thank you for your prompt attention to this matter.

Invoicing 105

Invoicing Collections Account Receivables Accounts Receivable 105

Intuit

APRIL 21, 2025

EAs are qualified to focus on tasks like tax collections, tax audits, and tax appeals. They can assist with tax planning and preparation and resolution of tax issues, such as audits, collections, and appeals. If either of these dont look like the right fit, theres more information about other tax jobs we have available.

CPA 130

CPA Collections Auditing Tax 130

Accounting Today

AUGUST 24, 2023

Google and Meta are facing class action suits after revelations they had been collecting sensitive taxpayer information via online filing sites.

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Collections Tax 246

Billing Platform

DECEMBER 3, 2023

So whether you’re a small and medium-sized business (SMB) or a large enterprise, one thing is certain – collecting unpaid debt is time-consuming and filled with challenges. This is where a debt management and collections system can help keep your revenue flowing. And the benefits don’t end there.

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Collections AR Invoicing Account Receivables 98

Gaviti

JUNE 19, 2023

Effective communication is the most critical aspect of any A/R collections strategy. Even so, there are some basics you can apply across most templates you may use for collections. Include details such as accepted payment methods, terms, due dates, and contact information. Keep this end goal in mind when creating your templates.

Collections 98

Collections Invoicing Account Receivables Accounts Receivable 98

Gaviti

APRIL 8, 2024

Anyone who’s worked in accounts receivables knows how valuable a good collections email template can be. Accounts receivable collections rely on clear communication with customers, both in delivering accurate invoices on time and ensuring those invoices get paid. It also eases the burden of invoice collections somewhat).

Collections 98

Collections Invoicing Account Receivables Accounts Receivable 98

Accounting Tools

JULY 17, 2024

What is a Financial Information System? A financial information system is an organized approach to collecting and interpreting information, which is usually computerized. Examples of Financial Information Systems Here are several examples of financial information systems that one company might use: Accounting system.

Budgeting 75

Budgeting Invoicing Payroll Accounting Software 75

Xero

OCTOBER 1, 2023

As a small business or advisor working with sensitive personal and financial information every day, the stakes are high. Why are they stealing information? Personal information can be used to commit identity fraud like scam campaigns, or payment fraud like transactions on stolen credit cards. Who are they?

XERO 299

XERO Collections Invoicing Accounting 299

Gaviti

MAY 9, 2023

We are thrilled to announce the launch of our latest addition to the Gaviti accounts receivable collections platform: the Credit Management Module! Enhance decision-making capabilities with comprehensive and up-to-date customer credit information. Currently this module is open to our Gaviti Customers Champion group.

Collections 98

Collections Account Receivables Accounts Receivable Accounts Receivable 98

LedgerDocs

JULY 6, 2023

It also provides your bookkeeper with all of the information they require to effectively manage your finances. But collecting and organizing these documents can be a daunting task. The post Bookkeeping Document Checklist: Collect and Organize Your Financial Documents appeared first on LedgerDocs.

Collections 98

Collections Bookkeeping Petty cash Purchase Order 98

Accounting Today

JUNE 6, 2025

Avalaras API access enables users to directly collect W-9 forms from vendors; validate tax IDs against IRS databases; confirm mailing addresses with the U.S. The new client hub (currently in beta) provides a centralized view of client information, files, folders and projects so firms gain access to the details they need to move work forward.

Auditing 130

Auditing XERO Corporation Tax Tax 130

Xero

FEBRUARY 26, 2024

Managing it can be a juggle, but there are an array of tools you can use to stay on top of this crucial information and better manage your cash flow and compliance. Fortunately, there are smarter, easier and quicker ways to capture this important information. That’s why both Hubdoc and Dext make it easy to capture that information.

XERO 264

XERO Data Entry Billing Invoicing 264

FinOps Foundation

FEBRUARY 22, 2024

State of FinOps Survey The State of FinOps is an annual survey conducted by the FinOps Foundation since 2020 to collect information about key priorities, industry trends, and the direction of the FinOps practice. The State of FinOps survey is conducted with a continuous collection model, meaning it is open year round.

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FinOps FinOps Computation Collections 331

Gaviti

APRIL 18, 2023

This blog post will explore various strategies that finance and collections teams can adopt to better handle issues that might arise from these recent unyielding interest rate increases. Ensure that your collections team has the necessary resources and tools to collect outstanding receivables and manage cash flow effectively.

Collections 97

Collections Account Receivables Accounts Receivable Accounts Receivable 97

Intuit

DECEMBER 10, 2024

Her platform aims to equip children and young adults with financial literacy skills that empower them to make informed choices. Were not just teaching kids to count dollars; were teaching them to navigate lifes most important decisions, Bolden said. Stress doesnt just disappear when you close a spreadsheet, Ricchio noted.

CPA 130

CPA QuickBooks Collections Budgeting 130

RevCycle

MAY 29, 2025

By embracing these processes, we can collectively derail the “denial train” before it even leaves the station. Enhanced Data Integrity: RTE helps ensure accurate patient demographic and insurance information is captured from the outset, reducing errors that can lead to billing issues.

Revenue Cycle 62

Revenue Cycle Collections Billing 62

Gaviti

DECEMBER 5, 2024

Many businesses can significantly improve their cash flow by implementing more effective strategies for collections, including adopting more strategic approaches to accelerate B2B payment of invoices. Leverage past data to improve A/R collections performance. Include all invoice information in the B2B payment reminder.

Collections 52

Collections Invoicing Invoice Processing Reconciling 52

Xero

JULY 6, 2022

This makes it easy to collect both recurring and one-off invoice payments directly from customers’ bank accounts through direct debit and open banking. Dext Prepare extracts data from sales, purchases and bank information through various inputs and fed into Xero for reconciliation. . Check out Pleo in the Xero App Store.

XERO 246

XERO Invoicing Collections Accounts Payable 246

Gaviti

MAY 30, 2023

How well your team handles collections determines whether you have the cash to make payroll, pay taxes, and cover other financial obligations. What Is Accounts Receivable Collections Outsourcing? A/R collections outsourcing refers to the practice of hiring another entity to manage your collections activities.

Account Receivables 98

Account Receivables Accounts Receivable Accounts Receivable Collections 98

Gaviti

JANUARY 16, 2023

As a collections team, mailing dunning emails and collecting receivables from customers are routine tasks. By applying these same principles to your collections workflows, you can improve your cash flow and reduce your Days Sales Outstanding (DSO). But how can you ensure that you are using the most effective workflow possible?

Collections 98

Collections Account Receivables Accounts Receivable Accounts Receivable 98

Billing Platform

DECEMBER 9, 2024

4) Secure Payments The ability to accept recurring payments requires you to provide the security needed to collect sensitive information, as well as be in compliance with PCI-DSS and other regulations such as ASC 606 and IFRS 15. However, the majority of involuntary customer churn can be avoided through effective dunning management.

Billing 98

Billing Collections Customer Service Auditing 98

Xero

AUGUST 25, 2024

Streamlined payments experience: We are working to better enable the way payments are collected globally. Making the setup of recurring invoices more flexible with improved scheduling options and payment methods to collect recurring payments. Enabling multiple invoices to be paid at once via a statement.

XERO 264

XERO Invoicing Collections Deposits 264

Xero

SEPTEMBER 1, 2022

GoCardless makes it easy for you to collect one-off, or automated, bank payments for your Xero invoices. Collect payments faster with Xero Invoice Payments. Dext Prepare extracts data from sales, purchases and bank information through various inputs and fed into Xero for reconciliation. . GoCardless.

XERO 52

XERO Invoicing Bookkeeping Collections 52

Intuit

JUNE 11, 2025

It has to be collected, cleaned, and moved into place. Think of data engineers as builders who turn scattered information into something smart, useful—something you can act on. Key points Data engineers build the systems that collect, clean, and move data, so teams like data scientists and developers can turn it into insight.

Collections 130

Collections Computation 130

Intuit

SEPTEMBER 17, 2024

Protecting data privacy: AI requires enormous amounts of data for training, but it’s critical that this data is handled securely and responsibly, especially when it involves sensitive or private information. Their role is to build and manage the data storage infrastructures where the data used to train AI is collected, curated, and processed.

Computation 260

Computation Collections Customer Service 260

Xero

AUGUST 7, 2023

GoCardless GoCardless puts you in control of collecting payments directly from your customers. The multi Xero award-winning GoCardless integration allows you to set up recurring and one-off payments with your customers, automatically collecting payments for your invoices.

XERO 246

XERO Invoicing Bookkeeping Account Bookkeeping 246

Counto

DECEMBER 15, 2024

Collect Relevant Information ChatGPT can gather financial reports, previous meeting notes, and other necessary documents, ensuring participants are prepared. Example : Before a tax filing meeting, ChatGPT can collect and summarise previous filings and current tax information. No more delays while looking for information.

Budgeting 52

Budgeting Collections Financial Statements Expense Reports 52

Intuit

MARCH 18, 2025

Their approach made the screening not just informative, but also really engaging. Here at Intuit, we believe in nurturing our teams and ensuring that every individual is part of our collective journey to the top. Craft demonstration Intuit’s crafting process is distinctive.

Collections 130

Collections 130

Gaviti

MAY 12, 2025

Enhanced predictive capabilities, real-time analysis, and machine learning algorithms allow organizations to make more informed, accurate, and timely credit decisions. Serrala Serrala provides AI-powered credit risk management software designed to streamline credit and collections processes through automation and predictive analytics.

Collections 52

Collections Account Receivables Accounts Receivable Accounts Receivable 52

Xero

AUGUST 22, 2023

Businesses can choose to include future invoice and bill payments, collectively or individually, within their cash flow forecast. Collectively, our products are already saving customers a huge amount of time each year. Experimenting with generative AI to improve customer support AI already powers a range of products across Xero.

Bank Reconciliation 246

Bank Reconciliation XERO Data Entry Payroll 246

Xero

AUGUST 16, 2022

Easily collect invoice payments directly from your customers’ bank accounts using ACH Debit and real-time payments. From selling your services and creating impressive digital proposals, through to automated invoicing and payment collection, Ignition helps you build lasting client relationships with ease. GoCardless.

XERO 246

XERO Invoicing Collections Billing 246

Accounting Today

JUNE 13, 2025

Another feature will auto-redact client information on upload. There is also information on a program where accountants can earn up to 75% revenue share plus ongoing residuals when they refer eligible ADP solutions to your clients for payroll, HR, benefits, tax credits and more.

Corporation Tax 130

Corporation Tax Auditing Tax Billing 130