Financial Performance Reporting
Easy and understandable financial reporting
Manage your customers right
Financial Performance Reporting
Our application aims to enable companies with numerous clients and a B2B business model to effectively manage their commercial receivables and plan actions to control the collection period while also ensuring the real-time tracking of sales performance indicators.
Once integrated with your accounting system, our system analyzes your records to provide clear reports for collection and risk management, allowing for better client management.
Features:
- Real-time visibility for management to observe changes in the company’s risk status and their causes.
- Instant insight into customer risks, debt/credit status, and payment performance.
- Enhanced efficiency in firm and client relationships through shared reports.
- Reporting provided at the business unit and personnel levels based on their respective authorizations.
- Each unit within the organization performs Risk Management within its specific authorities through the Management Dashboard.
- Calculation of various KPIs measuring Risk, Collection, and Sales Performance:
- Days Sales Outstanding (DSO)
- Average Accounts Receivable Age
- Receivables Turnover Ratio
- Customer Risk Score
- Reduction of the need for financial unit involvement in tasks such as customer account reconciliation, outstanding invoices, check/note status, aging, etc., enhancing operational efficiency between teams.
- Determination of priority in follow-ups based on customer risk scoring.
