Introducing Sailfin SRM

A next generation SaaS based enterprise product suite.

Sailfin’s Smart Receivables Manager (SRM) product suite stands out by enabling real-time execution of every credit and A/R operation from a single platform with an end goal of lower DSO, improved cash flow, reduced bad-debt, and faster dispute resolution while improving efficiency and accuracy of cash-application, billing, and payment processing.

Artificial Intelligence / Machine Learning

  • Email auto-classification using NLP for task and alert generation.
  • Advanced AI models with continuous learning for generating cash forecasts.
  • Custom scoring algorithm including different datasets for better predicting credit risks and evaluate credit exposure.

User Experience

Build around user journeys leveraging design thinking with built in closed loop system improvement.

Dynamically adaptive streamlined UI ensuring optimized user engagement.

Intuitive and business user controlled advanced reporting.

Enables single end to end workflow.

Automation

Eliminate repetitive tasks.

Improved straight through processing.

Automated tasks and monitoring alerts.

Integrated Receivables Applications

Credit Management

Custom online branded credit applications, Custom scoring models, Bureau and third- party data integration and role-based workflows that speed up credit decisions.

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Receivable Management

A unified solution, scalable to process global operations and acts as an enterprise-grade workbench for the AR team making them more effective and efficient.

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Deductions Management

Speed-up deduction resolution with customizable workflows and faster approvals from internal stakeholders to reduce invoice disputes, invalid deductions and bad debt write-offs.

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Cash Application

Enables end-to-end automation of the cash application process that covers remittance aggregation from different sources/formats, account identification, invoice matching, auto-deductions and dispute creation and ERP posting.

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Cash Forecasting

Advance AI/ML led cash prediction algorithm that processes different datasets like invoices, past payments, credit scores to create accurate cash forecasts at individual account level rolling up to company level.

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Customer Portal

A full featured customer portal with self-serve and seamless integration with A/R and cash-app. Supports different payment methods ACH, Credit cards, e-checks, mobile payment and allows guest payments without registration.

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Value derived from Sailfin's implementation

Sailfin delivers immediate and sustainable results for enterprises with global operations and varied IT & business landscape.

INCREASE CASH FLOW

By reducing DSO and prevent revenue leakage from disputes, deductions and broken promises.

MITIGATE RISK

By putting necessary controls and improving errors using RPA. continuous account calibration through custom scoring to keep a check on credit exposure.

SEAMLESS INTEGRATION

To eliminate the patchwork of different systems into a unified system of record. Proven SaaS-based deployment model and managed service wrapped around it.

DRIVE OPERATIONAL EFFICIENCY

By intuitive UI with continuous automation using NLP, AI/ML and collaborative customer portal.

PREDICTIVE ANALYTICS

for identifying delinquency risk and predicting future payor behavior.

Success Stories

Rick Smith, Director of Financial Services at TTI Inc.

“SRM suite has given us the consistency and control that allowed us to better handle our receivables. It has brought powerful collaboration and automation for our AR department providing tremendous competitive advantage by allowing us to be more strategic about our collection efforts.

We realized a major improvement in the day to day operations as the team was easily able to find the required information in fewer clicks, able to attend more requests and work efficiently.”

Rick Smith, Director of Financial Services at TTI Inc.