Streamlined

Streamlined is an AI-powered order-to-cash solution that automates and streamlines B2B invoicing and accounts receivable processes. With a focus on making it easy to get paid, the platform offers a suite of features to automate and manage the entire B2B payment process.

Some of the key features of Streamlined include:

• Automated Invoicing: Automatically generate invoices from orders, with the ability to auto-send or review before sending.
• Flexible Payment Options: Provide customers with a variety of payment options, including ACH, credit/debit cards, wire transfers, and checks.
• Auto-Reconciliation: Automate and reconcile payments in real-time, including paper checks through a digital lockbox.
• Smart Reminders: Send automated reminders to customers about upcoming or overdue payments.
• Real-Time Syncing: Integrate with popular platforms like Shopify, QuickBooks, and NetSuite for accurate and up-to-date bookkeeping.
• Same-Day Payouts: Get paid faster with same-day payouts for processed payments.

By automating tasks and providing a seamless customer experience, Streamlined helps businesses save time and reduce operational overhead. With Streamlined, businesses can expect to save 40+ hours a month on manual invoicing and AR, reduce their average DSO by 30 days, and lower back office expenses by up to 88%.

Streamlined is designed for businesses of all sizes, especially those with B2B sales, e-commerce, or wholesale operations. Its intuitive design and customization options allow it to be tailored to meet a variety of invoicing needs. With Streamlined, businesses can set up recurring invoices, track credits and debits, and generate advanced reports to keep a pulse on business growth.

The platform provides a flexible and scalable solution for businesses looking to optimize their order-to-cash workflow, improve customer satisfaction, and streamline their financial management.

Published on June 13, 2024