Accounts Receivable and Cash Flow Dashboards

Actionable reporting for improved results

Carixa reporting and dashboards provide cash flow forecasting and the A/R KPIs and metrics insights you need to evaluate results and guide your team’s priorities for invoice collections, DSO, DDO, delinquencies, deduction recoveries, etc. Straightforward, flexible report options with actionable data lead you to better decisions, efficiencies and greater profits.

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Automation Reporting Software

Get the insight you need to stay in control of accounts receivable KPIs and metrics

Do you know the aging and trends for your collections and deductions workflows? What is your daily cash application performance? Are you analysts working on activities that provide the greatest value to your business? Carixa reporting gives you peace of mind that comes from being in control.

Automation Reporting Software Benefits

  • Standard reports for each Carixa module
  • Configure Carixa reports to access the data you need the way you need it
  • Powerful, contextual analytics on each of your customers
  • Executive and analyst dashboards
  • Scheduled reports delivered to you
  • Leverage Carixa data in your own business intelligence tool

Cash Flow Forecasting Collections

Carixa includes Cash Collection Forecasting using critical accounts receivable management elements and broad datasets so you can plan your business with higher predictability. If you’re not taking all factors into consideration, for example, deduction management dilution, trade deal deductions, or seasonal payment differences, you may miss your target.

Automation Reporting Software

Achieve 95% Collection Forecast Accuracy

Aim for 95% or better accuracy with the data shared across credit, collections, and treasury. Investigate and adjust for root causes of variances to continuously improve your cash projections and refine your KPIs and Metrics.

Carixa can roll up cash forecasting using history and adjusting for current data with critical elements often overlooked.

  • Customer’s Predictive payment dates
  • Seasonal variations
  • Risk scores
  • Deductions and chargebacks
  • Cash Discounts
  • Key-Customer Portal payment postings
  • Key-Customer Portal deduction Postings
  • Trade Promotion Deductions
  • Promises to pay
  • Disputes

Cash Flow Forecasting Benefits

  • Scheduled cash collection forecasts
  • Autonomous access to A/P portals
  • Customized reports
  • KPIs and Metrics Benchmarks

Related Content: Carixa Automated Cash Application Video

Contact us to learn more about how Carixa can transform your Accounts Receivable operations.

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