CollectionFlow 365
Payment collection and bank reconciliation, statement by statement, on Business Central.
Companies receive money through many banks, mobile-money platforms, payment gateways, cheques and direct debits. CollectionFlow 365 takes the statements pushed or collected from each rail, normalises them, identifies the payer, applies receipts to invoices and reconciles the bank account for every import, leaving only the true exceptions for people. Matching follows rules and scores you can explain, and automatic posting stays off until you switch it on. An optional hub on your own Windows server collects statements and delivers them to Business Central online.
| Capacités | Dynamics 365 standard | Avec cette ISV |
|---|---|---|
| Statements | Downloaded and keyed by hand | Pushed or collected from each rail, validated and queued per bank account in order |
| Payer identification | Guessed from the narrative | Invoice reference, customer identifier and amount rules, each with a score |
| Réconciliation | Month-end, in one go | A reconciliation built and applied for every statement |
| Exceptions | Found in a spreadsheet | A worklist with reason, suggested customer, owner and due time |
| Channels | One bank at a time | Banks, mobile money and payment gateways on one set of rules |
| Quai | - | A Business Central extension, with an optional hub on your own Windows server |
Livraison et support
CollectionFlow 365 is implemented by Software Dynamics on Business Central, alongside the standard product, and supported through the Client Portal under a support tier. Release timing is aligned to Microsoft's release waves so the product and the platform stay in step.
Questions fréquemment posées
Which platforms does CollectionFlow 365 run on?
Business Central. L’annonce sur cette page montre la plateforme, le statut et les licences.
How is CollectionFlow 365 implemented?
Dans le cadre d’un programme Dynamics 365 ou comme complément à un système que vous utilisez déjà. Nous l’analysons avec vous dans un atelier de découverte et le configurons selon vos processus.
Comment commencer ?
Avec une consultation de 45 minutes, puis un atelier de découverte et d’ajustement sur vos propres processus. Vous recevez un programme écrit et un plan progressif avant qu’un programme ne soit convenu.