Inwisely

Inwisely harnesses artificial intelligence to simplify and automate the account receivables process for companies. This innovative tool provides a suite of options designed to make payment handling more efficient. Its standout feature is its AI-driven recommendations for follow-up actions, enabling companies to strategically reach out to clients for timely payment collection.

Clients can conveniently input invoices into the system using various methods including direct upload, sync with their accounting software or ERP, or by forwarding them to Inwisely via email. With invoices uploaded, Inwisely takes charge of the follow-up process, dispatching customized reminder emails to customers.

The platform includes tracking capabilities, offering users a view of each invoice's communication trail with customers. It also generates an aging report to track pending payments.

Inwisely smoothly integrates with widely-used ERPs and accounting systems, facilitating uninterrupted data flow and supports multiple users, which means various account managers can manage different customer accounts with ease. It ensures that users can monitor email statuses, tracking sent items, and monitoring opens and responses.

Security is a top priority with Inwisely, employing AWS's encrypted storage solutions. The system can also be conjoined with other platforms, offering a headless mode that grants swift access to the platform's intelligent follow-up services.

Moreover, Inwisely enables users to record and manage promise-to-pay agreements and activates corresponding workflows on the planned dates, helping businesses keep abreast of such customer promises to ensure payments are made promptly.

To encapsulate, Inwisely is an AI-driven platform revolutionizing account receivable operations by providing smart follow-up sequence suggestions, streamlined invoice uploads, automated reminders, comprehensive communication tracking, seamless integration with accounting systems, robust data security, and management of promise-to-pay agreements.