Streamlining accounts receivables to stay lean

Give the finance controller a single place to manage receivables, automate routine follow-ups, and reduce manual time while keeping a strong overview of who owes what and why.

• AR workspace in React: One interface to view all open invoices, age buckets, customer history, promises to pay, and next actions.
• Smart reminders: Automated schedules for reminders and statements, including late-fee calculations where applicable, with templates the controller can approve or edit.
• Inbox copilot using LLMs: Classifies inbound replies, checks order and shipping status, suggests next steps, and routes messages to the right team (for example, wholesale) when needed.
• Platform integration and audit: Connected to Business Central and the data platform for live status, with full logging, roles, and audit trails.
• Ongoing roadmap - Operated as Tekla’s data team, prioritizing quick wins and foundational upgrades in monthly sprints with clear SLAs.

• Clear oversight: The controller now has a real-time view of outstanding payments and priorities.
• Time saved: About 4 days per month on AR tasks.
• Better focus: Less admin, more time for analysis and higher-value finance work.
• Clear performance visibility - Cohorts, campaign ROI, and inventory insights highlight what is working and what is not, promoting a more data-driven culture across the company.