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Why combine Sage Intacct with YayPay? We’ve got 4 compelling causes.
Sage Intacct is a powerful resolution, serving to finance groups eradicate redundant duties, streamline processes and enhance productiveness. So what’s the enterprise case for making an extra funding in an automatic accounts receivable resolution (like YayPay)?
Full Management
An automatic AR resolution is collaborative by design, offering each your finance and gross sales crew with a single, intuitive interface. This offers all of them the related monetary knowledge they want, in addition to the capabilities required to take efficient motion (extra on these later).
By a seamless integration, YayPay robotically downloads objects from Sage Intacct together with buyer duns quantity, bill PDFs, invoice-level gross sales, invoice-level contacts and customer-level contacts. There’s no have to switch knowledge, which helps eradicate errors and offers time again to your AR crew to deal with precedence actions.
Info from inside the AR software program, resembling funds and buyer credit score limits, are synchronized from YayPay again to Sage Intacct. Your crew can see the most recent buyer exercise in real-time, making certain that there are not any delays in figuring out in danger accounts and following up.
A flawless AR circulate!
Superior Reporting
With YayPay, you possibly can transcend the upfront metrics and efficiency playing cards in your Sage Intacct dashboard. Our Enterprise Intelligence (BI) module lets you create customized AR charts and graphs utilizing real-time knowledge captured inside the platform.
Utilizing one system to successfully handle and phase your AR knowledge helps restrict the chance of poor knowledge integrity, which is widespread with finance groups that depend upon a number of databases and handbook evaluation for monitoring and reporting. It additionally lets you “do away” with any costly third-party functions or time-consuming knowledge evaluation. With BI, you possibly can generate a customizable view of your accounts receivable info by leveraging tons of of knowledge parts with easy-to-use filters and presets. This permits non-technical customers to create compelling stories in seconds!
“With our earlier accounting software program, we all the time needed to create our personal inner stories to get what we wanted to run our enterprise. With the Enterprise Intelligence Module, I’ve the flexibility to make YayPay my one-stop-shop for all my accounts receivable wants!”
Stephen Tracy, Director, Folks and Operations, CHG Healthcare
Automated Credit score Checks and Collections
Mix the benefit of elevating gross sales quotes and orders in Sage Intacct with fast and easy automated credit score checking by way of YayPay. Present payor knowledge is mixed with exterior credit score scoring from businesses — resembling Dun & Bradstreet and Creditsafe — to offer a 360 diploma profile of each buyer. This lets you comprehensively assess their fee conduct. The knowledge is offered on versatile scorecards that may be personalized to fit your necessities. For instance, “years in enterprise” is likely to be a essential element for the manufacturing vertical, however it’s more likely to be much less essential for software program clients.
The following step is utilizing this knowledge to tell your collections technique. Utilizing YayPay, you possibly can automate all assortment actions resembling fee reminders, invoicing and inner escalations. Our customizable workflows mean you can personalize your strategy for every buyer. Which means that if a buyer has a dependable fee historical past, you’ll seemingly wish to observe up with them much less often than you’d with a buyer that has demonstrated unreliable conduct. Utilizing YayPay’s credit score capabilities, you’re additionally capable of maintain monitor of adjustments in buyer conduct. This implies you possibly can gauge when a buyer has merely forgotten to pay and due to this fact requires a much less assertive follow-up versus when a buyer is in a downward spiral and must be addressed urgently.
The flexibility to not simply automate, however tailor collections communications helps enhance each the pace and effectiveness of collections. Clients really feel extra linked as your crew can deal with not simply reaching them on time, however making certain they provide a customized service once they do.
“We’ve got glad clients in addition to happier staff. Improved effectivity and communications makes for a stronger relationship.”
Mehmet Shah, Director of Finance, StackAdapt, YayPay and Sage Intacct Person
Buyer Self-Service Capabilities
After all, tailor-made collections aren’t the one characteristic that clients get pleasure from. You could be used to accessing buyer bill particulars simply in Sage Intacct, but when your clients should commonly name as much as request the data, this may result in frustration on either side.
With YayPay’s built-in purchaser portal, you’re capable of give clients entry to the identical info that you just see. They will use the portal to view all bill and fee info, shortly elevate disputes or points, and even contact you instantly if wanted.
Past simply having entry, clients have the flexibility to make funds on any bill, at any time. Each automated bill despatched by way of YayPay accommodates a hyperlink that clients can use to entry the self-service portal and take motion. By partnering with service provider service suppliers (MSPs), YayPay is ready to provide a wide range of fee choices, together with worldwide transactions, credit score/debit playing cards and digital financial institution transfers.
Enthusiastic about Integration?
Collectively, YayPay and Sage Intacct assist groups stage up every aspect of the credit-to-cash course of. This reduces the chance of unhealthy debt, will increase on-time funds and delights each staff and clients. The underside line? Organizations obtain an excellent return on their YayPay funding. The truth is, Forrester Consulting discovered that YayPay generates an ROI of over 400% in simply three years.
Able to see YayPay in motion? Request a demo at this time.
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