Case Studies

Extra Pair of Hands Raises the Bottom Line at Social Intelligence

As the office admin at Social Intelligence, a bustling data analytics company, Alexis Leitner had a lot on her plate. In addition to her day-to-day tasks, she was processing more and more new invoices and payments. She just didn’t have…

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AR Metrics

Past Due as a Percentage of Total AR: A Quick Metric

There are a lot of different ways to measure the health of your account receivables and it can feel overwhelming! Each metric has some unique angle; some are monthly metrics (CEI), some are influenced by sales (DSO), some only look…

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AR Metrics

How Effective is Your AR Team?

Sure, some customers will pay you on time. But most of them will need some reminding, either with a follow up email or call. It takes two to get paid; your customers to pay the invoices, and you to hold…

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AR Metrics

Getting to the Bottom of Delinquent AR Metrics – ADD

Do you want to know the difference between Average Days Delinquent (ADD) and Days Beyond Terms (DBT)? Are you wondering if you need to measure both? Funding Gates has the answers! Here’s how to provide valuable insight on past due…

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AR Metrics

Best Days Sales Outstanding, The Optimal AR Target

Are you feeling blue because you’re always looking at your past due AR? Look on the bright side! Best Days Sales Outstanding will tell you about payment habits of your best customers. You’re already tracking DBT  to measure delinquent AR and…

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Receivables Management

How to Stop Getting Ignored and Start Getting Paid:

Hello? Hello? Can anyone hear me??? There’s no denying the fact that persistence is key in Accounts Receivables. Yet, despite your greatest efforts, there are still those customers (ahem) who ignore your outreach. You’re down to the last wire and…

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AR Metrics

Use DBT to Understand Your Delinquent Customers

You know that every company has some delinquent customers. But do you ever wonder just how bad your past due AR is? This is where Days Beyond Terms (DBT) can help. DBT gives you a snapshot of how delinquent your past…

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AR Metrics

Get to know your Days Sales Outstanding (DSO)

How well do you know customers’ payment habits? Are you waiting longer than you should for payments to come through? Your Days Sales Outstanding (DSO) can help provide answers. DSO is a key indicator of your AR health. It measures the average number…

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Case Studies

Pool Agency CEO finally found the right AR Solution!

Adam Beech CEO of Pool Agency, a successful pool service company in Phoenix, Arizona, had been looking for an Accounts Receivables solution for years. With his team focused on managing services to their growing customer base, following up with late…

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Accountants, Management

Optimizing Your Accounts Receivable Strategy Using Customer Profile

While it’s well understood that a healthy cash flow is the lifeblood of every business, a surprising percentage of CFO’s across all industries don’t implement an accounts receivable strategy. This is a flagrant missed opportunity. By adopting a strategy based on…

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