Features

Features​

AR Automation - it's what's on the inside that counts.

Intelligent Accounts Receivable

Give your team immediate access to customer data, invoicing data, and payments all in one place.

Invoicing Simplified

Create custom branded one-time or recurring invoices on Cadency and deliver electronically. Alternatively, Cadency can talk to your existing accounting ERP platform and automatically capture invoices ready for processing.

Local Payment Solutions - Globally

Reduce expensive payment fees and increase sales by accepting global currencies and in-country payment methods. Cadency is built to give your customers simple and friction-free payment journeys with a range of local payment methods.

Accounting ERP Integrations

Connect Cadency to your existing ERP accounting systems to create a single source of truth across your accounts receivable department.

Customer data, invoicing data, and payments all in one place.

Automate Workflow

Reduce manual administrative tasks by automating your invoicing processes and customer communications.

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Automate Your Invoice Cadences

Deliver invoices automatically by creating rules-based invoicing flows based on customer attributes, product or amounts for timely and more effective invoicing processes.

Configure Collection Cadences

Set up contextual workflows to automate one-time or recurring payment reminders. In addition, collection cadences can be configured to automatically communicate with customers having overdue accounts.

Dashboard Driven

Utilize configurable dashboards to get a clear snapshot of your overall invoicing, payments, approaching deadlines, past-due invoices, open and pending client disputes, and other workflow cadences.

Choose Your Level of Automation

Cadences can be configured to run completely unattended and automatically communicate with clients or, if you prefer, can be configured to require final review by AR team members prior to execution. You can choose your level of automation based on the type of workflow, invoice, or customer attributes.

Supercharge Customer Focus

Foster collaboration among your AR team members while enhancing customer interactions.

Complete Invoicing CRM

Cadency provides a comprehensive view into your customers accounts receivable, invoices, and payments data on a single platform. This makes it easier for your staff to collaborate and provide consistently outstanding customer experiences.

Deep Customer Insights

Get a deep understanding of customer trends, past-due aging balances, and payment patterns to help your team quickly identify customer behaviour and prioritize strategies accordingly – clear insights all from one place.

Assign and Manage Team Tasks

Assign and prioritize tasks, workflows and cadences to team members. Monitor completion of tasks, customer communications, and customer activities in real-time; keeping your entire team performing and aligned.

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Customer Portal

Give your customers seamless invoice-to-payment journeys and transparency via a self-serve portal.

Self-Serve Portal

Build trust relationships by giving your end customers continuous visibility. Under your brand, the Cadency Customer portal offers a consolidated view of invoices and outstanding amounts, payment history and more. Customers make payments, manage disputes, and correspond with your team.

Enhanced Check-out Experience

Authenticated customers can further simplify their payment experiences using the Customer Portal. Securely memorizing credit card numbers and ACH data (if they choose to) allows for enhanced ‘click-to-pay’ experiences.

Dispute Management

Customers can raise disputes and directly communicate with your team at each stage of the dispute resolution process. The Customer Portal is integrated in real-time to the Cadency platform, providing your team with a centralized platform to handle and settle disagreements and inquiries.

Schedule A Demo

Our team is ready with the solutions you need to advance your business.