One place to connect with vendors and customers.
Unite any team in a single place to get work done fast.
Replace siloed email processing with shared conversations powered by collaboration features.
Easily create and track to-dos to empower your team to work seamlessly together.
Capture, share, and archive critical vendor and customer documents.
Create personalized, compliant responses in one click.
Jump straight to records in your accounting software based on contents of the email.
Search across the entire history of tasks and conversation to find information instantly.
Make managing the work hassle free.
Divvy up emails and tasks to coordinate work among the team including auto-assignment rules.
Approvals and Requests
Include people outside of AR or AP in your workflow using email-based approvals and requests.
Schedule the next step in a workflow for a future date and time (e.g., pay later or promise follow-up).
Stay on top of status and any bottlenecks with progress reporting.
Accelerate your payables with data and automation.
Speed up reconciliation by sending summary of open and closed bills as well as payment history to a vendor in one-click.
Make timely payments by automatically nudging approvers if they’re behind.
Reduce mistakes by ensuring your communications go to the right addresses at vendors.
Automatically capture and archive W-9 and other documents for compliance purposes.
Respond quickly to inquiries or requests with a full history of communications, transactions, and documents for each vendor.
Accelerate your receivables with data and automation
Speed up collections and reconciliation by sending summary of open and closed invoices as well as payment history to a customer in one-click.
Keep your collections on-track by automatically nudging customers if they’re approaching due dates.
Eliminate lost invoices by ensuring your communications go to the right addresses at customer.
Automatically capture and archive proof-of-insurance, tax certificates, and other documents for compliance purposes.
Respond quickly to inquiries or requests with a full history of communications, transactions, and documents for each customer.
Tasks by team members
Meet or beat your SLAs with insights into your performance.
Track how many requests your teams receive, the number of response sent, and response time.
Understand performance of each team member to identify where coaching and training may improve operations.
Know the turn-around time for each approver to understand impact on closing.