Credit Control Automation

Accelerate Your Business

Whether you are a company with in-house credit control, an outsourced credit control service or an agency, automation can help recover debt with the minimum delay using minimum resources.

Credit control document management and workflow solutions automates many routine recovery processes. This allows you to reduce debtor days and boost cash flow while reducing manual intervention and eliminating inefficient paper procedures.

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Benefits of using Automation for Credit Control

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Full Process Control

  • Keep track of works in progress with dashboard and flowchart tools.
  • Greater visibility of controller productivity and customer calls.
  • Identify bottlenecks and where to improve.
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Improved Customer Service

  • Automatically trigger payment reminders.
  • Automate escalation process stages per customer.
  • Automatically modify payment arrangements by capacity-to-pay.
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More Organised Data

  • Generate management data of all cases under review.
  • Generate management data on total value of cases.
  • The system can flag potential debtors.

The Value of Using Credit Control Process Rules 

By linking to your ERP or sales ledger, workflow rules can be set up to monitor payment due dates and customer credit limits and trigger automated payment reminders.

Rules can also factor in account value, allowing you to instigate automated “low value-high volume” debt recovery processes.

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Centralising Credit Information

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When you integrate with your ERP, automated alerts can be triggered to allow timely intervention whenever a customer order breaches credit limit or overdue payment criteria.

When credit control operations adopt special debt re-scheduling procedures with agreed “promise to pay” periods, billing performance can be tracked against re-scheduled criteria.

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Our business consultants are here to help you accelerate and simplify your digital transformation journey.

Learn About Our Credit Control Solutions


Kofax Transformation

Reminder document templates can be established which contain standard content and fields for information such as customer contact name, company address, reference numbers and overdue account details which can be sourced from your databases.

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Filestore BPM

Filestore BPM allows you to set up rule-based debt recovery workflows and apply them on an individual customer basis. Filestore delivers granular reporting on credit control KPIs, potential workload bottlenecks and other process metrics via dashboards and Visio flow diagrams.

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Filestore EDM

Filestore EDM helps credit controllers by centralising all information for automatic implementation of various customer workflows based on credit limit, debt age or other customer-specific criteria. Optimises granular processes all just by scanning documents.

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Outsource Your Document Processing

Manually processing high volumes of paper is a costly and inefficient process. Keying in data is the same way. Our outsourced services is fully accredited and trusted by government and Fortune 500s. Focus your resources on peak activity. Outsource to us today!

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