Growfin - AR Automation for Complex O2C

Growfin is an AI-powered accounts receivable platform that extends what Sage Intacct can do for collections and cash application. It connects to Sage Intacct, your CRM, and business bank accounts to centralize AR data in one place, then automates the manual work of collections through workflow automation and collaborative workflows with sales and customers. Real-time analytics give finance leaders visibility into cash position as it changes, not after quarter close.

Growfin's AI does the heavy lifting where it matters most: it flags risky accounts before they become write-offs, and matches incoming payments to remittances automatically, whether they arrive by email, PDF, scanned image, or spreadsheet.

The result is faster collections, less manual chasing, and a measurable drop in DSO, built directly on top of the Sage Intacct data your team already trusts.

Key Benefits:

Collection Automation

• Dynamic Risk Scoring & Prioritization: Every account is scored and ranked in real time based on payment behavior and risk signals pulled directly from Sage Intacct, so collectors work the highest-risk balances first instead of guessing who to call.
• AR Inbox: A shared inbox for every collections conversation, with AI-drafted responses and full visibility into email history, so nothing falls through the cracks between reps.
• Smart Adjustments: Credit memos, write-offs, and disputes are flagged and routed automatically, keeping your Sage Intacct AR ledger clean without manual reconciliation.
• Customer Portal: A branded, self-serve portal where customers view invoices, raise disputes, and pay directly, cutting down on back-and-forth emails and calls.
• Invoice Delivery & AP Portal Automation: Invoices go out the way each customer wants them, by email or submitted directly into their AP portal, removing a manual step that regularly delays payment.

Cash Application

• Cash Application Automation: Growfin auto-matches payments to open invoices in Sage Intacct, no matter the format the remittance arrives in: email, PDF, image, or spreadsheet, cutting manual cash application time dramatically.
• Payments: Customers pay directly through the portal, so cash lands faster and posts back to Sage Intacct without extra data entry.

Requirements:

Price:
Annual subscription driven by invoice volume & revenue

Integration Approved Countries:
United States