Inwisely is an AI-driven tool designed to automate and simplify the accounts receivable process for businesses, making it easier to collect payments on time.
Inwisely is all about streamlining the payment process and boosting efficiency. With its smart features, it helps businesses manage accounts receivable tasks with ease. One standout capability is its AI-suggested follow-up sequences for contacting customers about payments. This makes it simple for businesses to choose the best approach for following up, increasing the chances of receiving timely payments.
Getting started with Inwisely is a breeze. Users can upload their invoices in several ways: they can do it manually, connect their existing accounting software or ERP, or just email the invoices directly to Inwisely. Once the invoices are uploaded, users can kick back and relax because Inwisely takes care of follow-ups on their behalf, sending personalized emails to customers automatically.
The platform also includes a handy monitoring feature, allowing users to check the communication history related to each invoice. This way, businesses can easily see what’s been discussed with customers regarding payments. To top it off, Inwisely provides an aging report that keeps users informed about the status of any outstanding payments.
Inwisely seamlessly integrates with major ERPs and accounting tools, ensuring that data flows smoothly across platforms. It also accommodates multiple users, which means businesses can designate different account managers for specific customers, enhancing the management process. Plus, users can monitor the status of their emails, tracking delivery, open rates, and replies.
Data security is a top priority for Inwisely, with encrypted storage provided through AWS, ensuring that user information remains safe. The tool is also versatile, offering a headless mode for easy integration into other platforms, giving immediate access to its intelligent follow-up features.
Lastly, Inwisely empowers users to capture customer commitments to pay and execute workflows based on those promises. This ensures that businesses can keep tabs on what their customers have pledged, helping to ensure that payments are made on time.
In summary, Inwisely is an innovative tool that automates accounts receivable processes, featuring AI-powered follow-up sequences, easy invoice uploads, communication history tracking, strong ERPs integration, robust data security, and effective promise-to-pay workflows.
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