Wipfin

Accounts Receivable (AR)

OUR APPROACH

Accounts Receivable Support

We support billing, cash application, collections, and reconciliation within your existing systems, following agreed procedures and controls. Services are tailored to the agreed scope, service levels, and client approval requirements.

Accounts Receivable real corporate scene

Key Service Benefits

01

Customer invoicing and

billing support

02

Cash application

03

Customer account reconciliation

04

Collections support

05

AR ageing analysis

06

Dispute and deduction

management

07

Customer master data

support

08

AR reporting and

month-end activities

EXPLORE OUR OTHER SERVICES

Beyond Accounts Receivable (AR)

Finance & Accounting

Finance & Accounting

End-to-end accounts payable, accounts receivable, and record-to-report for finance teams that want a...

Vendor and AP desks
Billing, credit, collections
GL, consolidations, controllership
Transformation Services

Transformation Services

Process discovery, automation, and SOP design that modernize your finance stack — often paired with...

Process discovery + SOP design
Automation opportunity mapping
Playbooks, SLAs, QA scorecards
FP&A + CFO Support

FP&A + CFO Support

Budgeting and Forecasting, Managed Reporting and Variance Analysis Service – what we focus on this p...

Budget cycles + reforecasts
Board-ready narratives
Scenario modeling + cash flow
Specialized Industry Pods

Specialized Industry Pods

Hospitality, real estate, healthcare, retail, and capital markets pods staffed by accountants who un...

Hospitality point-of-sale reconciliation
Property management trust accounting
Healthcare payer/provider nuances
OUR PROCESS

How We Bring You Live

Our Process
01

Assess & Align

We assess your existing billing, credit, and collections procedure and agree on the KPIs and DSO targets which will influence the models for your outsourced accounts receivable.

02

Transition & Stabilize

We perform formal structured knowledge transfer and we even run your current process in parallel with ours in a pilot phase, so all your collections and cash posting processes can carry on as normal.

03

Automate & Elevate

Move your invoicing, cash application outsourcing and collections workflows onto our AR automation services platform with live AR dashboards informing your team from day one.

04

Scale & Optimize

DSO will continue to move downwards well into go-live with periodic performance reviews and process fine tuning.

Start Today

Let’s Simplify Your
Finance Operations

Companies use WIPFIN to run leaner finance operations without adding headcount — see what accounts receivable services could look like for your team.

Works With Your Existing ERP
No Card Needed to Start
Flexible Engagements

Defined+

Cost Reduction

High

Process Accuracy

48-Hour

Cycle Time Target

START THE CONVERSATION

Let’s Talk Through Your Accounts Receivable

Share your current billing and collections challenges, and we’ll map out an accounts receivable services model built to move your DSO and cash position in the right direction.

Confidential & Secure

Confidential & Secure — shared details are handled with complete discretion.

Let’s Talk Through Your Accounts Receivable