Why combine Sage Intacct with YayPay? We have now 4 compelling causes.
Sage Intacct is a powerful resolution, serving to finance groups remove redundant duties, streamline processes and enhance productiveness. So what’s the enterprise case for making an extra funding in an automatic accounts receivable resolution (like YayPay)?
Full Management
An automatic AR resolution is collaborative by design, offering each your finance and gross sales workforce with a single, intuitive interface. This provides all of them the related monetary knowledge they want, in addition to the capabilities required to take efficient motion (extra on these later).
By means of a seamless integration, YayPay robotically downloads objects from Sage Intacct together with buyer duns quantity, bill PDFs, invoice-level gross sales, invoice-level contacts and customer-level contacts. There’s no must switch knowledge, which helps remove errors and provides time again to your AR workforce to give attention to precedence actions.
Data from inside the AR software program, equivalent to funds and buyer credit score limits, are synchronized from YayPay again to Sage Intacct. Your workforce can see the most recent buyer exercise in real-time, guaranteeing that there are not any delays in figuring out in danger accounts and following up.
A flawless AR circulation!
Superior Reporting
With YayPay, you’ll be able to transcend the upfront metrics and efficiency playing cards in your Sage Intacct dashboard. Our Enterprise Intelligence (BI) module allows you to create customized AR charts and graphs utilizing real-time knowledge captured inside the platform.
Utilizing one system to successfully handle and phase your AR knowledge helps restrict the chance of poor knowledge integrity, which is widespread with finance groups that depend upon a number of databases and guide evaluation for monitoring and reporting. It additionally allows you to “do away” with any costly third-party functions or time-consuming knowledge evaluation. With BI, you’ll be able to generate a customizable view of your accounts receivable data by leveraging tons of of knowledge components with easy-to-use filters and presets. This allows non-technical customers to create compelling experiences in seconds!
“With our earlier accounting software program, we at all times needed to create our personal inner experiences to get what we wanted to run our enterprise. With the Enterprise Intelligence Module, I’ve the flexibility to make YayPay my one-stop-shop for all my accounts receivable wants!”
Stephen Tracy, Director, Individuals and Operations, CHG Healthcare
Automated Credit score Checks and Collections
Mix the convenience of elevating gross sales quotes and orders in Sage Intacct with fast and easy automated credit score checking by means of YayPay. Present payor knowledge is mixed with exterior credit score scoring from businesses — equivalent to Dun & Bradstreet and Creditsafe — to offer a 360 diploma profile of each buyer. This lets you comprehensively assess their fee habits. The data is offered on versatile scorecards that may be personalized to fit your necessities. For instance, “years in enterprise” may be a crucial element for the manufacturing vertical, however it’s more likely to be much less essential for software program prospects.
The subsequent step is utilizing this knowledge to tell your collections technique. Utilizing YayPay, you’ll be able to automate all assortment actions equivalent to fee reminders, invoicing and inner escalations. Our customizable workflows will let you personalize your method for every buyer. Because of this if a buyer has a dependable fee historical past, you’ll doubtless wish to observe up with them much less continuously than you’d with a buyer that has demonstrated unreliable habits. Utilizing YayPay’s credit score capabilities, you’re additionally in a position to preserve monitor of adjustments in buyer habits. This implies you’ll be able to gauge when a buyer has merely forgotten to pay and subsequently requires a much less assertive follow-up versus when a buyer is in a downward spiral and must be addressed urgently.
The power to not simply automate, however tailor collections communications helps enhance each the velocity and effectiveness of collections. Clients really feel extra related as your workforce can give attention to not simply reaching them on time, however guaranteeing they provide a customized service after they do.
“We have now happy prospects in addition to happier workers. Improved effectivity and communications makes for a stronger relationship.”
Mehmet Shah, Director of Finance, StackAdapt, YayPay and Sage Intacct Consumer
Buyer Self-Service Capabilities
After all, tailor-made collections aren’t the one characteristic that prospects get pleasure from. Chances are you’ll be used to accessing buyer bill particulars simply in Sage Intacct, but when your prospects should commonly name as much as request the data, this may result in frustration on either side.
With YayPay’s built-in purchaser portal, you’re in a position to give prospects entry to the identical data that you simply see. They’ll use the portal to view all bill and fee data, shortly elevate disputes or points, and even contact you instantly if wanted.
Past simply having entry, prospects have the flexibility to make funds on any bill, at any time. Each automated bill despatched by means of YayPay accommodates a hyperlink that prospects can use to entry the self-service portal and take motion. By partnering with service provider service suppliers (MSPs), YayPay is ready to provide a wide range of fee choices, together with worldwide transactions, credit score/debit playing cards and digital financial institution transfers.
Occupied with Integration?
Collectively, YayPay and Sage Intacct assist groups stage up every component of the credit-to-cash course of. This reduces the chance of dangerous debt, will increase on-time funds and delights each workers and prospects. The underside line? Organizations obtain an excellent return on their YayPay funding. The truth is, Forrester Consulting discovered that YayPay generates an ROI of over 400% in simply three years.
Able to see YayPay in motion? Request a demo right this moment.
