Insight · Receivables recovery

Money that was already written off, back in the account.

Insight watches every outstanding invoice, decides who to chase, how and when, and runs the follow-up until the money lands.

Book a demoTry it below
live demo · sample data · nothing you do here is savedInsight · Northwind Logistics · receivables

Monitoring

Opening balance0
New dues69,396
Verified Payments56,224
Unverified Payments1,753
Adjustment108
Balance due11,311
NameOpeningNew DuesVerifiedUnverifiedAdjust.Balance Due

The real product

Screens from Insight running on sample data. The demo above is a lighter version of the same portal.

Monitoring: every balance, rolled up by team member, carriage or customer group.
Monitoring: every balance, rolled up by team member, carriage or customer group.
Drill from a manager down to a single salesperson's customers.
Drill from a manager down to a single salesperson's customers.
Down to the ledger line, with a running balance and a dispute button.
Down to the ledger line, with a running balance and a dispute button.
Receipts wait for verification before they count as collected.
Receipts wait for verification before they count as collected.
Approvals: changes that need a manager's yes are queued, not lost.
Approvals: changes that need a manager's yes are queued, not lost.
Analytics: the book by month, what was billed, and what came in.
Analytics: the book by month, what was billed, and what came in.

Who it's for

Insight is built for teams that live in this work every day. It fits the tools they already run and the way they already work.

Finance teamsCredit controllersMulti-entity groups

What it does

Four things Insight does that general software doesn't, each one shaped with the people who use it.

Live agingEvery invoice across every ledger in one view, bucketed by age and risk.
Chase sequencingReminders, calls and escalations are scheduled per customer based on how they've paid before.
Promise trackingA promise to pay becomes a date. Miss it and the sequence resumes automatically.
Recovery reportingWhat came in, from whom, after which action. Attribution you can show the board.

Plugs into what you run

Connect in minutes. If your system isn't listed, we add it as part of onboarding.

XeroQuickBooksSageNetSuiteStripeEmail

Run Insight under your own name.

Your logo, your colours, your domain, your billing. Launch in about 14 days. We keep it running underneath.

Ask about white-labelling
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See Insight on your data.

Thirty minutes with an engineer, not a salesperson. Bring a real problem and we'll show you what it looks like solved.

Book a demoinfo@turingvex.com