Next Generation Credit Control Software

Automate the creation and delivery of credit control processes through letters, emails, sms around flexible business rules.

Serving all size companies our flexible cloud based software can automate your workflows freeing up staff and automating processes

A unique system that allows a client to automate the creation and delivery of credit control letters or electronic communications to exact business rules that automatically monitors and enforces credit control procedures without committing valuable employee resources.

Letters

Automate the creation and delivery of credit control letters or electronic communications around your ideal process.

Credit Limits

Establish workflow automation processes so that all decision makers are consulted before key clients are placed on hold, receive a credit control communication or have their credit limit amended.

Instant Oversight

Monitor and enforce credit control procedures without committing valuable employee resources.

Real-time Information

Better support credit control decisions by integrating data from credit reference agencies or other web services with your accounting or ERP application data. Inform other employees about credit control status changes via email, SMS or a CRM account record update.

 

THE PRODUCT

  • Automatic letters, email or texts

  • Log in from anywhere in the world

  • Compatible with accounting software

  • Create your own workflows

  • Status changes via email, SMS or CRM

THE BENEFITS

  • Reduce average days debt outstanding

  • Improve cash-flow

  • Dispute manager

  • Cost and time efficiency

  • CRM for credit controllers

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Features


  • Financial Engine that allows for flexible rules including interest rates
  • Powerful reporting and searching capabilities
  • Flexible Dashboards and Task Lists for operators
  • Account segmentation

 

 

  • Automatic SMS and letter chasing
  • Powerful templating allowing integration with Microsoft Word, Outlook
  • Easy tools to configure the workflows
  • Flexible Decision Engine for Advanced Rules
  • Promised cash calculator
  • Dispute flags to hold key accounts
Lateral has decreased our average days of debt outstanding by 2 days and 10% in just six months!
— Nigel Ross, Corporate and Legal