Bring data from different sources like accounting softwares, Invoicing software, companies and departments under one roof to get a holistic view of your A/R.
Spurtcloud lets you create a central repository from different sources so you can follow the same rules for data from all different sources. Spurtcloud also let you create different workflows based on the source of data

Spurtcloud provides an omni channel contact center solution that makes it easy to communicate with your customers through email, sms, fax, and regular mail (printed). With Spurtcloud, you can centralize all of your customer communication in one place, making it easy to manage and respond to customer inquiries.

The customer self-service portal is a secure, password-free online account that allows customers to view invoices and credit notes. Customers can also use the portal to make payments. The customer self-service portal is an important tool for enhancing the customer experience. It allows customers to access their accounts directly and keep track of their outstanding & paid invoice, credit notes, raise disputes, promise to pay and make payments.

“Every line is the perfect length if you don’t measure it.” ― Marty Rubin
Paradise by the Dashboard Lights. Using out-of-the-box reports can help you dive deeper into your accounts receivable to get a better sense of where your money is coming from and how it changes over time.

They have the option to pay total outstanding balance, current due balance or overdue payment. They can also make partial payments against the selected invoices.

Your customer can also raise disputes against the invoices where they see something wrong or have some concerns. All dispute-related communication can be handled through the portal itself without the need for phone calls or emails.

Your customers can notify you of the date by which they will make the payments through the customer portal after receiving the invoice or invoice related communication

Lets you store the credit score derived from various sources like D&B, LexisNexis, Experian, etc.

The No Code Workflow Designer is a very unique and powerful feature of SpurtCloud. Our aim is to digitize the A/R department by automating the current process which is already in place, rather than forcing them to adopt a new one.
Initially when you sign up for SpurtCloud, you will see a set of workflows already built in system and ready for use. This enables small businesses to start using software almost immediately.

The SpurtCloud Rule Engine is a powerful tool that allows you to define the Actions that trigger on specific events. For example, you can use the Rule Engine to send New Invoice reminders, Invoice Due Date Reminders, or Credit Limit Used Reminders.
Actions are a collection of activities like sending email, sms, fax, regular mail, adding notes, making logical decisions like determining if credit limit has exhausted, when was the last payment made, etc. The sequence of the activities can be organized in workflow steps using the SpurtCloud Unique LowCode NoCode Workflow designer.

SpurtCloud integrates with QuickBooks Online, Xero, and Stripe. You can connect your accounting software to SpurtCloud and receive payments through Stripe. This process is simple and efficient, allowing you to get paid quickly and easily.

SpurtCloud offers a fast and easy way to bring your data into the platform via an Excel sheet template. This is a great option if you’re using a software that doesn’t have direct integration with SpurtCloud. Simply format your data according to the template and upload it to the platform. This will save you time and ensure that your data is correctly formatted for use in SpurtCloud.

Customers can also see the early payment discount if offered through the portal. This way they can decide to make payments early to avail of the discount offered.

Customers can see any custom plans offered against the invoice so they can make the payment in equated monthly/weekly/daily installments.

Spurtcloud offers the ability to define credit limits for each customer in terms of amount and days. This helps you track credit consumption and take appropriate action to extend or reduce credits. By having a credit limit in place, you can avoid having customers overspend and help manage your company’s finances more effectively.

Customers can view all issued credit notes through the portal. The portal displays the credit note number, date, value, customer name, customer address and expiry date.

Save time by communicating with customers in one click with multilingual templates for email, fax, sms and that auto-fill based on your data.
SpurtCloud lets you create multilingual templates for all modes of communication, which in turn provides a more personalized experience for the client.