AR automation should do more than send reminders on a timer. ezyCollect brings dynamic workflows, credit risk management and B2B payments into one place, with built-in intelligence to help your team take the next best action and benchmark collection performance.
See ezyCollect running with your accounting system and the way your team collects.
Native, bidirectional sync ingests receivables, customer and communication data from the accounting system you already use, to create a complete account-level view.
Dynamic workflows adapt follow-ups to customer segments, ageing stages and order-to-cash events across the collection process.
Tasks, customer context and collection activity stay together, so your team knows what needs attention and who owns the next step.
Aimie is the intelligence layer within ezyCollect, taking AR automation further. She powers Business Intelligence today, with Augmented Collections coming soon.
You set the strategy, customer segments and level of automation. Aimie works within those boundaries so you're always in control.
Want to take it further? Enable Aimie to add next best action recommendations per account and market intelligence
Business Intelligence uses the Sidetrade Data Lake to show how your collection performance compares with real B2B payment behaviour across the wider market, not just your own ledger.
Aimie reviews accounts daily to help surface the right move for your team, based on the strategy you set.
Onboard the customer, chase the invoice, take the payment, and know what to do next.
Onboard customers with digital credit applications, access credit scores and reports, and monitor risk throughout the relationship.
Different chasing strategies for different customer groups, triggered by ageing stages and order-to-cash events, with tasks built in.
Pay Now links on invoices, emails and SMS, an online portal, and payments allocated automatically to the right invoices in your ERP.
The Aimie layer: Augmented Collections for account prioritisation, Business Intelligence for market benchmarks.
Static templates send the same sequence to everyone on the same timer. Dynamic workflows adapt to who the customer is and what has actually happened on the account.
“The new workflow UI, bespoke communications and task assignment features have made managing customers and day-to-day tasks more organised and efficient, this has helped to streamline my workflows, improve communication and made it easier to track outstanding tasks and follow-ups. Overall, these features have been quite beneficial to my everyday workload.”
Our cutting-edge platform connects with any accounting software, making the process of managing your accounts receivable a breeze. Discover how powerful your accounting software can be with AR Automation.
ezyCollect by Sidetrade is accounts receivable automation software, and part of Sidetrade. More than 1,500 companies in 23 countries use it, with $20B in receivables under management. It connects to Xero, SAP Business One, Sage, Oracle NetSuite and Microsoft Dynamics 365, and brings dynamic collection workflows, credit risk management and B2B payments into one place, with Aimie, its AI for order-to-cash, adding intelligence on top.
Days sales outstanding (DSO) is the average number of days it takes to collect payment after an invoice is raised, so a lower DSO means cash reaches your bank sooner. ezyCollect reduces DSO and accelerates cash collection by chasing each customer at the right time with dynamic workflows, sending Pay Now links on invoices, emails and SMS so customers can pay straight away, and allocating payments to the right invoices in your ERP automatically. Aimie Business Intelligence benchmarks your DSO against real peers using the Sidetrade Data Lake, so you can see where faster payment is achievable. Customers see an average 43% reduction in overdue outstanding in their first 12 months.
Yes. ezyCollect supports credit control by automating invoice follow-ups, collecting online payments and allocating payments back to supported accounting and ERP systems. It also offers credit-risk insights and monitoring, subject to availability, helping credit controllers focus on accounts that need personal attention.
Yes. ezyCollect connects to Xero, SAP Business One, Sage, Oracle NetSuite and Microsoft Dynamics 365 with a native, bidirectional sync. There is no ERP change required: you keep the accounting system you already use.
Automated reminders send every customer the same template on the same timer. Dynamic workflows apply different collection strategies by region, risk or activity, move customers between segments automatically as your ERP data changes, and trigger next steps when order-to-cash events happen, such as disputes, payment promises, callbacks or invoice requests.
ezyCollect lets you onboard customers with digital credit applications, access credit scores and reports, and monitor risk throughout the customer relationship, so you can set the right terms before you extend credit and spot changes before they become bad debt.
Yes. Pay Now links go out on invoices, emails and SMS, and customers can also pay through an online portal. Payments are allocated automatically to the right invoices in your ERP.
Aimie is the intelligence layer within ezyCollect. Business Intelligence benchmarks your DSO and collection performance against real peers using the Sidetrade Data Lake. Augmented Collections, coming soon, will recommend the next best action for each account and prioritise a daily queue for collectors. You set the strategy and the level of automation, and Aimie works within those boundaries.
ezyCollect customers see an average 43% reduction in overdue outstanding in their first 12 months.
In 30 minutes, you will see how ezyCollect connects with your accounting system, how dynamic workflows can fit the way your team collects, and how Aimie can add account prioritisation and market intelligence when you are ready.
In 30 minutes, see how ezyCollect connects with your accounting system, how dynamic workflows can fit the way your team collects, and how Aimie can add account prioritisation and market intelligence when you’re ready.
Book a 30-minute demo →