Deep dive into every feature that gets you paid
From invoice ingestion to payment matching, explore how our AI-powered platform automates your entire receivables workflow
Ingestion
Seamlessly ingest data from any source with our robust ingestion engine.
Multiple ingestion methods
Flexible invoice capture to fit your workflow
- BCC email forwarding - auto-capture from your billing system
- PDF and image upload with advanced OCR
- Public API for direct invoice upload
- CSV batch import for historical data
Intelligent validation
Ensure data accuracy from the start
- Auto-validate invoice totals and currency
- Extract and verify due dates automatically
- Normalize buyer information across sources
- Flag duplicate invoices before processing
Format support
Handle any document type
- PDF invoices with multi-page support
- PNG/JPG image processing
- CSV/Excel for bulk operations
- MT940/SEPA for payment files
Dunning
Automate your collections with intelligent, multi-channel dunning strategies.
Multi-channel orchestration
Reach customers on their preferred channel
- Email with customizable templates
- SMS for urgent reminders
- Automatic channel fallback and retries
Smart strategy engine
Customize your collection approach
- Define steps, delays, and escalation paths
- Channel selection based on customer preference
- Quiet hours per country/timezone
- Localized language and tone adaptation
Automated cadence
Set it and forget it
- Pre-due date friendly reminders
- Post-due date escalating urgency
- Promise-to-pay follow-ups
- Final notice before escalation
Risk Scoring
Leverage AI to predict payment behavior and optimize collection efforts.
Predictive analytics
Know who will pay late before they do
- ML models trained on payment patterns
- Probability of late payment scoring
- Days-to-payment prediction
- Customer creditworthiness assessment
Adaptive automation
Adjust strategy based on risk
- Auto-adjust reminder timing for high-risk accounts
- Change tone and urgency dynamically
- Select optimal channel per risk level
- Escalate faster for chronic late payers
Disputes
Resolve disputes faster with automated workflows and smart classification.
Smart classification
Route disputes to the right team instantly
- Auto-classify replies (quality/docs/finance)
- Detect dispute keywords and sentiment
- Identify partial payment promises
- Flag urgent escalations
Automated workflows
Handle disputes without manual intervention
- Pause dunning automatically on dispute
- Route to appropriate team member
- Track resolution status and timelines
- Resume collection after resolution
Resolution tracking
Never lose track of a dispute
- Centralized dispute dashboard
- SLA monitoring and alerts
- Resolution reason categorization
- Historical dispute analytics
Payment Matching
Automatically match payments to invoices with high precision.
Bank file processing
Reconcile payments automatically
- Import MT940/CSV/SEPA formats
- Multi-currency support
- Batch processing capabilities
Intelligent matching
ML-powered reconciliation
- Heuristic and ML matching algorithms
- Confidence score thresholds
- Partial payment detection
- Multi-invoice payment handling
Manual controls
Stay in control when needed
- Manual override with audit trail
- Bulk matching operations
- Exception handling workflows
- Reconciliation reports
Analytics
Gain actionable insights into your collections performance.
Key metrics dashboard
Track what matters most
- DSO trends and projections
- Aging analysis by customer/segment
- Recovery rate by strategy
- Promise-to-pay conversion rates
Strategy performance
Optimize your collection approach
- Channel effectiveness analysis
- A/B testing results
- Template performance metrics
- Timing optimization insights
Data export
Integration with your BI tools
- CSV/Excel export capabilities
- API access to all metrics
- Scheduled report delivery
- Custom report builder
Credit Insurance
Automate trade credit insurance tracking and risk mitigation.
Coverage Visibility
Real-time monitoring of insurance limits
- Track approved limits per customer
- Monitor exposure against coverage
- Visual indicators for protected receivables
- Instant alerts for limit breaches
Smart Limit Updates
AI-powered document processing
- Parse insurer documents (PDF/Excel)
- Auto-match buyers via tax ID
- Bulk update limits instantly
- Support for all major insurers
Risk Management
Proactive exposure control
- Coverage utilization dashboards
- Indemnity rate tracking
- Historical audit trail of changes
- Multi-currency limit support
Factoring Support
Manage your factoring workflows and providers directly within your dunning process.
Seamless Integration
Integrate factoring into your dunning workflow
- Flag invoices for factoring automatically
- Sync status with factoring providers
- Custom dunning rules for factored invoices
- Automated assignment workflows
Provider Management
Manage multiple factoring relationships centrally
- Centralized dashboard for all factors
- Rule-based assignment by currency or region
- Track credit limits and availability
- Unified reporting across providers
Cost & Reconciliation
Automated tracking and reconciliation
- Track factoring fees and interest
- Auto-reconcile payments from factors
- Clear view of net cash position
- Automated ledger updates
Compliance
Ensure your collections process is compliant with global regulations.
Data protection
GDPR-compliant by design
- Data retention policies
- Right to deletion support
- Encryption at rest and in transit
- Audit logs for all actions
Regional rules
Respect local regulations
- Country-specific quiet hours
- Holiday calendar integration
- Language preferences
- Cultural tone adaptation
Ready to reduce your DSO?
Join leading B2B companies that trust Ledgvero to automate their collections and get paid faster.