The interactions between your customers and your business hold insights in efficiency gains that can be made, risk to the business, opportunity and credit control actions that are required.
It’s hard to get this information from your accounting software’s aged debtor reports, so we’ve analysed their behaviours for you, which you can filter by time period in the top right of the page.
Everything we have done for customers, we also have for suppliers and how you are interacting with them. Are you too dependent on one? Do you know what you’re really spending? Are your payment trends putting you at risk as you’re paying suppliers faster than customers are paying you?
Customer insights assistant
When you click on any contact, more insights are served for that customer or supplier. Key information about payment trends, what is due today and what is late is within the overview at the top.
There is graphical representation of the payments you’ve received or have made over the last 3 invoices or bills, the last 10 invoices or bills, this year and last year. Current and annual risk is assessed as well as dependency on that customer and supplier.
Sort and filter
The customer and supplier table is fully sortable and filterable. Use these features to refine the presentation of the information.