Sobre o Cforia.autonomy

Cforia.autonomy is an accounts receivable and order-to-cash software designed to help businesses consolidate data across billing, invoicing, order management, payment processing, and other operations. Administrators can create custom reports using pre-packaged templates, share dashboards with team members, visualize data and gain visibility into credit, collections, disputes, deductions, cash flow, and receivables on a centralized platform.

Cforia.autonomy allows teams to track the status of sent, received, or opened invoices and customer activities including tasks, logs, correspondence, and payments. The collection management platform reads and updates data from various sources and lets businesses generate worklists and create email templates. Supervisors can set up reminders to assign tasks or follow-up with staff members and streamline dispute resolution processes using built-in collaboration tools to identify root causes.

Using Cforia.autonomy, managers can accept credit card payments whilst maintaining compliance with Payment Card Industry Data Security Standard (PCI DSS). The system streamlines the credit approval process through audit trails and signoffs by required stakeholders. It also captures and matches remittance data from emails, cheques, PDFs, or customer payment portals.

Preços a partir de:

N/D

  • Versão gratuita
  • Teste Grátis
  • Assinatura

Principais benefícios do Cforia.autonomy

• Machine learning and artificial intelligence- enabled platform with automated, data-driven decision-making.
• It supports real-time and seamless data integration.

Dispositivos

Porte da empresa

P M G

Mercados

Estados Unidos

Idiomas

inglês

Preços a partir de:

N/D

  • Versão gratuita
  • Teste Grátis
  • Assinatura

Recursos

Total de recursos do Cforia.autonomy: 51

  • API
  • Acompanhamento de faturas não pagas
  • Agendamento de retorno de chamada
  • Banco de dados de contatos
  • Cobrança e faturamento
  • Cobrança recorrente ou de assinaturas
  • Coletas internas
  • Compensação de cheques
  • Compensação de pagamento excedente
  • Compras e recebimento
  • Conformidade com o PCI
  • Controle do processo de aprovação
  • Criação de faturas
  • Cálculos de impostos
  • Depoimentos do cliente
  • Discador automático
  • Faturas personalizáveis
  • Faturação online
  • Ferramentas de colaboração
  • Gerenciamento de contatos
  • Gerenciamento de faturas
  • Gestão de agências de cobranças
  • Gestão de clientes
  • Gestão de coletas
  • Gestão de conformidade
  • Gestão de modelos
  • Gestão de pedidos
  • Gestão de tarefas
  • Gestão de transações
  • Histórico de faturas
  • Informação de crédito
  • Lembretes
  • Livro de contas a receber
  • Modelos de e-mails
  • Modelos personalizáveis
  • Múltiplas moedas
  • Notificações automáticas
  • Pagamentos eletrônicos
  • Pagamentos online
  • Pagamentos parciais
  • Painel de atividades
  • Planos de pagamento
  • Portal de cobrança
  • Processamento de faturas
  • Processamento de pagamentos
  • Processamento de pagamentos ACH
  • Processamento de pedidos
  • Registro de auditoria
  • Relatórios e estatística
  • Seguimento de status
  • Visualização de dados

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Avaliações

Classificação geral

4,8 /5
(10)
Relação qualidade/preço
4,5/5
Recursos
4,1/5
Praticidade
4,9/5
Suporte ao cliente
4,8/5

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Exibindo 5 avaliações de 10
Sandra G.
Classificação geral
  • Setor: Papel e produtos florestais
  • Porte da empresa: 1.001-5.000 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Customer Experience

Avaliado em 29/01/2021

Have been a customer for over 15 years. Overall experience is exceptional. Cforia team is eager to...

Have been a customer for over 15 years. Overall experience is exceptional. Cforia team is eager to listen to ideas from existing Customers to enhance the overall product. They are dedicated to the Customer Service Experience and do their best to add important features that can/will make the software become a more valuable & efficient tool in the Financial Accounts Receivable/Credit & Collection world.

Vantagens

In the AR world, Cforia allows the User to Track, Add Notes, and Documents to all activity related to Open Invoices & Disputes. One can set Reminders, Rules, Action Plans, Customer Letters, Statements, etc., which can be emailed straight out of Cforia with attachments. The system can accommodate multiple Companies, Currencies, with Parent/Child Relationships. The ease of moving through Cforia is just a click away, with Credit Information, Open Invoices, Open Orders, Payment Trends, Notes, Audit trails, etc.. The software can give the viewer a clear overview of a Customer at a High level, or in a Detailed Manner. Exporting Customer information out of Cforia is easy, and allows further Detailed Analytics that can be utilized at the AR level, up through Sales, Marketing, and Upper Management for Customer Financial Reporting.

Desvantagens

As a Customer, it would be helpful, if Cforia could add more analytics to Customer AR activity by months, years, to trending related to AR balances and how the customer paid, evaluating AR growth. Additionally, developing a Customer Promotional Tracking program as well as Customer Deduction Management tracking. Cforia needs to enhance this side of the software, for tracking and trending. It would be beneficial, if Cforia could either collaborate or create Customer Invoice copies to be housed in Cforia for Open/Closed Invoices.

Alternativas consideradas

Integrated Receivables

Razões para mudar para o Cforia.autonomy

Cforia had more to offer on Product, Services, and Customer Support
Carol C.
Classificação geral
  • Setor: Atacadistas
  • Porte da empresa: 501-1.000 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 8.0 /10

Collection module

Avaliado em 25/01/2021

At this time, we are happy with the overall implementation of the Collection tool, we will be...

At this time, we are happy with the overall implementation of the Collection tool, we will be implementing Cash App and Customer portal in the next few months and excited to do so.
We had the best implementer Dima Campbell.

Vantagens

The ability to see all our customers that have multiple parent/child relationship. The format is easy to ready, and quickly responds. Still trying to understand the Rules/Reporting and printing letter process.

Desvantagens

I would like to see the UAT environment be set to a different background color or some other form of identifying which environment you are currently logged into. There are times where I have clicked on the wrong link and thought I was in the production environment and later realized I was not.

Jason F.
Classificação geral
  • Setor: Hospitais e Saúde
  • Porte da empresa: 10.000+ funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 9.0 /10

Olympus Review

Avaliado em 21/01/2021

Overall, we are very satisfied with Cforia.autonomy and are looking forward to going live with 2.0...

Overall, we are very satisfied with Cforia.autonomy and are looking forward to going live with 2.0 in the near future.

Vantagens

The most important feature of Cforia for us is executing dunning runs. We do this frequently because no contact collections are very important due to how large our portfolio is. We also recently implemented a customer portal for customers to obtain their own invoice copies, which has cut down on lots of unnecessary work for our A/R staff.

Desvantagens

We have had some difficulties with integrating data from flat files for one of our operating systems, which has caused some inaccurate data in the system.

Alternativas consideradas

Integrated Receivables

Razões para mudar para o Cforia.autonomy

Although I was in a different role and was not responsible for making the decision on what collections software we were going to purchase, I believe the decision was made to go with Cforia due to how easy the system is to use and the features that allows for no contact collections.
Steve K.
Classificação geral
  • Setor: Transporte rodoviário e ferroviário
  • Porte da empresa: 10.000+ funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Great company and software

Avaliado em 26/01/2021

The ease of use and tracking of touch/no touch accounts has allowed us to be more efficient in our...

The ease of use and tracking of touch/no touch accounts has allowed us to be more efficient in our collection process. The software has helped in making our AR stronger.

Vantagens

The integration of this software was extremely smooth and took very little time from our side. Cforia did a great job training.
The system has worked great for our needs and continues to help keep our AR in great shape.

Desvantagens

Only thing that we have had issues with was waiting on the rollout of the new instance as this is going to correct the minor issues we had in some reporting.

Alternativas consideradas

Integrated Receivables e Billtrust

Razões para escolher o Cforia.autonomy

High cost and absolutely no customer service.

Razões para mudar para o Cforia.autonomy

Cost and better features. Also there is a relationship between them and the customer.
Chris D.
Classificação geral
  • Setor: Atacadistas
  • Porte da empresa: 10.000+ funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

World class credit & collection software

Avaliado em 02/02/2021

Cforia has been a critical resource for the team to gain a global view of credit, reporting, along...

Cforia has been a critical resource for the team to gain a global view of credit, reporting, along with breakdown of dispute and deduction volume - or "dirty" receivables within our gross receivable aging. We leverage the application to structure collector portfolios and apply various strategies to target our collection effort including auto-dunning and other KPI reporting. The note/records and attachments are useful for building strong business cases supporting decisions as we manage collection strategies across our customer base.

Vantagens

This application is easily customizable to fit your business needs and can be deployed across different market strategies. Workflow automation, letter-engine capabilities, reporting and metrics are powerful tools to drive productivity and results.

Desvantagens

Our implementation created some unique challenges with Cforia, such as the multiple levels of hierarchy that impacted our ability to roll out Cforia Portal, as well as ability to classify and workflow multitiered deduction transactions. The Cforia team has been a tremendous partner to help us bridge these gaps by identifying best practices across the value stream to streamline these scenarios.

Exibindo 5 avaliações de 10 Leia todas as avaliações

Perguntas frequentes sobre o Cforia.autonomy

Abaixo estão algumas perguntas frequentes sobre o Cforia.autonomy.

O Cforia.autonomy oferece os seguintes planos de pagamento:

  • Teste Grátis: Não disponível

Os clientes habituais do Cforia.autonomy são:

2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001+

O Cforia.autonomy está nos seguintes idiomas:

inglês

O Cforia.autonomy é compatível com os seguintes dispositivos:

O Cforia.autonomy se integra com os seguintes aplicativos:

SAP Business One

O Cforia.autonomy oferece as seguintes opções de suporte:

Email/Help Desk, Base de conhecimento, Suporte por telefone, Bate-papo

Categorias relacionadas

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