Make Invoices & Collections Seamless with Automation

From invoice creation to cash collection, reduce delays, errors, and friction. Automate your invoice processing and collections so you get paid faster and spend less on chasing.

Make Invoices & Collections Seamless with Automation

From invoice creation to cash collection, reduce delays, errors, and friction. Automate your invoice processing and collections so you get paid faster and spend less on chasing.

The Invoicing & Collections Challenge

Fragmented Invoice Formats

Invoices arrive in many formats (PDFs, emails, Excel sheets, WhatsApp, Vendor portal, Share folder), often missing essential fields, causing back-and-forth with clients.

Manual Processing Errors

Manual processing of invoices leads to entry errors, duplicate invoice creation, missed due dates, and forgotten follow-ups.

Lack of Visibility & Control

Lack of transparency causes clients to repeatedly ask for status; cash flow suffers and Days Sales Outstanding (DSO) rises.

Inefficient Collections Process

Collections follow-ups are manual and inconsistent, leading to late payments, disputes, and write-offs.

Our Solution – Invoicing & Collection Automation Workflow

  • Automated Invoice Capture: Accept invoices via portal, email, or API. OCR/IDP extracts line items, totals, tax, due date automatically.

  • Validation & Duplicate Checking: System checks for missing fields, validates tax/tax ID, verifies vendor/customer data, and detects similar invoices to prevent duplicates.

  • Approval Routing & Matching Rules: If invoice matches PO / contract, auto-approve. If discrepancies or missing info, route to relevant approver (finance / procurement).

  • Payment Reminders & Escalations: Automated reminders before due date, auto-escalation of overdue invoices to senior staff.

  • Collection Tracking Dashboard: Central view of outstanding invoices, aging buckets, disputed invoices, and cash forecasts.

  • ERP Integration & Reconciliation: Automatically post approved invoices into ERP or accounting systems; match payments when they arrive; flag mismatches.

invoicing collection

Key Benefits

Faster Processing

Significantly faster invoice processing — less time manually keying and verifying.

Cash Flow

Improved cash flow — faster collections and less leakage from overdue invoices.

Error Reduction

Reduced errors & duplicated invoices, fewer rejected or missing invoices.

Client Satisfaction

Better client/vendor satisfaction from visibility and timely responses.

How It Works

invoicing collection workflow

Automation Capabilities / Technical Blueprint

Smart Invoice Intake & OCR/IDP

Use document processing to extract line items, taxes, totals, due dates.

Data Validation Rules & Duplicate Matching

Validate taxing bodies, invoice number formats, customer/vendor codes; fuzzy matching to detect similar invoices.

Automated Approval & Exception Routing

Pre-defined business rules to auto-approve matching invoices; exceptions sent for manual review.

User Notifications & Reminders

Automated emails or portal notifications for approvals, payment due dates, collection follow-ups.

ERP / Accounting System Integration

Sync invoice data and payments both ways; support systems like SAP, Odoo, NetSuite, QuickBooks etc.

Collections Dashboard & Analytics

Real-time view of outstanding invoices, payment trends, cash flow forecasting.
Why choose Us

Why Choose Us

  • Deep experience automating invoice processing and collections across industries (B2B, SaaS, manufacturing, services).

  • Built-in templates and validation rules ready for compliance (GST/VAT, tax IDs, contractual terms).

  • Seamless integrations with leading ERPs and payment-platforms.

  • Secure workflows with role-based permissions, encryption, and audit support.

Transform Your Invoicing & Collections into a Growth Engine

FAQs

Invoicing and collections automation streamlines the process of generating, validating, and collecting payments for invoices. It reduces manual errors, accelerates cash flow, and enhances visibility into accounts receivable. Key features include automated invoice capture, approval workflows, and payment reminders.

ValueDX automates invoicing and collections by capturing invoices via email, portal, or API, using OCR/IDP to extract line items and totals. It validates data, checks for duplicates, routes approvals, and sends automated payment reminders. The system integrates with ERPs for seamless reconciliation.

Automation reduces manual processing errors, accelerates payment cycles, improves cash flow visibility, and enhances customer satisfaction. It also minimizes administrative overhead and supports compliance through audit trails

Yes, ValueDX seamlessly integrates with major ERP systems like SAP, Oracle, and Microsoft Dynamics, ensuring smooth data flow and consistency across financial operations

ValueDX employs automated validation rules to check for missing fields, verify tax IDs, and detect duplicate invoices. This ensures data accuracy and prevents payment errors.