WorkflowAR

"WorkflowAR is our new value added tool"

Overall: As mentioned, we have much better efficiency and better visibility to where the issues are, such as deductions by reason code, customer, etc. My managers and I can now track our team's performance and easily share results with our senior management. We can respond more quickly to our customers and send them automated payment reminders. This will result in improved cash flow, lower DSO, and decreases in our deductions since we now have a better tool to identify where the root causes are. My team learned the system quickly as it is very user friendly and a tool every employee enjoys using. Honestly, it has everything an AR/Credit professional can ask for in a system.

Pros: WorkflowAR has helped our company to improve productivity and cash flow as well as increase our efficiency. We are now able to set up tasks, parent/child accounts, and easily query any information we need very quickly. This tool provides us everything we need to prioritize our deductions and collections and provide metrics and reporting our senior management team is very happy with. Now we can share our results and everyone in the company can see the metrics and how productive our team is. We were not able to pull this information before WorkflowAR. My team enjoys their job much more and they look forward to using this system since it is so user-friendly and makes their job much easier.

Cons: We will be utilizing another vendor to work with WorkflowAR to automate our invoicing to our customers and add a payment portal in the near future.

"Collections Powerhouse"

Overall: This software is a real powerhouse for business collections and AR personnel which I have not completely unleashed. There is great flexibility especially in the queries to allow you to tailor the program to work like you do and for you, giving you visibility to your open accounts and open balances in a way you want to see them to best work your open items. It is a great way to document all correspondence with your customers so that you can always have at hand previous correspondence during a call with a customer and a history for each open item and account. Everyone at WorkflowAR is very eager to help you make the most of this program and to support you in the learning process. Wonderful folks! When you consider the cost of hiring additional personnel, this program is a great value for the money expended plus being customized to your specific business needs. The capability to program the system to automatically email out a variety of correspondence to your customers is a tremendous time saver with the bonus that it is customized to initiate a conversation with your customers as you would if you were to contact them individually. I am anxious to utilize this program to the full for my satisfaction and joy in my work as well as for the benefit of my Company.

"Workflow AR Review"

Overall: The accounting software we used was very limited for the credit and collections department. Workflow AR was able to fill the gap of tools the department needed in order to do their job more efficiently. Our AR is updated into the Workflow AR software every night, so my team is working with current data. We are able to set up task lists, which the managers create, in order to have their team focus on the areas needing to be addressed. My team was mainly focused only on customers who placed orders that went into credit hold. Workflow AR has allowed my team to be more proactive in their jobs instead of reactive.

Pros: Task Lists for my Team to know what needs to be accomplished for the day, and the Dashboard looks for Management.

Cons: Sometimes thinking about the Hierarchy can be a bit challenging. The Hierarchy you set up during implementation affects everything you do within the software.