Complete Solutions to Automate Aging Receivables for Your Accounting Practice.
Managing overdue payments can be challenging, but Capture lets you step into a future where this process is handled without the need for direct interactions. Capture’s solutions are designed to maximize your productivity, cut down on operational costs, and accelerate profit growth for your accounting practice. With real-time updates, you stay informed on receivables and overall performance, enabling fast, data-driven decisions. Discover key insights and trends with Capture’s in-depth analytics, giving you a clearer view of client accounts and financial outcomes over time.
Automation
Streamline and Automate Your Entire Aging Receivables Process for Your Accounting Firm.
Implement a tailored communication sequence as soon as a client is onboarded. Automate texts, emails, offers, and negotiations to simplify your accounting practice. Decrease reliance on agents and reduce call center staff while enhancing client communication.
- Customizable.
- Setup a custom automation or use our data-tested pre-made templates.
- Automatic.
- Automatically place your customer in a sequence based on your criteria.
- Sit Back.
- Let our automation process handle the headache of communication and negotiation.
Let Capture handle the negotiations, so your accounting team can focus on what matters most.
An interactive solution that delivers agreeable outcomes for you and your clients—without the need for direct contact from your accounting firm.
- 1Set the minimum.
- Set the minimum amount you will take.
- 2Automatically Negotiate.
- Our software will allow the user to make an offer and automatically return counter offers that fit your criteria.
- 3Collect your payment.
- Your customers will pay their balance without having to interact with a human.
Invoices
Streamline Your Accounting Firm’s Invoicing Process.
Our invoicing system is tailored for accountants, streamlining billing and payment tracking to save time and boost accuracy. Effortlessly generate client invoices, track expenses, and manage payment reminders—all while staying compliant with accounting standards. Ideal for individual accountants to large firms, this tool enhances organization, improves cash flow, and lets you focus on delivering quality financial services to your clients.
- Streamlined.
- Fully digital invoices with easy to use online payment form for your customers..
- Reminders.
- Automatic email and text reminders so you get paid faster.
- Flexibility.
- Create payment plans for your invoices to get paid over time.
Attract your clients with customized accounting offers tailored to their specific financial needs.
Deliver personalized accounting offers directly to your clients, optimizing your payment collection process and enhancing cash flow management for your accounting practice.
- Fast & Direct.
- Offers are a quick and effective way to collect. They are effortlessly delivered directly to your customer.
- Notifications.
- Your customer will receive notifications on all available channels.
Streamlined Management of Accounting Agents for Optimal Efficiency.
Invite your accounting staff, assign specific permissions, and manage requests seamlessly—all without leaving your desk.
- Simple Agent Management.
- Effortlessly manage your employees with an intuitive agents dashboard.
- Permissions.
- Only allow your agents to do what you want. Manage every tool to support the individuality of your agents.
- Authorizations.
- See incoming requests and approve only the actions you see fit. All from your dashboard.
Let's Connect
Are you ready to transform your accounting practice's approach to managing aging receivables?
Yes, Let's Connect!