Accounts Receivable Review

Monitor the quality of your accounts receivable portfolios and perform quality-enhancing credit reviews from one comprehensive SaaS platform.

Measure Accounts Receivable Quality

Monitor and measure the quality of your Accounts Receivable (AR) using several industry standard metrics. Credit quality is determined and reported at both the customer account and aggregate Accounts Receivable levels. Bectran AR Quality Measure provides Treasury with a sound basis for projecting AR-to-Cash conversions.

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Measure Accounts Receivable Quality
Perform Credit Reviews

Perform Credit Reviews

Initiate and perform full risk assessments of existing customer credit lines to determine new levels of risk and potential adjustments to credit limit capacity. Credit reviews can be automatically scheduled to evaluate and revise each customers’ credit standing periodically or triggered on an as-needed basis to resolve credit/order holds.

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Portfolio of Accounts: Assignment & Responsibility

Organize accounts into portfolios and assign portfolios to credit officers, then measure portfolio performance using several industry standard metrics. Portfolio managers are able to track their daily/monthly performance in real time and work toward achieving portfolio performance within management recommended thresholds: DSO, percent current, days past review, etc.

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Portfolio of Accounts: Assignment & Responsibility
Aggregate Credit Exposure Management

Aggregate Credit Exposure Management

Link related accounts and manage aggregate exposure to reflect the individual and collective default risks in the linked accounts. A downgrade in the credit quality of a customer in a group of related accounts could signal a reasonable potential for group-wide credit default. The aggregate exposure management provides a more comprehensive view of risk and thus facilitates a more proactive approach to mitigating credit risks.

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Discover how SRS Distribution streamlined its credit approvals, job sheets, and collections with a digitized workflow.

Case Study

Improving efficiency for McNeilus Steel with Bectran’s automated electronic credit reference check.

Case Study

Transforming Floor & Decor’s manual credit process into a standardized digital work process.

Case Study

How Ben E. Keith implemented Bectran with ERP Integrations.

Case Study
Credit Application System

Credit Application System

Multi-purpose and customizable credit application system with sales, customer and credit facing online portals.

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Credit Management Workflow

Credit Management Workflow

Universal and configurable credit management workflow that organizes, tracks, monitors, measures and reports all credit review activities, from credit request Initiation to approval.

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Construction Job Sheet System

Construction Job Sheet System

Collect, validate, approve and maintain contractors and project execution information.

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