Perspectiv private beta · Q2 2027 · CRM and Knowledge hub first. Other capabilities follow in stages.Apply for the private beta →
From an open balance to reconciled cash
- ReviewSee which customer balances need attention.
- Follow upRecord a collection hold or a promise-to-pay date.
- ApplyMatch incoming cash to the right invoices.
- ReconcileResolve differences and post to the general ledger.
Give every balance a useful next step.
- Balances with the detail behind themSee customer receivables and aging, with statement buckets that fit your process.
- Collection work with a next stepTrack credit limits, collection activity and promise-to-pay dates.
- Cash applied with contextHandle partial payments, payments covering several invoices and overpayments.
- Disputes kept visiblePlace collection holds on disputed invoices. Use credit and rebill for sent invoices.
- Reconciliation through to the ledgerReconcile customers, record adjustments and revalue foreign currency balances before posting to the ledger.
Everything in Accounts receivable
Everything clients owe you, collected and reconciled to the ledger.
Receivables
- AR subledger
- Customer receivables
- Customer balances and aging
- Statements with aging buckets you set
Cash and collections
- Cash application
- Collections management
- Credit management with limits
- Promise-to-pay dates
Reconciliation
- Customer reconciliation
- Write-offs and adjustments
- Foreign currency revaluation
- Posted to the general ledger
Disputes and payments
- Invoice disputes and collection holds
- Partial, multi-invoice and overpayments handled
- Credit and rebill instead of editing sent invoices
Connected to the client and the books
Each module keeps its own availability.
Common questions
Questions
How are disputed invoices handled?
Keep the dispute visible with a collection hold.
Can one payment cover several invoices?
The planned scope includes partial, multi-invoice and overpayments.