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features
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support

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Description

Ai - an Agent-less "Ai" (Artificial Intelligence) Digital Consumer or Debtor Engagement bot for credit, billing, collections & revenue cycle management. This "Digital & Voice First Ai” servicing technology can answer common questions and accept payments. It also negotiates accounts with a frictionless positive user experience.

Description

FinView is an innovative, cloud-driven debt collection solution tailored for agencies seeking to enhance and streamline the entire debt recovery process via automation, integrated data, and centralized workflows. By merging case management, communication tools, analytics, and customer self-service functionalities into one cohesive system, it empowers teams to optimize their operations and achieve better collection results. The platform offers a consolidated workspace that provides agents with a comprehensive view of each case, encompassing debtor details, payment arrangements, communications, and necessary documentation. Additionally, integrated features like TaskDesk and Inbox facilitate task management and enable multi-channel communication from a single interface. With its user-friendly drag-and-drop builder, FinView enables organizations to create automated workflows, allowing them to define rules, orchestrate processes, and connect with debtors across various channels without the need for coding expertise, ultimately enhancing efficiency and effectiveness in debt recovery efforts. Furthermore, this system's ability to adapt to the unique needs of each agency ensures that they can tailor their approach to fit their specific operational requirements.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Beefree No 
BillingTree Yes 
ClickSend No 
D&B Connect No 
DELECO Yes 
Exact No 
Microsoft 365 No 
Microsoft Azure No 
Nuvei Yes 
PayPal No 
Payscout Yes 
Ponto No 
QuickBooks Online No 
Revolut No 
SendGrid No 
Stripe No 
bunq No 
iDEAL No 

Integrations

Beefree Yes 
BillingTree No 
ClickSend Yes 
D&B Connect Yes 
DELECO No 
Exact Yes 
Microsoft 365 Yes 
Microsoft Azure Yes 
Nuvei No 
PayPal Yes 
Payscout No 
Ponto Yes 
QuickBooks Online Yes 
Revolut Yes 
SendGrid Yes 
Stripe Yes 
bunq Yes 
iDEAL Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

CSS, Inc

Founded

2004

Country

United States

Website

www.cssimpact.com

Vendor Details

Company Name

FinView

Country

United States

Website

www.finview.ai/

Product Features

Accounts Payable

Approval Process Control Yes 
Bank Reconciliation Yes 
Cash Management Yes 
Check Writing Yes 
Duplicate Payment Alert Yes 
Fraud Detection Yes 
General Ledger Entry Yes 
Vendor Management Yes 

Accounts Receivable

ACH Payment Processing Yes 
Billing & Invoicing Yes 
Check Processing Yes 
Collections Management Yes 
Online Payment Processing Yes 
Overpayment Processing Yes 
Partial Payments Yes 
Receivables Ledger Yes 
Recurring Billing Yes 

Artificial Intelligence

Chatbot Yes 
For Healthcare Yes 
For Sales Yes 
For eCommerce Yes 
Image Recognition Yes 
Machine Learning Yes 
Multi-Language No 
Natural Language Processing Yes 
Predictive Analytics Yes 
Process/Workflow Automation Yes 
Rules-Based Automation Yes 
Virtual Personal Assistant (VPA) Yes 

Conversational AI

Code-free Development Yes 
Contextual Guidance Yes 
For Developers Yes 
Intent Recognition Yes 
Multi-Languages No 
Omni-Channel Yes 
On-Screen Chats Yes 
Pre-configured Bot Yes 
Reusable Components Yes 
Sentiment Analysis No 
Speech Recognition Yes 
Speech Synthesis No 
Virtual Assistant Yes 

Corporate Tax

Compliance Management Yes 
Data Import / Export Yes 
Data Verification Yes 
Electronic Filing Yes 
Exception Notification Yes 
For Nonprofits Yes 
For Partnerships Yes 
K-1 Reporting Yes 
Payroll & Employer Forms Yes 
Status Tracking Yes 
Tax Planning No 

Debt Collection

Agency Management Yes 
Auto Dialer Yes 
Automated Notices Yes 
Callback Scheduling Yes 
Client Management Yes 
Commission Management Yes 
Compliance Management Yes 
Contact Management Yes 
Credit Bureau Reporting Yes 
In-House Collections Yes 
Payment Plans Yes 
Transaction Management Yes 

Government

Budgeting & Forecasting No 
Code Enforcement No 
Compliance Management No 
Fixed Asset Management No 
Inventory Management No 
License Issuance No 
Permit Issuance No 
Purchasing & Receiving No 
Self Service Portal No 
Taxation & Assessment No 
Utility Billing No 
Work Order Management No 

Loan Servicing

Accounting Management No 
Amortization Schedule No 
Application Management No 
Auto Loans No 
Automatic Funds Distribution No 
Business Loans No 
Collateral Tracking No 
Collections Management No 
Compliance Management No 
Construction Loans No 
Customer Database No 
Fee Management No 
Investor Management No 
Loan Processing No 
Student Loans No 

Sales Tax

Address Validation Yes 
Audit Trail Yes 
Consumer Use Tax Yes 
Exemption Management Yes 
Tax Calculator Yes 
Tax Filing Yes 
Taxability Verification Yes 
Transaction Tracking Yes 
Value Added Tax (VAT) Yes 

Tax Practice Management

Approval Process Control Yes 
Billing & Invoicing Yes 
Client Management Yes 
Client Portal Yes 
Document Management Yes 
Due Date Tracking Yes 
Scenario Planning Yes 
Tax Filing Yes 
Tax Forms Yes 
Workflow Management Yes 

Product Features

Debt Collection

Agency Management No 
Auto Dialer No 
Automated Notices No 
Callback Scheduling No 
Client Management No 
Commission Management No 
Compliance Management No 
Contact Management No 
Credit Bureau Reporting No 
In-House Collections No 
Payment Plans No 
Transaction Management No 

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