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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

* Get Paid Instantly: InvoiceSherpa enables you to establish personalised invoice reminders for each user and seamlessly process Credit Card and ACH payments directly from those email reminders. Sit back and relax as the payments roll in. * Full Customer Portal: Facilitate the rapid deployment of a comprehensive customer portal enabling users to securely log in, manage their invoices, access a complete history of past invoices, and settle any outstanding invoices within the system. * Reduce Human Resources: Our invoice collection software functions as an additional member of your accounting team. This comprehensive solution streamlines your cash flow by automating your accounts receivable.

Description

WinFactor is an all-in-one accounts receivable factoring platform meticulously crafted to oversee and automate the entire lifecycle of invoice financing processes. This solution empowers factoring firms to enhance their workflows from the moment of submission right through to funding, all within a cohesive system. It accommodates various types of receivables, covering both general and transportation factoring, and offers a suite of tools for tasks such as invoice verification, the delivery of notices of assignment, tracking of missing documentation, and management of funding. Additionally, it features automated processes for receipt posting and invoice settlement, delivering accurate calculations for fees, reserves, and rebates. With robust document management functionalities, WinFactor facilitates invoice submissions via multiple channels and employs OCR and artificial intelligence for real-time data extraction and validation. Furthermore, the platform keeps users informed by providing alerts regarding credit limits and outstanding accounts receivable, ensuring comprehensive oversight and management of financial operations. This makes WinFactor an indispensable tool for factoring companies aiming to optimize their efficiency and accuracy.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online
Alvys
Amazon Web Services (AWS)
Authorize.Net
Clio
Microsoft Dynamics 365
Microsoft Excel
PCS
Peruse Lease
ProPay
ProTransport
QuickBooks Online Advanced
QuickBooks Payments
Stripe
Stripe Billing
Triumph ERP
Xero
Zepto

Integrations

QuickBooks Online
Alvys
Amazon Web Services (AWS)
Authorize.Net
Clio
Microsoft Dynamics 365
Microsoft Excel
PCS
Peruse Lease
ProPay
ProTransport
QuickBooks Online Advanced
QuickBooks Payments
Stripe
Stripe Billing
Triumph ERP
Xero
Zepto

Pricing Details

$49.00/month
Free Trial
Free Version

Pricing Details

Free
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

InvoiceSherpa

Founded

2016

Country

United States

Website

www.invoicesherpa.com

Vendor Details

Company Name

WinFactor

Founded

1995

Country

United States

Website

www.winfactor.com

Product Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Product Features

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