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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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Alvys No 
Amazon Web Services (AWS) No 
Authorize.Net Yes 
Clio Yes 
Microsoft Dynamics 365 No 
Microsoft Excel No 
PCS No 
Peruse Lease No 
ProPay Yes 
ProTransport No 
QuickBooks Online Advanced Yes 
QuickBooks Payments Yes 
Stripe Yes 
Stripe Billing Yes 
Triumph ERP No 
Xero Yes 
Zepto No 

Integrations

QuickBooks Online Yes 
Alvys Yes 
Amazon Web Services (AWS) Yes 
Authorize.Net No 
Clio No 
Microsoft Dynamics 365 Yes 
Microsoft Excel Yes 
PCS Yes 
Peruse Lease Yes 
ProPay No 
ProTransport Yes 
QuickBooks Online Advanced No 
QuickBooks Payments No 
Stripe No 
Stripe Billing No 
Triumph ERP Yes 
Xero No 
Zepto Yes 

Pricing Details

$49.00/month
Sole Proprietor - $49.00/month
Small Business - $99.00/month
Enterprise - $199.00/month
Free Trial Yes 
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 No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

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 Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management No 
Hourly Billing No 
Invoice History Yes 
Mobile Payments Yes 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing Yes 
Tax Calculator No 

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