Map the current state
Review how receivables data arrives, how work is prioritized, and where the current process creates friction.
Request A Demo
See how Ledgewave fits your collections process.
We tailor each walkthrough around your current receivables workflow, dunning motion, customer context, and forecasting needs. The goal is to show how finance teams can move from exported data to cleaner execution and stronger cash visibility in one system.
ERP data model
CRM and owner context
Collector queues and dunning stages
Forecast review and exception handling
Your First Session
What we typically cover together.
The first meeting is meant to make the workflow concrete, answer systems questions early, and clarify whether the product fits the way your team already operates.
Walk the workflow
See queues, account timelines, dunning stages, follow-up context, and exception handling inside the product.
Review the forecast story
Look at how planned billing, payment behavior, and workflow activity shape expected cash timing.
Discuss rollout
Outline the first phase, the systems involved, and the most practical path toward implementation.
Who Should Join
Bring the people who own the process and the number.
The strongest conversations happen when the evaluation includes the team running collections day to day as well as the leaders responsible for reporting and forecast visibility.
Collections or AR lead
Bring the person responsible for queue design, follow-up cadence, collector coverage, and account-level friction.
Controller or finance lead
Bring the person who needs stronger forecast visibility and cleaner explanations around cash timing.
Systems or operations partner
Bring the person who understands the ERP export, CRM ownership model, reporting needs, and integration realities.
Helpful Context
A little detail upfront makes the session more useful.
You do not need perfect source data to evaluate fit. You do need a practical picture of the current systems, workflow, and the areas where the team wants more control.
Helpful information to share
- The ERP or accounting system producing the receivables export today
- Whether CRM ownership, dispute status, or planned billing lives in another system
- Approximate invoice volume, account complexity, and team size
- The biggest bottleneck in prioritization, dunning, or forecast review
Questions we usually answer
- How the first pilot would be scoped
- Which data feeds matter first and which can wait
- How collections execution and finance reporting stay connected
- What the rollout would look like in a real operating environment
Request Form
Tell us a bit about your workflow.
Share a few details about your team, systems, and priorities so the walkthrough can be tailored to the environment you actually run today.
After The First Call
Most teams want a practical next step.
Clarify fit
Confirm whether the product matches the way your team works today and the level of control you need next.
Scope the rollout
Decide which workflow should be stabilized first, which systems matter first, and what good looks like in the first phase.
Bring in the right stakeholders
Loop in additional finance, operations, or technical owners only once the core workflow story is grounded.
FAQ
Common questions before teams move forward.
Do we need perfect source data to evaluate fit?
No. In many cases current data friction is exactly what makes the evaluation useful because it shows where the process needs structure.
Can we start before every integration is ready?
Yes. Many teams begin with receivables exports and add CRM or downstream reporting connections after the first workflow is stable.
Is this just another reporting layer?
No. The value is in the operating loop: intake, prioritization, customer context, dunning execution, and forecast explanation.
What should we expect from a first rollout?
A practical first phase usually focuses on cleaner intake, clearer queue management, better account context, and a stronger cash review rhythm.