CredServ

Introduction to CredServ

CredServ is a B2B SaaS platform designed for companies that sell through partners. It automates the entire receivables lifecycle, from onboarding to zero-touch reconciliation, helping finance teams manage channel partner operations more efficiently. By digitizing processes like partner onboarding, invoice tracking, credit management, and payment reconciliation, CredServ reduces manual effort, lowers DSO (Days Sales Outstanding), and minimizes financial risk.

The platform is built for scalability and ease of use, allowing businesses to start small and expand as needed. It integrates with ERPs and offers real-time dashboards, automated dunning, and structured workflows that ensure transparency and control over receivables. Whether managing a few distributors or thousands of channel partners, CredServ provides tools to streamline operations and improve cash flow predictability.

Takeaways

• Automates the receivables lifecycle from onboarding to reconciliation
• Reduces manual follow-ups and improves cash flow reliability
• Integrates with ERPs to lower DSO and risk
• Offers real-time dashboards and audit-ready reports
• Supports mobile-first onboarding and self-service workflows
• Enables policy-driven credit decisions and risk management
• Provides scalable solutions for growing businesses

How CredServ Works

CredServ operates in four key stages:

1. Add Channel Partners: Start by adding a few distributors or dealers without requiring a full system migration. The platform supports bulk uploads and shareable links for easy onboarding.
2. Track Invoices and Credit: Upload or sync invoices to track what is owed and when. Auto-debit and structured escalation workflows help enforce payment discipline.
3. Review Ageing and Reconcile: Get a clear view of receivables with real-time aging reports and auto-reconciliation features. A tamper-proof repository ensures audit readiness.
4. Expand When Ready: As adoption grows, add more partners, teams, and workflows. The platform allows for incremental expansion with additional integrations and data inputs.

Core Benefits and Applications

CredServ is ideal for finance teams managing large volumes of channel partners, especially in industries where cash flow and operational efficiency are critical.