FINANCIAL RELATIONSHIP MANAGEMENT

From Chasing Payments to Building Financial Relationships That Last

  • Engage customers, automate time-consuming AR tasks, and say goodbye to manual follow-ups.
  • Strengthen customer trust with automated, seamless AR processes.
  • Get instant, actionable insights into customer payment trends, for proactive management of outstanding invoices.
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See it in Action

Join 100s of companies for finance automation that transforms collections.

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FINANCE CRM FOR GROWTH

A Finance CRM That Puts Relationships First

Unlock Efficiency and
Focus on What Matters

  • Eliminate repetitive manual follow-ups with automated workflows.
  • Reduce your DSO and increase cash flow predictability.
  • Empower your team to spend less time on collections and more time building customer relationships.

Foster Lasting
Customer Connections

  • Keep clients in the loop with branded reminders and a self-service portal.
  • Strengthen trust with transparent, proactive communication on payment statuses.
  • Offer a frictionless experience that’s easy and straightforward for your clients.

Turn Insights
into Action

  • See your entire AR picture in one place, with real-time reporting and customer payment patterns.
  • Make data-driven decisions to optimize your approach and improve results.
  • Anticipate cash flow trends with smart analytics that evolve as you grow.
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"Paidnice has helped us streamline our AR process and we've seen a 5x reduction in late payments within the first 90 days. It's a been a game-changer for our cashflow."

Louis Fourie

Director, Venture Workspace

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FINANCIAL RELATIONSHIP MANAGEMENT FEATURES

The All-In-One Solution To Support Your Growth

Automated Reminders

Automate email & SMS with powerful reminders.

Add Late Fees & Interest

Automatically apply and send late fees and interest.

Automate Statements

Schedule automatic statement sends each month.

Escalate & Track Calls

Escalate and assign overdue invoices for manual follow up.

Branded Customer Portal

Self-service hub for your customers payment and billing needs.

AR Insights & Reports

Report and measure Days Sales Oustanding and other critical KPIs with dashboards.

Prompt Payment Discounts

Encourage early payment with automated prompt payment discounts.

Coordinate AR Internally

Invite your team, and make Paidnice a part of your AR workflow.

Give your team one less thing worry about

Ditch the chaotic and unreliable follow ups, and setup a
consistent, best-practice receivables process, today.

Book a Free Demo

CONNECT YOUR BACK OFFICE

Seamlessly connects with your accounting tools and more

Keep your existing invoicing and accounting tools. Extend and empower their capabilities for collections with Paidnice.

See all Integrations
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"It's been a total game changer to our cashflow. Highly recommend you check it out if you're looking for an easy set and forget way to manage your account receivables."

Alex Hamilton - CEO

Paintvine, New Zealand

See Pricing

Pricing that scales with your needs, and will save you valuable time with accounts receivable automation every month.

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Success Stories

Don't take our word for it, read and watch countless reviews from businesses that are using Paidnice across the world.

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Get help from an Expert

Discover AR and cashflow advisory experts who can help to tailor Paidnice to your needs and set you up for success

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Frequently asked questions

Everything you need to know about credit control.

Is there a free trial available?

Yes, you can try us for free for your first 20 actions. Our friendly team will work with you to get you up and running as soon as possible.

Can I change my plan later?

Of course. Our pricing scales with your needs. Chat to our friendly team to find a solution that works for you.

What is Financial Relationship Management (FRM)?

Financial Relationship Management (FRM) focuses on strengthening financial connections with customers by optimizing the accounts receivable process, enhancing customer communication, and providing actionable insights. FRM helps businesses improve cash flow, boost customer loyalty, and streamline payment workflows.

What’s the difference between traditional CRM and Finance CRM?

While traditional CRMs focus on managing sales and marketing relationships, a Finance CRM like Paidnice centers around managing financial interactions, AR processes, and optimizing customer payment relationships to ensure consistent cash flow.

How does Financial Relationship Management impact customer retention?

FRM enhances customer retention by ensuring timely communication, minimizing disputes, and fostering trust through proactive engagement. Paidnice's FRM tools create a positive experience that keeps customers satisfied and engaged.

What are the key features of Paidnice's Finance CRM solution?

Paidnice’s Finance CRM includes features like automated reminders, late fee enforcement, real-time analytics, custom branding, multi-currency support, and integration with popular accounting software. These features collectively improve collections efficiency and customer engagement.

Does Paidnice provide real-time insights and analytics on my financial data?

Absolutely! Paidnice offers real-time dashboards and custom reports that provide insights into AR trends, customer payment behaviors, and overdue accounts, empowering you to make data-driven decisions and optimize collections.

What types of AR reports does Paidnice offer?

Paidnice provides a suite of reports, including aging reports, cash flow forecasts, and detailed insights into overdue accounts. These reports give you a comprehensive view of your receivables and help you identify trends, prioritize follow-ups, and manage your cash flow effectively.

How does Paidnice help manage credit control?

Paidnice automates credit control by applying rules for late fees, setting escalation workflows, and enabling credit limit management. This reduces the risk of unpaid invoices and ensures that credit policies are enforced consistently, improving overall financial health.

Is Paidnice's Financial CRM compatible with other accounting software?

Yes, Paidnice integrates seamlessly with popular accounting software like Xero, QuickBooks, and more, ensuring smooth data syncing and allowing you to manage AR within your existing ecosystem.

How secure is Paidnice’s customer portal for payments?

Paidnice’s customer portal uses industry-standard encryption and security protocols to ensure safe and secure transactions. Customers can view invoices, make payments, and track their accounts securely, with all data protected according to the highest security standards.

How does Paidnice handle complex AR needs for large enterprises?

Paidnice is designed to scale, making it suitable for businesses of all sizes, including large enterprises with complex AR needs. With multi-entity support, customizable workflows, and advanced reporting, Paidnice can handle high invoice volumes and complex credit management requirements.

What is the ROI of using financial relationship management sofware like Paidnice?

Businesses that automate AR processes often see a reduction in DSO, improved cash flow, and decreased administrative workload. By improving collection efficiency and reducing manual tasks, Paidnice can deliver significant cost savings and faster payments, leading to a strong return on investment.

Can I have a demo?

Of course, watch a quick demo here where we run through how Paidnice works, and some of the unique setups you can run with it. We encourage you to watch the video, as that will likely answer most of your questions. If you still have questions after watching the video, book a demo here.

A TEAM THAT HAS YOUR BACK

Global Expertise, local support

Need help? The Paidnice team is available in every time zone, has deep collections accounting expertise, and can support you on your journey on taming your cashflow.

"It's the best service I have had from anyone in years. They set us up for success from the start, and have been there each step of the way."

Anna H. on the Xero App Marketplace

ACCOUNTS RECIEVABLE SOFTWARE

World class accounts receivable starts today

  • Save hours on collections each month.
  • Faster collections and fewer late payments.
  • 90% of companies achieve a 40% or more redunction in DSO.
Try it Now - It's Free
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Paidnice is smart accounts receivable software that lets you you automate your reminders, statements, calls and late fees in a consistent, best-practice receivables process.
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