Streamlined is an AI-powered order-to-cash platform that automates invoicing, accounts receivable, and payment reconciliation for B2B transactions, integrating seamlessly with systems like Shopify and QuickBooks. By providing flexible payment options and real-time tracking, it reduces the average days sales outstanding (DSO) by 30 days and saves businesses over 40 hours monthly on manual processes.
Funding
$4M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Many B2B businesses face challenges with manual invoicing processes, leading to delayed payments, reconciliation errors, and significant time spent on accounts receivable management. These inefficiencies result in increased operational costs and slower cash flow.
Solution
Streamlined offers an AI-powered order-to-cash platform designed to automate invoicing, accounts receivable, and payment reconciliation for B2B transactions. The platform integrates with e-commerce and accounting systems, providing flexible payment options and real-time tracking. By automating invoice creation, payment reminders, and reconciliation, Streamlined reduces the average days sales outstanding (DSO) and minimizes manual processes, leading to faster payments and improved cash flow. The system also offers a B2B checkout experience with multiple payment methods, automated reconciliation, and real-time syncing with accounting software.
Target Audience
Streamlined primarily targets B2B businesses, particularly those using Shopify, QuickBooks, or NetSuite, that are seeking to automate their invoicing and accounts receivable processes.
Features
- Automated invoice generation directly from orders
- Flexible B2B payment options including ACH, credit card, and digital lockbox for paper checks
- Automated payment reminders and follow-ups for late payments
- Real-time syncing with Shopify, QuickBooks, and NetSuite
- Automated reconciliation of payments
- Customizable payment terms and customer groups
- Dashboard providing insights into who owes what and when, top customers, and payment trends
- Digital lockbox for automated processing of paper checks