Streamlined

About Streamlined

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.

```xml <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. </problem> <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. </solution> <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 </features> <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. </target_audience> <revenue_model> Not enough information to provide a revenue model. </revenue_model> ```

What does Streamlined do?

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.

Where is Streamlined located?

Streamlined is based in San Diego, United States.

When was Streamlined founded?

Streamlined was founded in 2020.

How much funding has Streamlined raised?

Streamlined has raised 4000000.

Location
San Diego, United States
Founded
2020
Funding
4000000
Employees
9 employees
Major Investors
Greycroft, SignalFire

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Streamlined

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Executive Summary

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.

streamlinedpayments.com500+
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Crunchbase
Founded 2020San Diego, United States

Funding

$

Estimated Funding

$3M+

Major Investors

Greycroft, SignalFire

Team (5+)

No team information available.

Company Description

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.

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

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.

Revenue Model

Not enough information to provide a revenue model.

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