Tahsilist provides a cloud‑based accounts‑receivable platform that integrates with ERP and accounting systems via bi‑directional APIs to automate invoice collection, multi‑channel reminders, and payment reconciliation. The solution includes real‑time risk scoring, a KPI dashboard with cash‑flow forecasting, and a B2B portal for customers to view and pay invoices online.
Funding
Funding not disclosed
Founders
Product
Problem
Businesses often rely on manual accounts‑receivable processes that require repetitive data entry, separate reminder systems, and fragmented risk assessment, leading to delayed payments, high labor costs, and limited visibility into cash‑flow health.
Solution
Tahsilist offers a cloud‑based accounts‑receivable management platform that centralizes all receivable data and automates the collection workflow. The system connects directly to existing ERP or accounting software via APIs, eliminating manual entry and ensuring data consistency. Automated SMS, email, and voice notifications are triggered based on customizable schedules and risk scores, prompting timely customer payments. A real‑time KPI dashboard presents overdue balances, payment forecasts, and risk metrics, enabling finance teams to prioritize actions. Integrated B2B customer portals let clients view invoices and settle balances online, while automatic payment matching reconciles incoming funds instantly. Predictive analytics use historical payment behavior to forecast cash flow and suggest credit limits, reducing exposure to bad debt.
Target Audience
The primary users are finance and accounts‑receivable teams at small‑to‑mid‑size enterprises, as well as CFOs and billing managers who need to accelerate collections and improve cash‑flow visibility.
Features
- Bi‑directional API integration with major accounting/ERP systems for seamless data sync
- Rule‑based, multi‑channel reminder engine (SMS, email, voice) with customizable templates and escalation paths
- Dynamic risk‑scoring model that assigns credit limits and flags high‑risk accounts in real time
- Live KPI dashboard with drill‑down views of overdue invoices, collection performance, and cash‑flow projections
- B2B self‑service portal where customers can view, dispute, and pay invoices using secure payment gateways
- Automatic payment reconciliation that matches incoming transactions to open invoices and updates balances instantly
- Predictive cash‑flow forecasting and scenario analysis powered by machine‑learning on historical payment patterns