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What is Finaxis?

Finaxis enhances the accounts receivable process by delivering smart reminders and follow-up communications through various channels, such as email, SMS, and voice, alongside offering predictive payment insights and real-time cash flow visibility. It integrates effortlessly with popular accounting software like QuickBooks, Xero, Acomba, Sage 300, and NetSuite. Moreover, it boosts customer relations by linking with CRM platforms, including HubSpot and Salesforce, facilitating personalized communication. To accommodate additional systems, it provides a CSV import feature. Designed with the Canadian market in mind, Finaxis includes bilingual workflows in both French and English, ensuring all data is securely housed within Canada to adhere to Quebec's Law 25 and PIPEDA regulations. Targeting finance teams in industries such as professional services, SaaS, consulting, and staffing, Finaxis operates as a virtual accounts receivable assistant, acting as an AI Copilot that tailors its functionalities to the distinct payment patterns of individual customers. This forward-thinking solution not only enhances operational efficiency but also empowers companies to refine their cash flow management strategies, ultimately contributing to stronger financial health. Additionally, it fosters more meaningful interactions with clients, enhancing overall satisfaction and loyalty.

What is Epicor Cash Collect?

Epicor Cash Collect is a cloud-based solution that enhances and automates credit and collections processes, leading to improved cash flow and operational efficiency. By automating nearly 90% of accounts receivable tasks, the platform enables businesses to reduce overdue receivables by approximately 20%, resulting in payments that can be received up to 12 days sooner. This innovative solution provides accounts receivable teams with essential tools to collect and manage critical information, allowing them to prioritize customer interactions more effectively. Key features include communication workflows, automated reminders, a customer self-service portal, and advanced reporting capabilities. Furthermore, Epicor Cash Collect seamlessly integrates with major Epicor ERP systems such as Kinetic, Prophet 21, and Eclipse, creating a comprehensive approach to refining credit evaluations and accelerating dispute resolutions. This integration not only streamlines various processes but also strengthens the relationships between companies and their clients, ultimately leading to a more robust financial ecosystem. By adopting Epicor Cash Collect, organizations can expect to see not just operational improvements but also enhanced customer satisfaction.

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Integrations Supported

Acomba
Epicor Kinetic
Epicor Prophet 21
HubSpot CRM
NetSuite
QuickBooks Online
Sage 300
Salesforce
Xero

Integrations Supported

Acomba
Epicor Kinetic
Epicor Prophet 21
HubSpot CRM
NetSuite
QuickBooks Online
Sage 300
Salesforce
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$500/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Finaxis.ai

Date Founded

2026

Company Location

Canada

Company Website

finaxis.ai

Company Facts

Organization Name

Epicor Software

Date Founded

1972

Company Location

United States

Company Website

www.epicor.com/en-us/products/epicor-financials/cash-collect/

Categories and Features

Categories and Features

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

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