Rotasu Accounts Receivable gives finance teams complete visibility over invoicing, collections, credit risk, and cash application — so revenue turns into cash without the blind spots.
Sales Analysis
Monitor sales movement and receivable trends in real time.
Invoice & SO Generation
Generate invoices and sales orders quickly with consistent formatting.
Contract Dashboard
Track active contracts, commitments, and renewal milestones centrally.
Payment Appropriation
Auto-allocate incoming payments to the right invoices and periods.
Smart Payment Reminders
Send timely follow-ups to reduce overdue balances without manual effort.
Credit Risk Analysis
Evaluate customer risk profiles before extending additional credit.
Sources
ERP
CRM
HRMS
Email
DocumentsSales KPIs
Warranty / AMC Renewals Tracker
38%
Customer Retention Ratio Improvement
74%
CAC Tracker
$3,200
DSO Reduction
40 Days
Credit Risk Management
18%
Matching Collection Against Invoice
65%
Follow Up Payment
3 days
Timely Invoice Generation
80%
Warranty / AMC Renewals Tracker
38%
Customer Retention Ratio Improvement
74%
CAC Tracker
$3,200
DSO Reduction
40 Days
Alerts AI
AR Automation Loop
Reminder sent
task assigned
follow up
Customer and employee communication
schedule next task
case close
KPI Improvement
Timely Invoice Generation
88%
Follow Up Payment
1.5 Day
Matching Collection Against Invoice
75%
Credit Risk Management
6%
DSO Reduction
35 Days
CAC Tracker
$2,900
Customer Retention Ratio Improvement
78%
Warranty / AMC Renewals Tracker
45%
Timely Invoice Generation
88%
Follow Up Payment
1.5 Day
Matching Collection Against Invoice
75%
Credit Risk Management
6%
DSO Reduction
35 Days
CAC Tracker
$2,900
Customer Retention Ratio Improvement
78%
Warranty / AMC Renewals Tracker
45%
Timely Invoice Generation
88%
Follow Up Payment
1.5 Day
Matching Collection Against Invoice
75%
Credit Risk Management
6%
DSO Reduction
35 Days
CAC Tracker
$2,900
Customer Retention Ratio Improvement
78%
Warranty / AMC Renewals Tracker
45%
Sources
ERPCRMHRMSEmailDocumentsSales KPIs
Warranty / AMC Renewals Tracker
38%
Customer Retention Ratio Improvement
74%
CAC Tracker
$3,200
DSO Reduction
40 Days
Credit Risk Management
18%
Matching Collection Against Invoice
65%
Follow Up Payment
3 days
Timely Invoice Generation
80%
Warranty / AMC Renewals Tracker
38%
Customer Retention Ratio Improvement
74%
CAC Tracker
$3,200
DSO Reduction
40 Days
AR Automation Loop
Reminder sent
task assigned
follow up
Customer and employee communication
schedule next task
case close
KPI Improvement
Timely Invoice Generation
88%
Follow Up Payment
1.5 Day
Matching Collection Against Invoice
75%
Credit Risk Management
6%
DSO Reduction
35 Days
CAC Tracker
$2,900
Customer Retention Ratio Improvement
78%
Warranty / AMC Renewals Tracker
45%
Timely Invoice Generation
88%
Follow Up Payment
1.5 Day
Matching Collection Against Invoice
75%
Credit Risk Management
6%
DSO Reduction
35 Days
CAC Tracker
$2,900
Customer Retention Ratio Improvement
78%
Warranty / AMC Renewals Tracker
45%
Timely Invoice Generation
88%
Follow Up Payment
1.5 Day
Matching Collection Against Invoice
75%
Credit Risk Management
6%
DSO Reduction
35 Days
CAC Tracker
$2,900
Customer Retention Ratio Improvement
78%
Warranty / AMC Renewals Tracker
45%
Order Received
Customer PO, CRM deal, or contract triggers the receivable cycle automatically.
Invoice Generated
Sales order and invoice created from source data with milestone tracking attached.
Payment Tracked
Outstanding receivables monitored with smart reminders sent based on customer behavior.
Reconciled
Incoming payments matched and appropriated against open invoices automatically.
Cash Applied
Cleared payments posted to ledger with full audit trail and aging updates.
Break down revenue and receivables by product, customer, salesperson, and geography — so your team spots concentration risk and growth opportunities in one view.
Revenue concentration by product line with trend visibility.
Outstanding receivables and risk exposure by customer account.
Quota attainment and collection performance by rep.
Regional revenue distribution and receivable aging by market.
Product & customer view
Revenue by product
YTDTop customers
Rep & geography view
Rep performance
Revenue by region
Invoice generation
Source documents
Milestones tracked
12/14
ERP sync
Generate invoices and sales orders from any source — customer POs, CRM deals, or contracts — with milestone tracking and automatic ERP sync.
ARR cash flow
Aging-wise receivable movement
MonthlyCurrent (0-30d)
Healthy$612k
$184k
$171k
$625k
31-60d
Improving$248k
$96k
$112k
$232k
61-90d
Watch$122k
$44k
$39k
$127k
90+d
At risk$86k
$18k
$11k
$93k
Net movement this month: +$9k in outstanding ARR receivables.
See the full transaction from order placement through cash collection. Spot drop-offs at every stage and measure conversion efficiency in real time.
Contract overview
Acme Corp — ERP License
2/3 milestones
68% collected
$76.8k
GlobalTech — Support
2/4 milestones
44% collected
$100.8k
NovaPharma — Consulting
5/6 milestones
83% collected
$16.3k
Vertex Labs — Data Platform
3/5 milestones
57% collected
$64.5k
Track every contract's milestone progress, pending receivables, and collection status in one consolidated view.
Payment allocation
Auto-matchedTXN-4821
$42,800
TXN-4819
$18,500
TXN-4815
$31,200
Auto-match rate
87%
Unallocated
$12.4k
Incoming payments are automatically matched and allocated against outstanding invoices. Partial and multi-invoice payments are handled without manual mapping.
Reminders adapt cadence and tone based on customer response history.
Automated reminders that adapt timing and tone based on each customer's response behavior — from gentle nudges to escalation, without manual follow-up.
Credit risk scoring
Acme Corp
Limit: $500k
28 days
34% used
GlobalTech
Limit: $300k
52 days
67% used
NovaPharma
Limit: $200k
78 days
89% used
High-risk customers are flagged before new credit is extended.
Score customer creditworthiness using payment history, DSO trends, and credit limit utilization. Identify lending risk before it becomes a write-off.
Invoicing, collections, credit risk, and cash application should feel like one connected product — not a patchwork of spreadsheets and email threads.
Cash flow visibility, credit exposure, and receivable aging — all in one place to manage working capital confidently.
Track deal-to-cash conversion, rep-level collection performance, and customer payment patterns tied to revenue targets.
Automated reminder workflows, escalation paths, and payment appropriation to reduce manual follow-up and DSO.
Customer risk scoring, credit limit monitoring, and lending risk identification before new exposure is approved.
Give your finance team one connected view of invoicing, collections, credit risk, and cash application — so every receivable is tracked, every payment is matched, and every customer risk is visible before it compounds.
Integrations
Connect ERP, CRM, and HRMS systems without breaking your existing process.
