SecureFinance

Take Control of Your AR Process. Get Paid Faster. Stay Protected.

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The Problem

Finance teams are stuck chasing payments with emails, PDFs, and spreadsheets — and they have no idea if customers are even seeing invoices. This leads to:

Late/Unpredictable Payment

High Days Sales Outstanding (DSO)

Growing exposure to invoice fraud and spoofing

Manual AR processes that don’t scale

Missed working capital targets

The SecureFinance Solution

SecureFinance automates invoice delivery, provides real-time payment visibility, and protects your receivables from fraud — all while integrating with your existing ERP.

Automated Invoice Delivery

Real-time Payment Visibility

Protect Your Receivables

Key Features

Secure Invoice Delivery

Provides OTP-secured links, customer portals, and audit trails to prevent spoofed emails.

Real-Time Tracking

Lets you know who viewed, clicked, ignored, or forwarded your invoice.

Automated Follow-Ups

Enables scheduled reminders and escalations without manual effort.

Payment Intent Signals

Uses AI to predict the likelihood and timing of payment.

ERP Integration

Works seamlessly with NetSuite, Dynamics, QuickBooks, and more.

Audit-Ready Logs

Provides full delivery history for compliance and dispute resolution.

Quantified Impact

8–15

Real-time Payment Visibility

$125K+

average savings per prevented invoice fraud incident

1–2

FTEs saved in AR workload

80%+

forecast accuracy with payment intent tracking

Ideal Customer Profile (ICP)

Mid-market companies ($20M–$200M revenue)
Industries: Manufacturing, Professional Services, SaaS, CUSOs
Teams using ERP + email + Excel for AR
Finance leaders focused on cash flow, audit readiness, and team efficiency

Integrates With

NetSuite
Microsoft Dynamics
QuickBooks
Salesforce (for milestone billing triggers)
SFTP / API for custom integrations

What Finance Teams Are Saying

  • "We don't know who's going to pay us or when — it's a black box."

    SecureFinance gives real-time visibility into invoice delivery, views, and payment intent.

  • “We’re expected to collect millions, but we don’t even know if they opened our invoice.”

    Stop guessing — our system tracks opens, clicks, and intent so collections teams can act intelligently.

  • “We lost $150K to a spoofed invoice. IT said, ‘That’s not our problem.’ AR said, ‘We didn’t know.’”

    Our secure delivery with OTPs and audit trails prevents invoice fraud and finger-pointing.

  • “We spent $200K on NetSuite, and I still have to manually remind customers to pay us.”

    We integrate with your ERP and automate follow-ups, so your AR team can focus on strategy, not reminders.

  • “We miss our working capital targets not because of spend — but because people pay late.”

    Reduce DSO by 8–15 days and bring predictability back to your cash flow forecasting.

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