Client Financial Services

Supporting 120+ unique programs

Managing the complete spectrum of financial services to ensure accurate and thorough reporting, our Client Financial Services team currently provides cash posting, account receivable, month-end close and audit support to 120+ unique programs. Financial controls ensure that manufacturers have accurate, timely and complete transactional information to plan, monitor and manage business operations.
Associates meeting in a conference room

Client Financial Services Team:

  • Average of 12 years accounts receivable (A/R) experience
  • GAAP compliant transaction processing
  • Responsible for daily invoice validation (EDI 810 and Paper)
  • Proprietary collections tool which is scalable, effective and provides manufacturers a view online to customer collection notes
  • Generate dunning letters and monthly statements to manufacturer’s customers, in addition to regular collection activities
  • Deduction management
  • Month-end close reconciliation & reporting
  • Daily cash validation and month-end cash reconciliation completed in 2 business days
  • Daily, weekly, monthly or scheduled order to cash data transmission via SFTP
  • Optional A/R & deduction reconciliation services 

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