AI-driven system to fast-track invoice payments. Smart bots that not only expedite payments but also do timely follow up on each invoice, ensuring each payment comes on-time every-time.
Reduce days sales outstanding (DSO) by up to 25%. Increase payment collection efficiency by 35%. Save upto ₹4 Lakhs annually in operational costs.
CFO Mantra is designed to work seamlessly with major accounting platforms like Tally, Busy, Zoho etc, it provides a smooth synchronization of data for Tally and Ready to use uploads for Busy and other systems.
To activate the system, we’ll need import to your master data from Tally or any other accounting system, a list of user roles, and your specific business rules for invoicing and payments. Our team will guide you through a simple setup process.
CFO Mantra uses the latest encryption standards and complies with international data protection regulations to secure your data and information. Regular audits and updates keep your data safe and private.
We provide dedicated support throughout the implementation, including training sessions, a helpdesk service, and an account manager to ensure a smooth transition and ongoing assistance.
Reminder Automation uses AI to analyze payment behaviors and customizes follow-up strategies in terms of frequency of messages, the mode of communication (like WhatsApp, SMS or email) and message content tone — ensuring communication is appropriate and specific to each customer’s paying history, behavior and relationship.
No, at this moment, the CFO Mantra App is only available on the web browsers, the mobile app will be available (without any additional cost) in next 4-6 months that will provide all the key features, so you can manage your cash flow and perform essential tasks from anywhere.
The Real-Time Reconciliation feature does not handle the discrepancies automatically; however, it provides you the ability to see the reports and data in real time so that you can find if there is any discrepancy or issues, offering a ready system to quickly investigate and resolve any differences between recorded and actual transaction figures.
Absolutely. Invoice Analytics allows you download the raw data into an excel, using that data you can create custom reports based on your needs. Otherwise, the canned reports as available in system would satisfy your need of understanding your invoicing related analytics comprehensively.