ClientAccessWeb

ClientAccessWeb

Applied Innovation
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About

ClientAccessWeb, Applied Innovation’s flagship software solution gives your agency the tools to control time and expenses. Streamline your business by automating workflow between agency and clients. Hosted in our private cloud, communicate with your clients via secure messaging, receive new account placements with customizable templates or bulk upload. Provide your clients with interactive account inquiry screens and on-demand reporting tools. Allow your clients to manage themselves. Default and custom reporting options available. Create custom reports specific to your clients’ needs that they can run on-demand. Data rich reports can be converted to statistical reporting instantly. Drill down on a statistic to access that specific data. Reporting is fast and flexible, easier and faster than pulling data from your collection software. Whatever your client requirements, you or they can create and save a report for later use. Save your time. Save your clients time.

About

Spend less time managing your receivables. Enrol your clients and replace outdated manual processes with automated digital collection strategies and communications. Provide your clients with multiple digital payment options (ACH, Credit Card, Open Banking) making it easier to complete payments and reconcile your books. Receive regular automated reports and analytics to fit your business needs and stay on top of your cash position. Obtain proprietary customer ratings based on credit checks and engagement data to facilitate informed decision-making and optimize payment plans. Predict your future cash position based on current and historic payment data. Streamline your workflows and prioritize easily. Leverage customizable communication templates, strategies, and a white-labeled approach.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Agency businesses seeking for tools to control time and expenses, automate workflow between agency and clients

Audience

Companies looking for an AR Management solution that helps monitor payments

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Applied Innovation
Founded: 2001
United States
www.appliedinnovationinc.com/clientaccessweb/

Company Information

Kolleno
United Kingdom
www.kolleno.com

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D&B Finance Analytics

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Categories

Categories

Integrations

Debtmaster

Integrations

Debtmaster
Claim ClientAccessWeb and update features and information
Claim ClientAccessWeb and update features and information
Claim Kolleno and update features and information
Claim Kolleno and update features and information