Accounts receivable that stays accurate from invoice to cash
Make AR predictable with synced invoice status aging views and governed collection workflows.
Accounts receivable that stays accurate from invoice to cash
AR becomes unreliable when invoice status, payment status, and customer communication live in different systems. Sanka keeps AR grounded in synced facts so collections and forecasting reflect reality.
Aging reports are only useful when invoice status and due dates are consistent across systems.
Collect based on the full picture: approvals, disputes, partial payments, and promise-to-pay notes.
See what is unapplied, partially applied, or written off without waiting for month-end close.
Make AR predictable with governed workflows
- Standardize invoice lifecycle states (draft, approved, sent, overdue, paid)
- Track disputes and credits as explicit states, not free-text notes
- Trigger follow-ups based on due date, aging bucket, or customer segment
- Sync AR status back to CRM so customer-facing teams see the same truth
| Workflow signal | Example | Who needs it |
|---|---|---|
| Overdue aging bucket | 0-30, 31-60, 61-90 | Finance, leadership |
| Dispute state | Under review, approved, rejected | Finance, CS |
| Promise-to-pay | Date and amount | Collections |
| Partial payment | Amount received vs remaining | Finance, RevOps |
Reduce write-offs by treating exceptions as first-class
Most write-offs are not a payment problem. They are a process problem: incorrect terms, unclear recipients, missing approvals, or disputes that were never tracked.
- Enforce approvals for discount and term exceptions upstream
- Surface invoice exceptions immediately (missing PO, wrong entity, invalid recipient)
- Log every state change and communication step
Collections that do not depend on tribal knowledge
Make collections repeatable. Keep the logic clear enough that anyone can step in and understand why an invoice is stuck.
Define follow-up sequences by segment, not by individual preference.
Escalate disputes and exceptions to the right owner with clear thresholds.
Track actions, approvals, and changes across CRM, invoicing, and accounting.
Controls that finance can trust
AR is a financial control surface. You need clear ownership and history, not just dashboards.
Limit who can edit invoice terms, apply credits, or mark items as paid.
See when amounts, dates, or statuses changed and who approved it.
Disputes, write-offs, and adjustments are tracked explicitly and reviewed.
