Accounts receivable
Without Sanka
Due dates, balances, and customer context are split across tools
With Sanka
Manage aging, balance, and customer context in one view
Payments, reconciliation, and accounts receivable in one invoice-to-cash workflow
Manage invoices, due dates, payments, balances, aging, collection actions, and reconciliation results so sales and finance work from the same payment status.
DASHBOARD
Unified view across revenue, cash, and close
ARR
$5.1M
+9.2% QoQ
Collection
97.8%
+2.1 pt
Close Ready
86%
2 open blockers
ForecastCashAudit-ready
Trusted by 1,000+ teams
Overview
Manage collections and reconciliation from the same facts
Review AR and aging
Track invoices, due dates, balances, customers, and owners to prioritize collections.
Create and match payments
Turn bank files and payment CSVs into payment records and match candidates to invoices.
Manage reconciliation exceptions
Review partial payments, fees, mismatches, and duplicate candidates without losing audit context.
Workflow
Make invoice-to-cash visible through payment and reconciliation
- 01Confirm invoice balanceOrganize invoice, due date, balance, customer, and owner as the collection starting point.
- 02Import payment dataStructure payment date, payer, amount, memo, and reference from bank files or payment CSVs.
- 03Match payments to invoicesUse customer, invoice number, amount, and payment date to create invoice match candidates.
- 04Review exceptionsReview unreconciled payments, partial payments, fees, and duplicate candidates in the web UI.
Compare
Split payments and AR create month-end cleanup
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Accounts receivable | Due dates, balances, and customer context are split across tools | Manage aging, balance, and customer context in one view |
| Payment checks | Teams manually compare bank files and payment CSVs against invoices | Create payment records and save invoice match candidates with reasons |
| Reconciliation | Partial payments, fees, and amount differences stop the process | Track differences and review state while reconciliation moves forward |
| Collections | Sales and finance duplicate follow-ups because history is unclear | Attach reminders, dunning, promises to pay, and disputes to invoice records |
Payment checks
Without Sanka
Teams manually compare bank files and payment CSVs against invoices
With Sanka
Create payment records and save invoice match candidates with reasons
Reconciliation
Without Sanka
Partial payments, fees, and amount differences stop the process
With Sanka
Track differences and review state while reconciliation moves forward
Collections
Without Sanka
Sales and finance duplicate follow-ups because history is unclear
With Sanka
Attach reminders, dunning, promises to pay, and disputes to invoice records
Customer quotes
Don't take our word for it.
We want inventory, sales management, tax, and accounting to connect smoothly while keeping operating cost and time low.
Sanka does more than inventory control. It can manage purchasing, billing, orders, and shipping in one place.
We used to place orders with artisans via email or phone, which often led to losing track of order details or forgetting orders altogether.
FAQ
Frequently asked questions
Can Sanka show AR aging?
Yes. You can view aging from invoices, due dates, balances, and payment status.
Can payment files be used for reconciliation?
Yes. Bank files and payment CSVs can be read into payment records and matched to invoice candidates.
Can partial payments and fees be handled?
Yes. Partial payments, fees, amount differences, and write-off reasons can be reviewed as exceptions.
Can sales see collection status?
Yes. Teams can review invoice, payment, reconciliation, and aging status before customer outreach.