B2B Invoice to Cash Software | AR Automation

 B2B Invoice to Cash

B2B Invoice to Cash Software for Modern Finance Teams

Full visibility into invoices and collections in one place. Eliminate AR blind spots with full view into invoices, payments, deductions, and disputes. Accelerate collections and reduce DSO through intelligent automation.

Trusted by over 1500 organizations serving customers in 16+ countries worldwide

What is Invoice to Cash Software?

Invoice-to-cash (I2C) software automates and streamlines the entire B2B order to payment lifecycle - from invoice delivery to collections, cash application, dispute management, and deduction management. It centralizes accounts receivable workflows, eliminates manual data entry, accelerates payment collection, and improves cash flow visibility through real-time analytics and reporting. By integrating with ERP systems, CRM tools, banks, and payment sources, I2C platforms help finance teams reduce days sales outstanding (DSO), flag high risk accounts, unlock working capital, and close books effectively.

The Challenge

Complexity in B2B Receivables

As business volumes scale, finance teams struggle with tracking receivables and overdue payments from customers.

High DSO
High DSO in B2B accounts receivable - delayed customer payments with limited visibility into true overdue exposure and working capital locked in unpaid invoices

Delayed customer payments with limited visibility into true overdue exposure.

Manual follow-ups
Manual invoice follow-ups and inconsistent collections workflows driven by email and spreadsheets - replacing structured AR automation with ad-hoc payment chasing

Manual, inconsistent payment follow-ups driven by email and spreadsheets.

Dispute backlog
Invoice dispute backlog inflating DSO and weakening cash forecasting - unresolved disputes blocking cash application and delaying accounts receivable close

Disputed invoices and exceptions increase DSO and weaken cash forecasting.

Unstructured Data
Unstructured remittance and invoice data trapped in silos across Excel, PDF and email - blocking automated cash application and invoice reconciliation

Remittances and invoices get trapped in silos across Excel, PDF, and emails.

Complex Deductions
Complex B2B deductions from inconsistent pricing schemes and promotional adjustments - causing incorrect deductions, revenue leakage and AR reconciliation errors

Incorrect deductions due to inconsistency in schemes & pricing adjustments.

Solution Overview

How Taxilla Unifies B2B Accounts Receivable

Taxilla's Invoice to Cash software provides automated reconciliation of invoices, credit notes, remittance advices, and bank statements. It answers three fundamental AR questions:

  • What amount was billed and due?
  • What did the customer claim to have paid?
  • What amount was actually settled in the bank?

The solution eliminates ambiguity in invoice reconciliation and enables accurate cash application, automated deductions management and a streamlined collections workflow.

How Does Taxilla's Invoice to Cash Software Work?

Ingest → Compute → Match → Review → Collect → Track

Fully Automated End-to-End Process

Collect and standardize B2B invoice data from any source - ingesting invoices, remittance advices and bank statements via API, Excel, CSV, PDF and email for cash application

Collect & Standardize Data

Ingest invoices, remittance advices, and bank statements from any source or format (API, Excel, CSV, TXT, Email, PDF).

Codify B2B pricing schemes, trade promotions and deduction rules by region, customer and product - with controlled review and approval workflows for accurate credit note generation

Codify Schemes & Rules

Codify schemes, promotions, and pricing rules by region, customers or products with controlled review and approval workflows.

Automated credit note generation against B2B invoices - calculating deductions and adjustments from pricing schemes and sharing credit notes with customers for approval

Generate Credit Notes

Calculate deductions & adjustments, generate credit notes against applicable invoices and share with customers.

Rule-based cash application matching - automatically matching invoices, credit notes, remittance advices and bank statements using configurable transaction matching rules

Rule-Based Matching

Automatically match invoices, credit notes, remittance advices, bank statements using configurable transaction matching rules.

AR exception management and dispute resolution - reviewing short payments, deductions and invoice disputes through structured resolution workflows

Review & Resolve Exceptions

Review the exceptions, identify short payments, deductions, and disputes and route them through given resolution workflows.

Automated payment reminders and real-time receivables tracking — monitoring DSO, overdue invoices, collections health and credit exposure in B2B accounts receivable

Collect & Track Receivables

Trigger automated payment reminders and track receivables health, DSO, collections, overdues, and credit exposure in real time.

Key Benefits

Unlock Measurable ROI with Taxilla's Invoice to Cash Software

20%

Reduction in DSO through automated collections, payment reminders & dispute resolution

90%

Reduced manual effort with end-to-end invoice to cash automation

Day Zero

Financial close enabled through automated transaction matching and ERP posting

95%+

Cash application accuracy through intelligent payment matching

1-3%

Working capital unlocked by reducing invalid deductions and revenue leakage

100%

Audit-ready compliance with complete traceability, and financial controls

ROI Calculator

Calculate Your Savings with Taxilla's Invoice to Cash Software:

Tell us about your current process

Applied improvement ranges: DSO -10-20% Manual effort -70-80% Deductions recovered 1-3%

Estimated net annual savings

$1.4M - $3.59M

recurring, per year

44-50 days

from 55 days (-10 to -20%)

$1.5M - $3.01M

$252K - $288K

4.2-4.8 FTEs redeployed

$1M - $3M

1.0-1.5 days

from 5 days (-70 to -80%)

$151K - $301K

Invoice to Cash Solution Capabilities

Features Deep-Dive

Automated cash application software - reconciling invoices, remittance advices and bank statements with support for partial, bulk, advance settlements and short or excess payment handling

Cash Application

  • Reconcile invoices, remittance advices, and bank statements
  • Support for partial, bulk, and advance settlements
  • Intelligent handling of short and excess payments
AR collections management software - identifying overdue invoices, sending automated dunning reminders and managing disputed invoices through a dispute resolution workflow to reduce DSO

Collections Management

  • Identify outstanding and overdue invoices for each customer
  • Send automated dunning and overdue payment reminders
  • Manage disputed invoices through a dispute resolution workflow
B2B deduction management software - codifying trade promotion schemes, computing invoice deductions, generating credit notes and sharing with customers for approval

Deduction Management

  • Codify schemes and trade promotions applicable
  • Compute deductions on invoices and generate credit notes
  • Share credit notes with customers for approval
B2B credit management software - monitoring credit utilization against approved limits, assigning customer credit scores based on payment history and flagging high-risk accounts

Credit Management

  • Monitor credit utilization against approved limits & balance
  • Credit score assigned to customers based on payment history
  • Flag high risk customers based on credit risk and exposure
ERP posting for cash application - generating and posting journal entries against open invoices and posting adjustments for short or excess payments directly into SAP, Oracle or NetSuite

ERP Posting

  • Consume ERP-specific templates and posting rules
  • Generate and post journal entries against open invoices
  • Post adjustments for short or excess payments and write-offs
AR analytics and receivables reports - tracking DSO, credit risk, overdue payments and working capital locked in disputes with transaction-level drill-down for audit and analysis

Analytics & Reports

  • Track receivables health, outstanding and overdue payments
  • Snapshot of DSO, credit risk & working capita; locked in disputes
  • Detailed transaction-level reports for analysis and audit
Technology Advantage
  • Multi-way AI matching engine for invoice to cash - smart algorithms automatically reconciling complex invoices, credit notes, remittance advices and bank statements at enterprise scale

    Multi-Way AI Matching Engine

    Smart algorithms automatically reconcile complex datasets.

  • Cloud-native SaaS invoice to cash platform - processing millions of AR transactions seamlessly at enterprise scale without infrastructure overhead

    Cloud-Native SaaS

    Built to process millions of transactions seamlessly.

  • Data-format agnostic invoice to cash platform - ingesting AR data in any format including Excel, CSV, text, PDF, email and API for unified cash application

    Data-Format Agnostic

    Ingest data in any format - Excel, CSV, Text, PDF, Email, or APIs.

  • API-first invoice to cash architecture - pre-built API connectors for real-time ERP integration enabling automated cash application sync with SAP, Oracle, NetSuite and Dynamics

    API-First Architecture

    Pre-built API connectors for real-time integration with major ERPs.

  • Enterprise-grade security for invoice to cash software - SOC2 compliant with granular role-based access controls for sensitive B2B receivables data

    Enterprise-Grade Security

    SOC2 compliant with granular role-based access controls (RBAC).

  • Complete auditability in invoice to cash software - full version control and immutable audit trails for every transaction, matching decision and cash application action

    Complete Auditability

    Full version control and immutable audit trails for every transaction.

Enterprise B2B invoice to cash platform - AI matching engine, cloud-native SaaS, API-first architecture and complete auditability for high-volume accounts receivable automation
Integrations

Seamless Integrated with Your Ecosystem

Taxilla's enterprise grade Invoice to Cash software sits on top of your existing technology stack
and integrates seamlessly with your ecosystem through API, SFTP, or secure file-based integrations.

ERPs

ERP integrations for B2B invoice to cash software - connecting SAP, Oracle, NetSuite and Microsoft Dynamics for automated cash application, collections and AR journal posting

Operational Sources

Operational source integrations for invoice to cash - connecting billing systems, payment gateways and customer portals for automated remittance ingestion and cash application

Don't see your system? Our Format-Agnostic Engine and Extensible Framework allow us to integrate with any
custom or niche software in your ecosystem seamlessly.

Industry Use cases

Trusted By Global Shared Services

FMCG

Reconcile invoices and bank statements against retailer remittances along with automated generation of credit notes based on the sales schemes and rebates.

Manufacturing

Invoice reconciliation with an automated collections workflow to reduce the gap between shipments and fragmented payments and reduce DSO.

Logistics

Reconcile freight invoices with bank receipts and customer remittances while validating contract rates, accessorial charges, penalties, and short payments.

Wholesale & Distribution

Automate reconciliation of invoices, distributor payments, bank statements, credit notes, and deductions arising from pricing, volume discounts, and returns.

Taxilla vs. alternatives

Invoice to Cash Automation: Taxilla vs Alternatives

Capability Taxilla Other Automated I2C Solutions Manual Spreadsheet Process
Global e-invoicing Exceptional Moderate None
Electronic delivery of documents with collaborative processing Strong Strong None
Format-agnostic data ingestion (API, Excel, CSV, PDF, Email, TXT, JSON, XML) Exceptional Moderate None
Cash application Strong Strong Weak
Deductions management & credit note generation Strong Moderate Weak
Multi-entity & multi-currency support Exceptional Strong Weak
AR closure with GL / sub-GL posting Strong Moderate Weak
Rapid, low-code implementation Exceptional Moderate Strong
Pricing & Plans

Transparent Pricing for Every Stage of Growth

Taxilla pricing scales with your allocation complexity and transaction volume-ensuring you pay only for what you use.

Growth

500 Invoices / month

1 Dashboard Users

  • Customer KYC
  • Customer Portal
  • Customer Credit Limits (Setup and Manage)
  • Global eInvoice Compliance
  • Electronic delivery of documents
  • Collaborative processing
  • Dispute resolution
  • Cash application
  • Collections management
  • Deductions management
  • Customer Performance/ Credit Monitoring
  • Revenue Analytics
  • GL Posting / AR Sub-ledger closure
  • Customer Statement Reconciliation

Standard Support - Included

Priority Support - +15% of subscription

Premier Support - +22.5% of subscription

Request a Quote

Enterprise

12,500 Invoices / month

3 Dashboard Users

  • Customer KYC
  • Customer Portal
  • Customer Credit Limits (Setup and Manage)
  • Global eInvoice Compliance
  • Electronic delivery of documents
  • Collaborative processing
  • Dispute resolution
  • Cash application
  • Collections management
  • Deductions management
  • Customer Performance/ Credit Monitoring
  • Revenue Analytics
  • GL Posting / AR Sub-ledger closure
  • Customer Statement Reconciliation

Standard Support - Included

Priority Support - +15% of subscription

Premier Support - +22.5% of subscription

Request a Quote
FAQ's

Frequently Asked Questions

What processes does the Invoice to Cash solution automate?
Taxilla's Invoice to Cash software automates invoicing, cash application, credit management, collections and dunning, disputes, deductions, ERP posting, and AR reporting from a single platform.
Which systems can Taxilla integrate with?
Taxilla can integrate with any system - either through APIs or secure file transfers. We have API integrations available for major ERPs such as SAP, Oracle, Microsoft Dynamics, NetSuite, Tally. Our platform is capable of reading invoices via OCR, or ingest excel, emails, text, json, xml, pdf files.
How long does implementation take?
Implementations typically go live within 6-8 weeks, depending on integrations, data complexity, and business requirements.
How much IT involvement is required?
Minimal. IT assists with initial integrations and security, while finance teams manage workflows, rules, and operations without ongoing IT dependency.
Can the solution support multiple entities and currencies?
Yes. Our Invoice to Cash automation supports multiple entities, currencies, business units, tax jurisdictions, and payment methods from a single platform.
Can workflows be customized without coding?
Yes. You can configure approvals, credit policies, dunning email drafts, dispute handling, reminders, and ERP posting rules through a low-code interface without custom development.

See how automated Invoice to Cash works in real finance operations.

Please fill your details. One of our specialists will get in touch with you.

We value your privacy and will never share your personal information with third parties. For more details, see our Privacy Policy.