Who We Are

            In a market valued at $3.89 billion and projected to reach $8.44 billion by 2030, ÉquiSettle stands as a comprehensive accounts receivable and collections platform that transforms how businesses manage their financial operations.
        

We've built a sophisticated ecosystem that seamlessly integrates accounts receivable, case management, and supply chain risk monitoring into a unified platform that drives business efficiency and growth.

Our platform stands at the intersection of automation and intelligence, offering businesses a powerful suite of tools to manage their entire collections lifecycle. From the moment a case is created to its final resolution, ÉquiSettle provides the infrastructure needed to streamline operations, improve cash flow, and maintain strong customer relationships throughout the collection process.

What sets us apart is our comprehensive approach to collections management. We understand that effective A/R management isn't just about sending payment reminders – it's about creating intelligent workflows that adapt to different scenarios, maintaining clear communication channels, and having real-time visibility into your collection processes.

            With UK SMEs being owed an average of £21,000 in late payments, our platform brings together cutting-edge automation with sophisticated analytics to give businesses complete control over their receivables management.
        

By combining powerful case management capabilities, intelligent workflow automation, integrated payment processing, and supply chain risk monitoring, we provide businesses with the tools they need to transform their accounts receivable operations. Our strategic integrations with industry-leading platforms like QuickBooks and Zoho ensure that businesses can seamlessly connect their financial ecosystem while maintaining efficiency and accuracy in their operations.

What Problems We Solve

            In a landscape where 82% of business failures are attributed to poor cash flow management and 43% of small businesses face late payment issues, the challenges of accounts receivable management can significantly impact a business's financial health and growth.
        

ÉquiSettle addresses these core challenges head-on:

Manual Collection Processes

In today's fast-paced business environment, manual payment tracking and follow-ups are no longer sustainable. Traditional collection processes consume valuable time and resources, leading to delayed payments and inefficient use of staff time. Our platform transforms these manual processes through intelligent automation, allowing businesses to create sophisticated workflows that automatically handle payment reminders, follow-ups, and case routing. This automation adapts to different customer profiles, ensuring appropriate communication tonality and frequency while significantly reducing the manual workload on your team.

Complex Case Management

The modern business environment demands handling multiple cases across various stages, each with its unique requirements and timelines. This complexity often leads to missed follow-ups, delayed responses, and lost opportunities for collection. ÉquiSettle simplifies this through a centralized case management system that provides complete visibility and control. Our platform allows businesses to configure custom fields, set up automated workflows, and track cases through every stage of the collection process. With advanced filtering and real-time monitoring capabilities, teams can easily prioritize their efforts and ensure no case falls through the cracks.

Payment Processing Challenges

Managing payments and payment plans has traditionally been a complex process prone to errors and delays. ÉquiSettle streamlines this entire workflow through integrated payment processing and sophisticated payment plan management. Our direct integration with GoCardless enables automated direct debit collection, while our payment plan generation tool automatically calculates installments and tracks payment progress. This comprehensive approach to payment management not only improves collection rates but also provides better experiences for your customers.

Supply Chain Risk Visibility

Understanding and managing customer payment patterns and supply chain risk requires comprehensive data and sophisticated analysis. Through our integration with Zoho Inventory and Books, ÉquiSettle provides businesses with deep insights into their supply chain operations and customer payment behaviors. Our platform tracks crucial metrics like Days Sales Outstanding (DSO) and evaluates risk based on multiple factors including inventory levels, payment history, and case age patterns. This holistic approach to risk management enables businesses to make informed decisions and take proactive measures to protect their financial health.