What Neoflo Handles
Invoice Generation & Delivery
Neoflo auto-generates invoices directly from confirmed orders, in whatever format your customers require — PDF, EDI, e-invoicing networks, or customer portal submission — and delivers them without any manual intervention.
Cash Application
Incoming payments are automatically matched to open invoices using remittance data, bank references, and AI-powered pattern matching. Partial payments and multi-invoice remittances are handled without manual effort.
Collections Management
Neoflo runs structured, automated collections campaigns across aging buckets — sending the right communication at the right time, escalating overdue accounts, and prioritising the highest-value collection opportunities first.
Dispute Resolution
When customers raise disputes, Neoflo identifies the root cause — incorrect pricing, delivery discrepancy, missing credit note — and works through your resolution workflow fast, so disputes don’t sit open for weeks depressing your cash position.
Customer Account Management
Credit limits, payment history, and overall account health are tracked and maintained continuously. Your team gets a clear view of each customer’s standing without digging through the ERP.
AR Reporting
DSO, aging analysis, collection effectiveness index, and cash flow forecasts are updated in real time — giving your finance team the visibility they need to manage liquidity proactively.
Key Outcomes
| Metric | What Neoflo Delivers |
|---|---|
| Days Sales Outstanding | Measurably lower within the first quarter |
| Cash collection rate | Higher on-time payment rates through systematic follow-up |
| Cash application accuracy | 99%+ automated matching rate |
| Manual AR workload | Significantly reduced — your team focuses on exceptions and relationships |
How It Works
Order Confirmed
The moment an order is confirmed in your ERP or order management system, Neoflo receives the trigger and prepares the invoice — no batch runs, no waiting for end-of-day processing.
Invoice Generated
Neoflo creates the invoice with the correct line items, pricing, tax treatment, and customer-specific formatting requirements applied automatically. Every invoice is validated before it leaves the building.
Delivered to Customer
The invoice is dispatched through the customer’s preferred channel — email, EDI, e-invoicing network, or portal upload — with delivery confirmation captured and stored against the transaction.
Payment Received
Neoflo monitors incoming payments across bank accounts, payment platforms, and customer portals. Remittance information is collected and parsed the moment funds are identified.
Payment Auto-Matched
Payments are matched to open invoices automatically. Clean matches are applied and closed instantly. Payments that can’t be matched fully are flagged with context so a human expert can resolve them without delay.
Supported Integrations
Neoflo connects to both your ERP and your CRM to give O2C a complete view of every customer account.- SAP, Oracle, NetSuite — for order, invoice, and payment data
- Salesforce, HubSpot — for customer account and relationship context
Related Resources
AI Workflows
See how Neoflo’s AI agents automate invoice generation, cash matching, and collections outreach.
Human-in-the-Loop
Understand how Neoflo’s specialists handle disputes, short payments, and complex exception cases.
SLA Management
Every O2C task is backed by a custom SLA. Learn how Neoflo tracks and enforces delivery commitments.
Get Started
Neoflo goes live in approximately four weeks. Start your onboarding and reduce DSO within your first quarter.