> ## Documentation Index
> Fetch the complete documentation index at: https://docs.neoflo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Order-to-Cash: Faster Collections and Cleaner AR with Neoflo

> Neoflo manages your Order-to-Cash cycle — from invoice generation and delivery to collections, cash application, and dispute resolution.

Your Order-to-Cash (O2C) cycle determines how quickly revenue on the books turns into cash in your account — and for most businesses, that gap is far too wide. Slow invoicing, cash application errors, inconsistent collections follow-up, and unresolved disputes all push Days Sales Outstanding (DSO) higher and create a drag on working capital that compounds every month. Neoflo takes full ownership of your O2C workflow, from generating the invoice the moment an order is confirmed to applying the payment and closing out the customer account, with SLA-backed delivery at every step so you always know exactly where your cash stands.

## What Neoflo Handles

<CardGroup cols={2}>
  <Card title="Invoice Generation & Delivery" icon="file-invoice-dollar">
    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.
  </Card>

  <Card title="Cash Application" icon="money-bill-wave">
    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.
  </Card>

  <Card title="Collections Management" icon="bell">
    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.
  </Card>

  <Card title="Dispute Resolution" icon="comments">
    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.
  </Card>

  <Card title="Customer Account Management" icon="address-card">
    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.
  </Card>

  <Card title="AR Reporting" icon="chart-bar">
    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.
  </Card>
</CardGroup>

## 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

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Exceptions Handled">
    Disputes, short payments, and unidentified receipts are managed through structured resolution workflows, with full communication history logged against the customer account and outcomes written back to your ERP.
  </Step>
</Steps>

## 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

See [ERP Integrations](/integrations/erp-systems) for the full list of supported back-office connections, and [CRM & Helpdesk Integrations](/integrations/crm-helpdesk) for details on Salesforce, HubSpot, and other CRM connectors.

<Tip>
  Connect Neoflo to your CRM to unlock richer customer account management. When Neoflo has visibility into open opportunities, contract terms, and relationship notes alongside payment history, your collections team can make smarter decisions — chasing a strategic account differently than a transactional one, for example — without needing to switch between systems.
</Tip>

## Related Resources

<CardGroup cols={2}>
  <Card title="AI Workflows" icon="robot" href="/platform/ai-workflows">
    See how Neoflo's AI agents automate invoice generation, cash matching, and collections outreach.
  </Card>

  <Card title="Human-in-the-Loop" icon="user-check" href="/platform/human-in-the-loop">
    Understand how Neoflo's specialists handle disputes, short payments, and complex exception cases.
  </Card>

  <Card title="SLA Management" icon="gauge-high" href="/platform/sla-management">
    Every O2C task is backed by a custom SLA. Learn how Neoflo tracks and enforces delivery commitments.
  </Card>

  <Card title="Get Started" icon="rocket" href="/onboarding">
    Neoflo goes live in approximately four weeks. Start your onboarding and reduce DSO within your first quarter.
  </Card>
</CardGroup>