Faster Collection of
Every Income and Clearer Profit
Unified order, accounts receivable, receipt, collection, and cost data, real-time monitoring of cash recovery and customer profitability performance, enabling finance and business teams to collaborate around the same outcome.
Establish a Complete Revenue Closed Loop from Business Transactions to Cash Recovery
Transform the contract agreement into a traceable payment plan, so that every receivable has a basis, every collection has responsibility, and every received payment can be promptly verified.
Income Basis
Undertake contracts, orders, deliveries, and service data to form accurate revenue and payment basis.
Invoicing and Accounts Recievable
Generate invoicing requests and accounts receivable plans based on milestones, specifying the amount, time, and payment terms.
Prediction and Collection
Rolling prediction of cash recovery, automatically arranging collection actions based on aging, risk, and commitment.
Reciept and Verification
Identify bank receipts, match customers, invoices, and accounts receivable details, and complete automatic or manual write offs.
Profits Review
Collect revenue and direct costs, analyze the true profits of customers, orders, products, and projects.
The Amount of Income Growth Depends More on How Much is Ultimately Left Behind
Connect quotation, order, delivery, service, and cost data to analyze profits from different dimensions such as customers, orders, projects, and products, and promptly identify "high revenue, low return" businesses.
Multiple Demension Profit Calculation
Gather Revenue and Costs by customer, product, region, order or projects, unifying calculation standards.
Planned and Actual Comparison
Compare quotation gross profits, budget gross profits and actual gross profits, positioning the deviation of discounts, purchasing and delivery.
Trigger Risk in a Timely Manner
When costs exceed or profits fall below the red line, automatically notify the responsible person and push for corrective actions.
Order Profit Penetration Analysis
ORD-2026-08712 · Northstar EnergySix Core Competencies Covering Collection and Profit Management
Manage business processes and connect financial results, making the business team truly responsible for revenue quality and cash recovery.
Collection Plan
Establish executable invoicing and payment arrangements based on contracts, orders, milestones, and payment terms.
- Installment, Advance Payment, and Milestones
- Plan changes and approval records
Accounts Receivable
Unified management of customer accounts receivable balance, aging, due date, and dispute status, forming a clear account view.
- Multiple organizations and multiple currency collection
- Aging structure and overdue analysis
Intelligent Collection
Automatically generate collection priorities and tasks sorted by amount, aging, customer risk, and payment commitment.
- Collection tactics and action plan
- Committed payment and communication record
Verification upon Arrival
Intelligently match bank statements with customers, invoices, and accounts receivable to shorten fund confirmation time.
- Automatic match and deviation process
- Verification, refund and offset management
Credit and Risk
Dynamically assess customer credit and collection risks by combining payment history, delinquency, disputes, and business exposure.
- Credit limits and risk levels
- Overdue and cash gap alerts
Profit Analysis
Summarize revenue, product, procurement, delivery, and service costs, and thoroughly examine the true sources of profit and deviation.
- Customer, order and project profits
- Budget, quotationa and actual comparison
From "Revenue Recognition" to "Managing Revenue Quality"
Enable management not only to see the signing and revenue, but also to timely grasp cash flow, risk exposure, and real profits.
Shorten Cash Collection Cycle
Reduce omissions through clear planning, intelligent prioritization, and cross departmental collaboration to ensure the continuous advancement of payment responsibility
Identify Accounts Receivable Risks in Advance
Early resolution of disputes, overdue payments, and cash gaps through insights into aging, credit, and payment behaviour.
Maintain the bottom line of business profits
Continuously compare profit changes from quotation to delivery, and promptly translate cost deviations into business actions.
Enable Every Transaction to be Quickly Converted into Cash and Profit
Schedule a Leanx Revenue product demonstration and plan a complete closed-loop from revenue to cash based on your order, accounts receivable, collection, and profit management scenarios.
Book a Product Demo →