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One workspace for getting paid.

From the Excel you import in the morning to the cash that lands by evening: six modules that share one record of every debtor, invoice, promise and payment.

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Collections

Start every day knowing who to call.

Today ranks every debtor by money at stake, days late and broken promises, with one next step each. Work the list in Call mode and log outcomes in a keystroke.

  • Ranked by what matters. Money at stake, days late, broken promises and how reliably each debtor pays.
  • Call mode. One account at a time. Pick an outcome, press Enter, and the next debtor is ready.
  • Tasks you type. “Call Rahul 3pm @Kaveri #INV-0904” becomes a task with a debtor, an invoice and a time. Press T anywhere.
More about Collections
Collections Today: 8 debtors need attention with ₹1.2 Cr at stake, each card showing the reason, the amount overdue and a suggested follow-up, beside an agenda of planned tasks.Collections Today: 8 debtors need attention with ₹1.2 Cr at stake, each card showing the reason, the amount overdue and a suggested follow-up, beside an agenda of planned tasks.

Debtors

Every debtor, every rupee, one screen.

Outstanding, overdue, aging, promises and the last touch for every account, with filters that match how your team actually thinks.

  • Smart Capture. Type a GSTIN. Legal name, PAN, state and address fill themselves from the GST registry.
  • Aging you can click. Tap a bucket such as 61–90 days and the list filters to exactly those debtors.
  • A statement like a bank’s. Every invoice, payment, credit note and adjustment, with a running balance.
More about Debtors
Debtors list: outstanding, overdue, promised, in-dispute and collected totals, an aging ribbon, segment tabs and a table of debtors with balances, aging bars, promises and owners.Debtors list: outstanding, overdue, promised, in-dispute and collected totals, an aging ribbon, segment tabs and a table of debtors with balances, aging bars, promises and owners.

Invoices

Know what every invoice needs next.

One worklist for every open invoice: what’s overdue, what falls due this week, what was promised and what is stuck in a dispute.

  • A due-date runway. Overdue, today, next 7 days, next 30 days, at a glance and one click from the list.
  • Statuses that mean something. Draft, sent, overdue, disputed, part-paid, paid, written off. No free-text columns.
  • GST-ready. CGST, SGST and IGST, TDS, place of supply and the due date counted from invoice or delivery.
More about Invoices
Invoice register: outstanding total, a due-date runway from overdue to after 30 days, billing versus collections, and a list of invoices with status, due date, balance and reminder state.Invoice register: outstanding total, a due-date runway from overdue to after 30 days, billing versus collections, and a list of invoices with status, due date, balance and reminder state.

Reminders

Reminders that go out on time, and stop when they should.

Set a schedule once for the company. Override it for a group, a debtor or a single invoice. The most specific rule wins, and you can always see which one applies.

  • Before and after the due date. A friendly heads-up three days before, then firmer steps after it.
  • One email per debtor. Every open invoice in a single consolidated reminder, not ten separate emails.
  • Knows when to wait. Pauses on its own while a dispute is open or a promise is pending.
More about Reminders
Key accounts · gentle cadence

Which rule applies to Nandi Cycles?

  1. Invoice
  2. Debtor
  3. Group (applies)
  4. Organisation

No invoice or debtor rule, so the Key accounts group rule wins.

  1. 3 days before

    Friendly heads-up

    3 invoices, one email

    Opened

  2. Due date

    Due today

    Consolidated statement attached

    Delivered

  3. 7 days after

    Payment reminder

    Sent from accounts@yourco.in

    Opened

  4. 15 days after

    Firmer follow-up

    Paused: ₹3.3L promised for Friday

    Paused

Dashboard

The receivables view your CFO keeps asking for.

Total outstanding, DSO, collection effectiveness and cash at risk, against the previous period. Every number opens the list behind it.

  • One definition per number. “Disputed” or “overdue” means the same thing on every screen.
  • DSO and CEI. Days sales outstanding, best possible DSO and collection effectiveness, with the trend.
  • Cash at risk. Disputed, 120+ days late and broken-promise balances, added up for you.
More about Dashboard
Creditouch dashboard: ₹16.2 Cr outstanding, ₹5.7 Cr overdue, cash at risk, DSO of 100 days, collections in the last 30 days, promises, an aging breakdown and invoiced-versus-collected cash flow.Creditouch dashboard: ₹16.2 Cr outstanding, ₹5.7 Cr overdue, cash at risk, DSO of 100 days, collections in the last 30 days, promises, an aging breakdown and invoiced-versus-collected cash flow.

Import

Bring your Excel. Be live this afternoon.

Upload the export from Tally, SAP, Zoho or the sheet you keep by hand. We match the columns, you check them, and your book is ready.

  • Any spreadsheet. CSV, XLSX, XLS or ODS. We find the right sheet and the header row.
  • AI column matching. Suggested mappings with confidence. Nothing is saved until you confirm.
  • Duplicates caught. “ABC Pvt Ltd” and “ABC Private Limited” are flagged before they become two debtors.
More about Import
receivables_sept.xlsx
Your columnCreditouch fieldMatch
  1. Party NameDebtor99%
  2. Bill No.Invoice number98%
  3. Bill DtInvoice date96%
  4. Due OnDue date95%
  5. Amt (₹)Invoice total93%
  6. PendingBalance due88%
  7. GSTIN/UINDebtor GSTIN99%
  • 142 invoices · 38 debtors ready
  • “ABC Pvt Ltd” and “ABC Private Limited” look like the same debtor
Confirm and import

Honest roadmap

What’s live, and what’s next.

We only call something live when your team can use it today.

Live today

  • Excel & CSV import with AI matching
  • Today list and Call mode
  • Automatic email reminders
  • Promises, disputes, payments
  • Dashboard and team performance
  • Roles, groups and audit trail

Coming next

  • WhatsApp & SMS remindersComing soon
  • Tally, Zoho & SAP syncComing soon
  • Payment linksComing soon
  • AI suggestions you approveComing soon

Retire the Monday aging sheet.

Upload your receivables and see today’s call list in minutes. Free during early access.

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