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CSM — Cashflow Smart Management

Accounts receivable follow-up and debt recovery, worked like a queue, not a spreadsheet.

CSM (Cashflow Smart Management) turns your outstanding receivables into a worked queue: cases, tasks, payment promises, payment plans, settlements and disputes, prioritised by amount, age and risk. It syncs customers, invoices and payments from your linked ESM workspace read-only — nothing is re-entered, and nothing is ever written back — so agents always work from the same numbers as the rest of the business. No ESM workspace yet? Load receivables directly from a flat file, a file server, a database or another ERP instead. Like every Inovbi solution, it runs in its own isolated workspace.

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Why CSM

What you get on day one.

One queue per agent — calls, promises due, broken promises and high-risk accounts surfaced automatically, not hunted for.

Synced, never duplicated — customers, invoices and payments are read-only mirrors of your ESM workspace, refreshed on a schedule.

Predictive promise-to-pay scoring — a real statistical model trained on your own resolved promises, with the factors behind every score spelled out in plain language, never a black box.

Flexible data loading — bring receivables in from a flat file, a file server, a database or another ERP when there is no linked ESM workspace to sync from.

Full case history — every call, note, promise, payment plan, settlement, dispute and legal action on one timeline per debtor.

Your own isolated database — never shared or co-mingled with another company.

AI inside CSM

Know who will pay — before you call.

CSM learns from your own collection history: how each customer pays, keeps promises and responds. Every morning it turns that into a ranked queue and clear predictions, so your team spends its time where the cash is.

The right call first

A daily queue ranked by what matters: amount, age, risk and broken promises.

Payments and promises, predicted

The likelihood that an invoice gets paid or a promise is kept — and the cash to expect.

Your data, explained

Trained on your own history only, and every score comes with its reasons. Your team stays in charge of the decision.

Our approach to AI

Demo videos

See CSM at work.

Short walkthroughs recorded in the real CSM workspace. Videos in English.

workspace · csm-demo1:00

Work a collection case

From the priority queue to a logged call and an instalment payment recorded against the plan.

workspace · csm-demo1:51

Connect your ERP: Odoo and SAP S/4HANA

Define a Known ERP connection in Data loading, map its fields to debtors or receivables, and let it run on a schedule.

workspace · csm-demo1:57

AI in CSM, explained

Who to call first, whether a promise will be kept, whether an invoice will be paid, collection risk and expected cash — each with its reasons.

What's included

Modules in CSM.

Enable only what you need at signup — add the rest whenever you're ready, with no downtime. Scroll to see each one running.

Debt collection

5 modules

Collections
Collection cases, debtors, receivables aging and disputes.
Recovery
Escalations, settlements, legal cases, agency referrals and write-offs.
Executive Reporting
Manager and executive dashboards, and recovery targets.
Administration
Teams, escalation rules, the data source connection, data loading and reminder templates.
Reports
Aged balance, DSO, collection efficiency, risk and payer-behaviour reporting.

Steer

1 module

Operational Intelligence
Live exception detection, KPI monitoring, and recommendations across every module you have installed.

Other

2 modules

Executive
Executive dashboard, signatures and signing delegations.
Workspace administration
Users, roles, modules, settings, API keys and audit — workspace administrators only.

Ready to try CSM?

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