TroveWorks

Collect Invoices 45% Faster; Reduce DSO

Freemium

Description

TroveWorks offers an advanced accounts receivable management platform designed to automate and accelerate invoice collection processes. By enabling users to set up personalized workflows, schedule customized email reminders, and integrate with leading email and accounting systems, TroveWorks significantly reduces manual tasks and optimizes team efficiency.

Ideal for individuals, sole proprietors, and organizations seeking greater cash flow predictability, TroveWorks provides flexible configuration, real-time receivables reporting, and powerful automation features. The software is available in a free forever plan, with premium options for advanced integrations and team collaboration.

Key Features

Collections Dashboard: Visual management of receivables and collections activity
Receivables Reporting: Standard and custom reporting for past and future collections
Workflow Modeling and Automation: Unlimited, customizable collection workflows and schedules
Configurable E-mail Templates: Personalize communication and reminders
Integration With Your E-mail System: Seamless email connectivity for automated outreach
Activity History: Track all collection interactions and activities
Billing Data Import: Import invoice data manually or automatically
QuickBooks Integration: Direct sync with QuickBooks for streamlined AR management
Cloud Data Sync: Cloud backup and synchronization for data resilience
Customer Account Queues: Organize receivables by account
Collections Team Management: Coordinate work across multiple agents
Customer Account Grouping: Manage accounts by group

Use Cases

Automating invoice collection for small businesses
Reducing days sales outstanding (DSO)
Eliminating manual accounts receivable tasks
Managing collections teams
Improving cash flow predictability
Customizing collection workflows for different customer segments
Reporting and forecasting AR performance

Frequently Asked Questions

Is TroveWorks free to use?

Yes, TroveWorks Essentials is free forever. Premium plans are available for advanced features and team management.

What integrations does TroveWorks support?

TroveWorks integrates with email systems and QuickBooks for automated invoice and billing data import.

Who is TroveWorks suitable for?

TroveWorks is ideal for individuals, sole proprietors, small businesses, and collections teams looking to automate and accelerate accounts receivable processes.

Can I customize my accounts receivable collection workflows?

Yes, TroveWorks allows you to configure as many email reminders and collection workflows as needed.

Is setup simple for new users?

Yes, TroveWorks is designed for simple setup with easy workflow configuration and integration options.