AI operators for finance execution

Netbalance executes the cash workflows finance teams still manage manually — resolving deductions, collecting overdue invoices, matching payments, and turning open issues into recovered cash.

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Revenue Recovery

Recover revenue your business is already owed.

Netbalance identifies deductions, short payments, overdue invoices, and unresolved follow-ups, then turns them into recovery workflows your team can act on.

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Submit claim

Retailer deduction

Short payment claim — $18,420

Evidence ready

Overdue invoice

Collection follow-up — $42,800

Email drafted

Your recovery cases

Deduction classification

Identify short payments, fees, promos, chargebacks, and deductions so your team knows what to dispute, accept, or prioritize.

Deduction classification

Identify short payments, fees, promos, chargebacks, and deductions so your team knows what to dispute, accept, or prioritize.

Deduction classification

Identify short payments, fees, promos, chargebacks, and deductions so your team knows what to dispute, accept, or prioritize.

Dispute execution

Build dispute-ready cases with invoices, remittances, PODs, agreements, and supporting documents, then track every claim through resolution.

Dispute execution

Build dispute-ready cases with invoices, remittances, PODs, agreements, and supporting documents, then track every claim through resolution.

Dispute execution

Build dispute-ready cases with invoices, remittances, PODs, agreements, and supporting documents, then track every claim through resolution.

Collections follow-up

Prioritize overdue invoices, draft customer follow-ups, track promises to pay, and escalate the accounts that need action.

Collections follow-up

Prioritize overdue invoices, draft customer follow-ups, track promises to pay, and escalate the accounts that need action.

Collections follow-up

Prioritize overdue invoices, draft customer follow-ups, track promises to pay, and escalate the accounts that need action.

Payment Matching

Match payments faster and keep receivables clean.

Netbalance helps finance teams match incoming payments to invoices, remittances, deductions, credits, and customer records without spending hours in spreadsheets.

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Payment match

Delta Foods

13 Jul, 2025, 09:44 AM

$74,950

Payment type

ACH deposit

Status

Flagged

Matched invoices

12 invoices

Deductions found

$4,280

Review match

Approve match

“Before Netbalance, payment matching was manual. Now we see what was paid, what was deducted, and what needs review.”

Clara Nguyen

Head of Finance @

ODEAO Labs

Extract remittance data. Read payment details from PDFs, emails, portals, and customer documents.

Match bank transactions. Connect deposits, ACH, wires, and checks to the right customer.

Link to invoices. Match payments, credits, and deductions to open invoices.

Handle check payments. Track mailed checks, delayed deposits, bounced checks, and exceptions.

Reduce manual reconciliation. Flag mismatches and prepare records for review.

Cash Conversion

Unlock cash across receivables, inventory, and payables.

Netbalance helps finance teams see where cash is stuck and what actions will improve cash conversion.

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Receivables collected

$267K / $383K

70%

There are still 13 days until the end of the month.

Review collections

Overdue receivables and excess inventory represent $93K of cash that can be unlocked.

View actions

Cash still tied up

Cash unlocked — July

$244,300

+12%

A/R

Deductions

Stock

A/P

Receivables acceleration

Prioritize overdue invoices, deductions, and short payments that are slowing cash collection.

Receivables acceleration

Prioritize overdue invoices, deductions, and short payments that are slowing cash collection.

Receivables acceleration

Prioritize overdue invoices, deductions, and short payments that are slowing cash collection.

Inventory cash exposure

Identify stock, slow-moving items, and inventory issues tying up working capital.

Inventory cash exposure

Identify stock, slow-moving items, and inventory issues tying up working capital.

Inventory cash exposure

Identify stock, slow-moving items, and inventory issues tying up working capital.

Payables timing

Get See upcoming vendor payments and timing opportunities to preserve cash without disrupting operations.notified when budgets approach key thresholds — allowing you to act early, adjust spending, or intervene before limits are breached.

Payables timing

Woman holding a smartphone looking through the glass

For CFOs

Grow with more cash.

Unlock more cash without adding headcount. Netbalance helps CFOs recover revenue, improve cash conversion, and give the business more room to grow.

For CFOs

Grow with more cash.

Unlock more cash without adding headcount. Netbalance helps CFOs recover revenue, improve cash conversion, and give the business more room to grow.

For CFOs

Grow with more cash.

Unlock more cash without adding headcount. Netbalance helps CFOs recover revenue, improve cash conversion, and give the business more room to grow.

For Controllers

Control every exception.

Keep receivables clean and exceptions moving. Netbalance helps controllers match payments, resolve deductions, reconcile remittances, and reduce manual close work.

For Controllers

Control every exception.

Keep receivables clean and exceptions moving. Netbalance helps controllers match payments, resolve deductions, reconcile remittances, and reduce manual close work.

For Controllers

Control every exception.

Keep receivables clean and exceptions moving. Netbalance helps controllers match payments, resolve deductions, reconcile remittances, and reduce manual close work.

A desk with a laptop and an employee badge laying on top of it.

For Finance Operations

Resolve work faster.

Get more work done with less follow-up. Netbalance helps teams process deductions, collections, payment matching, and customer follow-ups faster.

For Finance Operations

Resolve work faster.

Get more work done with less follow-up. Netbalance helps teams process deductions, collections, payment matching, and customer follow-ups faster.

For Finance Operations

Resolve work faster.

Get more work done with less follow-up. Netbalance helps teams process deductions, collections, payment matching, and customer follow-ups faster.

Why finance teams are moving to Netbalance

Legacy tools show the work. Netbalance gets it done — and learns from every payment, deduction, dispute, and recovery outcome.

Legacy Finance software

Built for records, not execution.

Shows open invoices and balances.

Leaves teams to chase emails, portals, and documents.

Treats every deduction and short payment like a new issue.

Does not learn from past recovery outcomes.

Requires more people as transaction volume grows.

Vectura

Built specifically for modern finance operations.

Clean, intuitive interface designed for speed.

One platform — expenses, budgets, vendors.

Smart approval flows with built-in controls.

Real-time insights with budget health indicators.

Up and running in days with guided implementation.

Transparent pricing with everything included.

Dynamic, customizable reports you can actually use.

Legacy Finance software

Built for records, not execution.

Shows open invoices and balances.

Leaves teams to chase emails, portals, and documents.

Treats every deduction and short payment like a new issue.

Does not learn from past recovery outcomes.

Requires more people as transaction volume grows.

netbalance

Built specifically for modern finance operations.

Clean, intuitive interface designed for speed.

One platform — expenses, budgets, vendors.

Smart approval flows with built-in controls.

Real-time insights with budget health indicators.

Up and running in days with guided implementation.

Transparent pricing with everything included.

Dynamic, customizable reports you can actually use.

Legacy Finance software

Built for records, not execution.

Shows open invoices and balances.

Leaves teams to chase emails, portals, and documents.

Treats every deduction and short payment like a new issue.

Does not learn from past recovery outcomes.

Requires more people as transaction volume grows.

netbalance

Built specifically for modern finance operations.

Clean, intuitive interface designed for speed.

One platform — expenses, budgets, vendors.

Smart approval flows with built-in controls.

Real-time insights with budget health indicators.

Up and running in days with guided implementation.

Transparent pricing with everything included.

Dynamic, customizable reports you can actually use.

Connect once. Execute across finance.

Netbalance connects to the systems where finance work happens — ERPs, banks, remittances, customer portals, emails, and documents — then turns fragmented data into executed cash workflows.