About Cforia.autonomy

Cforia.autonomy is an accounts receivable and order-to-cash software designed to help businesses consolidate data across billing, invoicing, order management, payment processing, and other operations. Administrators can create custom reports using pre-packaged templates, share dashboards with team members, visualize data and gain visibility into credit, collections, disputes, deductions, cash flow, and receivables on a centralized platform.

Cforia.autonomy allows teams to track the status of sent, received, or opened invoices and customer activities including tasks, logs, correspondence, and payments. The collection management platform reads and updates data from various sources and lets businesses generate worklists and create email templates. Supervisors can set up reminders to assign tasks or follow-up with staff members and streamline dispute resolution processes using built-in collaboration tools to identify root causes.

Using Cforia.autonomy, managers can accept credit card payments whilst maintaining compliance with Payment Card Industry Data Security Standard (PCI DSS). The system streamlines the credit approval process through audit trails and signoffs by required stakeholders. It also captures and matches remittance data from emails, cheques, PDFs, or customer payment portals.

Key benefits of Cforia.autonomy

• Machine learning and artificial intelligence- enabled platform with automated, data-driven decision-making.
• It supports real-time and seamless data integration.

Devices

Business size

S M L

Markets

United States, Canada

Supported Languages

English

Features

Total features of Cforia.autonomy: 34

  • ACH Payment Processing
  • API
  • Activity Dashboard
  • Approval Process Control
  • Audit Trail
  • Automated Billing
  • Billing & Invoicing
  • Callback Scheduling
  • Check Processing
  • Client Management
  • Collaboration Tools
  • Collections Management
  • Compliance Management
  • Contact Database
  • Contact Management
  • Customizable Templates
  • Data Visualization
  • Electronic Payments
  • Email Templates
  • Invoice Management
  • Invoice Processing
  • Multi-Currency
  • Order Approval
  • Order Management
  • Order Processing
  • PCI DSS Compliance
  • Partial Payments
  • Receiving
  • Recurring Billing
  • Reminders
  • Reporting & Statistics
  • Status Tracking
  • Task Management
  • Template Management

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Reviews

Overall rating

4.8 /5
(10)
Value for Money
4.5/5
Features
4.1/5
Ease of Use
4.9/5
Customer Support
4.8/5

Already have Cforia.autonomy?

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Showing 5 reviews of 10
Sandra G.
Overall rating
  • Industry: Paper & Forest Products
  • Company size: 1,001-5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Customer Experience

Reviewed on 2021-01-29

Have been a customer for over 15 years. Overall experience is exceptional. Cforia team is eager to...

Have been a customer for over 15 years. Overall experience is exceptional. Cforia team is eager to listen to ideas from existing Customers to enhance the overall product. They are dedicated to the Customer Service Experience and do their best to add important features that can/will make the software become a more valuable & efficient tool in the Financial Accounts Receivable/Credit & Collection world.

Pros

In the AR world, Cforia allows the User to Track, Add Notes, and Documents to all activity related to Open Invoices & Disputes. One can set Reminders, Rules, Action Plans, Customer Letters, Statements, etc., which can be emailed straight out of Cforia with attachments. The system can accommodate multiple Companies, Currencies, with Parent/Child Relationships. The ease of moving through Cforia is just a click away, with Credit Information, Open Invoices, Open Orders, Payment Trends, Notes, Audit trails, etc.. The software can give the viewer a clear overview of a Customer at a High level, or in a Detailed Manner. Exporting Customer information out of Cforia is easy, and allows further Detailed Analytics that can be utilized at the AR level, up through Sales, Marketing, and Upper Management for Customer Financial Reporting.

Cons

As a Customer, it would be helpful, if Cforia could add more analytics to Customer AR activity by months, years, to trending related to AR balances and how the customer paid, evaluating AR growth. Additionally, developing a Customer Promotional Tracking program as well as Customer Deduction Management tracking. Cforia needs to enhance this side of the software, for tracking and trending. It would be beneficial, if Cforia could either collaborate or create Customer Invoice copies to be housed in Cforia for Open/Closed Invoices.

Carol C.
Overall rating
  • Industry: Wholesale
  • Company size: 501-1,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Collection module

Reviewed on 2021-01-25

At this time, we are happy with the overall implementation of the Collection tool, we will be...

At this time, we are happy with the overall implementation of the Collection tool, we will be implementing Cash App and Customer portal in the next few months and excited to do so.
We had the best implementer Dima Campbell.

Pros

The ability to see all our customers that have multiple parent/child relationship. The format is easy to ready, and quickly responds. Still trying to understand the Rules/Reporting and printing letter process.

Cons

I would like to see the UAT environment be set to a different background color or some other form of identifying which environment you are currently logged into. There are times where I have clicked on the wrong link and thought I was in the production environment and later realized I was not.

Jason F.
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 10,000+ Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Olympus Review

Reviewed on 2021-01-21

Overall, we are very satisfied with Cforia.autonomy and are looking forward to going live with 2.0...

Overall, we are very satisfied with Cforia.autonomy and are looking forward to going live with 2.0 in the near future.

Pros

The most important feature of Cforia for us is executing dunning runs. We do this frequently because no contact collections are very important due to how large our portfolio is. We also recently implemented a customer portal for customers to obtain their own invoice copies, which has cut down on lots of unnecessary work for our A/R staff.

Cons

We have had some difficulties with integrating data from flat files for one of our operating systems, which has caused some inaccurate data in the system.

Steve K.
Overall rating
  • Industry: Transportation/Trucking/Railroad
  • Company size: 10,000+ Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great company and software

Reviewed on 2021-01-26

The ease of use and tracking of touch/no touch accounts has allowed us to be more efficient in our...

The ease of use and tracking of touch/no touch accounts has allowed us to be more efficient in our collection process. The software has helped in making our AR stronger.

Pros

The integration of this software was extremely smooth and took very little time from our side. Cforia did a great job training.
The system has worked great for our needs and continues to help keep our AR in great shape.

Cons

Only thing that we have had issues with was waiting on the rollout of the new instance as this is going to correct the minor issues we had in some reporting.

Chris D.
Overall rating
  • Industry: Wholesale
  • Company size: 10,000+ Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

World class credit & collection software

Reviewed on 2021-02-02

Cforia has been a critical resource for the team to gain a global view of credit, reporting, along...

Cforia has been a critical resource for the team to gain a global view of credit, reporting, along with breakdown of dispute and deduction volume - or "dirty" receivables within our gross receivable aging. We leverage the application to structure collector portfolios and apply various strategies to target our collection effort including auto-dunning and other KPI reporting. The note/records and attachments are useful for building strong business cases supporting decisions as we manage collection strategies across our customer base.

Pros

This application is easily customizable to fit your business needs and can be deployed across different market strategies. Workflow automation, letter-engine capabilities, reporting and metrics are powerful tools to drive productivity and results.

Cons

Our implementation created some unique challenges with Cforia, such as the multiple levels of hierarchy that impacted our ability to roll out Cforia Portal, as well as ability to classify and workflow multitiered deduction transactions. The Cforia team has been a tremendous partner to help us bridge these gaps by identifying best practices across the value stream to streamline these scenarios.

Showing 5 reviews of 10 Read all reviews

Cforia.autonomy FAQs

Below are some frequently asked questions for Cforia.autonomy.

Cforia.autonomy offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Not Available

Please contact Cforia Software directly for pricing information.

Cforia.autonomy offers the following features:

  • ACH Payment Processing
  • Billing & Invoicing
  • Callback Scheduling
  • Check Processing
  • Client Management
  • Collections Management
  • Compliance Management
  • Contact Database
  • Contact Management
  • Multi-Currency
  • Online Payment Processing
  • Partial Payments
  • Recurring Billing

Cforia.autonomy has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Cforia.autonomy supports the following languages:

English

We do not have any information about what devices Cforia.autonomy supports

Cforia.autonomy integrates with the following applications:

SAP Business One

Cforia.autonomy offers the following support options:

Phone Support, Online Support, Knowledge Base, Video Tutorials

Related categories

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