CONTROL POINT
Credit Control & Collections
Credit decisions and collection work stay owned and visible.
RECEIVABLES & CUSTOMER EXPOSURE CONTROL
Control overdue debt. Protect future exposure.
Bring current Tally balances and ageing together with collection activity, promises, disputes and credit posture in one finance-led cockpit. Tally remains authoritative for posted AR, receipts, allocations and balances.
- Current exposure and priority queues
- Named ownership and structured activity
- Promise-to-pay monitoring
- Governed dispute orchestration
BUSINESS PROBLEM
Financial truth is visible. Collections work is fragmented.
Tally shows invoices, receipts and ageing, while collection calls, promises, disputes and informal hold decisions live elsewhere. Sales and operations lack one current answer on whether customer demand may proceed.
WHAT IT DOES
What it does
SEE CURRENT EXPOSURE
- Current exposure and priority queuesTally AR, ageing and live Prism workflow state form one customer posture and deterministic work priority.
- Named ownership and structured activityCases, contact outcomes, next actions, SLA ownership and My Work responsibility remain explicit.
OWN COLLECTION ACTION
- Promise-to-pay monitoringAmount, due date, scope, amendments, receipt evidence, success and breach are versioned and monitored.
- Governed dispute orchestrationContested exposure, evidence, owner, severity, cross-team resolution path and ageing remain controlled.
GOVERN RELEASE POSTURE
- Hold and supervised-release governanceReview, hold, scoped release, expiry, authority and downstream acknowledgement remain auditable.
- Reassessment, escalation and historyNew receipts and state changes trigger reevaluation, while stale data, failed propagation and unresolved risk stay visible.
PRODUCT EXPERIENCE
One cockpit for exposure, ownership and the next governed action
See current customer exposure, due work, promises, disputes and release posture together before deciding what needs action next.
CREDIT CONTROL COCKPIT
Collection priorities by customer and risk
Prioritise overdue balances, promises, disputes and active holds, with the responsible collector and governed next action always visible.
- Prioritised exposure and named ownershipCurrent customer risk, due work and the responsible collector remain visible in one governed queue.
- Promise, dispute and hold state at a glanceExposure, ageing, promises, breaches, disputes, holds and scoped releases remain explicit.
- Governed action and downstream postureContact, escalation, release decisions and current AR freshness stay visible without inventing real-time Tally behaviour.
OPERATING MODEL
A credit posture that responds to evidence.
Current exposure, accountable action, promises and disputes shape a governed hold or release decision that updates as receipts arrive.
- Inputs or supports
- TALLY EXPOSURE; CUSTOMER ACTIVITY; CREDIT POLICY
- Central decision or stages
- RISK POSTURE
- Exception route
- SUPERVISED REVIEW
- Outcomes and resolution
- COLLECT & FOLLOW UP; MANAGE PROMISE OR DISPUTE; HOLD OR RELEASE; DOWNSTREAM POSTURE
- Feedback
- Receipts, broken promises and disputes trigger reassessment
WHAT CHANGES WITH PRISM
From disconnected follow-up to governed receivables control
Prism combines Tally receivables data with prioritised collections, promise tracking, dispute ownership and delegated hold or release decisions, returning one auditable credit posture to Sales Order Management.
| Without Prism | With Prism |
|---|---|
| Spreadsheet ageing extracts and disconnected balance views | One current customer exposure cockpit |
| Collectors choose work manually | Policy-led priority queues with named ownership |
| Calls, notes and promises live in personal records | Structured activity, next action and formal promise monitoring |
| Broken promises and disputes are discovered late | Governed breach and dispute queues with owner and escalation |
| Holds and exceptions are communicated informally | Approved hold records and scoped supervised release |
| Sales repeatedly asks Finance whether work may proceed | Effective credit posture published and acknowledged downstream |
WHERE IT FITS
Protect the relationship without losing control of cash
Bring customer exposure, collection activity, disputes and cash application into one visible control process connected to commercial and order decisions.
EXECUTIVE INTELLIGENCE CONNECTIONS
See where customer exposure is changing — and where collections action is required.
Connect receivables posture, collection activity and release decisions in one focused management view.
Turn receivables information into clearer action and stronger release control.
Bring current exposure, accountable follow-up and governed release posture into one connected finance-led workflow.