For Finance and Collections

Approvals and collections without the chase.

Refunds, discounts and vendor sign-offs flow through Relay chains. Invoices and payments sync in from billing, so every customer page and every request shows what is owed.

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Sound familiar?

"Approved? pls confirm" — in a group, with no record.

Support promises credits to accounts that are 60 days overdue.

Collections status lives in a spreadsheet nobody trusts.

With AurDesk

Every refund and discount has an approval trail

Overdue balances visible on every request

Collections digest instead of a weekly chase

A finance and collections day

Four moments, one workspace.

9:30
Refund request raised

A refund of 12,400 enters a Relay chain with the invoice on the customer page.
10:15
Approve by email

The approver taps a secure link; no login needed. The step is recorded.
14:00
Overdue marker shows

Support sees the overdue balance on the request before promising a credit.
17:00
Collections digest

Who owes what, and which promises are still open, in one summary.

What this team uses most

The parts of AurDesk that carry a finance and collections day.

Approvals and Requests Approvals that move through people, not through forwarded emails. Chains anyone can buildApprove without logging inReminders that are predictable Customer 360 Every contact, commitment and payment, on one customer page. Facts and commitments, not folkloreBilling in the same viewA monthly story for every client Control and Reports See risk before it becomes a complaint. Service promises that respect business hoursAn assignment engine, not a rotaEscalation with ownership My Day Start every day knowing exactly what is yours. Everything due today, in one listA tasks dock on every screenA work log that writes itself

Other teams

Support and Success Operations HR and People Founders and Leadership Partners and Vendors

See a finance and collections day in AurDesk.

Book a 20-minute demo and we will set up a sample workspace that looks like your team.

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