Achieve optimal efficiency with order-to-cash automation
TreviPay removes friction across your O2C cycle—from customer onboarding to payment reconciliation. Accelerate transactions, reduce manual effort and improve cash flow with a fully integrated approach.
Disconnected systems mean delayed payments
Manual processes and siloed tools can slow down order processing, introduce errors and frustrate both buyers and internal teams. These inefficiencies drain resources, delay payments and make scaling your business harder than it needs to be.
How TreviPay solves order-to-cash automation
A unified platform that brings order to your order-to-cash by applying AI to automate A/R workflows.
Omnichannel ordering
Disjointed ordering systems and inconsistent processes lead to buyer frustration and order delays, lowering conversions and customer satisfaction.
TreviPay delivers an end-to-end customer experience across all channels—online, in-store and via ERP—so buyers can purchase with confidence and ease, no matter where they transact.
Featured capabilities
- Omnichannel functionality: online, in-store, sales rep, ERP with M2M integration
- Mobile app and branded purchasing cards
- Contract price verification for accurate, compliant checkouts
Scalable credit & risk management
Manual credit reviews overwhelm internal teams and lead to inconsistent decisions that slow down onboarding and stall purchasing.
TreviPay automates customer onboarding with built-in credit checks, KYC/KYB validation and configurable net terms—so you can scale approvals efficiently while managing risk.
Featured capabilities
- Automated buyer qualification and onboarding
- Net terms configuration (30, 60, 90 days)
- KYC, KYB, AML and sanctions checks to reduce risk
Global invoicing
Error-prone, manual invoicing introduces delays, inaccuracies and disputes that disrupt cash flow and strain customer relationships.
TreviPay automates invoicing with customizable formats, preferred currencies and compliant delivery methods, ensuring accurate billing and faster payment cycles.
Featured capabilities
- Configurable invoices in preferred formats and currencies
- Parent/child hierarchies, centralized and consolidated billing
- Invoice delivery via EDI/XML/cXML, including 3-way PO matching
- E-invoicing compliance for international regulatory needs
Frictionless deductions & disputes
Short payments and unresolved deductions frustrate customers and delay revenue recognition.
With TreviPay’s shared buyer/seller portal, disputes are easy to flag, track and resolve—improving communication and protecting customer trust.
Featured capabilities
- Real-time dispute management via shared buyer/seller portal
- Clear communication workflows to reduce resolution time
- Visibility for both parties to maintain trust and satisfaction
Automated collections plus managed services
Chasing down late payments consumes time and creates unpredictable cash flow.
TreviPay’s automated collections workflows with a human touch, guaranteed settlement and configurable terms take the burden off your team and ensure you get paid on time.
Featured capabilities
- Automated collections workflows
- Guaranteed settlement and configurable terms
- Multiple payment methods: ACH, wire, direct debit, check
Accurate cash application
Manual reconciliation is slow, error-prone and requires frequent buyer outreach to confirm payments.
TreviPay automates cash application by matching payments to open invoices in real time—reducing errors, labor and delays.
Featured capabilities
- Payment application automation for accurate reconciliation
- ERP and accounting system integration
- Reduced manual labor and fewer posting errors
Actionable reporting
Disconnected systems make it hard to trust your A/R data, forecast accurately or respond quickly to business changes.
TreviPay centralizes reporting across the O2C cycle, giving you real-time dashboards and actionable insights for better decision-making and planning.
Featured capabilities
- Dashboards with real-time data visibility
- Centralized A/R reporting for forecasting and performance
- Self-serve buyer portal for payment status, credit lines and disputes
Higher AOV. Lower DSO.
We’ve run B2B trade credit programs for 40+ years. These are the results our clients see.
Featured resources
Unified payments across sales channels
Read the case studyElectronics Retailer: Optimizing Digital Transformation with TreviPay
A global electronics retailer streamlined ordering, credit checks and collections with TreviPay. Integrating with TreviPay’s O2C platform resulted in improved customer satisfaction and reduced overhead.
End-to-end order-to-cash, simplified
read the case studySemiconductor Manufacturer: Increasing AOV by 5.6x While Expanding Direct Sales
By automating invoicing and cash application, this manufacturer cut days sales outstanding by 30% and reduced error rates in reconciliation by integrating TreviPay into its ERP system.
FAQs
What is order-to-cash (O2C) automation, and how does TreviPay support it?
Order-to-cash automation simplifies the full O2C cycle, from order placement to payment reconciliation, by removing manual tasks and cutting errors. TreviPay’s unified platform automates every step, boosting efficiency, enhancing customer experience and improving cash flow.
How can automating O2C benefit my business?
Automating the O2C cycle speeds up cash flow and cuts costs. Businesses often see faster invoice processing and payment collection, leading to lower Days Sales Outstanding (DSO). Eliminating manual data entry and paper-based tasks also reduces operational expenses.
How does TreviPay improve the customer experience in the O2C cycle?
TreviPay improves customer experience with omnichannel order management, quick credit approvals, accurate invoicing and dispute resolution—reducing friction and keeping customers informed at every step of the O2C process.
What are the main challenges TreviPay helps solve in the O2C process?
TreviPay solves challenges like disconnected systems, slow payments, inefficient collections and manual errors. By automating processes, TreviPay speeds up transactions, reduces Days Sales Outstanding (DSO) and enhances overall financial operations.
How does TreviPay help reduce Days Sales Outstanding (DSO)?
TreviPay automates invoicing, collections and cash application to speed up payment cycles and shorten collection times. This helps reduce Days Sales Outstanding (DSO) and makes cash flow more predictable and reliable.
Can TreviPay integrate with my existing order management systems?
Yes, TreviPay integrates with ERP-connected order management systems, ensuring a seamless experience whether customers order online, in-store, via a sales rep or ERP. This integration supports consistent processes across all channels.
What kind of reporting capabilities does TreviPay provide?
TreviPay provides real-time dashboards and centralized A/R reporting across the O2C cycle. These insights help businesses make better decisions, improve forecasting and track performance more effectively.
Is TreviPay compliant with international invoicing standards?
Yes, TreviPay supports e-invoicing compliance, customizable invoice formats and currency preferences to meet regulatory requirements in global markets.
Optimize O2C. Grow B2B sales.
Let’s talk about how TreviPay can simplify your order-to-cash process and improve your bottom line.