Software de automatización Order-to-Cash
Menos tareas repetitivas, más ingresos
Esker conecta cada etapa del proceso order to cash (O2C, del pedido al cobro) en una única plataforma order to cash impulsada por IA para ayudar a las grandes organizaciones a acelerar el flujo de caja, mejorar el control y ofrecer una experiencia del cliente más fluida en las consultas de clientes, los pedidos, la facturación, las interacciones de pago y el cobro.
¿POR QUÉ MODERNIZAR EL ORDER TO CASH?
De un proceso order to cash fragmentado a una gestión moderna de ingresos
Para el CFO actual, order to cash ya no es solo un proceso de back office. Influye directamente en el flujo de caja, el capital de trabajo, la previsibilidad financiera, el reconocimiento de ingresos y la experiencia del cliente. Cuando las actividades clave del proceso O2C siguen desconectadas, las empresas se enfrentan a mayores retrasos en los pagos, un aumento del riesgo de crédito, una visibilidad limitada sobre los futuros cobros y un mayor coste para recaudar ingresos.
Conversión a caja más rápida
Mejore el flujo de caja a lo largo de todo el ciclo de ingresos del cliente y reduzca el impacto de los pagos atrasados.
Mayor protección de los ingresos
Reduzca la fricción operativa, refuerce el control sobre el riesgo de crédito y favorezca un reconocimiento de ingresos más consistente, al tiempo que evita una erosión de márgenes evitable.
Menor coste de cobro
Simplifique el cobro de ingresos entre equipos y flujos de trabajo para reducir el esfuerzo manual, mejorar la eficiencia operativa y generar ahorros en las operaciones financieras.
Una experiencia del cliente más fluida
Reduzca la fricción en las interacciones con clientes que afectan al pago, la confianza y la fidelidad.
Mayor previsibilidad financiera
Mejore la visibilidad sobre los futuros cobros, el rendimiento de caja y la exposición al riesgo.
Mejor ejecución interfuncional
Alinee a finanzas, atención al cliente y operaciones en torno a las mismas prioridades.
10–25 %
de reducción del DSO (Days Sales Outstanding)
Hasta un 95 % de reducción del efectivo no aplicado
71 % de reducción de los pagos vencidos
Millones en capital de trabajo liberado
SOLUCIONES QUE CUBREN TODO EL CICLO O2C
Soluciones Order-to-Cash que cubren todo el ciclo de ingresos del cliente
Asegure los pedidos y gestione el riesgo
Proteja el flujo de caja desde el inicio mejorando la exactitud de los pedidos y el control de crédito antes de que empiece la facturación.
Order Management
Capture y valide pedidos B2B a través de todos los canales con mayor rapidez y precisión, menos errores y un soporte más sólido para una correcta gestión del pedido.
Credit Management
Automatice las revisiones de crédito y supervise el riesgo de cliente para respaldar decisiones más rápidas y seguras.
Ofrezca una atención al cliente excelente
Proporcione a los equipos la visibilidad que necesitan para responder con mayor rapidez y reducir la fricción a lo largo del customer journey.
Customer Inquiry Management
Clasifique y asigne las solicitudes automáticamente, con capacidades de autoservicio que ayudan a los equipos a responder con más rapidez y coherencia.
Claims Management
Centralice las reclamaciones y la resolución de incidencias para mejorar la colaboración y proteger la relación con el cliente.
Acelere el cobro de pagos
Reduzca los retrasos en facturación, gestión de cobros, deducciones y recobro para mejorar la liquidez más rápido.
Invoice Delivery
Entregue las facturas por los canales adecuados con mejor trazabilidad, cumplimiento y visibilidad para el cliente.
Cash Application
Aplique y concilie los cobros entrantes con mayor rapidez y mejore la visibilidad sobre las cuentas por cobrar.
Deductions Management
Haga seguimiento y resuelva las deducciones de forma más eficiente para reducir retrasos y proteger los ingresos.
Collections Management
Priorice las cuentas adecuadas y centre los esfuerzos de cobro allí donde tengan el mayor impacto en el flujo de caja.
Casos de éxito de integración Esker Order-to-Cash
Palmer Holland
“Cobro más rápido. Equipos más empoderados. Clientes más satisfechos. Cuando llegó el momento de elevar el nivel de sus objetivos de crecimiento y rendimiento, Palmer Holland automatizó múltiples procesos order-to-cash con Esker.”
CATALINA
“Desde el seguimiento de los motivos de los pagos retrasados hasta la previsión de tesorería con la función ‘promised to pay’, los datos y los informes de Esker nos permiten analizar rápidamente situaciones críticas de cuentas por cobrar y tomar la mejor decisión posible.”
AHH
“Esker muestra flujos de trabajo claros y compara los datos proporcionados por el cliente con el sistema interno para resaltar cualquier diferencia, haciendo que la reverificación sea mucho más fluida. Esto acelera notablemente el proceso, y disponer de una trazabilidad de auditoría clara supone una gran ventaja.”
ARTIFICIAL INTELLIGENCE WITH HUMANS IN CONTROL
Elevate your customer experience & cashflow with AI assistance
Esker combines embedded AI, shared O2C data and connected workflows to help large organizations improve cash performance, customer experience and cash management with more control and actionable insights. Artificial intelligence helps teams move faster without losing business context.
AI-driven receivables & customer interactions
- Predict payment behavior and prioritize collections actions
- Prioritize collections actions
- Automate cash applications with machine learning
- Resolve customer inquiries and disputes faster
Built to integrate with your ERP
- Connect with leading ERP platforms (SAP, Oracle, MS Dynamics, etc.)
- Support ERP-safe architecture aligned with clean-core strategies
- Enable secure API integrations and data exchange
- Handle multi-ERP environments
Built for global scale, governance & performance visibility
- Multi-entity, multi-country, multi-currency and multi-language operations
- Scale across complex environments
- Strengthen security and compliance
- Deliver real-time dashboards and KPIs
Watch on-demand order-to-cash demo
Get a behind-the-scenes look at Esker's Order-to-Cash solutions in actions
END-TO-END PROCESS OPTIMIZATION
How Esker orchestrates order-to-cash automation
Esker turns separate O2C activities into one coordinated O2C process flow. Data, decisions and actions move from customer inquiries and order capture to invoice delivery, payment processing, cash applications and dispute resolution without getting lost between teams, helping improve financial operations and more consistent revenue recognition.
01
Capture demand and respond earlier
Connect customer inquiries and orders from the start to speed response times, improve accurate order fulfillment and support a more streamlined order flow with fewer upstream delays.
02
Protect revenue before invoicing
Connect credit decisions to execution to assess risk earlier and prevent downstream delays.
03
Deliver invoices with accuracy, control and better payment readiness
Send the right invoice through the right channel with better visibility, customer alignment and built-in support for smoother payment interactions.
04
Turn incoming cash and payment activity into usable visibility
Match payments faster, improve receivables visibility and give finance teams better insight into payment status with less reconciliation effort across the cash cycle.
05
Resolve what blocks payment and recover revenue faster
Keep disputes, deductions and collections connected to act sooner and recover cash faster.
WHERE CUSTOMER EXPERIENCE MEETS CASH PERFORMANCE
Order-to-cash software built for every team in the revenue cycle
Every team influences O2C performance differently. Esker gives Finance teams, customer-facing teams and IT a single source of truth to improve cashflow, customer satisfaction and operational efficiency across the customer revenue cycle.
CFOs & Finance Leaders
How Esker helps
Improve working capital, increase cash predictability and strengthen control across the order-to-cash process.
Daily impact
- Better visibility into receivables, cashflow and risk exposure
- Stronger oversight of performance, policy and compliance
- Faster access to the insight needed for better decisions and more confident strategic decisions
AR, Billing, Credit & Collections Leaders
How Esker helps
Connect receivables workflows to reduce manual effort, strengthen financial operations, prioritize the right actions and improve coordination from invoicing to cash collection.
Daily impact
- Better control across billing, cash application and collections
- Faster resolution of disputes, deductions and exceptions
- Smarter prioritization based on customer, risk and payment status
Customer Service Teams
How Esker helps
Give teams the visibility they need to respond faster across customer inquiries, orders, invoices and payment-related questions.
Daily impact
- Less time spent searching across disconnected systems
- Faster, more consistent answers for customers
- Stronger customer satisfaction through smoother interactions
IT Leaders
How Esker helps
Deploy a secure, scalable O2C platform that integrates with existing ERP environments and supports governance, successful implementation and adoption without forcing a disruptive new system across complex organizations.
Daily impact
- Fewer disconnected tools and lower integration complexity
- Better governance, robust security features, data protection and access control
- A stronger foundation for scalable automation across the business
Recognized by leading industry analysts
Explore independent analyst insights, from benchmark research to market recognition, and see why Esker stands out across the order-to-cash landscape.
Discover Gartner® insights on how data-driven credit and collections help finance teams reduce DSO, improve forecasting and gain better visibility into payment risk.
See why Esker was recognized by The Hackett Group® for cash application software, with strong AI capabilities, collaborative design and high performance across key criteria.
Ready to get started?
Schedule a demo with a member of our team to see how Esker’s Order-to-Cash solutions can support your business.
Frequently Asked Questions
What is the order-to-cash process?
The order to cash process covers the full cycle from initial order placement to final payment. It typically includes customer inquiries, order capture, credit checks, invoice delivery, payment processing, cash application, dispute resolution and collections. When these steps are connected using best practices, businesses can improve cashflow, support revenue recognition, reduce delays and deliver a better customer experience.
What is order-to-cash software?
Order to cash software helps businesses manage and automate the workflows that connect customer demand to cash collection. A strong O2C platform supports the full O2C process through order management, credit control, invoice delivery, cash applications, collections and reporting in one environment, helping finance teams improve visibility, operational efficiency, cash management and financial operations.
How does order-to-cash automation improve cashflow?
Order-to-cash automation improves cashflow by reducing delays across the cash cycle. It helps businesses speed up invoice delivery, improve payment processing, automate cash application, prioritize collections and resolve disputes faster. The result is better cash collection, fewer manual tasks, stronger financial predictability and a healthier bottom line.
What are good alternatives to manual cash application process automation?
Good alternatives to manual cash application include AI-driven cash application software that can extract remittance data, match payments to outstanding invoices and surface exceptions automatically. The right solution should support best practices, reduce reconciliation effort, improve accuracy and give finance teams better visibility into receivables and payment status.
What is the leading order to cash ERP software?
There is no single answer for every business. The right approach depends on your business environment, process complexity and integration needs. In general, the right tool for large B2B companies supports ERP-safe integration, automation across the full O2C process, AI-driven workflows, real-time dashboards, strong security and the ability to scale across large organizations — rather than functioning as a narrow point product. It should also reflect best practices for integration, governance and long-term scalability.