For finance
For delivery
Strengthen cash flow with credit and collections software that connects receivables, credit risk, and treasury
Gain real-time visibility into receivables, credit exposure, and cash positions with evergreen, a platform within the Microsoft Industry Cloud for Software Services Firms offering. The platform enables treasury & credit visibility, helping finance teams reduce DSO and manage FX and intercompany positions confidently. They can streamline collections workflows in a single, connected Microsoft Industry Cloud.
Fix the challenges of manual credit and cash visibility in global finance
Manual tracking of receivables, credit risk, and treasury balances makes it difficult to forecast liquidity and manage exposure effectively. Without connected data, finance teams lose time chasing payments and reconciling balances across regions. These breaks in visibility translate into the following control gaps.
- Tracking overdue receivables manually across regions and entities
- Lacking visibility into client credit utilization and risk limits
- Managing disputes and promises-to-pay through email threads
- Fragmented view of bank balances and FX positions
- Inaccurate cash forecasts due to unlinked billing and collections data
Together, these gaps highlight the need for credit and collections software that unifies collections workflows, credit exposure, and real-time cash positioning in one connected system.
Core features of a connected and automated credit and collections software
evergreen unifies credit management, collections, and treasury data to help finance teams minimize Day Sales Outstanding, improve working capital, and forecast liquidity accurately. Built on Microsoft Dynamics 365, it enables AI-driven insights for proactive credit risk assessment and collections. Finance teams see the impact through features like these.
DSO reduction through automated collections
Automate reminders and track overdue balances in real time.
Manage credit exposure across clients
Monitor limits, risks, and payment behavior through connected dashboards that equip finance for automated credit risk assessment.
Streamline dispute resolution and follow-ups
Log, assign, and resolve issues with full audit traceability.
Strengthen treasury operations
Enable seamless treasury management by consolidating cash positions and managing FX and intercompany flows with confidence.
Unify credit, collections, and treasury to strengthen liquidity and working capital
evergreen centralizes receivables, cash positions, and credit exposure data so finance teams can manage liquidity and risk with confidence. Real-time updates ensure credit decisions, dispute resolutions, and treasury forecasts stay accurate.
AI copilots simplify collections workflows, detect payment anomalies, and recommend actions to maintain working capital efficiency; all within your secure Microsoft Industry Cloud for Software Services Firms.
Benefits of transforming credit and treasury performance into predictable cash flow
evergreen transforms fragmented credit, collections, and treasury processes into a connected ecosystem for better liquidity, faster recovery, and financial accuracy. This is where credit and collections software makes the biggest difference for software services firms managing large, complex client portfolios across multiple regions: consistent, policy-driven credit risk assessment replaces ad-hoc decisions made in spreadsheets and email threads.
Optimize receivables
to improve liquidity
Monitor A/R aging, overdue balances, and collection efficiency in one connected dashboard. Use predictive insights to target high-impact follow-ups and reduce DSO across portfolios.
- Track DSO trends and overdue receivables in real time
- Prioritize outreach by payment behavior and client risk
- Identify potential write-offs early and prevent revenue loss
Streamline credit control and risk management
Automate credit checks and maintain compliance with corporate credit policies. evergreen connects client credit utilization, disputes, and exposure limits for smarter, faster approvals.
- Set dynamic credit limits and automate alerts for threshold breaches
- Link credit profiles to project and client performance data
- Use AI copilots to surface risk indicators and recommend next actions
Enhance treasury management
and cash forecasting accuracy
Get a unified view of global cash positions, FX exposure, and intercompany balances. evergreen helps finance leaders plan liquidity and reduce idle funds with accurate, connected forecasts.
- Consolidate multi-entity and multi-currency balances automatically
- Track FX gains, losses, and revaluations with audit-ready records
- Visualize cash flow projections by entity, region, or account
Automate collections workflows to
speed up recovery
Eliminate manual follow-ups and late-stage bottlenecks. evergreen automates payment reminders, dispute tracking, and escalation workflows for faster recovery and lower aging.
- Automate reminders and escalation schedules
- Track promises-to-pay and dispute statuses in one place
- Enable copilots to suggest collection priorities and outreach plans
Why choose the Microsoft Cloud for connected credit, collections, and treasury
Built on Microsoft Dynamics 365 and Azure, evergreen connects financial, delivery, and compliance data within the Microsoft tenant. With enterprise-grade security and automation, teams operate in one connected environment with full visibility and governance.
Maintain a single system of record across finance, delivery, and operations.
Use Microsoft-grade security and tenant control for all transactions and data.
Scale globally while ensuring compliance, consistency, and audit readiness.
Why choose sa.global for credit and collections software
Implementing credit and collections software is not just a configuration exercise. For software services firms operating across multiple entities, currencies, and client portfolios, it means redesigning how credit exposure gets tracked, how collections workflows connect to billing, and how treasury positions reflect reality in real time. sa.global has been doing exactly this for over 35 years.
Deep fluency in services finance
DSO management, credit limit governance, promise-to-pay workflows, and multi-currency cash positioning are not edge cases for sa.global. They are the daily work of a team that has spent three decades inside the financial operations of software services firms, where collections break down and credit risk accumulates quietly before anyone sees it.
Multiple Microsoft Partner of the Year awards
Recognized by Microsoft for outstanding performance across Dynamics 365, cloud solutions, and AI-powered platforms, year after year, across regions and disciplines. Independent recognition that the implementation expertise behind the software is as strong as the software itself.
Consistently recognized as a Microsoft Inner Circle member
Inner Circle is awarded to fewer than 1% of Microsoft partners globally. sa.global holds that status year after year through sustained excellence in deploying Microsoft Business Applications at scale, which matters when your credit and collections processes depend on that platform working exactly right.
Credit risk assessment built on a platform you already trust
evergreen sits inside Microsoft Dynamics 365, so your receivables, credit exposure, and treasury data benefit from enterprise-grade security and audit readiness without bolt-on risk. sa.global configures it around how your firm's credit policies, collections escalations, and cash management processes actually operate.
Explore more finance outcomes that drive visibility and control
Billing and
revenue
Accounts payable and procurement
Reporting and profitability analytics
Governance and compliance
FAQs
How do software services firms automate credit risk assessment for global clients?
They automate assessments by combining payment history, credit limits, and dispute data in a single system. This supports automated credit risk management and enables consistent, policy-driven credit decisions across regions.
What are the most effective ways to reduce Days Sales Outstanding (DSO) in a project-based business?
The most effective approaches include automating reminders, prioritizing follow-ups based on risk, and connecting collections workflows to billing and delivery data to resolve issues faster.
How can finance teams manage FX exposure and multi-currency cash positions automatically?
Finance teams use centralized treasury management systems that consolidate balances, automate FX revaluations, and track intercompany movements to maintain accurate, real-time visibility.
Why is unified visibility into unlinked billing and collections data critical for cash forecasting?
Without unified visibility, forecasts rely on outdated or incomplete data. Connecting billing and collections enables accurate real-time cash positioning and improves liquidity planning.
What are the benefits of consolidating multi-entity bank balances into a single treasury view?
A single treasury view improves liquidity oversight, reduces idle cash, and enables better funding decisions by providing a complete picture of global cash and exposure.