The Workflow

From your ERP data to collected cash — in 3 steps.

Korrelo connects to your accounting system in an afternoon. Here is exactly what happens from day one.

Connect your ERP in one afternoon.

Select your accounting system from the integrations list — NetSuite, QuickBooks Online, Xero, SAP, or others. Authorize read-only API access. Korrelo ingests 90 days of your payment history in the background.

No CSV exports. No data migrations. No IT ticket. Korrelo reads directly from your live system — the same data you see in your ERP, nothing more.

Setup typically takes under 2 hours

Korrelo learns your customers in 48 hours.

After connecting, Korrelo analyzes your 90-day payment history to build risk profiles for every customer account. It identifies patterns: who pays early, who always runs 15 days late, who goes silent when a dispute is brewing.

After 48 hours, Korrelo has scored every open invoice and flagged your 50 highest-risk accounts. Your AR team logs in and sees a prioritized list — not a spreadsheet.

First risk scores available within 48 hours of connection

Your AR team works the exceptions, not the queue.

Each morning, Korrelo has already drafted follow-up emails for every at-risk invoice — personalized by account and prioritized by risk. Your AR manager reviews the AI drafts, approves or edits, and moves on.

Accounts that don't respond to automated outreach surface in the escalation queue with AI context — days overdue, last contact, recommended action. Your team makes 20 targeted calls, not 200 generic ones.

Most teams reclaim 4+ hours per AR team member per week
Your First 30 Days

From connection to measurable DSO improvement.

Day 1
ERP connected. Payment history ingested. Team accounts created.
Day 3
First AI-drafted emails approved and sent. Risk scores live for all open invoices.
Week 2
DSO baseline established. First escalation queue populated. AR team working prioritized list.
Month 1
First CFO weekly digest delivered. Collection rate improvement visible in aging report. AR team spending time on exceptions, not email queues.

Most teams see measurable DSO improvement within 30 days.

Walk through the workflow with your own invoice data.

Book a 30-minute session — bring your current DSO and we'll show you your projected improvement in the first billing cycle.

Book a Demo