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Finance professionals in the "back office" are frequently required to interact with customers: we ensure those interactions demonstrate service excellence.
We promise to treat your information with respect. You can review our privacy policy to learn more about our practices.
For the Financial Back Office
Too many finance teams are reliant on legacy systems and outdated processes, with fewer than a quarter even fully digitized. This high level of manual processing is not only costly and slow, but it results in inconsistencies and a high error rate.
Modern back offices are frequently required to interact with customers — such as Account reconciliations (credits and debits) or cash applications to ensure your customer accounts are current — blurring the line between front and back offices. Our customer service experience enables us to handle these delicate aspects of the back office with care, resulting in extraordinary SLAs.
In addition to our finance and accounting services, also provide end-to-end Order to Cash (OTC) services.
We'll get the product out on time & ensure the customer & supplier know what to expect.
However orders are placed, we'll ensure they're processed quickly.
Credits & debits, we'll make sure the numbers match up accurately.
Requiring both a delicate touch & firm hand, our experienced staff know how to get accounts on track.
Ensuring you get paid when customers take your products off the shelves.
We believe in a relationship-based collections process & aim to maintain a sense of partnership with the customer.
Matching payments with invoices & ensuring accounts are accurately reconciled.
Ensuring customers apply their account credits so it doesn't get taxed as revenue.
When everything has been tried, we'll prepare your doubtful accounts as write-offs.
One of the most routine & mundane yet vital business functions.
Keeping morale up by paying employees accurately & on-time.
All your expenses will be paid on time, but we'll impress you with faster time to cash.
As a technology company, we take advantage of the latest automation technologies & pass the efficiencies onto you...
Automate the invoice-to-purchase order process in QuickBooks, including error detection.
Tasks that might take human employees hours can be performed by bots in mere minutes
Bots and AI can be used to keep all of your systems of record up-to-date & accurate when new data is gathered
Bots can handle anything rule-based, including complex project-based accounting systems
Using trends and predictive analytics to always know where you need product, so you can maximize revenue
Bots always adhere to the process with 100% compliance and fewer errors, ensuring your organization is protected
Interested in standalone financial automation services for your team?
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Deloitte
Our Center of Excellence (COE) deepens its partnership with you by analyzing your current processes & applying customized solutions to deliver specific improvements.
Improvements can include everything from workforce and management training to process improvements that are sustainable and adaptable for the long haul.
Connect with our Back Office team to discuss your business requirements
Solugenix
Technology & Process for Growth
601 Valencia Ave, Suite 260
Brea, CA 92823
Call us: 1-866-749-7658
