Terms you can offer. Money you collect.
Credit applications, limits, payment terms and aging on the same record as every order, with Provizo AI finding what's overdue.
- Replaces
- Spreadsheets, collection tools
- Same record as
- CRM, Provizo Pay, Accounting
- Built for
- Finance, credit managers
What it does
Offer terms without the risk.
Know each buyer's limit before you accept the order.
Credit applications
Buyers apply online; you approve in one place.
Limits and holds
Orders pause when an account is over.
Aging
Who owes what, and how late.
Missed AR
Provizo AI flags overdue invoices and drafts reminders.
Where it sits
Part of one deal, start to finish.
Credit & AR owns the highlighted stages and passes the record on.
- Request
- Source
- Quote
- Approve
- Order
- Fulfill
- Ship
- Bill
- Book
On the same record
No exports. No syncing. No re-keying.
What feeds Credit & AR, and what it hands the record to next.
“We stopped juggling six portals and a spreadsheet. Quoting, ordering and billing all happen in one place now, and our team sells more because of it.”
$10M+
sold in under a year
More in Finance
The rest of Finance, on one record.
Turn on what you need now. The rest is already connected.
See it on your own deals
See Credit & AR on your own data.
We'll connect one of your distributor accounts on the call and quote it live against your real pricing. Thirty minutes, no slides.
$10M+sold by A5 IT in under a year on Provizo.sold by A5 IT in under a year on Provizo, 60% above their previous run rate.