accounts receivable automation · CSV import
Accounts receivable automation for wholesalers with CSV import.
Connect CSV import, encode the rules your team already follows and move every open invoice toward a documented outcome.
Map this workflowOperational fit
Built around how wholesalers actually bill.
high-volume orders, credit terms, returns and credit notes.
sales continuity depends on knowing whether delay is financial or operational.
returns, shortages and credit notes can leave the ledger out of context.
check credits and open claims before tightening terms or pausing supply.
One controlled route from signal to outcome.
turn ledger changes into controlled next actions without replacing human ownership. Every automated action must explain its source data, policy match and owner.
- 01
Monitor open invoices
- 02
Evaluate policy and relationship context
- 03
Prepare or send the permitted action
- 04
Stop on a defined outcome
CSV import data contract
Use the ledger as truth. Add the decision layer it lacks.
A validated import creates the invoice state used by the playbook; later files update matching records through stable identifiers. Map required columns, validate sample rows and define the import owner before any automated action is permitted.
Evidence remains attached to the decision.
For this workflow, DueHello keeps source status, policy decision, communication and outcome. The team can see what happened without reconstructing it from inboxes.
source status
policy decision
communication and outcome
Questions before you put it into production.
How is accounts receivable automation used by a wholesaler?+
DueHello monitors high-volume orders, credit terms, returns and credit notes, applies the configured receivables policy and records why each action was sent, paused or routed to credit controller and account manager.
What data does DueHello use from CSV import?+
The workflow uses stable invoice and customer IDs, issue date and due date, open amount and currency, payment, dispute and owner status. A validated import creates the invoice state used by the playbook; later files update matching records through stable identifiers.
What stops the accounts receivable automation workflow?+
The workflow stops or changes route when payment, reply, dispute, promise to pay or a policy exception. DueHello then check credits and open claims before tightening terms or pausing supply.
Does DueHello replace the finance or account team?+
No. DueHello performs the permitted follow-up and brings exceptions to the accountable person with the context and evidence needed to decide.
Map this against real invoices.
Bring one month of high-volume orders, credit terms, returns and credit notes. We will map the policy, exceptions and CSV import data route with your team.
Book a demo