Our client portal is the central platform for our clients’ receivables management. We have redesigned it visually and optimized its usability: This makes it easier than ever for finance teams to keep track of their receivables management and make better business decisions.
The PAIR Finance client portal is the information hub for our customers – whether they are small startups or large industry players. Around 1,200 users in Germany and Austria are currently working with the online tool. Here you can find the communication history with consumers, influence decision-making and have access to a state-of-the-art dashboard with predictive analytics.
As of now, even more comprehensive information services can be found in our portal. We’ve added some much requested features so that our enterprise clients now have even more visibility and control over their cases. Also new is the user interface design, which includes visual updates, new fonts and fresh styling.
Set up a personalized chart.
With the “Set up personalized table” feature, you can now not only easily select the columns that are important and useful and hide irrelevant information, but also change the width of the columns and the order of the columns using drag’n’drop functionality.
User Interface Transparency.
For transparent use of the file list view, we enabled filtering directly in the columns. All filters can be used at the same time, so you can make a selection that 100% meets your information needs.
Exporting the File List View.
Using the “Export” action, one can now export data points of the current view and save them locally as an .xlsx or .csv table for further analysis or import into one’s own systems.
New “Accounting” tab in the “File details” view.
We have developed and put into operation the “Accounting” tab in the “File details” view, which was previously not available in the customer view. This tab gives a complete overview of all financial transactions taking place in a particular file, making the entire collection process even more transparent for the customer.
The excellent client portal was one reason we chose PAIR Finance: the intuitive interface and the effective provision of KPIs convinced us. Getsafe wants to make insurance unconditionally better. PAIR Finance supports us with the best of both worlds – a first-class customer experience and an efficient KPI tool.Michael Oberste, CFO of Getsafe
With the client portal, PAIR Finance makes its own performance impressively visible. Helpful filter functions quickly provide my team with the key figures that are most relevant for our daily business.Matthias Nienhaus, VP Finance at Lillydoo
More functions in the pipeline.
We are constantly looking for innovations that will further develop our product and inspire our business clients. “Customer surveys are an important part of our product development to create relevant solutions like our new client portal that take digital receivables management to the next level,” says Stephan Stricker, founder and CEO of PAIR Finance.
Our portal is designed to make managing receivables faster, easier and more transparent. We are constantly working on making the client portal even more productive – ideas and feedback on what we should improve next are welcome at firstname.lastname@example.org!