Accounts Receivable — invoiced accurately, collected on time.
Customer invoicing, cash application, dispute resolution and collections for freight forwarders, NVOCCs and 3PLs — with DSO as a live KPI.
Overview
AR is the operational lever with the fastest cash impact in any freight forwarder's finance function. Operanta's AR desk runs customer invoicing, cash application, dispute resolution and collections — with DSO tracked as a live KPI and every touchpoint documented in your CRM or ERP.
Why the AR desk pays for itself
For most mid-market forwarders, a 5-day DSO reduction is worth USD 200K–USD 800K in free cash flow. A dedicated AR desk with a disciplined collection cadence hits that in the first 90 days.
- Customer invoicing with revenue recognition flags
- Cash application with tolerance and short-pay handling
- Dispute triage and hand-off to your ops lead
- Structured collection cadence with SLA on every touchpoint
- DSO tracked as a live KPI
- Documented segregation of duties (SOX-equivalent)
AR desk scope
Invoicing
- Customer invoice preparation from job cost
- Multi-currency and multi-entity invoicing
- Revenue recognition flags and cutoff
- E-invoicing and portal upload
- Invoice dispute triage
Cash application
- Cash application from bank statements
- Short-pay handling and remittance parsing
- Deduction management
- Unapplied cash resolution
- AR aging maintenance
Collections
- Structured collection cadence by customer tier
- Dunning correspondence and portal follow-up
- Escalation matrix to your commercial lead
- Legal / collections agency hand-off preparation
- DSO reporting to the CFO
How we onboard this desk
Discovery
30-minute call to scope volume, TMS, SOPs and offshore-able tasks.
Workflow audit
We document your as-is process and highlight high-leverage offshore work.
SOP build
Co-authored SOPs, screen recordings, quality gates and QC framework.
Pilot (30 days)
Single specialist runs a controlled pilot on a sub-set of work.
Scale
Phased ramp to full team strength with named team lead.
Monthly review
Scorecard, optimisation opportunities and capacity planning.
Industries we serve with Accounts Receivable Outsourcing
- International freight forwarders (Tier 1 and SME)
- Non-Vessel Operating Common Carriers (NVOCCs)
- Customs brokers and trade compliance practices
- 3PL, contract logistics and warehousing operators
- Digital freight platforms and forwarders
Frequently asked questions
How much can you reduce our DSO?
Typical DSO reduction is 5–12 days within the first 90–120 days, driven by a disciplined collection cadence and faster cash application.
Do you make collection calls to our customers?
Yes, where authorised — using your domain email, your phone routing and your brand voice. For sensitive accounts we escalate to your commercial lead instead.
Which ERPs do you work in?
NetSuite, QuickBooks, Sage, Xero, SAP, CargoWise Accounting and most bespoke ERPs.
How do you handle disputes?
Every disputed invoice is triaged into ops / commercial / finance root causes and routed with a documented case file. Resolution SLA is 15 business days by default.
Do you support portal-based invoicing (Coupa, Ariba, Tradeshift)?
Yes. Portal-based invoicing and dispute follow-up on Coupa, Ariba, Tradeshift and bespoke customer portals are routine.
Reduce DSO. Free cash. Fund growth.
Book a discovery call. We will benchmark your DSO and collection cadence and propose a 60-day plan.