Analysis and prioritization
Collections decisions are based on clear financial data shared across the team.
About OptiBFR
AI-Powered Credit Management & Receivables Collections
We help B2B teams recover cash faster with AI-assisted credit management: data reconciliation, scenario-driven reminders (email/SMS/call/print), a self-service client portal, KPIs and forecasting — in one clean workspace.
Minutes
to first importScenarios
multi-channelClient Portal
self-serviceKPIs
and forecasting
Human approach
Credit management led by your teams
Beyond automation, performance comes from coordination between financial analysis, day-to-day collections and formal reminder tracking.
Collections execution
Actions are carried out rigorously, from amicable follow-up to formalization steps.
Finance and leadership alignment
A common framework to decide faster, secure cash and structure formal reminders.
Who we are
Who we are
OptiBFR is a SaaS created by finance practitioners who were tired of spreadsheets, copy-pasted emails, and scattered follow-ups. Our goal is simple: make collections predictable without damaging customer relationships.
Speed to value
Import in minutes, run your first scenarios the same day, and start reducing DSO quickly.
Smarter operations
AI-assisted timing, best channel suggestions, and templates tailored to each client segment.
Enterprise security
EU hosting, encryption, RBAC and audit logs — built-in from day one.
What we build
What we build
Four pillars that keep your cash-in flow organized and measurable.
Data & Reconciliation
Import from ERP/accounting or files, auto-clean & match invoices, debtors and contacts.
Scenarios & Automation
Design multi-step strategies (email/SMS/call/print) with day offsets, windows and approvals.
AI Scoring & Timing
Prioritize accounts, pick the right channel and timing, and focus the team on what converts.
Client Portal & Self-Service
Let customers view statements, raise disputes, attach proofs and pay — securely.
Built for groups and international scale
Built for groups and international scale
Multi-entity, multi-currency and consolidated analytics — natively.
Multi-Entity
Separate ledgers, users and permissions per entity; group visibility when allowed.
Multi-Currency & FX
Native multi-currency with smart FX (spot, month-end, custom) and group-currency KPIs.
Consolidation
Consolidated aging, DSO & cash forecast across a chosen set with drill-down to entity level.
Order-to-Cash & Billing Suite
Order-to-Cash & Billing Suite
Classic invoicing and project-based billing, end-to-end.
Classic Invoicing
Quotes → Orders → Invoices with taxes, discounts, payment terms and branded PDFs.
Project Billing
Milestones / time & material, progress invoicing, consolidated project statements.
Payment Status (Internal)
Mark invoices as paid inside OptiBFR to set outstanding to 0 and keep a clear audit trail. No external payment processing.
Collections, Legal & Risk Cover
Collections, Legal & Risk Cover
From amicable reminders to litigation — with optional credit-insurance.
Collections Scenarios
Multi-channel dunning, SLA, approvals, quiet hours, FIFO overdue and workload views.
Litigation Management
Escalate to legal with evidences, deadlines, tasks, lawyer pack and outcomes tracking.
Credit-Insurance
Eligibility, quote, activation and follow-up by invoice or portfolio; coverage in dashboards.
Security & Compliance
Security & Compliance
Bank-grade practices by default.
Data Protection
Encryption at rest & in transit, role-based access control and detailed audit logs.
GDPR-ready (EU)
EU hosting and retention policies aligned with compliance needs.
Ready to reduce your DSO?
See OptiBFR in action — scenarios, automation and dashboards in one place.