Finance. You see what's collected. Not what's in between.
Dues are chased on calls, collected on visits and checked in audits, by teams who report back in their own time. Your sheet shows two numbers. The money in between has no update yet. Walk through your month and see where URVA helps.
This month's dues
Your sheet
Collected
No update yet
?
Outstanding
Reminder sentNot on your sheet
Promise madeNot on your sheet
Visit doneNot on your sheet
It all happened. Nobody logged it.
1st Before the month starts
First, who's reading? Pick the one closest to you.
Pick one and the page follows you.
1st Your teams
Which teams report to you? Pick every one.
Your month on this page follows the teams you pick.
3 teams picked.
1st Your month
A month on your desk. Does this happen to you?
Go moment by moment. Say yes to the ones you know, and see how URVA changes each one.
Collections calling · 1st
The overdue list goes out. Who’s calling whom?
Callers split it on a sheet. By the end of the week, nobody knows which customers were reached.
Can you see which dues were followed up this week?
With URVACalls and chats go out from official numbers, logged against each customer.
list cal 1st
Collections calling · 5th
A customer says, “I’ll pay on Friday.”
It’s said on a personal phone. On Friday, nobody checks.
Does the promise reach your sheet?
With URVAThe call is recorded against the customer, so the promise is on record.
promise cal 5th
Field collections · 10th
The collector visited. Was anything collected?
The answer comes back as a call or a photo in a chat, if it comes back.
Do you know what happened at the visit?
With URVACheck-in, visit notes, photos and signature are recorded against the case.
visit ver 10th
Audit team · 15th
An audit visit was due today. Did it happen?
The checklist is on paper. You find out next week, when it’s typed up.
Can you see an audit the day it’s done?
With URVAThe auditor works through a set checklist with photos. The report and audit trail are ready when the visit ends.
audit aud 15th
Every team · 20th
Someone asks which credit terms apply to a customer.
They search a long policy PDF, or they ask you.
Can your team find the right clause without you?
With URVAURVAshe answers from your approved policy documents.
policy all 20th
Field collections · 30th
Month-end. Collected vs outstanding comes from three sheets.
The grey zone stays grey until someone adds it up.
Do you see where the money stands before the month ends?
With URVAThe Comply dashboard adds up collected and outstanding amounts from the field.
grey ver 30th
6 moments in your month. Start with the 1st.
Where your month points
Customer Interaction Management
Customer calls and chats from official numbers, on record.
Say yes to a moment above
Explore Customer Interaction Management →cim cal
Field Inspection & Verification
Audit and inspection visits with checklists and reports.
Say yes to a moment above
Explore Field Inspection & Verification →fiv aud
Private Enterprise AI
Answers from your own approved documents.
Say yes to a moment above
Explore Private Enterprise AI →peai all
Field collections runs on URVA Comply. It has no page of its own yet, so bring it to the demo.
14th Follow one case
Follow one case. See it come back to your desk.
Pick a case. Tap each stop to see who owns it and what happens next.
A payment reminder
Runs on
Stop 1 · Your desk
The due list starts on your desk
Who owns itYou, or your collections lead.
What arrivesCustomers with invoices due or overdue.
What happens nextThe list goes to your calling team.
0|Your desk
Stop 2 · Your caller
Your caller sends a reminder
Who owns itThe caller.
What arrivesThe customer and what’s due.
What happens nextCall or message from an official number. The conversation stays on record with the customer.
1|Your caller
Stop 3 · Customer
The customer replies
Who owns itThe customer.
What arrives“I’ll pay on Friday.”
What happens nextIt’s said on a recorded call, so the promise is on record.
2|Customer
Stop 4 · Your desk
Back on your desk
Who owns itYou.
What arrivesEvery reminder and reply, against each customer.
What happens nextSee who was reached and what they said, without asking around.
0|Your desk
Based on how URVA Connect handles customer calls and chats. Your own steps may differ.
A collection visit
Runs on
Stop 1 · Your desk
The overdue list starts on your desk
Who owns itYou, or your collections lead.
What arrivesCustomers with the outstanding amount and due date.
What happens nextUpload the list. A WhatsApp reminder can go out first, where it’s set up.
0|Your desk
Stop 2 · Customers
Customers get a reminder
Who owns itYour team.
What arrivesA due-payment message on WhatsApp.
What happens nextCustomers who still need a visit are assigned to a collector.
1|Customers
Stop 3 · Collector
The collector visits
Who owns itThe collector.
What arrivesThe customer, the amount and the due date.
What happens nextCheck in, then record visit notes, photos and signature on the case.
2|Collector
Stop 4 · Your desk
Back on your desk
Who owns itYou.
What arrivesCollected and outstanding amounts from the field.
What happens nextSee where the money stands on the dashboard, case by case.
0|Your desk
Based on how URVA Comply handles pending-payment collection. Your own steps may differ.
An audit visit
Runs on
Stop 1 · Your desk
An audit starts on your desk
Who owns itYou, or your audit lead.
What arrivesThe organisation or customer to audit, and its checklist.
What happens nextIt’s assigned to an auditor.
0|Your desk
Stop 2 · Auditor on site
The auditor checks in
Who owns itThe auditor.
What arrivesThe audit and its location on their phone.
What happens nextCheck in on site.
1|Auditor on site
Stop 3 · Checklist
The checklist is filled
Who owns itThe auditor.
What arrivesThe set checklist.
What happens nextRecord answers, photos and notes on the audit.
2|Checklist
Stop 4 · Your desk
Back on your desk
Who owns itYou.
What arrivesA digital report with its audit trail.
What happens nextReview it the day the visit ends.
0|Your desk
Based on how URVA Comply handles audits. Your own steps may differ.
31st Next month
Bring your finance priorities into one conversation.
We'll start from what you picked here: your teams, the moments you know and the routes they point to.
Your desk for next month
1st
You
Head of finance
Teams
Collections calling
Field collections
Audit team
Moments you know
None yet. Say yes to moments in your day.
Routes to explore
Customer Interaction Management
Field collections, in the demo
Field Inspection & Verification
Private Enterprise AI