From connection to risk scores in one day

Up and running in one afternoon.

No implementation team. No 3-month onboarding. Connect your accounting software, map your customer segments, and Cashvyne starts scoring by EOD. Your AR team is back to work the same day.

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1 Connect 2 Score 3 Configure 4 Track Cashvyne · Risk Dashboard INV-4821 82% risk INV-4803 31% risk INV-4798 14% risk

From connection to results in four steps.

Connect your AR data

OAuth integration with QuickBooks Online, NetSuite, Xero, or Sage Intacct. Cashvyne pulls your aging report history — the last 12 months of invoice and payment data. No CSV exports. No manual field mapping. The connection takes under 15 minutes.

Typical setup time: under 15 minutes

Cashvyne scores your portfolio

Within 24 hours of your first data sync, the AI assigns each open invoice a 60-day past-due probability score. Your AR dashboard immediately shows the Risk column alongside your standard aging buckets — color-coded amber and green, sorted by urgency. No configuration required to see the first results.

First risk scores visible: within 24 hours of sync

Configure your dunning sequences

Choose from pre-built segment templates — large account, spot buyer, chronic late payer — or build custom sequences with your own messaging and timing. Each segment gets a distinct outreach path. Cashvyne activates the right sequence automatically as invoices enter their payment window and reach the risk threshold you set.

Pre-built templates included — no copywriting required

Track and improve

The recovery dashboard shows which sequences worked by segment — recovery rate, average days to payment, and improvement versus your pre-Cashvyne baseline. The model updates monthly as more of your AR history accumulates. By day 60, you have a full predictive accuracy report showing exactly how the risk scores performed against actual outcomes.

Monthly model update · 60-day accuracy report

Day 1 to Day 60: what you'll see.

First risk scores appear within 24 hours of connecting. Segment recovery data takes 30 days to accumulate. Predictive accuracy is measurable at day 60.

Day 0
Connected. AR history synced.
Day 1
First risk scores visible in dashboard.
Day 3
First dunning sequences activated for high-risk invoices.
Day 14
First comparative data — risk vs. actual payment outcomes.
Day 30
Segment recovery rates visible. Model has enough data to refine.
Day 60
Full predictive accuracy report. Baseline improvement measured.

See it on your own data.

Book a 30-minute session. We'll connect to your accounting system, pull your live aging data, and show you risk scores on your actual open invoices — not a generic sandbox demo.

Book a 30-minute Demo