Receivables Radar - January 2026

As we kick off a new year, Receivables Radar is your January pulse check on accounts receivable—helping you start the year informed, focused, and ahead of what’s next. From product updates and customer wins to best practices and insights, this section highlights what matters now to keep cash moving all year long.

Tip of the Month:

Use Click to Call in Gaviti

With Click to Call, reaching customers is faster—and more transparent.

📞 One-click calling: Call customers straight from Gaviti using whatever calling software is already installed on your computer.

🕒 Automatic call tracking: Gaviti logs that a call was made, including the time and duration, giving you a reliable record every time.

📝 Instant call notes: As soon as the call ends, a notes window pops up so collectors can quickly capture key details while the conversation is still fresh.

👀 Full team visibility: To ensure clear visibility into your team’s activity, make sure calling software is installed on all collectors’ computers.

Pro tip: Encourage your team to always add notes after each call—this builds a complete communication history and makes follow-ups easier and more effective.

Want to know how to set this up? Contact your CS manager:

Meet Your New A/R Intern: AI Assistant the Ph.D.-Level Student Never Sleeps

Imagine having an intern with a Ph.D. in finance, unlimited stamina, and a knack for spotting things you might miss.

That’s the Gaviti AI Assistant—quietly working behind the scenes to help your A/R team see new opportunities, tighten processes, and make better decisions every day.

What this “intern” does for you:

🤖 Builds workflows for you: Instantly creates smart, optimized A/R workflows based on your data, customer behavior, and best practices—no setup headaches.

✉️ Improves how you communicate: Suggests personalized, data-driven customer messages, fine-tuned for timing and tone to improve payment outcomes.

📊 Flags risk before it becomes a problem: Continuously evaluates customer credit and payment patterns, helping you stay proactive instead of reactive.

⚡ Takes on the busywork: Automates tasks like cash application and invoice matching, reducing errors and freeing your team to focus on higher-value work.

📈 Surfaces insights you didn’t know to look for: Highlights trends, anomalies, and “next best actions” so you always know where to focus—and what you could do better.

This is an intern who never sleeps, never gets sick, and never stops learning—always analyzing, always improving, and always helping your team level up.

👉 Curious what your Ph.D.-level intern can uncover? Read more about Gaviti’s AI Assistant and see it in action.

Customer Spotlight: How Burwood Reduced RAR in Under 6 Months

Big results don’t always require big, disruptive changes—and Burwood is a perfect example.

In under six months, Burwood reduced their RAR by 77% by doing something refreshingly simple: fully optimizing Gaviti. No drastic process overhaul. No massive team expansion. Just smart configuration, consistent execution, and using the platform to its fullest potential.

So how did they do it?

• Leveraged structured, automated workflows to ensure nothing slipped through the cracks

• Improved customer follow-ups and prioritization using data-driven insights

• Gained better visibility into risk and aging, allowing the team to act earlier

• Standardized processes so the team worked more efficiently—and more consistently

The takeaway? You don’t need to do anything “crazy” to see meaningful improvements. With the right setup and focus, you can achieve similar results too.

👉 Read the full Burwood case study to see exactly how they did it—and what you can apply to your own A/R process.

Gaviti Earns Top G2 Recognition—Thanks to You

We’re proud to share that Gaviti has been recognized with multiple top ratings on G2

Our latest G2 highlights include:

🏆 Mid-Market Leader
🚀 Momentum Leader (Top 25% in our category)
🤝 Easiest to Do Business With
⚙️ Easiest Admin

And we’re honored to be rated #1 for:

• 🥇 Autonomous Task Execution

• 🥇 Multi-step Planning

• 🥇 Adaptive Learning

• 🥇 Predictive Analytics

None of this would be possible without our customers taking the time to leave thoughtful positive reviews on our behalf. So thank you!