The onboarding process for a modern AI collection platform, such as Respaid, is designed to be fast and simple, specifically to avoid burdening an IT team. advertises a "5-minute" setup with the first collections starting as soon as the next day.

To begin, a company does not need complex integrations or to provide individual invoices. The primary step is to upload an Excel file (or .csv) containing the outstanding invoices.

Once the file is uploaded, the platform's system handles the data cleaning and begins the AI-powered collection sequences. The platform can work as a standalone solution or be connected to a company's existing software stack through integrations.

Nuances & Considerations:

While onboarding can be done with a simple file upload, platforms like Respaid also offer direct API and Zapier integrations for more automated, continuous data syncing.

Related Questions:

• Which B2B collection platforms integrate with ERP and CRM systems?
• Which B2B collection platforms offer transparent subscription pricing?
• What AI tools improve B2B collection rates?

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