Every FG customer gets a dedicated Account Manager who will provide you with a training program that’s customized to get you up to speed on the platform.
If you’re using an Accounting System / ERP system that we integrate with, then you should be able to get started within a few days. Otherwise, allow a few weeks for us to build a customized integration for your existing Accounting / ERP system, after which you’ll be up and running within a few days.
Our training programs are designed to turn your in-house team or your accountant into AR experts. We will schedule your training based on your team’s availability. The program usually includes three modules that focus on understanding and tracking key AR Metrics, setting up the right AR management processes, and learning best practices on day-to-day AR management.
An unlimited number of users can be on your FG account. Anyone you think should be involved in AR, whether actively managing it, or getting access to reports and analytics to track and measure results.
The FG platform is fully transparent so you’ll have complete visibility into all AR Management activities. You'll know exactly what's been said & done, what the next steps are, the priorities and the to-dos when it comes to AR Management.
Want to add your accountant, bookkeeper, or one of our AR Specialists to your team and work with you in managing AR? That's what we're here for. Turbo-charging your business, so you can focus on the things you love.
Once you’re connected, simply work with your FG Financial Advisor to evaluate your funding options & prepare an application with your real-time AR and financial data. Your financial advisor will then submit your information to our funding partners for next steps.