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Accounts Receivable Analysis


Accounts receivable analysis is the cornerstone of CSI's process. CSI has collaborated with both system and business experts to create an ever-growing suite of tools and reports to help lenders better manage risk. To help lenders become more efficient, CSI can step in at any stage throughout the life of a loan, from prefunding through all terms of the loan agreement.
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The receivable and payable analysis is a detailed process that provides lenders with the ability to view, sort and query the data at the summary or detail level with a few clicks of the mouse. CSI understands that each deal is different and requires customized reporting. CSI is willing to work with all deals to provide high quality reports and tools. CSI also has the brawn to handle multiple deals consolidated into one, or separated by division, location, company, and etceteras.
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CSI reports provide accurate, detailed information that includes collateral summary, top 10 customers, customers by category, testing of clients' aging methods, invoice detail reports, and other reports that help show customer trending over multiple periods. CSI can tailor special reports based on the information provided in the files and the lender's particular needs.
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CSI is able to accommodate numerous file formats. Although the industry preference is standard text files, we are able to work with Excel spreadsheets, tab or comma delimited files, PDF, html, rich text files and word documents, as well as many others. CSI also provides a support team that works with the lender or the borrower (at the lender's request) to help with file formats, monthly reminders for sending files, and other issues that may occasionally arise.
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