Case Study: monday.com achieves complete visibility and faster collections with Gaviti

How Gaviti brought monday.com complete visibility to the collections process

monday.com, the web-based Work OS used to run and scale teams, faced exponential growth that left its small collections team spending countless hours on manual invoice follow-up and reporting. To address unscalable processes and the need for personalized customer outreach, monday.com engaged Gaviti and adopted Gaviti’s AR Collections Automation platform (monday.com has been a Gaviti customer since January 2020).

Gaviti implemented automated notifications, upcoming-invoice reminders, flexible payment options, Priority ERP integration, and a custom workflow for low-value invoices (including credit card payments) while enabling notes, tasks, quick replies, and email-open tracking. The Gaviti solution delivered complete visibility, immediate reductions in collection effort (the custom workflow took under ten minutes to set up), faster invoice completion, and data-driven insights that made collections more efficient and scalable.

monday.com

Benjamin Gross

Accounts Receivables