Case Study: Watermark Insights achieves predictable cash forecasting and reduced late invoices with Quadient AR

Watermark Insights able to intelligently forecast cash flow with Quadient AR

Watermark, a SaaS provider of educational intelligence, struggled with fragmented manual AR processes, disconnected ERP/CRM systems, and poor visibility that made cash forecasting and liquidity management unreliable—issues that intensified when COVID‑19 prompted client payment deferrals. To address this, Watermark implemented Quadient AR’s cloud‑based smart accounts‑receivable solution to improve forecasting accuracy, centralize data, and automate collections and customer communications.

Quadient AR automated invoicing, communications, and customized collections workflows (including an online customer portal), giving Watermark better data analysis and visibility. The vendor’s solution helped Watermark reduce invoices aged 90+ days, cut delayed‑payment requests to nearly zero, drive collections to their highest month to date (October), boost customer satisfaction, and move many clients from paper checks to electronic invoicing; Watermark now plans to expand Quadient AR to add ACH and credit‑card payments and further automate ERP posting.

Watermark

Harris Hwang

Chief Financial Officer