Case Study: Walnut reduces DSO by 50% with Upflow

How Walnut built a highly-effective and automated cash collection process and reduced their DSO by 50%

Walnut, a marketing software company that helps teams create interactive demos, was struggling with an outdated accounts receivable process that slowed cash collection and created visibility gaps between Finance and Customer Success. To solve this, Walnut turned to Upflow, using its accounts receivable software alongside NetSuite and Stripe integrations.

With Upflow’s automated dunning, customer portal, and collaboration tools, Walnut unified its finance and customer success workflows, improved payment convenience, and gave customers more self-service options. The results were strong: Walnut cut DSO by 50% in nine months, increased autopay receipts by 24x, reduced invoices 90+ days overdue by 75%, and saved about 12 hours per month through automation.

Walnut

Ron Wolff Kochavi

Director of Finance