Smart Implementation

Onboarding Success

Carixa offers smart and accurate implementations led by experienced order to cash practitioners. We never take any shortcuts in correctly understanding your business, structures, systems, and linkages to assure a seamless experience and quick onboarding success.


Expert Turnkey Implementation

We will preconfigure Carixa software for your specific business, customers, policies, rules, and workflow. With decades of deep industry experience, we are quick studies and require minimal help from your staff.

With Carixa, we keep the complexity behind the curtains and keep it simple for our clients. We set up the software so you can get on with business from the first day.

Our aim is always to make you outstandingly successful.

Carixa Implementation Process

Onboarding and Project Management

We review objectives, strategy, systems, policies, processes, and practices. Then set up streamlined workflows, KPIs, reporting, data conversions, user roles, and autonomous robotic processes. Our project team works closely with you to ensure a successful handoff.

Training and Operations

Carixa software is very intuitive and designed to have your staff functional in the first week. We provide remote training for all users and with customer-specific videos and periodic refresher training, too. Our support staff is always only a call or email away.

Startup Success Assurance

After implementation, we don’t just get you going and then move on. We encourage weekly shared-screen meetings to discuss progress, issues, and adjustments, including additional training if needed.

Clean-Slate Option

A new A/R system is a chance for a clean slate so you can focus on the core mission of converting current A/R to cash flow, rather than slogging away at a backlog of aged claims, deductions, and delinquencies. Our Team Services experts can offload the labor-intensive, low-value receivables and enable you to make the most of this opportunity.

Continuing Support

A Customer Success Manager is your day-to-day liaison, always available by phone, chat, or email. Quarterly Business Reviews ensure you continue to achieve your goals and also identify opportunities for enhanced operations. Our programmers can do ad hoc reporting, workflow enhancements, or jobs like code conversion tables for new customers.

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