Esker: A User-Friendly Tool For Those Seeking Automation
We use Esker for Order Processing and Customer Inquiries. Prior to using Esker, we were keying orders manually through a shared queue …
Overview
What is Esker?
Esker is a global cloud platform built to unlock strategic value for finance and customer service professionals and strengthen collaboration between companies by automating the cash conversion cycle. Esker’s mission is to build a foundation that promotes positive-sum growth, increased…
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What is Esker?
Esker is a global cloud platform built to unlock strategic value for finance and customer service professionals and strengthen collaboration between companies by automating the cash conversion cycle. Esker’s mission is to build a foundation that promotes positive-sum growth, increased productivity,…
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Product Demos
Esker's Order-to-Cash Demo
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Esker - Demo Reel VFX - UE5
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Esker Procure-to-Pay Demo
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Product Details
- About
- Competitors
- Tech Details
- FAQs
What is Esker?
Esker is a global cloud platform built to unlock strategic value for finance and customer service professionals and strengthen collaboration between companies by automating the cash conversion cycle. Esker’s mission is to build a foundation that promotes positive-sum growth, increased productivity, improved employee engagement, and greater trust between organizations. Esker’s cloud platform integrates with existing ERP environments, to give businesses the flexibility to connect with any system without having to change the way they work. By developing AI-driven technologies and automating the order-to-cash and procure-to-pay cycles, Esker aims to free up finance and customer service professionals from time-consuming tasks, helping them be more efficient, and enabling them to develop new skills.
Founded in 1985, Esker operates in North America, Latin America, Europe, and Asia Pacific with global headquarters in Lyon, France, and U.S. headquarters in Madison, Wisconsin. The vendor states Esker leverages its culture of innovation, solid financial management, technology expertise, cohesive international organization, strong social commitment, and a HR policy that promotes autonomy and accountability.
Founded in 1985, Esker operates in North America, Latin America, Europe, and Asia Pacific with global headquarters in Lyon, France, and U.S. headquarters in Madison, Wisconsin. The vendor states Esker leverages its culture of innovation, solid financial management, technology expertise, cohesive international organization, strong social commitment, and a HR policy that promotes autonomy and accountability.
Esker Features
- Supported: AI & RPA-driven Automation
- Supported: Multiple ERP Integration
- Supported: End-to-End Connectivity
- Supported: Mobile Application
- Supported: Global Management
- Supported: Customizable User Dashboard & Analytics
Esker Video
Esker Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows, Linux, Mac |
| Mobile Application | Apple iOS, Android |
Frequently Asked Questions
Esker is a global cloud platform built to unlock strategic value for finance and customer service professionals and strengthen collaboration between companies by automating the cash conversion cycle. Esker’s mission is to build a foundation that promotes positive-sum growth, increased productivity, improved employee engagement, and greater trust between organizations.
Reviewers rate Support Rating highest, with a score of 8.9.
The most common users of Esker are from Mid-sized Companies (51-1,000 employees).
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Reviews and Ratings
(24)Attribute Ratings
Reviews
(1-17 of 17)Companies can't remove reviews or game the system. Here's why
November 30, 2021
Esker: A User-Friendly Tool For Those Seeking Automation
Score 10 out of 10
Vetted Review
Verified User
We use Esker for Order Processing and Customer Inquiries. Prior to using Esker, we were keying orders manually through a shared queue system. We now use the OCR recognition software Esker uses to eliminate keystrokes and reduce the risk of keying errors. Correspondence with Customer Inquiries allows us to email directly with a customer regarding an order or general issues.
- Increase efficiency by eliminating keystrokes and automating certain orders
- Allows for ease of use when training new representatives
- Contains filtered views to allow for focused priorities
- Sometimes deal with long loading times on certain items upon saving
- Need clear resolutions to problems. Sometimes can be delayed or leave us with more questions
- More clear training documentation could help. Such as videos
November 10, 2021
Esker is a great solution for collection management
We use Esker's TermSync portal for collections management. We use it in the credit department to help log collection calls and also send out auto payment reminders on late-payers. We also allow customers to post payments using the site if they wish.
- Collection logs.
- Auto-send payment reminders.
- Mass messaging
- The site could be a little more user-friendly. I think it's daunting for first-time and even multiple-time users.
- Maybe the page needs to be setup up clearer, or use different colors to not look busy.
April 22, 2021
Esker Review
Our credit department uses Esker Document Process Automation to make collection calls. The software has assisted our department with collecting on past due customers while being able to manage and log each and every interaction with the customers. Not only does Esker Document Process Automation send out past due reminder letters, it also allows the customers to print invoices, offset their account balances and make payments!
- Online Payments
- Provides copies of Invoices
- Sends out Reminder Letters
- The layout is a bit clunky. I like to see everything on one screen.
March 15, 2021
Esker On Demand is In Demand
We use Esker On Demand for NAR Sales Order Processing (Both the OCR function and the one custom RPA) in our contract business channel as well as Fax-to-Email conversion and SAP Outbound faxing. We also use Esker DeliveryWare for AP in Europe and EMEA.
- Optical Character Recognition
- Customizable to Company Usage
- Easy Management of Users
- Would have been harder and more expensive to implement had we not had experienced ABAPers and users of the old version on our end.
- It can’t use web services to place multiple orders with one call. It's not a need of ours but might be a drawback for some.
- There is no out of the box way to automate user management with an external system.
February 19, 2021
Esker took the pain away
Esker is being used across the entire organization and it has solved the issue of invoices not being appropriately approved and being misplaced. As a business with multiple sites it has meant that the managers can access and approve their invoices from anywhere. It has also given visibility of the process to the Finance team.
- Everything is electronic and every manager receives an email each morning telling them how many invoices they need to approve.
- It has completely removed paper form the Accounts payable process and automatically archives invoices for the mandatory period required by Inland Revenue.
- For monthly reporting there is visibility over what has not yet been included in the accounts and staff can follow with the tardy managers.
- For our organization there is nothing more that we need from Esker.
September 01, 2020
Loving my Esker!
Score 8 out of 10
Vetted Review
Verified User
I work in the AP Department and we starting using it about 3-4 years ago to help streamline the processing of invoices. It has saved us a lot of time, and the reporting is a great feature!
- Reporting - so many options.
- Customer Service - Get back right away.
- Audit trail of approvals and comments.
- We can't enter credit memos in Esker. Need to enter in SAP and then link.
- PO invoices that were trained to go into the PO bucket, route into the non-PO buckets.
- Freight invoices that have had hundreds going into the non-PO bucket have a tendency to route to the PO-bucket because a PO number is referenced on page 7.
December 10, 2019
Esker has made communicating with customers so easy!
Esker is being used by our accounting team for collections management. We use it to help improve our accounts receivables and to communicate with customers easily. We send out automatic weekly statements to customers who have any past due invoices, which gets us on their radar without having to do anything! It is such a convenience.
- Customer service.
- Easy to use.
- Cost.
- Missing data.
November 30, 2019
Esker is crushing the competition!
Esker is being utilized on 3 teams in our customer service department. It allows users to enter orders quickly and accurately so that CSRs can use their time focusing on other customer issues and concerns. It has reduced human error and overtime. It has the ability to allow users to see their progress and the reporting function is a breeze.
- Reading and teaching complex orders.
- Integrating with SAP.
- Ease of use.
- Handwritten orders are a challenge.
- When searching for duplicate fields, allowing the user to choose those fields.
- Create a warning if a CSR hasn't viewed all documents before approving an order.
November 21, 2019
Have just used Esker for Accounts Payable.
We use Esker across our whole organization as a means for submitting and processing invoices for payment. Accounts Payable uses Esker the most. The biggest problem we had was having too much paper. Esker helped decrease the amount of paper shuffling by a drastic amount. Esker also helped the AP department move invoices around quicker for internal approvals and payment.
- Our users have a couple different ways to submit invoices into Esker for processing. This is helpful in case one of the other ways is unavailable for use.
- Notes and comments can be made in multiple locations of the invoices to help keep all the information together.
- We still encounter challenges with invoice submission and missing invoices that were sent into Esker but never show up.
November 21, 2019
Esker, a great business partner that brings real results.
We use Esker On Demand for Sales Order Processing as well as Accounts Payable. It addresses manual entry of customer orders and electronic routing of invoices for approval and posting into our SAP ERP system.
- AI and Machine Learning
- The UI is very intuitive and easy to use.
- Customer experience and professional services teams are the best I have worked with.
- I would like to see more analytics.
- It needs more open allowance for APIs for Salesforce and other key cloud systems.
- It needs address checking with a third parties like USPS, etc.
November 21, 2019
Great product for order entry
We use Esker to process sales orders from our customers. There are a couple more departments which use it for processing literature orders and correspondence. Esker has allowed us to process a higher amount of orders in a shorter amount of time.
- Ability to cater to individual customers with use of teaching. This allows us to transition between different POs of different customers with a lower risk of error.
- Clean order queue. This can allow us to set aside orders we may be working on with a simple flag, so there is no need for someone to jump in while someone else is working on a specific PO.
- Simple layout allows for new reps to learn the system quickly.
- Esker can sometimes have a slow loading time.
November 14, 2019
Termsync - Everyday User Review
We currently use TermSync as our collections and past dues software. This has helped my department to keep our past dues down and collect on some of the slower paying customers. This helps keep out receivable balance down and keep our dealers open to buy.
- Past Due Reminders
- Helps customers Schedule Payments
- Great at logging notes and collection calls
- Breaking out large invoices into long payment plans was tricky but once you got going it became easier
July 12, 2018
A good product with a few shortcomings
Esker is used by our Billing & Accounts Receivable departments. The billing team uses Esker to store customer contact info & to send the invoices out each month. The accounts receivable team uses Esker to look up contact info, to see when invoices were sent, & to verify that the invoices went through successfully.
- Esker makes automated invoice sending very easy
- Esker tracks the sending of documents & records whether or not the message was successful
- Esker offers various reports that can be very helpful
- Esker stores all of our customers' contact info on the cloud, and it can be accessed from anywhere
- The website can be very slow to load at times
- I do not like the layout of the website. Many useful fields , such as contact info, are hard to find.
- I question the accuracy of the tracking feature. I have had many customers swear up & down that they did not receive our invoice even when Esker says it was successful.
May 16, 2018
Esker - Cloud faxing
We currently use cloud faxing. It has been rock solid with no issues.
- Cloud Faxing
- Customer Support
- Ease of use
- Lack of customization built in
April 27, 2018
Credit Manager's Review
All 5 of our franchises use TermSync for Accounts Receivable Collections. It has virtually eliminated our 90 past due column. The automated past due reminders drive our customers to the portal where they can view their account, print an invoice or make a payment.
- Sends out automated reminders
- Makes copies of invoices self service
- Makes online payments easy
- I really don't have any suggestions
March 08, 2018
Termsync Review
We use Termsync in our accounts receivable department only. We would like the payment plan process and set up to be more lucrative.
- To do list Daily
- Collection Calls Needed
- Payments received
- Root Cause: Reasons for lateness
- Payment Plans, the date for payments cannot be moved backwards, I have to email Temsync to do it in-house
February 23, 2018
Esker AP On Demand
Score 10 out of 10
Vetted Review
Verified User
We are implementing Esker AP On Demand in our accounts payable department to streamline processes, increase visibility, and save time and money. Esker will automate our expense invoice approval workflow processes and speed invoice entry and posting.
- Improved expense approval workflows
- Automated Purchase Order Invoice matching and entry
- Increased visibility and documentation. No more paper!
- Esker is a very robust product with customization at virtually every step. It takes time to get used to using the product.
- Some standard AP processes are not included out of the box such as ability to change payment type.