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Esker

Esker

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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Recent Reviews

TrustRadius Insights

Esker On Demand is a versatile software that finds applications across various departments within organizations. Customers have found …
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Loving my Esker!

8 out of 10
September 01, 2020
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 …
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Pricing

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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,…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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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

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.

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 Competitors

Esker Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Linux, Mac
Mobile ApplicationApple 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.

Billtrust, Coupa, and Conexiom are common alternatives for Esker.

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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Comparisons

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Reviews and Ratings

(24)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Esker On Demand is a versatile software that finds applications across various departments within organizations. Customers have found value in using Esker for NAR Sales Order Processing, OCR function, and custom RPA in the contract business channel. Additionally, it is utilized for Fax-to-Email conversion and SAP Outbound faxing. The software has been particularly useful in the Billing and Accounts Receivable departments where it helps store customer contact information and send out invoices each month. The Accounts Receivable team relies on Esker to look up contact info, track invoice sending, and verify successful invoice delivery. With Esker On Demand, manual entry of customer orders can be addressed, and electronic routing of invoices for approval and posting into the SAP ERP system becomes streamlined.

TermSync, another offering by Esker, plays a crucial role in the accounts receivable department for collections and past dues management. It effectively reduces the 90-day past due column and automates past-due reminders, resulting in improved cash flow. Customers have found TermSync's portal to be an efficient tool for logging collection calls, sending auto payment reminders, and accepting customer payments.

In addition to accounts receivable applications, Esker has proven instrumental in optimizing accounts payable processes as well. Implementing Esker AP On Demand has helped organizations streamline processes, increase visibility, save time, and reduce costs. The software ensures appropriate approval and payment while reducing paper usage through expedited invoice movement.

Overall, customers appreciate how Esker's Document Process Automation solution simplifies collection calls, improves interactions with customers, sends past-due reminder letters, allows customers to print invoices, offset account balances, and make payments. Users across various departments have experienced benefits such as faster order processing with reduced errors when processing sales orders and literature orders. Companies have also reported better efficiency from their accounting teams when using Esker for collections management within accounts receivable.

Esker's cloud faxing feature has proven reliable without any issues. Its user-friendly interface enables customers to track progress and generate reports, enhancing the efficiency of customer service teams. With Esker On Demand, customers can eliminate manual keying of orders, reduce human error, and communicate directly with customers through email correspondence.

In summary, Esker offers a comprehensive solution that addresses various pain points within organizations. Its versatile use cases span across departments such as sales, order processing, customer service, accounts receivable, and accounts payable. Users have reported time savings, improved accuracy, more efficient processes, and enhanced communication with customers as they utilize Esker's features and functionalities. With its ability to streamline processes, provide valuable reporting features, and facilitate direct communication with customers, Esker has proven to be a valuable asset for businesses looking to improve their operations. Moreover, Esker has resolved issues such as misplaced invoices and the lack of appropriate approvals in the Accounts Payable department. Users have praised the software for its ease of use and the ability to access and approve invoices from anywhere, providing visibility to the finance team. This level of convenience and transparency has significantly improved invoice processing efficiency while saving time for the AP department. Additionally, Esker's TermSync portal has played a crucial role in collections management and past-due management. By automating past-due reminders, logging collection calls, and accepting customer payments, TermSync has been instrumental in reducing past dues and improving cash flow for organizations. Overall, Esker's Document Process Automation solution is widely used across entire organizations to expedite invoice movement, reduce errors, store customer contact information, facilitate order processing, improve accounts receivable collections, and enhance communication with customers. Customers have found value in utilizing Esker to streamline processes, increase visibility, save time, reduce costs, and ultimately improve their overall efficiency.

Attribute Ratings

Reviews

(1-17 of 17)
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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
I find Esker to be extremely beneficial in keying orders. This allows for a lower risk of error, and expedited order entry. The functionality of the teaching and learning allows for automation. Sometimes, when there is correspondence, it can be bulky in the views. Also, items with higher file sizes can be delayed and sometimes not come through.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Esker is helpful to log collection calls that the whole department has visibility to and to remind me when it's time to reach out again. It's nice to have the collection calls organized for me so then I can jump right in.
April 22, 2021

Esker Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Reminder letters are awesome!
Brett Ray | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Esker On Demand is great for Sales Order Processing order creation. We use it with web services. It can make table read calls, test order creations (simulate order), and help with order creation. They are also working on change order management, but if you have multiple order entry methods or touch points, this feature may not be usable for your company.
February 19, 2021

Esker took the pain away

Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Esker is perfect for a distributed workforce, it means there is now no where for managers to hide. It also makes answering queries easy as the Accounts Payable team can see where an invoice is in the process and if there are any issues that need to be resolved.
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.
Esker works with you to get it where you need it to be.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Esker allows us to send automated weekly reminders for any customers who have past due invoices. The customer can easily click into the email and view their account, print any invoices and even pay directly through the site. This process is very user-friendly and allows the customer to handle their account without us having to reach out for payment.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Esker is doing a great job in the order processing department. When orders are processed quickly and accurately this allows the CSR more time for direct customer interaction.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
For Accounts Payable, invoices used to be submitted via snail mail or email from all of our different locations. Since we have started use of Esker, we have noticed the time it has been saving everyone with processing invoices. It also helps greatly with questions from various vendors that are received on a daily basis.
Chad Molen CSCP, CPIM | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
The sweet spot for Esker is to automate your order management and A/P paper processes. They also excel if you have error prone processes using AI and machine learning. If most of your ordering and invoicing is already electronic, then your return will be much less.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
I feel Esker is well suited for companies that do a high volume of order entry.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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
TermSync has been great for our customers' needs. It's helped us with collections and has helped our dealers with making sure that they keep their accounts current. Working through past due collections is very easy now with Termsync.
Aubrey Dixon | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
I would recommend Esker based on the automation of invoice sending - it is very nice to have a tool that not only stores all of the contact info, but sends the invoices out as well. The tracking feature is great to have to see if the submission was successful. I do think that overall it could be much more user-friendly, but once you know what you're doing, it is not hard software to use.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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
It is well suited for cloud faxing. We are looking at AP/AR scenarios for its use.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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
AutoPay is ideal for us
March 08, 2018

Termsync Review

Ginger Luster | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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
  • Collections calls
  • Email reminders
February 23, 2018

Esker AP On Demand

Kara Camp | TrustRadius Reviewer
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.
Quickly growing companies will benefit from Esker solutions to quickly adapt to increased processing demands. Smaller businesses may benefit but ROI should be considered.
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