For finance teams and controllers: Reliable data from the field. Not a photo of a notebook.
Orders and visit notes arrive structured, on the right account, the day they happen. Overdue debt is flagged before anyone asks, and every figure matches the ERP to the cent.
“Who's more than 14 days overdue?”
| Customer · invoice | Amount | OverdueDays overdue |
|---|---|---|
| Casa MouraFT 2026/0912 | €18,400 | 47d |
| Lusomar FoodsFT 2026/0987 | €21,300 | 41d |
| Agro Vale SousaFT 2026/1033 | €9,650 | 36d |
| Ribeira HotelsFT 2026/1058 | €12,500 | 33d |
draft_email·4 reminders ready
Nothing sent without your OK
Before the close
Who's overdue, and the reminder ready.
A question in chat
What changes
Less chasing, more control.
Three accounts, €47,300 in total. The oldest is Minho Agro at 22 days. Shall I draft the reminders?
Collections
Debt by customer, overdue alerts and reminders sent with approval.
02Structured orders
In Cegid PHC, orders arrive as unsigned draft invoices, ready to review.
03Checked to the cent
The ERP's invoicing rules, applied every time; "I don't know" when data is missing.
Access by topic
Reps can see sales without seeing margins or purchasing.
FAQ
Frequently asked questions.
No. She reads the ERP and never posts final documents. Orders confirmed in Cegid PHC land as unsigned drafts for the back office to review.
Yes — they've been checked to the cent against the ERP's own overdue-accounts report.
Yes. Access is set per person, per company and per topic, and every CRM change is logged.
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- Reliable numbersEvery figure comes from a real query. When she doesn't know, emily says so.
- Ask your ERPSales, invoicing, debts and stock — asked out loud, answered in seconds.
- For business ownersVisibility without reports: just ask how the business is doing.
- Cegid PHCSales, margins, balances, stock and draft orders — by voice, straight from PHC.
Ready to get your team talking to the ERP?
Book a demo with your team, or leave your number and emily calls you now. No credit card for the initial evaluation.
Leave your number and emily phones you within minutes: a real conversation about your sales day.