Author: fortis2025

Making Every Checkout Count: Preparing for eCommerce Peak Season

Posted on by fortis2025

Read time: 3 minutes

Every year, the fourth quarter brings both excitement and anxiety for eCommerce businesses. Orders surge, expectations rise, and the margin for error narrows.

Inventory must stay ahead of demand, customer service teams are stretched thin, and checkout experiences are pushed to the limit. Yet amid all the moving parts, one truth remains constant: the path to conversion can be won or lost in just a few clicks.

Before rushing to optimize or overhaul checkout systems, it’s worth asking a simple question—what’s actually driving customers to abandon their carts?

Is it slow page speed? Confusing payment options? A checkout flow that feels disconnected from the rest of the brand experience? Identifying those friction points is the first step toward building a checkout that not only works under pressure but earns trust.

Understanding the Real Challenge

Peak season success isn’t just about handling higher volume—it’s about delivering consistent, seamless experiences when predictability is scarce.

Shoppers and buyers alike expect fast, secure, and frictionless experiences. For B2C, that means mobile-optimized checkouts and trusted wallet options. For B2B, it means flexibility—the ability to process invoices, large orders, and store payment methods while keeping transactions simple and secure.

Both audiences want one thing: to complete their purchase without barriers.

That’s where embedded payments come in.

How Embedded Payments Simplify the Experience

When payments are fully embedded within your eCommerce platform, you remove a major source of friction. Customers stay within your environment, see your branding throughout the process, and complete their purchase without being redirected elsewhere.

With Fortis embedded payments, businesses running on WooCommerce, Adobe Commerce, or BigCommerce can unify their payment experience across channels—online and in-store—while maintaining reliability, speed, and security.

For B2B sellers, Fortis supports complex purchase flows such as quote-to-cash and recurring billing without interrupting the buying journey. For B2C retailers, that same embedded foundation ensures fast, familiar transactions—even at peak traffic.

For partners and integrators, it means faster implementation, stronger customer retention, and scalable growth across every industry vertical.

Partnering for Growth, Not Just Transactions

Behind every Fortis integration is a partnership built for scale. We work with eCommerce platforms, ISVs, and solution providers to help their customers grow confidently through the busy season and beyond.

  • WooCommerce: Streamlined plugin setup that connects directly to the Fortis Gateway.
  • Adobe Commerce: Certified App Assurance Partner, meeting enterprise-grade performance and compliance standards.
  • BigCommerce: Embedded payments for omnichannel checkout and unified reporting across online and retail environments.

These aren’t just integrations—they’re trust-building tools for businesses, partners, and customers alike.

Preparing for the Season Ahead

The brands that win this shopping season won’t be the ones with the loudest campaigns—they’ll be the ones with the smoothest path to purchase.

Diagnosing the problem before delivering the solution is what drives long-term success. That’s why Fortis starts by helping B2B and B2C eCommerce businesses and partners identify friction, simplify payment experiences, and prepare for what comes next.

Peak season doesn’t wait—and neither will your customers.

Ready to optimize your checkout before the peak hits? Talk to our team.

Why Moving to a New Payment Process Takes Less Time Than You Think

Posted on by fortis2025

Your construction payment software is great…until it isn’t. Lack of innovation, expensive transaction fees, and poor integration can cause chaos in a tech stack—especially for construction companies, which often require flexible and nuanced accounting solutions.  

For many CFOs, putting off payment process reform and migrating to a new solution can seem like the best choice. It takes valuable time to set up new payment software. But not as much time as you think. 

A prepared and thorough approach to payment solution migration can help you set up new systems in days, not weeks or months. Before diving into how you can accelerate moving to a new construction payment system, let’s take a look at what factors influence the speed of software migration.  

What Determines the Pace of Payment Software Migration? 

If you have evaluated a payment solution for your construction company, it’s likely you already have the basic information for the big switch. You have assessed your new software’s features. Mobile and offline access, flexibility, compliance, security, and ease of use are all must-have capabilities for construction. The solution’s integration selection—whether it will fit into your current workflow—is another critical factor.  

However, there is more to mapping out the basic solution when it comes to successful and swift adoption. A faster migration to a new payment system relies on additional factors, such as: 

  • Expert involvement during implementation, onboarding and beyond 
  • Detailed process needs and expectations for the new system 
  • Demos of the product in-action 
  • A process for guidance and user feedback 
  • An extensive integration library so the system can scale with you 

3 Tips to Accelerate Switching Payment Systems 

Depending on your construction company’s requirements, there are specific actions that might further speed up the migration process. However, the following three tips will enable you to kickstart your efforts, no matter your configuration.  

1. Collaborate with Experts  

Much like every special project, relying on experts is the key to a seamless transition and execution–full stop. Having a guide through the process that can help you turn your aspirational process map into a functioning, frictionless machine can make all the difference. 

Expert guidance can help you quickly leverage fast onboarding and approvals, cloud-based platforms for instant access, and pre-built integrations with existing software. The right expertise can eliminate tedious setup common with legacy or manual solutions. Furthermore, system experts can optimize your solutions to reduce the need for extensive IT involvement in long-term maintenance.  

Check out Fortis’ free eBook on Cash Flow for Construction Companies. 

2. Take Advantage of Integrations 

Another key factor for success is ensuring your new payment processor can seamlessly fit into your current workflow. Embedded payment solutions are particularly well suited to working with various other platforms, from ERPs to ecommerce applications. Many platforms connect with construction management software as well, which can make adoption smoother.

Plugins & Integrations

Integration infrastructure is so important because of its ability to transfer data quickly. The last thing you want is to waste hours transferring information from one platform to another. Ideally, your payment solution’s integration setup should nix the manual data transfers and replace it with automated, real-time syncing.  

3. Choose User-Friendly Software to Speed Up Time to Launch  

Finally, it’s important to have a modern interface that prioritizes user-friendly designs. Every new software solution, from payments to marketing, requires some level of training. Employees already familiar with digital tools tend to adapt quickly to intuitive payment platforms. However, through employing a well-designed, human-centric software, you can minimize training time.

Top-tier providers will also offer guided onboarding, video tutorials and dedicated support. Ensuring your solution provides this additional assistance can help you scale training with very little effort—and speed up adoption.  

Upgrade Your Process 

Switching providers takes time—but selecting the right payment software can make all the difference. Not only should you be able to rapidly implement your new solution, but an automated platform can reduce payment collection times from weeks to days. Streamlined automated invoicing and reminders improve cash flow without adding extra work for your staff, and you can nearly eliminate manual processing. All of which enables your team to focus on higher-level tasks.  

Of course, how you implement your construction payment software matters. Collaborating with experts, leveraging integrations, and prioritizing usability can all speed up adoption and ensure your tech stack’s longevity.  

Want more expert tips on streamlining cash flow for your construction business? Reach out to a Fortis Guide or a Strategies Group consultant to get a demo today.   

Fortis Secures Strategic Investment from Audax Private Equity and Lovell Minnick to Accelerate Global Embedded Payments Leadership

Posted on by fortis2025

PLANO, Texas, March 12, 2025 /PRNewswire/ — Fortis, a payments technology leader for software providers, ERP customers, and scaling businesses announced today that it has received a joint investment from Audax Private Equity (“Audax”) and existing investor Lovell Minnick Partners (“LMP”). This investment will support Fortis in accelerating its mission to become the global leader in payment technology and embedded commerce experiences for businesses. Fortis, under LMP’s stewardship, has experienced rapid expansion by delivering innovative, technology-driven solutions that empower businesses seeking to seamlessly integrate payments into their software and workflows. Audax and LMP will jointly participate in this growth-oriented recapitalization. This capital infusion positions the company for continued growth and expansion in the rapidly expanding $100 trillion B2B payments market.

“The embedded payments market is undergoing a fundamental transformation, with software platforms needing sophisticated payment capabilities that go far beyond basic processing,” said Greg Cohen, CEO of Fortis. “This partnership with Audax, alongside our long-term investor LMP, provides Fortis with valuable resources to accelerate our product roadmap, pursue strategic acquisitions, and expand our global footprint. We’re not just participating in the future of embedded payments—we’re defining it.”

Since the investment by LMP in 2019, Fortis has expanded its reach across the business-to-business platform and software ecosystem, providing tailored payment solutions that drive efficiency and improved customer and business experiences. “Fortis’ trajectory has exceeded our expectations since we originally invested alongside Jimmy Nafso and the Fortis team five years ago and we are excited about the opportunities ahead as we enter this next stage of growth,” said Trevor Rich, Partner at LMP. “Our new partnership with Audax can help fuel further technological innovation, strategic acquisitions, and channel expansion. We look forward to continuing to help Fortis scale its business and unlock greater value for its customer and stakeholders.”

Through this strategic investment, Audax will join LMP in its partnership with Fortis to enhance the embedded payments journey, enhance product and service offerings, and scale infrastructure to meet the evolving needs of businesses. By leveraging the deep expertise and resources of Audax in scaling middle-market companies and Fortis’ track record in embedded, ERP and business payments, the partnership is poised to strengthen Fortis’ market position and technological capabilities.

“Fortis’ ability to simplify complex, multi-channel payment environments through a single integration point represents an integral link in the payments value chain,” noted Tim Mack, Partner at Audax Private Equity. “In our opinion, the Fortis API unlocks omnichannel strategies for businesses – a powerful value proposition that differentiates Fortis’ software partners, merchants who leverage the technology, and the company itself.”

The investment underscores the increasing demand for embedded payments and digital commerce solutions, as businesses across industries seek seamless, integrated financial technology. Fortis remains committed to delivering industry-leading solutions that empower businesses to optimize payment experiences and maximize potential.

About Fortis


Fortis is the leader in embedded payments for software providers, processing billions of dollars annually by delivering comprehensive payment solutions and commerce enablement to software partners and developers. The company’s mission is to forge a holistic commerce experience, guiding businesses to reach uncharted growth and scale. As the solution of choice for the future of payments, Fortis moves commerce closer to invisible with a proprietary platform that supports and strengthens the commerce and payments capabilities of software partners. For more information, visit fortispay.com.

About Audax Private Equity


Headquartered in Boston, with offices in San Francisco, New York, and London, Audax Private Equity manages three strategies: its Flagship and Origins private equity strategies, seeking control buyouts in the core middle and lower middle markets, respectively, and its Strategic Capital strategy that provides customized equity solutions to PE-backed portfolio companies to help drive continued growth. With approximately $19 billion of assets under management as of June 2024, over 280 employees, and 100-plus investment professionals, Audax has invested in more than 170 platforms and 1,350 add-on acquisitions since its founding in 1999. Through our disciplined Buy & Build approach, across six core industry verticals, Audax seeks to help portfolio companies execute organic and inorganic growth initiatives with the aim of fueling revenue expansion, optimizing operations, and significantly increasing equity value. For more information, visit www.audaxprivateequity.com.

About Lovell Minnick Partners


Lovell Minnick Partners is a private equity firm with a 25-year track record of partnering with growth-oriented companies. LMP leverages deep sector experience and a broad network of strategic advisors to help founders scale their companies at an accelerated pace. The firm collaborates with management teams seeking to achieve long-term success and value creation through organic growth and strategic acquisitions. Since inception in 1999, LMP has raised over $5 billion of committed capital, invested in more than 50 unique platform companies and completed over 200 add-on acquisitions. LMP targets growth-oriented, middle-market companies with a particular focus on companies in the financial services, business services and financial technology sectors. For more information, please visit www.lmpartners.com.

Media/Press Contact:
pr@fortispay.com

Your Guide to Creating a Frictionless Chiropractic Office Experience—From Adjustments to Payments

Posted on by fortis2025

Patients Expect a Seamless Experience—Is Your Practice Delivering? 

Chiropractic care is all about wellness and stress relief, but nothing disrupts a patient’s experience like waiting at the front desk to handle payments. Today’s patients expect the same level of ease from their healthcare providers as they get in retail or hospitality—fast, flexible, and automated payment options. 

However, many chiropractic offices are still tied to manual processes that slow down operations, frustrate patients, and create unnecessary administrative burdens. 

Let’s explore how modern payment solutions can help chiropractors streamline operations, improve cash flow, and enhance the patient experience—while also supporting long-term business growth.

Payments Shouldn’t Interrupt the Flow of Care

Imagine this: A patient completes their adjustment, picks up their supplements, books their next appointment, and walks out the door—without ever stopping at the front desk. 

That’s the kind of effortless payment experience that keeps patients happy, and practices running smoothly.

Why Chiropractors Need a More Patient-Centric Payment Experience:

  • No more waiting at checkout – With stored cards, contactless payments, and text-to-pay, patients can settle their bill easily and walk out stress-free. 
  • Memberships & wellness plans – Offer recurring payment options for patients on maintenance care, ensuring steady revenue and patient retention. 
  • Integration with your EHR – Payments post automatically into your system, so your staff spends less time on billing and more time on patient care. 
  • Patients expect fast, hassle-free payments – Manual processes create friction, interrupting the seamless experience patients expect from your practice.  

By making payments frictionless, chiropractors create a better patient experience, which in turn builds loyalty and retention. 

The Admin Burden: How Outdated Payment Systems Slow You Down

While chiropractors focus on care and patient outcomes, many still struggle with inefficient payment workflows that drain time and energy from their staff. 

Common challenges include: 

  • Manual billing & reconciliation – Processing checks, collecting overdue payments, and chasing down accounts is time-consuming and frustrating. 
  • Disjointed systems – When payment tools don’t sync with chiropractic EHRs, it creates extra work for staff and increases the risk of errors. 
  • Inconsistent cash flow – Without automated payment plans, practices struggle with unpredictable revenue and late payments. 

By adopting integrated, automated payment solutions, chiropractic offices can free up their staff, reduce overhead, and improve financial stability.

Technology That Supports Practice Growth 

Successful chiropractic practices need scalable solutions that support them as they expand—whether that means opening a second location or simply serving more patients efficiently. 

Here’s How the Right Payment System Fuels Business Growth: 

  • Recurring billing & payment plans – Ensures consistent revenue by automating wellness plan payments. 
  • Multi-location scalability – A centralized payment system makes it easy to manage payments across multiple locations. 
  • Advanced reporting & insights – Get real-time visibility into revenue trends and patient payment behavior to make better business decisions. 
  • Chiro-specific tools & automation – Features like ChiroCalculator help create compliant financial care plans, while Inventory Management streamlines product tracking and ordering—saving time and improving efficiency. 

A payment system shouldn’t just keep up with your practice—it should help it grow.

Final Thoughts: It’s Time to Upgrade Your Payment Process 

Your adjustments, treatments, and wellness plans are designed to keep patients feeling great—shouldn’t your payment system do the same? 

By upgrading to a modern, automated payment solution, you can: 

  • Eliminate checkout delays and let patients leave feeling refreshed, from the moment they enter to the moment they leave. 
  • Reduce administrative headaches and free up staff time to focus their attention on patient care.
  • Seamlessly integrate with your EHR to simplify billing, automate reconciliation, and reduce errors. 
  • Support practice growth with scalable solutions that adapt as you expand locations or add new services. 
  • Offer patients the convenience they expect with text-to-pay, stored cards, and contactless checkout—all while keeping your staff focused on care. 

The future of chiropractic payments is frictionless, effortless, and built for growth—and it starts today.

Is your practice ready? Let’s talk.

Schedule a Demo

The Importance of In-Person Business Events in 2025

Posted on by fortis2025

According to current industry trends, in-person events are making a major comeback. 86.4% of organizers aim to maintain or boost the number of in-person events in 2025 compared to 2024. Additionally, 52.1% of organizers have seen a rise in attendance over the past year. This resurgence reflects the growing demand for face-to-face collaboration, networking opportunities, and immersive brand experiences that virtual events often struggle to replicate. 

Businesses are planning to allocate a significant amount more for in-person events in 2025 compared to 2024. According to recent studies, 53.2% of organizers state that they expect their budgets to grow in 2025 compared to 2024. This increase highlights a strong commitment to face-to-face interactions, signaling a shift back to traditional networking and engagement strategies. 

What does that mean for you? If you’re not out there building relationships, others will be. Your competitors will be the ones making connections, nurturing leads, and closing deals. Being at in-person events is not just a social call, but a strategic move to ensure your position in potential partnerships, deals, and critical conversations. These events are where decisions are made, opportunities arise, and lasting impressions are formed. If you’re sitting out, you’re missing the opportunity to build valuable relationships and grow your business, while your competitor is potentially taking your spot. 

In-Person Options  

While sponsoring and exhibiting at events can provide significant value for your company, there is also equally great value in other types of in-person opportunities.  

  • Attend-Walk 

Walking the show floor, engaging in conversations, and/or participating in sessions allows you to personally make connections that can build your network. These in-person interactions are often more personal and memorable than connecting online or over the phone. Additionally, taking your best partners or clients out for dinner and nurturing those relationships can create meaningful moments to strengthen those bonds.  

  • After Hours   

Hosting an after-event party or after-hours dinner can be a powerful way to leave a lasting impression on partners, clients, and prospects. Collaborating with a partner to co-host the event can help share costs and expand your reach, exposing your brand to a wider network of prospects. This strategic approach allows you to maximize your presence by nurturing current relationships while simultaneously creating opportunities to build new ones in an authentic and memorable way. 

The Value of the NetSuite Community  

NetSuite is committed to providing you opportunities for you to connect and gather with like-minded individuals, wherever you are and whatever your goals may be. Whether you’re looking to share ideas, expand your network, or gain new insights, we have something for everyone. From casual social gatherings and Learning Labs to large-scale events, there are numerous opportunities for you to connect, learn, and grow. Here are some in-person opportunities that NetSuite provides:

SuiteWorld 2025  

Oracle NetSuite’s annual conference for the NetSuite community. We’ll be bringing the suiteness back to Las Vegas on October 6-9, 2025! Be the first to hear about SuiteWorld 2025 announcements. Find out more!

SuiteConnect  

“Drive Your Business Forward.” Global conferences sharing the latest local enhancements in the suite, learning and networking. Join us for a transformative, one-day FREE event designed to help bring your business MORE revenue, MORE cost savings, and MORE productivity. Don’t miss the opportunity to accelerate your business transformation. Upcoming in-person events are being held in NYC, São Paulo, Chicago, San Francisco, CDMX, London, Sydney, and Singapore! Find out more!

Meet Up 

“Meet our experts. Learn with peers. Build your network.” Our meet ups provide perfect opportunities for customers to get insight into the latest NetSuite updates, connect with experts that can help address the hottest questions, and network with like-minded peers. Upcoming in-person events are available in Toronto, Denver, and Houston, along with multiple virtual events! Find out more!

Learning Lab – Calling all NetSuite customers! 

Unlock NetSuite’s most useful features – in just a few hours. Join our trainers and learn how to get the most out of the platform, no matter where you are in your NetSuite journey. Join the NetSuite education services team for a half-day of training to expand your knowledge of NetSuite, plus earn continuing professional education (CPE) credit (in select sessions). Join us at an upcoming event in Phoenix, Orlando, or Salt Lake City! Find out more!

Business Grows Here – Calling all future customers! 

Join us for thought-provoking discussions on the unique challenges and opportunities facing local entrepreneurs and executives. Upcoming events will be held in Austin, Birmingham, Boise, Columbus, Grand Rapids, Indianapolis, Jacksonville, Louisville, Milwaukee, Oklahoma City, and Omaha! Find out more!

Women Who Mean Business  

Join NetSuite and expand your network of successful women in cities across North America! Share goals, grow community, and enjoy delicious drinks and snacks with local businesswomen, customers, partners, and NetSuite employees. NetSuite is invested in facilitating a supportive community to boost and advance women’s careers. Meet us in these locations: Orange County, CA, Houston, TX, Chicago, IL, Beverly Hills, CA, and San Francisco, CA! Find out more!

As we move forward in 2025, the value of face-to-face interactions has never been clearer. In-person events are strategic opportunities to build meaningful connections, gain insights, and drive business growth. NetSuite understands this and has designed a comprehensive range of events that cater to diverse businesses. Whether you’re looking to expand your professional network, learn from industry experts, or discover new business strategies, these events offer something for everyone. Don’t miss out on the chance to transform your business, create lasting relationships, and stay ahead of the competition. The future of business is built on personal connections, and 2025 is your year to create them. 

6 Must-Have Features for Construction Payments 

Posted on by fortis2025

Construction billing is anything but simple for most companies. Complex projects, from flooring to roofing and everything in between, require multiple moving parts and lengthy invoicing details. Without a comprehensive and effective billing system, it’s too easy to hemorrhage money. In fact, 82% of businesses cite poor cash flow management as a reason for failure.  

And healthy cash flow begins in accounts receivable (AR). A sound payment collection process is the cornerstone for a thriving construction company. Not only can an efficient and automated AR system ensure you get paid faster, but it also gives you the funds to maintain good relationships with suppliers and contractors, as well as funnel revenue into growth opportunities.  

This is where finding the right technology stack comes in. This step is critical for construction companies, which requires a nuanced and customized approach to billing. While there are some green flags all industries should look for in a payment solution, such as PCI Compliance and timesheets, there are essential features specific to construction-billing. 

To make your search criteria simple, we’ve curated a list of the top six must-have features for construction payments:

  1. Granular Customization 

Construction is one of the most nuanced industries when it comes to billing. Project specifications are extremely detailed, and one minor error or complication can lengthen payment time.  

The best construction payment platforms offer high-degrees of customization. A tailor-made process that makes sense for your company and your customers reduces the likelihood of error, simplifies project coding, and enables you to get paid faster.  

Customization can include project-specific fields for billing, accepted payment methods, alternative payment options such as loyalty programs, and similar settings. And with the right platform, these tailor-made processes are scalable.  

  1. Click-To-Pay 

Click-to-pay functionality has already transformed payment transactions. A recent study from Mastercard found that the checkout conversion rate for click-to-pay transactions was a whopping 96% and the average checkout time was only 1.17 minutes.  

But what is “click-to-pay”? Rather than wasting time and resources on paper invoicing, click-to-pay enables you to send an invoice via email or SMS. And your customer only has to click “pay” to get started. The best payment solutions will enable you to securely save a customer’s payment data—so it really becomes a one-click transaction.  

It’s clear that this capability is an effortless way to accelerate payment time while improving the payment experience for your customers.

  1. Recurring Billing 

There are multiple ways to bill your construction projects—but none are quite as effective for both a construction company and their client as recurring or progress billing. Many construction projects take weeks or months to complete. Clients may be unwilling to pay for such projects all at once. A recurring billing cycle allows you to automate the billing process over time, making it easy to build a consistent invoicing process and build trust with these larger-project clients.  

But recurring billing can streamline smaller projects, too. This method can be an alternative payment strategy for clients with smaller budgets who may need space out payments. Conversely, you can use recurring billing features to better collect retainer-based services, such as contracts for regular maintenance or repairs.  

  1. Invoice Alerts 

What if a customer doesn’t pay immediately? The right accounts receivable (AR) software will make it simple to send alerts, whether that’s a reminder for an upcoming payment deadline or for delinquent payments. 

This seems like a simple feature, but it’s often outsourced to collection agencies or email software. Having invoice payment reminders and alerts built into your payment solution will save time and streamline the process.  

  1. Detailed Reporting 

It’s impossible to improve what you don’t track, which is why an automated reporting dashboard can make it easier than ever to spot bottlenecks and opportunities for revenue growth. The best construction AR software will provide you with enhanced reporting tools.  

In particular, a robust reporting feature tracks authorizations, transaction history, transaction summaries, day-sales-outstanding (DSO), and late payments. Every report should be automatically generated and accessible online. 

Fast and accessible reporting will make it easier than ever to make critical business decisions, from determining which suppliers to stick with to how to optimize your cash flow.  

  1. Integrations 

You will most likely be using your AR software in conjunction with your ERP or other accounting solution. That’s why one of the most key factors to a successful adoption of a new AR tool is seamless integrations. Your AR tool should be able to plug-in and sync data from your other construction project software, whether that’s Sage, NetSuite, or another accounting tool.

Take Your Construction Billing to the Next Level 

From customizing your invoices and AR process to implementing consistent recurring billing, invoice alerts, and click-to-pay links, there are several ways to maximize your revenue without adding more work for your billing team. These six features offer the fastest route to improving your AR process and creating a healthy construction company cash flow. The only question left is which payment platform can you trust?  

As an award-winning API, Fortis offers these features and more. With an incredibly versatile AR system, industries from construction to manufacturing and hospitality can streamline their revenue, get paid faster, and improve reporting.  

Book a call with one of our guides today to learn more. 

The Benefits of Choosing an Embedded Payment Processor in NetSuite 

Posted on by fortis2025

In today’s fast-paced business landscape, payment processing isn’t just a back-office function—it’s a critical part of delivering seamless experiences. For NetSuite users, the decision to opt for an embedded payment processor can transform financial workflows, improving everything from operational efficiency to customer satisfaction.

Core Benefits of Embedded Payment Processing 

Embedded payment processing within NetSuite provides a foundation of core benefits that make daily financial operations more effective. By keeping payment processes within the NetSuite ecosystem, businesses experience six key advantages:

  1. Efficiency
    By eliminating the need to toggle between multiple systems, this solution saves time, reduces errors, and improves operational efficiency. Keep all accounts receivable (AR) data in your NetSuite dashboard. 
  2. Cost savings
    By keeping sensitive financial data within the highly secure NetSuite environment, you minimize the resources required to stay compliant, saving both time and money. 
  3. Improved customer satisfaction
    An integrated processor streamlines operations with automated bill capture, approval, and payment reconciliation, reducing delays and errors associated with manual processes. This ensures faster service and enhances customer satisfaction. 
  4. Faster cash flow
    When payments are processed within the same system as your accounting and ERP, cash flow improves significantly. NetSuite’s payment solutions speed up payment processing times, getting funds into your account faster and helping you maintain a steady cash flow. 
  5. Increased control
    Embedded solutions provide greater visibility and control over every transaction. You have access to detailed transaction data directly within NetSuite, empowering your team to make data-driven decisions that support long-term growth. 
  6. Improved profitability
    With NetSuite AP Automation, embedded payment solutions allow businesses to process bills and pay vendors faster and more efficiently. By optimizing these back-office processes, businesses can reduce overhead and boost profitability.

Why Choose Fortis for your NetSuite Integration? 

The choice of an embedded payment processor within NetSuite is a strategic decision that offers businesses a host of advantages. As one of only two payment processors built for SuitePayments, Fortis brings a 20-year partnership with NetSuite and a reputation as a trusted solution among NetSuite reps, merchants, and partners. By choosing Fortis, you gain not only a natively integrated solution but a dedicated team that understands the unique needs of NetSuite users.

Contact us today to learn why Fortis is the best payments partner for your business and how we can help you create remarkable, seamless payment experiences within a unified system.    

Fortis and Xina AI Join Forces to Revolutionize Restaurant Ordering with Integrated AI and Payment Solutions

Posted on by fortis2025

Xina’s voice-ordering and payment solution boosts the customer experience for hospitality businesses

PLANO, Texas, Nov. 15, 2024 /PRNewswire/ — Fortis, a payments technology leader for software providers, ERP customers, and scaling businesses, today announced its partnership with Xina AI, a revolutionary voice-ordering application designed to streamline the ordering process for restaurants and hotels. This collaboration strengthens the shared vision of both Fortis and Xina AI to help businesses reduce inefficiencies and deliver a superior experience by combining Fortis’ trusted payment processing with Xina’s AI-powered ordering platform.

The integration offers tangible benefits to both businesses and their customers by reducing wait times, ensuring order accuracy and providing greater flexibility in menu customization. This directly translates to increased efficiency, lower labor costs, improved customer experience and data-driven insights.

“This partnership marks a significant step forward for the restaurant industry,” said Carl Sconnely, CEO of Xina AI. “By combining Xina’s AI-powered ordering system with Fortis’ secure payment processing, we’re offering restaurants a comprehensive solution that will revolutionize the way they operate.”

Xina AI harnesses artificial intelligence (AI) and natural language processing (NLP), enabling customers to place voice orders and remove the need for menus or touchscreens. The AI intuitively responds to prompts, creating a seamless, conversational experience. The platform also offers easy menu customization, personalized upsell suggestions, and real-time order tracking, allowing customers to track the status of their orders instantly.

Fortis’ integration ensures that Xina AI users benefit from seamless, secure payment processing within the app including features like:

  • Enhanced Security: Fortis adheres to industry standards like PCI DSS, protecting both business and customer financial data.
  • Payment Flexibility: The partnership offers multiple payment options, including credit and debit cards, mobile payments and gift cards.
  • Scalability: Fortis’ payment system scales effortlessly to handle higher transaction volumes as businesses grow.
  • Compliance: Fortis helps businesses meet regulatory requirements such as GDPR and PCI DSS, ensuring compliance with relevant laws.

“Fortis is excited to partner with Xina to empower restaurants and those in hospitality with cutting-edge technology that enhances both operational efficiency and customer satisfaction,” said Greg Cohen, CEO of Fortis. “By integrating our secure payment processing with Xina’s innovative voice ordering platform, we’re providing a faster, more convenient ordering experience for guests while streamlining back-office operations.”

Now, businesses using Xina AI can boost their operations, increase revenue, and provide customers with a better, more modernized experience. 

Press Contact
Oliver Stephenson
Oliver.Stephenson@fortispay.com

About Fortis
Fortis is the leader in embedded payments for software providers, processing billions of dollars annually by delivering comprehensive payment solutions and commerce enablement to software partners and developers. The company’s mission is to forge a holistic commerce experience, guiding businesses to reach uncharted growth and scale.  As the solution of choice for the future of payments, Fortis moves commerce closer to invisible with a proprietary platform that supports and strengthens the commerce and payments capabilities of software partners. For more information, visit fortispay.com. 

About Xina
Xina is a revolutionary AI-powered voice ordering platform designed to transform the dining experience for both restaurants and customers. Xina’s innovative platform uses natural language processing to allow customers to place orders quickly and easily using their voice. Additionally, Xina provides restaurants with valuable data insights to improve operations and enhance customer satisfaction.

The 5 Types of AR Automation that Generate Growth

Posted on by fortis2025

Accounts receivable (AR) automation has become a crucial tool for businesses aiming to improve cash flow and reduce time spent on manual tasks. We will explore some known and some overlooked strategies you can consider when your business is scaling up. 

An extensive study from PYMNTS found that 91% of mid-sized firms that have fully automated their AR process have experienced increased cash flow, savings, and growth. Investing in AR automation also enables businesses to say goodbye to chasing late payments, long payout times, and shallow data collection. 

With different types of automation tools available, companies can streamline invoicing, payment collection, and cash application to enhance overall financial efficiency. In this article, we’ll cover five types of AR automation and how they can benefit your business.

The 5 Main Types of AR Automation

  1. Invoicing Automation 

Manually sending, processing and following up on invoices takes a significant amount of time for accounting departments. According to Ardent Partner’s Account Payable Metrics that Matter in 2023 report, processing invoices can take almost 20 days—but with automation, it can take as little as 3.7 days.  

Automation eliminates these manual repetitive tasks, ensuring that accounting professionals only have to focus on unique cases and have more time for other responsibilities. For example, you can automatically send invoices based on customer preferences, such as an email or a one-click payment portal. Recurring payments further streamlines the process, ensuring that you always receive payments on time.

  1. Payment Processing Automation 

When your business needs to collect on a payment, providing antiquated payment options can drag out the collection process and cause dissatisfaction. Payment collection automation uses technology to simplify the payment process. The solutions-providers who are thinking about user interaction first and foremost often incorporate payment portals where customers can view and settle their invoices all in one place. These platforms allow businesses to offer various payment options, such as credit cards, ACH transfers, and digital wallets. All of these options make it easier for customers to pay on time.  

However, this use case for automation doesn’t end with the initial invoice. One of the most important features is automatic reminders for overdue invoices, which reduces the time AR teams spend on follow-up. As a result, they reduce or eliminate human error and improve accuracy.  

  1. Cash Application Automation 

Cash application, the process of matching incoming payments to outstanding invoices, also lends itself to automated tools. Cash application inaccuracies or simple human error can cost accountants mental anguish and will take unnecessary time from the more important functions of the finance team. These solutions match payment transactions to invoices and apply cash to the correct accounts.  

Human error, in particular, is a frequent and costly challenge businesses face. In one study, 78% of finance professionals believe employees make mistakes with manual processes. Automating cash applications significantly reduces manual touchpoints for processing, enabling the AR team to avoid expensive mistakes without slowing down payment processing.  

  1. Credit and Collections Automation 

Manually running credit for your customers is no longer an option when scaling. Credit and collections automation includes tools that assess customer creditworthiness and prioritize collection efforts. Automated credit assessment tools analyze data points to determine a customer’s ability to pay, while collections tools identify high-risk accounts and automate follow-up actions. These solutions allow AR teams to focus on accounts that need the most attention rather than depending on random spot checks.  

  1. Reporting and Analytics Automation  

Reporting is essential and tracking with Excel is not usually the ideal path forward for growth. Reporting and analytics tools use data from AR processes to provide insights into payment patterns, customer behavior, and cash flow trends. By automating these reports, finance teams can quickly identify issues, such as customers who habitually pay late or trends in overdue invoices, and make data-driven decisions to improve cash flow management. 

Each type of AR automation brings efficiency gains to specific aspects of accounts receivable, allowing businesses to reduce costs, improve cash flow, and provide a more seamless payment experience for customers.

Turn Payments into a Strategic Asset 

Why automate accounts receivable? Beyond the reported cost and efficiency benefits, AR automation enables accounting teams to transform payments from an expense into a strategic revenue driver. With time saved from automating manual data-entry tasks, finance professionals can spend more time delving into payment strategy and finding new opportunities to improve cash flow. 

The right payment partner can help. 

With an award-winning payment API set, Fortis offers a robust solution for automating AR processes for businesses of all sizes. Merchants can leverage a number of features from Fortis, including: 

  • No external integrations—see all of your data in one place 
  • Eliminating risks associated with manual data entry 
  • Complete AR Dashboard in NetSuite’s native dashboard 
  • Automated invoicing and follow-up for faster payment 

Discover how Fortis can transform your payment process with our AR automation features.