Every client’s balance, in real time.
Traza is the accounts-receivable and collections system for distributors and wholesalers. Centralize delivery notes, balances, payment orders and checks in a single platform — no spreadsheets.
Outstanding balance
$ 113.545.274
As your business grows, spreadsheets stop keeping up.
If you sell on credit, you know both sides of this.
- ✕ You’re never quite sure how much each client owes you.
- ✕ Balances live in a spreadsheet only one person understands.
- ✕ Untracked checks and due dates that slip by.
- ✕ Building an account statement takes hours of manual work.
- ✓ The exact balance of every client, always available.
- ✓ Your whole operation in the cloud, accessible to your team.
- ✓ Checks and due dates under control in a single panel.
- ✓ The account statement generated in seconds.
Zero
spreadsheets
100%
in the cloud
Real time
always up-to-date balances
One platform
for all your collections
Your business, under control.
Traza replaces spreadsheets with a platform built for the day-to-day operation of a distributor.
Clients & accounts receivable
Debit, credit and balance for every client, continuously updated.
Delivery notes & shipments
Record deliveries with line items; they post automatically to the client’s account.
Payment orders
Record partial or full payments and reconcile balances accurately.
Checks
Check portfolio with statuses: in portfolio, deposited, cleared, bounced or endorsed.
Balances & statements
Per-client ledger, with date filters and PDF/Excel export.
Real-time dashboard
Outstanding balance, debit vs. credit and monthly trend in clear metrics.
Easy to operate, complete under the hood.
Real screenshots of the system in action.
Your business at a glance, live.
Total outstanding balance, active clients, total debit and credit, plus monthly-trend and balance-per-client charts. Everything updates automatically as you record deliveries and payments.
- ✓ Real-time metrics
- ✓ Debit vs. credit charts
- ✓ Excel export
A full ledger for every client.
Every movement —delivery notes, shipments and payments— with debit, credit and running balance. Filter by client and period, and generate the statement in seconds.
- ✓ Detailed receivables
- ✓ Date and client filters
- ✓ PDF statement
Who owes you, and how much.
Your client list with debit, credit and balance at a glance. Create, edit and full history, without losing information.
- ✓ Balance per client
- ✓ Quick create & edit
- ✓ Full history
Up and running the same day.
Load your client base
Import or create your clients with their data. Ready to operate in minutes.
Record deliveries and payments
Every delivery note and payment posts automatically to the receivable account.
Review balances and reports
Instantly see what each client owes and how the period is trending. Export whenever you need.
Built for everyday use.
Cloud-based
Access it from the office, from home or from your phone. No installs.
Real time
Every movement updates balances and reports instantly.
Multi-user
Add your team with different roles and permissions.
Export
Statements and reports to Excel and PDF in one click.
Secure
Protected, backed-up data, accessible only by your team.
Simple
Designed to be used without lengthy training or manuals.
For any business that sells on credit and needs control.
If you manage receivables, delivery notes and checks, Traza adapts to your operation.
Common questions.
No. Traza is 100% web-based: access it from any browser, on desktop or mobile. There’s nothing to install or update.
Start taking control of your accounts today.
We’ll walk you through Traza in a 20-minute demo, using a case similar to your company. No commitment.