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From scattered to structured in three steps

BayWise Payments replaces spreadsheets, WhatsApp reminders, and month-end scrambles with a system every member of the team can see — the cashier, the advisor, the finance manager, and the owner.

Step 1: Configure your financial workflow

Connect your payment processor, set your tax jurisdiction, enter recurring obligations (rent, salaries, insurance premiums), and invite your team. Define payment categories and surcharge rules. If you run multiple locations, configure once at HQ and push to every site.

At Sharma Motors in Mumbai, Priya — the finance manager — configured the entire system in 35 minutes. Payment processor connected, GST rules set, recurring rent and salary obligations entered, three team members invited. The cashier, Arun, was collecting by lunch.

2+ hours with spreadsheet setup30 minutes to first collection
Settings screen — connect processor, configure tax, enter recurring obligations

Step 2: Collect and pay

The Collection Queue is the cashier's home screen. Three buckets — Overdue (red), Due Today (amber), Watch (grey). Start with red. Each card shows the customer, the balance, and the action: record cash, tap card, or send a payment link.

At Santos Body Works in São Paulo, the morning routine changed completely. The cashier opens the queue at 8am, sees 6 overdue items, and starts clearing them. Two by card, one by bank transfer, one by payment link that the customer paid overnight. By 10am, four overdue items resolved — no spreadsheet opened, no finance manager consulted.

For expenses, the Business Tab handles vendor invoices, parts purchases, and recurring payables. Record it once, track the due date, get reminded before it slips.

Chasing invoices from memoryCollection Queue clears overdue items first
Collection Queue — overdue (red), due today (amber), watch (grey)
Payment Link — send via WhatsApp/SMS, auto-records when paid

Step 3: Close the day and measure

5:45pm at Sharma Motors. Arun opens Day Close. The summary shows: 14 inflows totalling ₹1,42,000, 3 outflows totalling ₹31,000, net positive ₹1,11,000. Cash expected: ₹48,200. He counts the drawer: ₹48,100. Variance: ₹100 — within tolerance. He confirms and closes the day.

Total time: 4 minutes. Tomorrow starts with a clean, auditable record.

The CFO Dashboard gives Priya the rest of the picture: DSO is 22 days (down from 38 last month). Three insurer receivables are in the 60–90 day bucket. One vendor payable is overdue. Cash position for the next 14 days is projected positive. She drills into the insurer receivables and sends payment links to the claims teams.

40-minute end-of-day reconciliation4-minute structured day close
Day Close — review inflows, count cash, reconcile variance, lock the day
CFO Dashboard — AR aging, DSO, collection rate, cashflow projection

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