Upload and reports
Bulk portfolio upload and reports in Excel
Upload your client’s database, with alerts for repeated debtors, and download reports for each stage in Excel.
Companies that trust Recu
Bulk upload
Upload your portfolio without starting from scratch each time
Upload by tabs
Debtors, collection profiles, obligations, and additional fields, each on its own tab.
Repeated debtor alert
If the debtor already exists on the platform, it alerts you.
Excel of what you filled in
Download the Excel of what you filled in so you don’t have to redo it if the upload fails.
And also
Built for your team's day-to-day work
Everything a case needs, in a single upload
You upload the parties and debtors, the collection profiles (late-payment interest and fees), the obligations (promissory note, invoice, loan), and additional fields such as currency, payments, and precautionary measures.
Excel reports for each stage
Generate an Excel with the information of each stage: debtors, lawsuits, and obligations.
Reports
What the report for each stage includes
Debtors
The debtors’ information for each stage.
Lawsuits
The lawsuits’ information.
Obligations
The obligations’ information.
How it works
From database to report, in four steps
01
Prepare your database
Gather debtors, collection profiles, and obligations.
02
Upload by tabs
Upload each group of data on its own tab.
03
Fix what's needed
Download the Excel of what you filled in so you don’t have to redo it.
04
Download your reports
An Excel with the information of each stage.
Frequently asked questions
What people usually ask us about upload and reports
Parties and debtors, collection profiles (late-payment interest and fees), obligations (promissory note, invoice, or loan), and additional fields such as currency, payments, and precautionary measures.
The platform alerts you.
You can download the Excel of what you filled in so you don’t have to redo it.
An Excel with the information of each stage: debtors, lawsuits, and obligations.
Promissory note, invoice, and loan.
More of the platform
Upload and reports are one part of Recu
Multichannel collection
WhatsApp, phone, email, and SMS from one place.
Case and agreement management
Tracking of each obligation, partial payments, and payment agreements.
Court case monitoring
Receive updates from the judicial branch without searching for them.
See how Recu uploads and reports on your portfolio
Tell us the size of your portfolio and we analyze it at no cost. Afterwards you can schedule a demo with our team.
We analyze your portfolio at no cost
Fill out this form and our team will contact you. Your data will be used exclusively to analyze your case.
