Get paid faster, reduce delinquency risk, and simplify collections—no complex integration required. Get invoicing and payment automation for your small business.
Why AR Automation?
AR Automation helps you get paid faster and improve cashflow. Improve growth and customers relationships without the risks of manual invoicing.
Collections that work for customers
Empower your customers with a self-service portal to view, pay, and manage invoices with ease. No more questions about what’s owed or how to pay.
Quicker and easier cashflow visibility
Spot issues affecting cash flow and prioritise collections with up-to-date dashboards and balance insights.
Simpler collections that take less effort
Automate payment reminders and messaging for hassle free collections. Cut back on chasing customers and ad-hoc communications.
Fast set-up and faster Return on Investment
Easily connect to your accounting system and start automating collections in just a few clicks. No need for difficult integrations or costly set ups.
AR Automation features
Discover how AR Automation improves cash flow, collections efficiency, and customer payment experiences.
Present invoices
Self-serve customer onboarding: Allow customers to share and verify their business information independently
Customer Account Portal: Provide customers with a self-service portal to view, update, and pay invoices
Invoice delivery: Deliver electronic invoices through a customer portal, magic links, and emails
Invoice notes and collaboration: Add notes and exchange messages with customers directly on invoices through a portal
Invoice status tracking: Monitor invoice statuses, including acceptance, disputes, and rejections
Follow-up on payment
Customer debt identification: Identify customers and invoices with outstanding balances in one place
Automated payment reminders: Automate payment reminders for unpaid or upcoming invoices
Pre-built and customisable messaging templates: Customisable email templates to communicate overdue invoices, account statuses, or invoice details
Accept payments
Online payment acceptance: Allow customers to pay use using Stripe and PayPal through a payment portal
Multi-currency payment: Accept payments in currencies other than your default currency
Invoice payment tracking: Track when invoices are paid to maintain accurate records
Match payments to invoices
Online payment-to-invoice matching: Automatically match online payments to corresponding invoices
Confirmation updates: Automatically record accepted payments into your accounting system
Manage disputes
Keep track of disputes: Log disputes with descriptions of customer issues
Categorisation of disputes: Classify disputes by type to streamline resolution processes
Understand cashflow
Aging analysis: evaluate invoice aging to manage cash flow and prioritise collections
Customer account activity: Monitor customer account standings for better decision-making
Experience enhancers
Multi-Entity Management: Handle multiple business entities under one system while keeping operations separate
Localisation: Support for local languages and currencies based on country of origin
Single ERP Connector: Use a standardised connector for seamless integration with Sage products
