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Sage AR Automation

Get paid 30% faster with Sage AR automation

Issuing 1,000+ invoices a month? Make collections and invoice payments easier for you and your customers.
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Product features

Automate collections. Stay in control. Deliver a better customer experience.
Spot high-risk accounts early and take action before payments go overdue using third-party credit reports and dynamic payment behavior scoring.
Help customers easily see what's due, when it's due, and make payments (credit card, debit, and ACH) through a secure self-service portal that automatically syncs with your ERP.
Stop manually chasing payments with customizable, multi-channel collections workflows that adapt to any scenario, no matter how complex.
Keep collectors focused on the accounts that matter most for cash flow with automated task lists that update in real-time as payments come in.
Turn trapped receivables into cash and resolve disputes fast with customizable workflows that can fit any business model.
Get a clear view of future cash collections with a four-factor cash flow projection based on promise-to-pay, expected payment date, predicted payment date, and actual due date.

Reduce cash flow uncertainty while making collections less painful

41M+ invoices handled

$188B in receivables managed

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Manual AR effort cut by 73%

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Implementation

Success isn't just about features, it's about support. Our expert implementation and training service gives you complete confidence from the get-go.

Week 1 - Kickoff call/system audit
Week 4 - Account setup/sync setup/email setup/document support
Weeks 6-8 - Data verification/document and report review/training
Weeks 9-10 - Final review/advanced user training
Week 11 - Go live!

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Jordan Newell

Accounting Manager, MarVista Entertainment

"Sage AR Automation has allowed our team to focus on bigger issues. Automation gives us back time to focus on important items like vendor and IRS forms, so we can get paid. It allows us to indirectly improve our DSO by having time to focus on those issues."

Choose the right plan for your AR needs

Select a plan that fits your needs with our clear, tier-based pricing and flexible add-ons. No surprises, just full AR control.


Essentials

Standard

Pro

Key features

Third party credit checks
Proprietary dynamic credit score
Invoice presentment
Customer portal
Supplier portal
Automatic payment reminders
Notes and collaboration
Dynamic activity management
Collections goal management
Customizable collections cadences
Multi-channel collections
Dispute logging
Dispute categorization
Dispute management
Payment portal
Payment acceptance (credit card, debit, ACH)
Credit card surcharge
Payment scheduling
Multi-currency
Online payment cash application
Aging reporting
Cash flow forecasting
Bi-directional ERP data flow
Email sync
Multi-entity
CRM integration

Integrations

Sage AR Automation connects to over 40 ERPs including Sage Intacct, X3, Sage 100, Microsoft Dynamics, and more.
Epicor logo Intuit QuickBooks

Ready for accurate, real-time AR reporting and collections management?

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Schedule a demo

Explore Sage AR automation with an expert from our team to see how it can work for your business.
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Request pricing

Reach out here to discuss pricing options. We'll be in touch within 24 hours.
Request pricing

Frequently asked questions

Accounts receivable (AR) automation is software that helps your AR team collect invoice payments faster and automate time-consuming collections work. With Sage AR Automation, your finance team can manage growth without increasing overhead—while improving your customers’ payment experience.

 

Schedule a product demo

Sage AR Automation is ideal if your business: 

  • Sends at least 1,000 invoices per month.
  • Has a dedicated collections employee or team.
  • Operates in industries such as manufacturing, technology and software, distribution, construction, financial services, business services, logistics, and agriculture.

Sage AR Automation integrates with 40+ ERPs, including:

  • Sage Intacct, X3, 300, 100
  • Microsoft Dynamics
  • And many more

Integration time depends on your specific customization needs.

Not at all. Over 53% of our users have customers making payments through our self-service portal, and 70% report their customers use the portal at least once. It's designed to be intuitive for everyone involved.

AR automation software is typically used by collections agents or teams. Sage AR Automation however offers multiple types of user profiles for those who manage collections day to day and those who want to keep watch over collections activities like collections managers, controllers, or CFOs.

Sage AR Automation currently integrates with 10 payment processors including Paya, Worldpay, Cardknox, SoulPay, Repay, FortisPay, Stripe, and others.

Yes—you can enable credit card surcharging for customer payments through Sage AR Automation.

Pricing depends on the tier you select. Most customers pay between $10,000 – $25,000 annually, plus any applicable payment processor fees.