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Home/Accounts Receivable Automation
Accounts Receivable Automation

AR Automation Is the Mirror of AP. The Bottleneck Is the Same: Systems Not Talking.

Invoicing, payment matching, and collections are usually three different tools, or three different habits, that someone has to reconcile by hand. We connect them so an invoice goes out, gets matched to the right payment, and triggers a reminder only when it's actually overdue, without someone running that process manually every week.

What AR automation actually requires

Sending an invoice is the easy part. Most billing software already does that. The harder part is what happens after: matching an incoming payment to the right invoice when the amount or reference doesn't line up exactly, and knowing which overdue accounts actually need a human call versus an automatic reminder.

When those steps aren't connected, 'automated' AR becomes a spreadsheet someone updates by checking the bank feed against open invoices by hand. The automation only pays off when invoicing, payments, and collections are actually working off the same data.

One of our recent projects

Shopify retailer

Shopify to QuickBooks sync

The problemShopify sales landed in QuickBooks as one number a day. Every month somebody spent half a day working out why a payout didn't match.

A retailer's Shopify sales synced into QuickBooks as one number a day, and every month someone spent half a day working out why a payout didn't match. We rebuilt the sync to itemize by product category, use real product costs, and match each payout to the orders, fees and refunds behind it. The half-day reconciliation became a five-minute check.
Fix mine →See how we work with QuickBooks

What We Connect

01

Invoices created from the order, not re-typed

A closed deal or fulfilled order creates the invoice with the right terms and line items automatically, instead of someone rebuilding it from the original quote.

02

Payments matched, not guessed at

Incoming payments matched to open invoices even when the amount, reference, or payer name doesn't line up exactly, instead of a person checking the bank feed line by line.

03

Collections that escalate on your rules

A reminder at 7 days, a call task at 30, an account hold at 60, triggered automatically by how overdue an invoice actually is, not by someone remembering to check.

04

Aging reports that are always current

Real-time aging by customer and invoice, pulled straight from what's actually been paid and matched, not a report that's accurate as of last Friday.

05

Credit holds that update themselves

A customer crossing a balance or days-overdue threshold flags automatically wherever your sales team checks account status, before a new order gets approved by mistake.

The result isn't a faster invoice. It's receivables that collect themselves on your rules, so cash shows up without someone running the whole process by hand every week.

Software we connect for this

QuickBooksNetSuiteXeroSage IntacctStripe
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Still matching payments to invoices by hand?

Tell us how you invoice and how customers pay. We'll tell you what's actually missing between them.

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Questions people ask

What is accounts receivable automation?

Automating the invoice-to-cash cycle: generating invoices, matching incoming payments to them, and escalating collections on overdue accounts, without someone manually reconciling a bank feed against open invoices.

Does this mean replacing our accounting software?

No. QuickBooks, NetSuite, Sage Intacct, or Xero stays your system of record. What we build connects it to how customers actually pay you and how your team actually invoices.

We get paid through Stripe and by check. Does this handle both?

Yes. Payment matching needs to work across however customers actually pay, card processors, ACH, and checks included, not just the one that's easiest to automate.

How does this avoid chasing customers who already paid?

Collections only trigger off invoices that are actually unmatched to a payment, so a customer who paid by a method that's slower to post doesn't get a reminder they shouldn't.

Is the quote really free with no obligation?

Yes. Tell us what you need, we'll tell you what it takes and what it costs. You decide from there.

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Tell us the one thing your team does manually that eats up time. We read every message and reply within a day.