Accounts Receivable Services
Get paid faster without compromising customer relationships. Our Accounts Receivable service automates invoicing, reminders, payment collection and reconciliations so you see predictable cash inflows, lower bad debt risk, and clearer working-capital visibility—powered by cloud accounting integrations and modern payment rails.
Why professional AR matters
Slow collections and unmanaged receivables reduce cash available for payroll, inventory and growth. A proactive AR process turns invoicing into a profit-driving function: timely bills, automated follow-ups, easy payment options, and accurate matching to the books mean fewer disputes, shorter Days Sales Outstanding (DSO), and stronger supplier & lender credibility.
What you’ll gain
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Accelerated cash receipts and reduced DSO so you can free up working capital
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Stronger customer relationships through professional, respectful collection workflows.
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Real-time AR visibility with live aging lists and collection dashboards.
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Fewer errors and faster month-end close via automated payment matching and reconciliation.
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Flexible payment options that make it easy for customers to pay on time.
Core features
Live invoicing & payment links
Create and send invoices from your cloud accounting platform (Xero or QuickBooks Online) with embedded payment links so customers can pay instantly by credit card, Interac e-transfer, or online payment portal.
Automated reminders & tailored follow-ups
Set rules for staged reminders and escalation. Our system sends personalized messages to segmented customer groups—improving collection rates while preserving the client relationship.
Customer segmentation & workflow rules
Group customers by terms, risk profile, or volume to apply appropriate credit terms and follow-up cadence. High-value accounts receive bespoke outreach; low-risk recurring customers enjoy automated billing.
Multi-channel payment acceptance
Offer customers multiple, secure ways to pay—credit card, bank transfer, e-transfer, or recurring autopay. We integrate with leading payment gateways and with Plooto where appropriate to streamline bank transfers and remittances.
Dispute & deduction handling
Capture disputes quickly, route to the right contact, and record resolution steps so deductions are minimized and dispute cycles are shortened.
Automated reconciliation & bank matching
Payments sync back to your accounting system and match to bank feeds automatically, simplifying month-end and reducing manual entries.
DSO & AR reporting
Scheduled AR aging and DSO reports land in your inbox; dashboards highlight high-risk accounts, aging buckets, and projected cash receipts for better cash planning.
Collections support & friendly outreach
Our AR specialists manage polite, professional outreach on your behalf—escalating only when needed—so your team stays focused on operations while collections improve.
How It Works
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We connect your accounting platform and preferred payment gateways and configure invoice templates and terms.
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Invoices are issued with automated payment links and routed into a live AR queue.
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Automated reminders and segmented follow-ups run according to your rules; our AR team performs manual outreach when required.
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Payments post through the chosen gateway or Plooto, then sync and reconcile to bank feeds and ledger entries.
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We deliver regular AR reports, recommendations to tighten terms or credit limits, and a monthly review to track DSO improvements.
Who benefits most
This service is ideal for businesses that rely on timely receivables—professional services, contractors, wholesalers, SaaS and subscription businesses, medical clinics, and any company with repeated invoicing needs that wants predictable cash flow and reduced collection headaches.
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