What AR Automation Should Include
AR automation that embraces Sage's business role customizations
AR Automation Features
We help companies collect cash faster through key platform features:
Automated Customer Communications Connect with more customers, faster using automated communications. Optimize your invoice communication workflow by leveraging our best-in-class library of templates and rules that can easily adapt to match your specific requirements across the entire customer lifecycle.
Collections Activity Management Connect your team with critical customers and convert trapped receivables into cash. Leveraging an automated next best activity list and a comprehensive view of each customer’s account and collections status, your team can quickly and efficiently resolve payment issues, drastically reducing days sales outstanding (DSO).
Customer Self-Service Connect customers directly to their accounts online to accelerate payment timeliness and accuracy.
Enhance the customer experience and ease-of-use with secure, password-free online account access to manage invoices and account statements, send messages, and increased payment options.
Cash Application Management Connect customer remittance to the right invoice automatically, making real-time payments a reality.
Fast-track cash application by automatically aggregating remittance across multiple sources and linking them to the right customers and invoices, putting cash in your accounts faster.
Forecasting and Reporting Connect key stakeholders with visibility into cash flow and DSO with custom reports and automated distribution.
Why invest in AR Automation?
- Highly configurable with Sage business rules and workflows
- The platform seamlessly brings over all your customer data from Sage directly in our solution at the customer invoice, payment and contact level
- Customizable reporting attributes permitting Sage clients to configure workflows the way you want
- Ability to post online or import cash applications
- Change contact level information associated with a previously issued invoice
- Reporting workflows based on your existing mapping
- Multi-entity support
- Customizable push and sync frequency
- Frees up AR staff to focus on more value-added initiatives.
Don't just take it from us, take it from our client champions!
“Prior to Sage AR Automation, we didn’t really have a set workflow where we could track invoice correspondence, simply by just clicking on the invoice and seeing the history of follow ups. It was a pretty time-intensive process, especially in Q3 and Q4.”
“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.”Jordan Newell
Accounting Manager, MarVista Entertainment
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