Sage AR Automation
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.
Customer Success
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 NewellAccounting Manager, MarVista Entertainment
Similar Apps
BigCommerce for Sage 100
Modernize your ecommerce presence and launch a fully integrated B2C and B2B storefront to reach new customers. BigCommerce’s open SaaS solution combines the best of SaaS and API enabled openness with robust Sage 100 integration capabilities powered by IN-SYNCH for Sage 100. <p>IN-SYNCH, In-Synch, enterprise, eCommerce, transactions, processing orders, order processing, customizable</p>
BigCommerce for Sage 100
BillBjorn
Lightning fast automated data entry into Sage Accounting
BillBjorn
Clarity
Clarity helps Sage accountants, bookkeepers & advisors to introduce and/or scale business advisory services using your client's Sage Accounting data. Clarity is a systemised business strategy & goal setting tool that enables business owners to understand and improve their numbers and create a clear strategic plan to build their ideal business.
Clarity
Credit Hound for Sage 100cloud
Credit Hound is powerful collections management software, designed to help you get paid faster and reduce the amount of admin involved in chasing payments. With the automation of many of your everyday credit control processes it will give you more time to focus on other tasks.
Credit Hound for Sage 100cloud
Credit Hound for Sage 50
Credit Hound is powerful collections management software, designed to help you get paid faster and reduce the amount of admin involved in chasing payments. With the automation of many of your everyday credit control processes it will give you more time to focus on other tasks.
Credit Hound for Sage 50
HireHop Equipment Rental Software
Affordable & powerful equipment rental software for rental companies. Manage inventory, jobs and clients with the world's best rental business software.
HireHop Equipment Rental Software
IN-SYNCH
IN-SYNCH enables Sage 100 process automation through real-time data synchronization with any third-party system including e-commerce carts, marketplaces, CRM, 3PL, and more! <p>Sage 100 e-commerce, Sage 100 integration, Sage 100 process automation, BigCommerce, B2B, B2C open SaaS, powered by IN-SYNCH</p>
IN-SYNCH
SYNC
Integrate Sage with your CRM, E-commerce, Service Platforms and more with Commercient SYNC.
SYNC
Simple-Simon
Simple-Simon's smart work order app makes it possible to digitize work orders/job sheets and get rid of the paper hassle. Register your work on the spot via smartphone and tablet and keep track of all work orders via the office module. Save time, money and increase your quality.
Simple-Simon
Swoop Funding for Advisors
Smart tech built by accountants, for accountants As accountants and advisors are called on to help their clients grow - Swoop will work with you to discover the right funding solutions across debt and equity.
