Businesses often deal with repetitive tasks like invoicing, payment reminders, and updating records. AR Automation allows you to automate these tasks, saving time and reducing mistakes.
Send a secure link to each customer, giving them access to their Customer Account Portal. In the portal, customers have access to update their records, plan payments, and download invoices. Using a magic link.
Use built-in templates to inform your customers about payments due, outstanding invoices, and more. Sending batch messages.
Schedule automated messages to customers at specific times for consistent communications without manual intervention. Automated messaging settings.
Manage customer information in one place, tracking interactions and communications. Understand My Network.
View and sort all transactions, send messages, and export data from this dashboard. Understanding transactions.
AR Automation is designed to make accounting work easier and expedite payments.