Accounts receivable software
Accounts receivable software for small businesses
The AR Agent is accounts receivable software for small businesses that invoice other businesses. It connects to your books and your inbox, emails customers about overdue invoices, reads what they write back and keeps the case moving until the invoice is paid. When a case needs a decision, it asks you.
What it does
Accounting systems already send basic reminders. The AR Agent handles what happens after them, which is where most of the time goes.
Follows up every overdue invoice
The right email to the right contact at the right time, without anyone keeping a list of who to chase next.
Reads the replies
It works out what the customer is actually saying and what needs to happen next, instead of sending the same reminder again.
Tracks promises to pay
"We'll pay Friday" becomes a tracked promise. If the money has not arrived, it follows up.
Finds what is holding up payment
A missing PO, a request for an invoice copy, the wrong contact: it spots the blocker and works on that.
Stops for disputes
When a customer disputes an invoice, normal chasing pauses and the issue goes to the right person.
Asks you when it needs judgement
Anything it should not decide on its own comes to you as a question, not a guess.
You decide what gets sent
Every email is drafted from the conversation so far for you to approve. Once you trust it, Autopilot can send the routine chasers on its own, and anything that needs a person still comes to you. Every email, promise and blocker stays on the customer's history, and chasing stops when the payment lands in your books.
Works with the tools you already use
QuickBooks
Xero
Gmail
Outlook
QuickBooks or Xero for accounting, and Gmail or Outlook for email. Nothing to migrate: your invoices stay in your accounting system and the emails go from your own mailbox.
Basic reminders or an AR agent?
| Basic reminders | The AR Agent | |
|---|---|---|
| Emails a reminder on a schedule | Yes | Yes |
| Reads what the customer writes back | No | Yes |
| Tracks a promised payment date | No | Yes |
| Spots a missing PO or the wrong contact | No | Yes |
| Pauses chasing for a dispute | No | Yes |
| Keeps the whole conversation with the invoice | No | Yes |
If your customers pay after the reminders your accounting system sends, you may not need more. The AR Agent is for when they reply instead of paying.
Who it is for
- Businesses that invoice other businesses on credit terms, such as net 30
- Teams without a full-time credit controller, where chasing falls on the owner or a finance generalist
- Anyone whose reminders go out but whose customers reply with questions, promises and excuses that somebody then has to deal with
See how it works for trucking, commercial HVAC, plumbing, wholesale, staffing and construction.
What it is not
- An accounting system. It works alongside QuickBooks or Xero rather than replacing them.
- A payment processor. It does not take payments, factor invoices or lend money.
- A collection agency. It does not take legal action.
- A phone or text service. It works by email.
Priced for your business
The price depends on how many customers you chase and how much you want our team to handle. Talk to us about your invoices and we will give you a figure.
Questions
- What is accounts receivable software?
- Software that helps a business collect what its customers owe. That covers tracking unpaid invoices, sending reminders, recording what customers say and reporting on what is overdue. Small businesses usually get the basics from their accounting system; dedicated AR software adds the collections work that happens after an invoice is late.
- Does a small business need dedicated AR software?
- Not always. If a handful of customers pay late and the reminders from your accounting system get them to pay, you may not. It earns its place when somebody spends hours each week chasing, reading replies and remembering who promised to pay when.
- How much does The AR Agent cost?
- It depends on how many customers you chase and how much you want our team to handle. Talk to us about your invoices and we will give you a figure.
- Does it work with QuickBooks and Xero?
- Yes. It works with QuickBooks or Xero for accounting, and Gmail or Outlook for email. Your invoices stay where they are.
- Will it email my customers without me seeing it?
- Only if you switch that on. By default every email is drafted for you to approve. Autopilot can send routine chasers by itself, and anything that needs judgement still comes to you first.