Automate and Simplify Your Accounts Receivables
Automate and Simplify Your Accounts Receivables
Automate and Simplify Your Accounts Receivables
Implementing accounts receivable automation helps your business minimize human error, speed up payment processing, and keep your financial team in sync. Streamline repetitive tasks and gain instant visibility into each transaction for total control.
Implementing accounts receivable automation helps your business minimize human error, speed up payment processing, and keep your financial team in sync. Streamline repetitive tasks and gain instant visibility into each transaction for total control.
Implementing accounts receivable automation helps your business minimize human error, speed up payment processing, and keep your financial team in sync. Streamline repetitive tasks and gain instant visibility into each transaction for total control.
Trusted by over 700 companies
Trusted by over 700 companies
Trusted by over 700 companies
A Unified Solution for AR Excellence
A Unified Solution for AR Excellence
A Unified Solution for AR Excellence
Our accounts receivable automation software merges invoice processing, quote tracking, multi-level approvals, and consolidated client data into one seamless system. It easily connects with platforms like XERO, SoftLedger, QuickBooks, NetSuite, and Slack, offering complete audit trails and up-to-date reporting to keep your operations agile and compliant.
Our accounts receivable automation software merges invoice processing, quote tracking, multi-level approvals, and consolidated client data into one seamless system. It easily connects with platforms like XERO, SoftLedger, QuickBooks, NetSuite, and Slack, offering complete audit trails and up-to-date reporting to keep your operations agile and compliant.
Our accounts receivable automation software merges invoice processing, quote tracking, multi-level approvals, and consolidated client data into one seamless system. It easily connects with platforms like XERO, SoftLedger, QuickBooks, NetSuite, and Slack, offering complete audit trails and up-to-date reporting to keep your operations agile and compliant.
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Power Up Your AR Processes
Power Up Your AR Processes
Automate financial workflows to save time and cut errors
Take full command of invoicing, approvals, compliance tracking, and data integration using one advanced accounts receivable automation platform built for reliability and transparency.
Fast, Automated Invoicing
Fast, Automated Invoicing
Fast, Automated Invoicing
Instantly create and deliver invoices or quotes with minimal manual input. Thanks to accounts receivable automation, templates and auto-fill fields cut down errors while ensuring every document is tracked from creation to payment.
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Efficient Approval Paths
Efficient Approval Paths
Efficient Approval Paths
Build approval chains that suit your business needs. With accounts receivable automation, requests are directed to the right team members, and every change is recorded for complete traceability.
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Smooth Integrations with Your Tools
Smooth Integrations with Your Tools
Smooth Integrations with Your Tools
Effortlessly link your AR software to QuickBooks, NetSuite, Slack, and more. Automatic syncing ensures your financial data remains precise across all platforms, reducing manual entry.
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Comprehensive Audit Trails
Comprehensive Audit Trails
Comprehensive Audit Trails
Keep detailed logs of every transaction, update, and approval. Accounts receivable automation synchronizes with your accounting systems to provide clear, real-time reporting, ensuring you're always ready for audits.
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How Accounts Receivable Automation Streamlines Operations
How Accounts Receivable Automation Streamlines Operations
How Accounts Receivable Automation Streamlines Operations
Every aspect of the AR workflow is connected, from invoice generation to payment follow-up, ensuring faster approvals, fewer manual errors, and total visibility from start to finish.
Automate every stage of your accounts payable process from invoice creation to final payment. Here’s how our platform keeps everything accurate, compliant, and on track.
Automate every stage of your accounts payable process from invoice creation to final payment. Here’s how our platform keeps everything accurate, compliant, and on track.
Step 1. Create Quote
Use templates to draft an itemized quote with pricing and payment terms, reducing disputes and speeding order‑to‑cash.
Step 1. Create Quote
Use templates to draft an itemized quote with pricing and payment terms, reducing disputes and speeding order‑to‑cash.
Step 1. Create Quote
Use templates to draft an itemized quote with pricing and payment terms, reducing disputes and speeding order‑to‑cash.
Step 2. Approve Quote
Route the quote through an automated workflow that enforces credit limits and policies, speeding sign‑off and cutting errors.
Step 2. Approve Quote
Route the quote through an automated workflow that enforces credit limits and policies, speeding sign‑off and cutting errors.
Step 2. Approve Quote
Route the quote through an automated workflow that enforces credit limits and policies, speeding sign‑off and cutting errors.
Step 3. Send the Quote to client
Instantly deliver the approved quote via email or portal with e‑signature, track acknowledgments, and sync with your CRM.
Step 3. Send the Quote to client
Instantly deliver the approved quote via email or portal with e‑signature, track acknowledgments, and sync with your CRM.
Step 3. Send the Quote to client
Instantly deliver the approved quote via email or portal with e‑signature, track acknowledgments, and sync with your CRM.
Step 4. Generate & Approve Invoice
Auto‑create the invoice from the signed quote, then run it through a multi‑step approval flow to verify accuracy before dispatch.
Step 4. Generate & Approve Invoice
Auto‑create the invoice from the signed quote, then run it through a multi‑step approval flow to verify accuracy before dispatch.
Step 4. Generate & Approve Invoice
Auto‑create the invoice from the signed quote, then run it through a multi‑step approval flow to verify accuracy before dispatch.
Step 5. Monitor and Report
Track invoice status and aging on dashboards, trigger alerts for overdue accounts, and use analytics to optimize DSO.
Step 5. Monitor and Report
Track invoice status and aging on dashboards, trigger alerts for overdue accounts, and use analytics to optimize DSO.
Step 5. Monitor and Report
Track invoice status and aging on dashboards, trigger alerts for overdue accounts, and use analytics to optimize DSO.
Essential Features of Top AR Software
Essential Features of Top AR Software
Essential Features of Top AR Software
All-in-One
Functionality
All-in-One
Functionality
All-in-One
Functionality
Select accounts automation software that not only handles invoicing but also manages approvals, quotes, and budget oversight within one platform.
Select accounts automation software that not only handles invoicing but also manages approvals, quotes, and budget oversight within one platform.
Quick Setup and Scalability
Quick Setup and Scalability
Quick Setup and Scalability
Look for a solution that’s easy to deploy, user-friendly, and adaptable as your business grows and evolves.
Look for a solution that’s easy to deploy, user-friendly, and adaptable as your business grows and evolves.
Reliable Data Sync & Integration
Reliable Data Sync & Integration
Reliable Data Sync & Integration
Your accounts receivable automation tool should integrate smoothly with accounting systems to maintain precise, up-to-date customer and financial data for clean reporting.
Your accounts receivable automation tool should integrate smoothly with accounting systems to maintain precise, up-to-date customer and financial data for clean reporting.
Key Challenges in Managing Receivables
Key Challenges in Managing Receivables
Key Challenges in Managing Receivables
Manual AR processes often slow down operations and create bottlenecks. Here’s a breakdown of common issues that affect cash flow and team efficiency
Whether you manage approvals, vendor bids, or financial documentation, our ready-to-use templates are built for speed, clarity, and compliance. Ideal for finance, procurement, and operations teams of any size.
Invoicing Mistakes
Without proper automation, small billing errors lead to disputes, late payments, and unnecessary corrective work.
Approval Process Delays
Manual approvals often get stuck
in internal pipelines, causing late invoice dispatch and collection delays.
Poor Real-Time Tracking
Disjointed systems make it tough
to check invoice statuses, monitor outstanding balances, and keep customers informed.
Weak Collections
Inconsistent follow-up and missed reminders mean overdue invoices are left unresolved far too long.
Lack of System Integration
When your AR software doesn’t fully integrate with accounting tools, it forces manual data entry, increasing error rates and wasting time.
Missing Centralized Logs
Without a complete record of actions and approvals, audits and compliance reviews become much more complicated.
How Approveit Optimizes
Accounts Receivable
How Approveit Optimizes
Accounts Receivable
How Approveit Optimizes
Accounts Receivable
Approveit unites all AR functions, from invoicing to collections, into one intelligent accounts receivable automation solution that replaces scattered manual processes with smooth, automated workflows.
Approveit unites all AR functions, from invoicing to collections, into one intelligent accounts receivable automation solution that replaces scattered manual processes with smooth, automated workflows.
Fix Inefficient
Invoicing
Approveit offers flexible templates, real-time data sync, and embedded approval steps, helping you issue invoices faster and more accurately.
Approveit offers flexible templates, real-time data sync, and embedded approval steps, helping you issue invoices faster and more accurately.
Get Started
Get Started
Automate Collections Effortlessly
With automated reminders and escalation protocols, accounts automation ensures that no payment deadline slips through the cracks.
With automated reminders and escalation protocols, accounts automation ensures that no payment deadline slips through the cracks.
With automated reminders and escalation protocols, accounts automation ensures that no payment deadline slips through the cracks.
Book a Demo
Book a Demo
Full Financial
Integration
Approveit works seamlessly with your accounting and communication tools, keeping all financial data synchronized and always accessible.
Approveit works seamlessly with your accounting and communication tools, keeping all financial data synchronized and always accessible.
Approveit works seamlessly with your accounting and communication tools, keeping all financial data synchronized and always accessible.
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Request a Quote
Have Questions?
Have Questions?
Have Questions?
What is accounts receivable automation and how does it work?
Accounts receivable automation uses software to streamline every step of the invoicing lifecycle: from invoice generation and multi‑level approval routing to payment follow‑up and collections, eliminating manual data entry and bottlenecks. By leveraging templates, auto‑fill fields, and rule‑based workflows, AR automation platforms ensure each invoice is issued, tracked, and reconciled automatically, giving finance teams real‑time visibility into outstanding receivables and cash flow.
What is accounts receivable automation and how does it work?
Accounts receivable automation uses software to streamline every step of the invoicing lifecycle: from invoice generation and multi‑level approval routing to payment follow‑up and collections, eliminating manual data entry and bottlenecks. By leveraging templates, auto‑fill fields, and rule‑based workflows, AR automation platforms ensure each invoice is issued, tracked, and reconciled automatically, giving finance teams real‑time visibility into outstanding receivables and cash flow.
What is accounts receivable automation and how does it work?
Accounts receivable automation uses software to streamline every step of the invoicing lifecycle: from invoice generation and multi‑level approval routing to payment follow‑up and collections, eliminating manual data entry and bottlenecks. By leveraging templates, auto‑fill fields, and rule‑based workflows, AR automation platforms ensure each invoice is issued, tracked, and reconciled automatically, giving finance teams real‑time visibility into outstanding receivables and cash flow.
What are the benefits of using accounts receivable automation software?
‑ Faster invoicing & reduced errors: Automated templates and validation cut manual entry mistakes by up to 90%. ‑ Improved cash flow: 91% of mid‑sized firms with fully automated AR report increased savings, cash flow, and growth. ‑ Better transparency & tracking: 77% of CFOs say AR automation improves invoice tracking and supplier relationships through real‑time status updates. ‑ Cost savings: End‑to‑end AR automation can reduce invoicing expenses by over 70% and eliminate lockbox fees.
What are the benefits of using accounts receivable automation software?
‑ Faster invoicing & reduced errors: Automated templates and validation cut manual entry mistakes by up to 90%. ‑ Improved cash flow: 91% of mid‑sized firms with fully automated AR report increased savings, cash flow, and growth. ‑ Better transparency & tracking: 77% of CFOs say AR automation improves invoice tracking and supplier relationships through real‑time status updates. ‑ Cost savings: End‑to‑end AR automation can reduce invoicing expenses by over 70% and eliminate lockbox fees.
What are the benefits of using accounts receivable automation software?
‑ Faster invoicing & reduced errors: Automated templates and validation cut manual entry mistakes by up to 90%. ‑ Improved cash flow: 91% of mid‑sized firms with fully automated AR report increased savings, cash flow, and growth. ‑ Better transparency & tracking: 77% of CFOs say AR automation improves invoice tracking and supplier relationships through real‑time status updates. ‑ Cost savings: End‑to‑end AR automation can reduce invoicing expenses by over 70% and eliminate lockbox fees.
How does accounts receivable automation integrate with accounting systems?
Leading AR automation platforms natively sync with ERPs such as QuickBooks, NetSuite, Xero, SoftLedger, and communication tools like Slack, ensuring customer and transaction data is consistent across systems without manual imports. This reliable data sync provides a unified audit trail and up‑to‑date reporting for compliance and financial planning.
How does accounts receivable automation integrate with accounting systems?
Leading AR automation platforms natively sync with ERPs such as QuickBooks, NetSuite, Xero, SoftLedger, and communication tools like Slack, ensuring customer and transaction data is consistent across systems without manual imports. This reliable data sync provides a unified audit trail and up‑to‑date reporting for compliance and financial planning.
How does accounts receivable automation integrate with accounting systems?
Leading AR automation platforms natively sync with ERPs such as QuickBooks, NetSuite, Xero, SoftLedger, and communication tools like Slack, ensuring customer and transaction data is consistent across systems without manual imports. This reliable data sync provides a unified audit trail and up‑to‑date reporting for compliance and financial planning.
What features should I look for in accounts receivable automation software?
‑ Automated invoicing & quotes: Instant invoice creation with templates and auto‑fill. ‑ Multi‑step approval workflows: Configurable chains by amount, department, or client. ‑ Comprehensive audit trails: Real‑time logs of every transaction and approval. ‑ Scalability & quick setup: Easy deployment and adaptable as your business grows. ‑ Seamless integrations: Pre‑built connectors to popular ERPs, CRMs, and collaboration tools.
What features should I look for in accounts receivable automation software?
‑ Automated invoicing & quotes: Instant invoice creation with templates and auto‑fill. ‑ Multi‑step approval workflows: Configurable chains by amount, department, or client. ‑ Comprehensive audit trails: Real‑time logs of every transaction and approval. ‑ Scalability & quick setup: Easy deployment and adaptable as your business grows. ‑ Seamless integrations: Pre‑built connectors to popular ERPs, CRMs, and collaboration tools.
What features should I look for in accounts receivable automation software?
‑ Automated invoicing & quotes: Instant invoice creation with templates and auto‑fill. ‑ Multi‑step approval workflows: Configurable chains by amount, department, or client. ‑ Comprehensive audit trails: Real‑time logs of every transaction and approval. ‑ Scalability & quick setup: Easy deployment and adaptable as your business grows. ‑ Seamless integrations: Pre‑built connectors to popular ERPs, CRMs, and collaboration tools.
How much can businesses save by implementing AR automation?
Studies show organizations can reduce invoicing costs by more than 70% and accelerate cash conversion cycles, with 92% of companies reporting faster cash flow after automation. Many also see a 50–60% drop in days sales outstanding (DSO), freeing up working capital for strategic investments.
How much can businesses save by implementing AR automation?
Studies show organizations can reduce invoicing costs by more than 70% and accelerate cash conversion cycles, with 92% of companies reporting faster cash flow after automation. Many also see a 50–60% drop in days sales outstanding (DSO), freeing up working capital for strategic investments.
How much can businesses save by implementing AR automation?
Studies show organizations can reduce invoicing costs by more than 70% and accelerate cash conversion cycles, with 92% of companies reporting faster cash flow after automation. Many also see a 50–60% drop in days sales outstanding (DSO), freeing up working capital for strategic investments.
Is accounts receivable automation suitable for enterprise finance teams?
Yes. Modern AR automation platforms are built for mid‑market to enterprise companies, supporting complex, conditional workflows, high invoice volumes, audit readiness, and role‑based permissions, scaling seamlessly as needs evolve.
Is accounts receivable automation suitable for enterprise finance teams?
Yes. Modern AR automation platforms are built for mid‑market to enterprise companies, supporting complex, conditional workflows, high invoice volumes, audit readiness, and role‑based permissions, scaling seamlessly as needs evolve.
Is accounts receivable automation suitable for enterprise finance teams?
Yes. Modern AR automation platforms are built for mid‑market to enterprise companies, supporting complex, conditional workflows, high invoice volumes, audit readiness, and role‑based permissions, scaling seamlessly as needs evolve.
©2025 All rights reserved. Approveit, Inc.
©2025 All rights reserved. Approveit, Inc.