What is Quick Receivable?

Quick Receivable is a Salesforce-native accounts receivable automation solution that helps finance teams track invoices, send reminders, manage disputes, and improve collections.

How do I get started with Quick Receivable?

You can import your existing accounts, invoices, and payments from your current system or ERP, sync them with Quick Receivable, and begin automating reminders and tracking immediately.

What features help reduce late payments?

Features like automated follow‐ups, overdue tracking, reminders, invoice statements, and clear dashboards to spot aging accounts help reduce late payments.

Can Quick Receivable handle invoice disputes?

Yes. Quick Receivable lets you log disputes, add notes and reasons, assign follow-ups, and keep communication visible without disrupting the rest of your receivables workflow.

How does Quick Receivable integrate with existing ERPs?

Quick Receivable supports data import from ERPs so you can bring in invoices, accounts, and payments so the tool works with your current datasets without rebuilding from scratch.

Accounts Receivable Automation

Collections Agent

Accelerate cash collection with intelligent, personalized follow-ups that adapt to customer behavior and payment patterns. Our AI-powered Collections Agent works 24/7 to reduce manual effort and dramatically improve collection efficiency.

Transform Your Collections Performance

Before Automation:

Average DSO: 45-60 days
Manual follow-ups: 3-4 hours per collector daily
Collection effectiveness rate: 35-40%
Average time to first contact: 5-7 days
Past due accounts: 25-30% of AR

After Automation:

Average DSO: 28-35 days (40% reduction)
Manual follow-ups: 30-45 minutes per collector daily
Collection effectiveness rate: 65-75%
Average time to first contact: Instant
Past due accounts: 12-15% of AR

Key Features:

Automated Dunning Emails: Send personalized email reminders automatically at defined intervals with payment links and real-time tracking of opens and responses.
Automated Dunning Calls: AI-powered voice calls with natural conversations and automatic call recording for compliance and quality assurance.
Automated Dunning Tasks: Intelligently assign follow-up tasks to collectors based on account priority, aging, and workload distribution.
Smart Prioritization: Score and prioritize accounts based on payment history, aging, broken promises, and disputes to focus efforts on high-value opportunities.
Customizable Dunning Workflows: Design multi-step collection sequences tailored to different customer segments with configurable timing and escalation paths.
Payment Promise Tracking: Capture payment commitments automatically, send reminders before due dates, and alert collectors when promises are broken.

Business Impact:

Reduce DSO by 34-40% - Get paid faster with consistent, timely follow-ups
Increase collector productivity by 3-4x - Handle more accounts with less effort
Improve collection rates by 25-35% - Smart strategies drive better results
Save 70% of manual collection time - Free your team for complex cases
Reduce bad debt write-offs by 20-30% - Catch problems before they escalate
Enhance customer satisfaction - Professional, consistent communication

Customer Service Agent

Deliver exceptional customer experience with AI that handles inquiries, disputes, and payment requests instantly. Our AI-powered Customer Service Agent provides 24/7 support, resolving common AR issues without human intervention while maintaining a personal touch.

Transform Your Customer Service Performance

Before Automation:

Average response time: 4-8 hours
Customer inquiries handled per day: 30-40
First contact resolution rate: 45-50%
After-hours support: None
Customer satisfaction score: 3.2/5
Manual inquiry processing time: 15-20 minutes each

After Automation:

Average response time: Instant
Customer inquiries handled per day: 500+
First contact resolution rate: 75-85%
After-hours support: 24/7 available
Customer satisfaction score: 4.5/5
Manual inquiry processing time: 2-3 minutes for complex cases only

Key Features:

24/7 Automated Responses: Instantly respond to customer inquiries via email, chat, and portal with accurate information pulled directly from your AR system.
Account Balance Inquiries: Provide real-time account balances, payment history, and aging details instantly through any communication channel.
Dispute Submission & Routing: Capture dispute details, attach supporting documents, and route to the appropriate team with all necessary context.
Self-Service Portal Access: Empower customers to view invoices, make payments, download statements, and update account information independently.

Business Impact:

Reduce response time by 95% - Instant answers improve customer satisfaction
Handle 10x more inquiries - Scale support without adding headcount
Increase first contact resolution by 40% - Solve issues faster
Save 80% of customer service time - Focus staff on complex cases
Improve customer satisfaction by 30-40% - Better experience drives loyalty
Enable 24/7 support - Never miss a customer inquiry again

Credit Agent

Streamline credit decisions with AI that analyzes financial data, payment history, and external credit sources instantly. Our AI-powered Credit Agent automates the entire credit management lifecycle from application to ongoing monitoring, reducing risk while accelerating approvals.

Transform Your Credit Management Performance

Before Automation:

Credit application processing time: 3-5 days
Manual data entry time: 45-60 minutes per application
Credit review capacity: 8-12 applications per analyst daily
Credit bureau pull time: 15-30 minutes per customer
Credit limit accuracy: 65-70%
Application abandonment rate: 35-40%

After Automation:

Credit application processing time: 2-15 minutes
Manual data entry time: 0 minutes (fully automated)
Credit review capacity: 100+ applications per analyst daily
Credit bureau pull time: Instant
Credit limit accuracy: 90-95%
Application abandonment rate: 10-15%

Key Features:

Dedicated Credit Applications: Customizable credit application forms with dynamic fields based on customer type, industry, and requested credit amount.
Agentic Chat for Application Filling: AI-powered conversational interface guides customers through the application process, answering questions and collecting required information naturally.
Automated Routing to Credit Analysts: Intelligently route applications to the right credit analyst based on customer size, complexity, risk level, and analyst expertise.
Credit Bureau Integration: Seamless integration with Equifax, Experian, Dun & Bradstreet, and other credit bureaus for instant credit report pulls and monitoring.
Automated Credit Scoring: Calculate comprehensive credit scores using payment history, financial statements, credit bureau data, and industry-specific risk factors.
Intelligent Application Approval: Automatically approve low-risk applications within predefined parameters while flagging high-risk cases for manual review.
Periodic Score Recalculation: Continuously monitor and recalculate credit scores based on payment behavior, aging trends, and external credit changes.
Triggered Actions on Score Changes: Automatically trigger tasks, alerts, or workflows when credit scores exceed thresholds (credit holds, limit reductions, collection escalation).

Business Impact:

Reduce application processing time by 90% - Approve customers in minutes, not days
Increase analyst productivity by 8-10x - Process more applications with fewer resources
Improve credit decision accuracy by 25-30% - Data-driven decisions reduce bad debt
Decrease application abandonment by 60% - Faster, easier process improves conversion
Enable real-time risk monitoring - Catch credit issues before they become problems
Reduce bad debt by 20-35% - Better scoring and monitoring prevent losses
Enhance customer experience - Quick decisions and transparent process build trust

Dispute Management Agent

Resolve disputes faster with AI that captures, categorizes, and routes disputes automatically while maintaining complete audit trails. Our AI-powered Dispute Management Agent eliminates manual data entry, accelerates resolution times, and prevents revenue leakage from untracked disputes.

Transform Your Dispute Management Performance

Before Automation:

Dispute logging time: 10-15 minutes per dispute
Email monitoring: Manual review of inbox throughout day
Dispute assignment time: 5-10 minutes per case
Disputes logged from emails: 40-50% (many missed)
Average resolution time: 12-18 days
Disputes lost or forgotten: 15-20%
Manual follow-up required: Daily reviews
Closed invoice reconciliation: Manual monthly process

After Automation:

Dispute logging time: Instant (0 minutes)
Email monitoring: 100% automated capture
Dispute assignment time: Instant automatic routing
Disputes logged from emails: 95-100% capture rate
Average resolution time: 5-8 days
Disputes lost or forgotten: <2%
Manual follow-up required: Exception-based only
Closed invoice reconciliation: Automatic real-time sync

Key Features:

Manual Dispute Logging: Log single or multiple disputes simultaneously with intuitive forms that capture all essential details, supporting documents, and customer context in one streamlined process.
Automated Email Dispute Capture: AI automatically monitors customer emails, identifies dispute-related communications, extracts key information, and creates dispute cases without staff intervention.
Intelligent Dispute Assignment: Automatically route disputes to the right owner based on configurable rules including dispute category, customer segment, dollar amount, product line, and team expertise.
Auto-Close on Invoice Resolution: Automatically close disputes when associated invoices are paid, credited, or resolved, eliminating manual reconciliation and ensuring accurate dispute metrics.
Dispute Categorization & Tagging: Automatically classify disputes by type (pricing, quantity, quality, delivery, damaged goods) with AI-powered analysis of dispute descriptions and supporting documents.
Document Attachment & Management: Attach proof of delivery, purchase orders, contracts, and supporting documentation.
Priority & Escalation Rules: Automatically flag high-value or aging disputes for escalation based on dollar thresholds, customer importance, or days outstanding.

Business Impact:

Reduce dispute logging time by 95% - Eliminate manual data entry and email monitoring
Capture 100% of email disputes - Never miss a dispute buried in inbox
Accelerate resolution by 50-60% - Instant routing and tracking speeds outcomes
Save 12-15 hours per week - Free staff from administrative dispute tasks
Improve dispute visibility by 90% - Complete audit trail and real-time status
Reduce revenue leakage - Track every dispute to resolution preventing write-offs
Enhance customer satisfaction - Faster resolution and transparent communication build trust

Cash Application Agent

Apply cash faster with AI that automatically matches payments, extracts remittance data, and handles exceptions intelligently. Our AI-powered Cash Application Agent eliminates manual payment posting, reduces Days Sales Outstanding, and ensures accurate cash application with minimal human intervention.

Transform Your Cash Application Performance

Before Automation:

Average cash application time: 8-12 minutes per payment
Remittance data entry time: 5-8 minutes per document
Daily payment processing capacity: 40-60 payments per person
Matching accuracy rate: 75-80%
Exception resolution time: 15-25 minutes each
Unapplied cash percentage: 8-12%
Email remittance processing: Manual review throughout day
Bank statement reconciliation: 2-4 hours daily

After Automation:

Average cash application time: 30 seconds per payment
Remittance data entry time: 0 minutes (fully automated)
Daily payment processing capacity: 500+ payments per person
Matching accuracy rate: 95-98%
Exception resolution time: 2-5 minutes each
Unapplied cash percentage: 1-3%
Email remittance processing: 100% automated capture
Bank statement reconciliation: 15-30 minutes daily

Key Features:

Automated Payment Matching: AI-powered matching engine automatically applies payments to correct invoices using intelligent algorithms that consider invoice numbers, amounts, dates, customer history, and payment patterns.
OCR for Check & Remittance Scanning: Advanced optical character recognition extracts key data from checks, remittance advice, and payment documents with 95%+ accuracy, eliminating manual data entry.
Email Remittance Capture & Parsing: Automatically monitor payment email inbox, identify remittance documents (PDF, Excel, images), extract payment details, and match to open invoices without staff involvement.
Bank Connect & Transaction Retrieval: Direct integration with banks to automatically retrieve transaction data in real-time, or manually upload bank statements for instant parsing and payment identification.
Customer Portal Remittance Capture: Customers submit payment details directly through self-service portal with invoice selection, ensuring accurate remittance information at the source.
Payment Exception Handler: Intelligent workflow routes short payments, overpayments, and unmatched payments to appropriate team members with context and suggested resolutions based on historical patterns.
Deduction Coding: Automatically categorize and code deductions (freight, promotional allowances, pricing disputes, returns) using AI analysis of remittance notes and historical deduction patterns.
Unapplied Cash Management: Track and manage unapplied cash with automatic matching suggestions, aging alerts, and workflows to resolve unidentified payments quickly.
Payment Confirmation & Reconciliation: Automatically send payment confirmation emails to customers with detailed application breakdown and updated account balance information.
ERP Auto-Posting: Seamlessly post applied cash directly to your ERP or accounting system with complete audit trails, eliminating double entry and reconciliation errors.

Business Impact:

Reduce cash application time by 90% - Apply payments in seconds instead of minutes
Increase processing capacity by 8-10x - Handle more payments with same staff
Improve matching accuracy by 20-25% - AI reduces errors and unapplied cash
Accelerate DSO reduction by 2-5 days - Faster cash application improves working capital
Save 15-20 hours per week per person - Eliminate manual data entry and research
Reduce unapplied cash by 70-80% - Better matching means cleaner AR aging
Enhance visibility into deductions - Automated coding reveals revenue leakage patterns

Risk Management Agent

Protect your receivables with AI that continuously monitors customer risk, detects payment deterioration, and takes preventive action automatically. Our AI-powered Risk Management Agent identifies high-risk accounts before they become bad debt, enabling proactive risk mitigation and smarter credit decisions.

Transform Your Risk Management Performance

Before Automation:

Risk assessment frequency: Quarterly or when issues arise
Manual risk review time: 30-45 minutes per customer
Accounts monitored proactively: 15-20% (high-value only)
Time to identify deteriorating accounts: 30-60 days
Credit hold decision time: 2-4 hours per case
Payment trend analysis: Manual monthly reviews
Risk-based actions: Reactive after problems occur
Bad debt write-offs: 2-3% of revenue

After Automation:

Risk assessment frequency: Continuous real-time monitoring
Manual risk review time: 5-10 minutes (exceptions only)
Accounts monitored proactively: 100% of customer base
Time to identify deteriorating accounts: 1-3 days
Credit hold decision time: Instant automatic execution
Payment trend analysis: Real-time automated alerts
Risk-based actions: Proactive prevention before losses
Bad debt write-offs: 0.5-1% of revenue

Key Features:

Customer Credit Risk Scoring and Monitoring: Comprehensive risk scores calculated using payment history, invoice aging, days beyond terms, credit utilization, and dispute frequency with continuous real-time monitoring that automatically recalculates scores as payment behavior changes.
Payment Behavior Analysis and Trend Detection: AI-powered analysis identifies payment patterns, timing trends, and deviations from established habits with early warning alerts for deteriorating payment velocity, increasing days beyond terms, and breaking payment promises.
Credit Hold Automation Based on Risk Triggers: Automatically place accounts on credit hold when risk scores exceed defined thresholds, past due amounts reach limits, or payment patterns indicate financial distress—protecting revenue without manual intervention.

Business Impact:

Reduce bad debt by 50-70% - Early detection prevents losses before they occur
Identify at-risk accounts 10x faster - Real-time monitoring catches issues immediately
Save 10-15 hours per week - Eliminate manual risk reviews and analysis
Monitor 100% of customers - No account falls through the cracks regardless of size

Meet our AI-Powered AR Agents