Salesforce Accounts Receivable Software for Faster Collections
Manage accounts receivable in Salesforce with AI-powered collection calls, cash application, credit management, dispute management, and AR reporting. Automate manual follow-ups, resolve payment issues faster, and improve cash flow from one connected platform.
- 100% Salesforce-Native
- Go Live in 4 Weeks
- $3B+ AR Managed
- 2.1M+ Invoices Processed Annually
Automate reminders, follow-ups, promises to pay, and collection actions.
Match payments faster and reduce unapplied cash.
See aging, risk, disputes, payments, and collector activity in Salesforce.
Enterprise Salesforce Accounts Receivable Success Story
WillScot, a leading provider of flexible space and storage solutions, moved its accounts receivable process to Quick Receivable in Salesforce while replacing a legacy AR system under a strict decommissioning deadline. The platform processes 2.1 million invoices and manages $3 billion in receivables annually.
Results reported from this engagement
Customer-reported results.
Quick Receivable has fundamentally transformed how we manage collections giving us true transparency into our receivables and collector activity while enabling a smooth transition off our legacy platform in under three months. The result is improved accountability, stronger decision making, and a scalable foundation to modernize credit and collections.
Joshua Nolan
Vice President- 4-Week Implementation
- Zero Business Disruption
- 3× Daily ERP/SAP Data Sync
- Salesforce-Native Accounts Receivable
Complete Accounts Receivable Management
Manage collections, aging, cash application, disputes, credit, risk, and reporting in one connected accounts receivable platform inside Salesforce.
AI Tools for More Efficient AR Work
AI Collection Calls
Handle collection follow-ups and broken promises with AI-powered collection calls.
Email Draft Engine
Draft customer emails using account, invoice, and collection information.
Email Fine-Tuning for Tone
Adjust AI-generated emails to match the tone of each customer communication.
AI Document Assistant
Ask questions about account documents and quickly find relevant information.
Email Classification
Classify incoming AR emails and identify the appropriate follow-up.
AI Insight
Analyze financial risk and surface insights from customer and accounts receivable data.
Manage Your Accounts Receivable in Salesforce
AR Visibility & Aging
View customer balances, invoices, aging, overdue amounts, payments, and collection activity in Salesforce.
Collections & Dunning
Manage reminders, follow-ups, collection activities, promises to pay, and overdue invoices from one workflow.
Cash Application
Match payments to invoices, manage unapplied cash, resolve exceptions, and keep customer balances up to date.
Dispute Management
Capture disputes, assign ownership, manage supporting documents, and track resolution from start to finish.
Credit Management
Credit limits, approvals, scoring, risk management, and ongoing customer credit reviews.
Customer Service
Give customer service teams access to invoices, statements, payments, disputes, and account information in Salesforce.
AR Reporting
Track collections, payments, disputes, credit exposure, and overall accounts receivable performance.
Built for Modern Finance and AR Teams
CFO / VP Finance
Reduce DSO and improve cash flow visibility.
AR Director
Improve collections and reduce manual AR work.
Credit Manager
Monitor customer credit risk and exposure.
Collections Manager
Prioritize accounts and manage follow-ups more efficiently.
Salesforce Admin
Manage AR processes inside Salesforce without adding a separate AR system.
Not sure if Quick Receivable fits your environment?
Talk to an AR SpecialistAccounts Receivable Solutions by Industry
Get a live look at how Quick Receivable helps your team manage collections, cash application, disputes, credit, risk, and AR reporting all within Salesforce.
- 15-Day Free Trial
- No Credit Card Required
Frequently Asked Questions
What is Salesforce Accounts Receivable?
Salesforce accounts receivable work, such as collections, payments, disputes, credit, and aging, inside Salesforce. Quick Receivable automates routine AR tasks while keeping customer and financial workflows connected.
How does Quick Receivable improve cash flow?
Quick Receivable automates collection reminders, payment follow-ups, and cash application so your team can collect faster, reduce manual work, and improve AR visibility. Better collections can help lower DSO and make cash flow more predictable.
Is Quick Receivable fully native to Salesforce?
Yes. Quick Receivable is Salesforce-native and runs directly inside your Salesforce environment. It connects with ERP and other required systems through supported integrations while keeping AR workflows and visibility inside Salesforce.
How long does implementation take?
Most customers go live in as little as 4 weeks depending on complexity. Since the platform is Salesforce-native, deployment is significantly faster than traditional accounts receivable systems.
How is Quick Receivable different from other AR tools?
Unlike traditional AR platforms that operate outside CRM systems, Quick Receivable is fully embedded in Salesforce. This eliminates data silos, reduces integration costs, and gives real-time AR visibility.
Can Quick Receivable scale with enterprise volume?
Yes. The platform is designed for enterprise-scale receivables processing, supporting high invoice volumes, multi-entity organizations, and global finance operations.
Does Quick Receivable replace our existing AR system?
Quick Receivable is built to replace standalone or legacy AR systems by bringing collections, cash application, credit, disputes, and reporting into Salesforce, so you're not maintaining a separate AR platform alongside your CRM.
Can Quick Receivable integrate with SAP and our ERP?
Yes. Quick Receivable connects with SAP and other ERP systems through supported integrations, including regular data sync, while keeping your AR workflows and visibility inside Salesforce.
How much does implementation cost?
Implementation is included in your Quick Receivable subscription based on project complexity, with no separate consulting fees.
Do we need Salesforce to use Quick Receivable?
Yes. Quick Receivable runs natively inside Salesforce, so an existing Salesforce environment is required. Contact us to discuss pricing and setup for your organization.
