Salesforce Accounts Receivable Automation Software
Automate accounts receivable in Salesforce with collections, cash application, credit management, dispute management, risk management, and AR reporting.
- $3B+ Receivables Managed
- Fortune 1000 Proven
- 2.1M+ Invoices Processed Annually
- Go Live in 4 Weeks
Prioritize accounts. Automate follow-ups.
Assess risk. Set credit limits.
Track aging. Monitor performance.
Core Accounts Receivable Workflows
Quick Receivable brings core accounts receivable workflows into Salesforce, with AI-powered capabilities supporting key tasks across the AR process.
AI Collection Calls
Handle broken promises and invoice follow-ups with AI-powered collection calls.
AI Priority Scoring
Prioritize accounts using AR activity, payment behavior, and risk signals.
AI Draft Engine
Generate customer emails using account and invoice data.
AI Tone Adjustment
Adjust email tone for friendly, formal, concise, or assertive communication.
AI Document Assistant
Ask questions about account documents and find answers instantly.
AI Email Classification
Classify incoming AR emails and trigger the right follow-up action.
Accounts & AR Visibility
View customer accounts, invoices, aging balances, payments, disputes, credit, and collection activity from connected Salesforce records.
Collections & Dunning Automation
Automate reminders, follow-ups, and AI collection calls while tracking outcomes, sentiment, and promises to pay.
Cash Application
Capture remittance data, match payments to invoices, manage unapplied cash and exceptions, and support ERP posting.
Credit Management
Manage credit applications, bureau data, credit scoring, credit limits, approvals, and ongoing customer credit reviews in Salesforce.
Dispute Management
Capture and categorize disputes, assign owners, manage supporting documents, track resolution, and maintain dispute history in Salesforce.
Risk Management
Monitor payment behavior, credit exposure, aging, and customer risk with ongoing risk scoring and alerts.
Customer Service & Self-Service
Give customers access to invoices, statements, payments, disputes, and account information through a Salesforce-connected self-service experience.
AR Reporting & Aging
Track aging balances, overdue invoices, payment activity, disputes, credit exposure, and AR performance across Salesforce data.
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
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 Weeks implementation time
- Zero business disruption
- 3x daily ERP / SAP data sync
- Salesforce-native AR automation adoption
Accounts Receivable Automation by Industry
Enterprise Salesforce Accounts Receivable Pricing
Quick Receivable uses a per-user subscription model. See the details below, or visit the pricing page for full tier information.
Most customers see payback within 60-90days through:
- Reduced DSO (average 10-15 day improvement)
- Freed collector capacity (20-40% time savings on manual tasks)
- Avoided implementation costs ($500K+ for traditional AR platforms)
Quick Receivable uses transparent SaaS subscription model:
- Base Platform: Per user per month
- Invoice Volume Tiers: Pricing scales with your volume (50K, 100K, 250K+ monthly)
- Module Selection: Collections, Disputes, Credit Management
- Implementation Included: No separate consulting fees
Explore Quick Receivable with a personalized demo and see how it fits your accounts receivable process.
- 15-Day Free Trial
- No Credit Card Required
Frequently Asked Questions
What is Salesforce Accounts Receivable Automation?
Salesforce AR automation is the process of managing invoices, collections, cash application, disputes, and credit workflows directly inside Salesforce. Quick Receivable helps finance teams automate the entire AR lifecycle to reduce manual work and improve cash flow visibility.
How does Quick Receivable improve cash flow?
Quick Receivable automates collections reminders, payment follow-ups, and cash application so invoices are paid faster. This helps reduce Days Sales Outstanding (DSO) and improves overall cash flow predictability.
Is Quick Receivable fully native to Salesforce?
Yes. Quick Receivable is Salesforce-native, meaning it runs directly inside Salesforce without middleware, external systems, or data syncing delays.
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.
Managing 175,000 invoices per month in production