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Accounts Receivable Management Software

Salesforce-Native Accounts Receivable Management for B2B Finance Teams

Quick Receivable helps finance teams manage collections, disputes, deductions, credit, cash application, and AR reporting inside their existing Salesforce org. Your team gets one live view of the receivables portfolio instead of an aging report, a shared inbox, and a second platform that has to be kept in sync.

100% Salesforce-Native • No Separate AR Platform • No Per-Invoice Fees

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2.1M

Invoices Processed Annually

$3B+

AR Managed Annually

4 Weeks

Typical Go-Live Time

Up to 35 Days

Customer-Reported DSO Reduction

Fortune 1000 Experience

No Per-Invoice Fees

Typical 4-Week Go-Live

15-Day Free Trial

Scope

What Does Accounts Receivable Management Software Do?

Accounts receivable management software automates routine AR work while leaving your team in control of exceptions, customer conversations, and decisions.

AR processes and what accounts receivable management software automates in each
AR process	What the software handles
Invoice tracking	Tracks open, current, and overdue invoices with days past due on every record
Collections	Prioritizes accounts by risk and balance, assigns collector work, and logs customer activity
Payment reminders	Sends scheduled pre-due, due-date, past-due, and final notice reminders without manual triggering
Dunning	Runs follow-up sequences based on customer segment, invoice age, and risk
Promise to pay	Records promised amount and date on the invoice, then flags the account when a promise lapses
Cash application	Matches incoming payments to one or more open invoices using remittance information and surfaces exceptions
Deductions and short pays	Captures short pays, categorizes deductions, assigns owners, and tracks recovery
Dispute management	Captures disputes, assigns a category and owner, pauses reminders on the disputed invoice, and tracks resolution
Credit management	Processes credit applications, applies limits, and scores customer risk on an ongoing basis
Risk monitoring	Tracks payment behavior, broken promises, and credit utilization across the customer base
AR reporting	Reports aging, DSO, collector performance, and dispute volume from live data rather than an exported snapshot

Features

Accounts Receivable Management Software Features

Every capability below works with the same customer and invoice records in Salesforce. Features are included without separate module pricing.

Collections

Automated AR Collections

Collector worklists are ranked by an AI Priority Score based on overdue balance, payment behavior, disputes, and credit usage. This helps collectors focus on priority accounts instead of working through invoices by age alone. Tasks and follow-ups trigger from your rules, and every customer touch is logged against the account. Learn more about AR collections automation.

Outreach

Payment Reminders and Dunning

Early, due-date, past-due, and final notice templates run on configurable cadences, with email tone adjustable from friendly to firm. Customer replies are captured in a shared AR inbox and classified as disputes, promises to pay, remittance details, statements, or out-of-office messages. Explore payment reminder workflows and dunning sequences.

Outreach

AI Collection Calls

AI-powered calls handle invoice follow-ups and broken-promise outreach from the account record. Calls remind customers about overdue invoices, confirm commitments, and follow up when a promised date passes. Call outcomes, sentiment, and payment promises are written back to Salesforce.

Cash

Cash Application

Match incoming payments to one or more open invoices, apply partial payments, capture remittance information, and surface unapplied cash and matching exceptions for review. The workflow supports overpayments, underpayments, and payments across multiple invoices, and every application traces back to the original cash receipt.

Exceptions

Dispute Management

Disputes are logged against the invoice with a category, owner, resolver, and resolution code. Reminders pause on the disputed invoice while other undisputed invoices on the same account continue through the collection workflow, and days to identify and days to resolve are tracked on every case.

Exceptions

Deductions and Short Pays

Short pays arriving by email are captured as structured cases, categorized by type, and routed to an owner for review and recovery. Deduction analytics break down by type, customer, and trend. See how deduction recovery is tracked.

Credit

Credit Management and Risk Scoring

Credit applications capture business details and the Dun & Bradstreet number. Equifax report data, payment timing, broken promises, and dispute history feed a Quick Receivable risk score from 0 to 100, tracked over time so changes in credit quality are visible earlier. Credit limits and hold policies follow your rules.

Reporting

AR Dashboards and Aging

Live dashboards cover total AR, overdue AR, current due, and DSO, with results by collector and top overdue accounts. Aging runs from current through 30, 60, 90, and 120+ days, and reports export to PDF or Excel without moving reporting to a separate tool.

Explore the Features With Real Product Screens

How It Works

How AR Management Software Works

AR management software connects customer, invoice, payment, and credit data into one workflow. The process typically follows six stages.

Connect Financial Data

Invoices, customers, payments, credit data, and account balances come together in one workflow, reducing the need to reconcile information across systems.

Monitor Receivables

The platform tracks invoice status, aging, payment behavior, and account risk continuously rather than when someone runs a report.

Automate Follow-Up

Payment reminders, dunning sequences, and collector tasks trigger from rules you configure by segment, invoice age, and risk tier.

Manage Exceptions

Disputes, deductions, broken promises, and credit issues route to the right owner instead of stalling in a shared inbox.

Apply Payments

Incoming payments and remittance information are matched to open invoices, with partial payments applied and exceptions surfaced for review.

Measure AR Performance

Finance monitors DSO, aging movement, collections activity, dispute resolution, and cash application from live dashboards.

Benefits

Benefits of AR Management Software

The value is not fewer clicks. It is a receivables process that behaves the same way across every AR cycle.

Collect Faster

Prioritize overdue and high-risk accounts so collectors can focus their time on accounts that need action, instead of working down an aging report.

Reduce Manual AR Work

Keep payment reminders, dunning sequences, and collection tasks moving without manual scheduling or someone remembering to send them.

Improve Cash Visibility

See current AR, overdue balances, payments, unapplied cash, disputes, and promises to pay in one place instead of across multiple systems.

Resolve Disputes Faster

Give every dispute and deduction a clear owner, category, status, and resolution path, so contested balances are worked instead of written off.

Reduce Collection Risk

Track payment behavior, broken promises, credit exposure, and customer risk over time so deterioration is visible before it becomes bad debt.

Give Finance a Live View

Monitor DSO, aging, collections activity, disputes, and cash application without waiting for a weekly report to be assembled.

Category Comparison

Accounts Receivable Management Software vs Accounting Software

These are often confused during evaluation. They do different jobs and most enterprise teams run both.

Differences between accounting software and accounts receivable management software
Accounting software or ERP	AR management software
Records financial transactions	Actively manages the receivables portfolio
Creates and issues invoices	Tracks collection status on every invoice
Records that a payment was received	Automates follow-up until the payment arrives
Maintains the general ledger	Prioritizes which accounts collectors work first
Produces financial statements	Provides AR-specific metrics such as DSO, aging, collections activity, and disputes
Supports statutory and financial reporting	Manages disputes, promises to pay, and customer credit risk

Architecture

Why Salesforce-Native Accounts Receivable Management Matters

Many enterprise AR platforms operate as separate applications that connect with CRM or ERP systems through integrations. Quick Receivable takes a different approach by running inside Salesforce. Collectors work with customer and receivables data in the Salesforce environment, with account and contact history alongside the collections queue instead of behind a second login.

Because it runs in your org, a standard implementation can go live in about four weeks. More complex deployments may take longer depending on integrations, data migration, customization, and workflow requirements. The architectural difference is covered in detail in native versus integrated AR.

See It Running Inside Salesforce

No Separate AR Platform

Quick Receivable runs in Salesforce instead of requiring a separate AR login or an AR-specific middleware layer. ERP and finance-system integrations are still supported, and are covered below.

One Login for the Whole AR Team

Collectors, credit analysts, dispute owners, and AR managers work with customer and receivables data in one environment, without switching between systems or entering the same information twice.

Salesforce Security, Access Control, and Governance

Receivables data uses Salesforce's native security and access controls, including profiles, permission sets, sharing rules, and audit capabilities your administrators already govern. Differenz System, which builds and implements Quick Receivable, is ISO 27001 certified.

Integrations

AR Software Integrations

Salesforce becomes the AR workspace while your ERP and other financial systems continue to support core accounting operations.

Salesforce

Customer records, AR objects, workflows, dashboards, permissions, and the full activity trail. This is where your team works.

ERP and Accounting

Invoice, payment, balance, and accounting data. Invoice records carry the references your team already uses, including order number, purchase order number, contract status, and plant. Your ERP stays the system of record.

Email

Customer correspondence through a shared AR inbox, with incoming replies classified and remittances and disputes captured from the thread.

Credit and Operational Data

Credit applications with Dun & Bradstreet number capture and Equifax report data. Freight and logistics teams can also connect TMS and EDI feeds where relevant.

Measurement

AR KPIs You Can Track

These read from live records rather than a weekly export, so dashboards reflect current AR data.

Days Sales Outstanding (DSO) Total AR Overdue AR vs current due Aging buckets: 30, 60, 90, 120+ days Promise-to-pay rate Broken promise totals Days to resolve a dispute Dispute volume and amount Unapplied cash Collector productivity and results by collector Credit utilization percentage Customer risk score Deduction recovery by type and customer

For the reasoning behind which of these actually drive decisions, see our guide to AR KPIs and how to read an accounts receivable aging report.

Built for Every Role

AR Management for Every Role on Your Team

AR software affects several teams. Here is how each role uses the same platform.

CFO

CFO and Finance Leadership

See DSO, overdue AR, dispute resolution, and collector productivity in one live dashboard instead of waiting for the end-of-week report.

Live DSO and receivables position
Portfolio-level risk scoring across customers
Credit exposure visible before accounts become seriously delinquent

Controller

Controller and Accounting

Faster cash application and cleaner reconciliation, with unapplied cash and matching exceptions surfaced during the period rather than at close.

Payments traceable to the original cash receipt
Partial and split payments applied accurately
Complete audit trail on every AR action

AR Manager

AR Manager and Collections Team

Collector time goes to accounts that need human action. Automated follow-up handles the routine work while risk-ranked queues surface priority accounts.

Risk-ranked collector worklists
Automated dunning across every overdue account
Promise tracking with broken commitment alerts

Credit Manager

Credit Manager and Risk

Credit applications, limits, and risk scores in one place, with credit quality tracked over time so changes are visible earlier.

Applications captured with Dun & Bradstreet number
0 to 100 risk score kept over time
Credit utilization tracked per account

AR Analyst

Deductions, disputes, remittance matching, and exceptions handled as structured cases with an owner and a resolution code, not as notes in a spreadsheet.

Cases carry category, owner, and resolver
Days to identify and resolve tracked
Deduction analytics by type and customer

Salesforce Admin

Salesforce Administrator

Native architecture removes the need to maintain a separate AR application or an AR-specific middleware layer. Users, permissions, and workflows are managed inside Salesforce.

Native objects, profiles, and permissions
Many workflows configurable through Salesforce admin tools
Upgrades with Salesforce platform releases

Buyer's Guide

How to Choose Accounts Receivable Management Software

Feature lists look very similar from one vendor to another. When comparing platforms, look past the feature names and check how each system handles your real AR workflows. These eight areas are worth reviewing before you buy.

1. AR workflow automation

How much of the daily process actually runs without a person triggering it? Ask the vendor to show a real workflow rather than only describing the feature.

2. Collections and dunning

Can sequences differ by customer segment, invoice age, and risk tier, and does the cadence for a strategic account look different from a transactional one?

3. Cash application

Ask how a payment moves from receipt to matched invoice, and what happens to the ones that do not match. Ask how the platform handles unapplied cash, partial payments, and payments across multiple invoices.

4. Dispute and deduction management

A platform should separate legitimate disputes from ordinary delinquency, assign an owner, preserve supporting information, and track resolution to closure. Ask what happens to the other open invoices on an account when one is disputed.

5. Credit and risk management

Look for credit applications, limits, and scoring, and ask whether risk information can be updated as payment behavior changes.

6. ERP and CRM fit

Understand which system stays the system of record, how data moves between systems, how often it syncs, and who owns the integration once the project ends.

7. Real-time AR reporting

Ask whether dashboards read live data or a scheduled export, and whether a collector's activity is visible to their manager the same day.

8. Implementation time and total cost

Get year one quoted all in, including implementation, module fees, and any per-invoice or per-transaction charges, then ask how the cost changes if invoice volume doubles.

See Your AR Management ROI

Model the Numbers Before You Commit

Enter your current DSO, monthly invoice volume, and collector headcount to estimate potential AR savings and efficiency gains. Takes under two minutes, no signup required. The DSO calculator gives you a baseline first if you need one.

Calculate My AR ROI

FAQ

Questions About Accounts Receivable Management Software

What is accounts receivable management software?

Accounts receivable management software helps finance teams manage the money customers owe, from invoice tracking and payment follow-up through collections, disputes, cash application, credit management, and reporting. It replaces spreadsheets, email-based follow-up, and manual status checks with centralized workflows, automation, and real-time AR visibility.

What does accounts receivable management software do?

It monitors open and overdue invoices, prioritizes which accounts collectors work first, sends scheduled payment reminders and dunning sequences, records promises to pay and flags broken ones, captures and routes disputes and deductions to an owner, applies incoming payments against open invoices using remittance information, scores customer credit risk, and reports on aging, DSO, and collector performance.

What is the difference between AR automation and AR management software?

AR management covers the broader job of monitoring and controlling the receivables portfolio: aging, credit limits, collector assignment, dispute status, and AR reporting. AR automation is the execution layer that acts on that information through reminder sequences, escalation rules, dispute routing, and payment matching. Most modern platforms, including Quick Receivable, combine both so the data teams see is the same data the automation runs on.

How is AR management software different from accounting software or an ERP?

Accounting and ERP systems record financial transactions, generate invoices, post payments, and maintain the general ledger for financial reporting. AR management software manages the work that happens between invoice and payment: prioritizing collection effort, automating follow-up, tracking promises, resolving disputes, monitoring credit risk, and reporting AR-specific metrics. The two work together, with the ERP remaining the system of record.

How does accounts receivable management software reduce DSO?

It shortens the gap between an invoice becoming overdue and someone acting on it. Follow-up fires on schedule instead of waiting for a collector to notice, worklists are ranked by risk and balance rather than by age, promises to pay are recorded and chased when they lapse, and disputes are separated from ordinary delinquency so clean invoices keep collecting. Reported improvements vary by invoice volume, payment terms, customer behavior, and the maturity of the existing process.

Can accounts receivable management software integrate with an ERP?

Yes. Quick Receivable connects supported ERP, accounting, banking, TMS, and EDI workflows so invoice, customer, payment, and balance data stays aligned. Invoice records carry the references your team already works with, including order number, purchase order number, contract status, and plant. Specific integration requirements depend on your environment and data structure, and are confirmed during discovery.

How much does accounts receivable management software cost?

Quick Receivable starts at $100 per user per month when billed annually for teams that already have Salesforce licenses. If you do not have Salesforce, pricing starts at $250 per user per month and includes the required Salesforce subscription. There are no per-invoice or per-transaction fees, so cost does not rise with invoice volume. Implementation is a one-time fee scoped to project complexity, and a 15-day free trial is available with no credit card required.

How long does implementation take?

A standard implementation can go live in about four weeks, and simple configurations can be completed in days. Because the application runs inside your existing Salesforce org, there is no middleware to configure and no external platform to integrate. More complex projects take longer when they require multiple integrations, data migration, custom workflows, or extensive configuration.

Is accounts receivable management software suitable for enterprise B2B companies?

Yes. Quick Receivable is built for enterprise B2B companies with high invoice volumes and complex AR workflows. WillScot, a Fortune 1000 company, processes 175,000 invoices per month and manages more than $3 billion in AR inside Salesforce using Quick Receivable.

Which industries benefit most from AR management software?

Industries with high invoice volumes, complex payment terms, and frequent disputes or short pays see the strongest results. That includes equipment rental, construction, manufacturing, wholesale distribution, logistics and freight, and project-based services such as oil and gas and EPC contractors.

Does AR management software replace the accounts receivable team?

No. It reduces repetitive work rather than replacing people. Reminders, worklist prioritization, dunning sequences, task assignment, and payment matching run automatically, while collectors, credit analysts, and AR managers handle disputes, exceptions, credit decisions, and the customer conversations that require judgment.

Who Builds Quick Receivable

Quick Receivable is built and implemented by Differenz System, a Salesforce consulting and software development company in business since 2013, with headquarters in West Hills, California and its engineering team in Surat, India. The team that builds the product runs every implementation, so scoping happens with engineers rather than through a partner network.

The production figures on this page are based on live customer deployments, not projections. Customer-reported results are labeled as such and vary by business.

In business since 2013
ISO 27001 certified
AWS Technical Partner
Fortune 1000 production deployment
2.1M invoices processed annually

Get Started

See Quick Receivable Managing Your AR Inside Salesforce

Schedule a demo using your invoice volume, ERP environment, and AR workflows. Standard implementations typically go live in about four weeks.

Typical four-week go-live for standard implementations
15-day free trial, no credit card required
No per-invoice or per-transaction fees
Salesforce-native architecture, Fortune 1000 production experience

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