Salesforce Accounts Receivable Automation Features

Six AI agents that run your entire AR, inside Salesforce.

Quick Receivable replaces manual account receivable work with six purpose-built agents. Collections, cash application, disputes, credit, customer service, and risk all automated, all inside your existing Salesforce org.

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100% Salesforce-native
$100 /user/month
Live in 4 weeks
2.1M invoices/year
$3B+ AR managed
Fortune 1000 customers
6 AI Agents

One platform. Six agents working in parallel.

Each agent runs natively inside your Salesforce org, shares the same live account receivable data, and hands off automatically to the next. No integrations, no sync delays, no separate logins.

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Collections Agent

Automated dunning and outreach
40% DSO reduction

Automates your entire dunning process inside Salesforce. Personalized emails, intelligent task assignment, payment promise tracking, and smart account prioritization run 24/7 so your collectors focus on relationships.

  • Automated dunning emails, calls, and task assignment
  • AI-powered account prioritization by risk score
  • Payment promise tracking with auto-escalation
  • Configurable sequences by customer segment
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Customer Service Agent

24/7 AR inquiry handling
95% Faster response time

Handles balance inquiries, dispute submissions, and payment requests around the clock from live Salesforce AR data. Customers get instant, accurate responses without waiting for your team.

  • 24/7 automated inquiry responses from live AR data
  • Self-service customer portal for invoices and payments
  • Intelligent escalation with full context attached
  • Connected directly to dispute and cash application workflows
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Credit Agent

Automated credit decisions
90% Faster processing

Automates the full credit lifecycle inside Salesforce. Application intake, bureau pulls, automated scoring, intelligent routing, and continuous monitoring after approval no separate platform needed.

  • Direct credit bureau integration (Equifax, Experian, D&B)
  • Automated scoring with intelligent application routing
  • Agentic chat to guide applicants through the process
  • Continuous score recalculation and credit hold triggers
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Dispute Management Agent

Capture, route, and resolve disputes
95–100% Email dispute capture rate

Captures every dispute the moment it arrives, categorizes it automatically, routes it to the right owner instantly, and closes it when the invoice resolves. Zero manual logging, zero missed cases.

  • Automated email dispute capture via AI intent detection
  • Categorization: pricing, quantity, quality, delivery, damage
  • Document management with full audit trail in Salesforce
  • Auto-close when underlying invoice resolves
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Cash Application Agent

Automated payment matching
95–98% Matching accuracy

Automates payment matching, remittance extraction, OCR on checks and documents, and ERP posting inside Salesforce. Payments apply in 30 seconds. Your team manages exceptions, not the routine.

  • OCR remittance capture from PDFs, emails, and checks
  • AI matching engine that learns customer payment patterns
  • Automated deduction coding linked to dispute workflow
  • Real-time ERP auto-posting with full audit trail
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Risk Management Agent

Real-time credit risk monitoring
50–70% Bad debt reduction

Monitors every customer account continuously inside Salesforce. Tracks credit risk scores, payment behavior trends, and bad debt exposure, then triggers the right action automatically before problems escalate.

  • Continuous risk scoring across 100% of accounts
  • Payment behavior drift detection 2–4 weeks before default
  • Automated credit hold triggers on threshold breach
  • Live bad debt exposure reporting for finance leadership
Explore Risk Management Agent
Platform Features

Everything your AR team uses, built in

Beyond the six AI agents, every Quick Receivable subscription includes the full account receivable workflow toolkit your collectors, analysts, and managers rely on every day all inside Salesforce.

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Accounts Management

Store all customer details, invoices, and payment records together. This keeps everything organized and prevents missing important updates.

Invoice Tracking

Track invoices from the day they’re sent until payment is received. You’ll always know which ones need action and which are complete.

Customer Payment Portals

Give your customers a secure place to view invoices, raise questions, and make payments. It helps reduce delays and back-and-forth emails.

Automated Dunning Email

Set up automated dunning emails to customers for overdue invoices. This reduces manual work and helps payments arrive sooner.

Dispute Resolution

Track disputes by adding notes and updates to each case. You can follow progress clearly and avoid letting any issue slip through.

Payment Tracking

Match incoming payments with the correct invoices. This keeps your records clean and makes it easier to follow up on anything unpaid.

Centralized Communication

Store all emails, notes, and calls related to each account in one place. This helps your team stay informed and avoid repeat efforts.

Custom Email Management

Find, read, and respond to customer emails without switching tools. You can also link emails to specific invoices or accounts as needed.

Bulk Actions & Import

Upload or update multiple records like invoices or payments at once. This saves time and avoids repetitive manual entry.

Call Logging & Notes

Log calls and write notes after each customer conversation. It helps your team keep track of what was discussed and what comes next.

Multi-User Collaboration

Let your whole team access and work together with shared data. You can control who sees or edits what based on their role.

PDF & Excel Export

Download your invoices, reports, or payment details in PDF or Excel format. It makes them easy to share or use outside the system.

Dashboard Insights

View your overall receivables in one simple screen. You can quickly see overdue amounts, open disputes, and total payments.

Customizable Reminders & Notices

Create different reminder messages and schedules based on timing or customer type. This helps improve collections without extra effort.

User-Friendly Interface

Quick Receivable is designed to be simple for everyone. Your team can start using it right away without needing long training sessions.

Promise to Pay

Records customer commitments for future payments and triggers reminders with follow-ups if payments are missed.

ERP Integration

Connects with your ERP system to keep financial data updated in real-time, reduce manual work, and improve accuracy in your reporting.

The Product

See Quick Receivable inside Salesforce

Every screen your team uses lives inside your existing Salesforce org. No new tabs, no new logins, no additional training environment.

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Well Formatted & Summarized Reports

Well Formatted & Summarized Reports

Simplify Invoice Management

Simplify Invoice Management

Effortlessly Track & Manage Account-Specific Data

Effortlessly Track & Manage Account-Specific Data

Seamlessly Manage & Track All Your Invoice Communications

Seamlessly Manage & Track All Your Invoice Communications

Powerful, Customizable & Data-driven Dashboard

Powerful, Customizable & Data-driven Dashboard

Built-in AI

The AI that works while your team sleeps

Six embedded AI capabilities that eliminate daily repetitive work from your account receivable team, without requiring a separate platform or a new workflow to learn.

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AI-Powered Priority Sorting

Flags invoices likely to face payment delays by analyzing customer behavior, due dates, and historical payment trends. Your collectors see a prioritized worklist the moment they log in, not a flat aging report to interpret themselves.

AI Draft Engine

Takes invoice data and instantly generates clear, professionally formatted payment reminder emails. Your team stops writing repetitive follow-up messages and consistently communicates with customers in a polished, accurate way.

AI Fine-Tuning for Tone Adjustment

Choose a communication style (formal, concise, or friendly) and the AI adapts the email to match that tone while keeping the message accurate. Consistent, appropriate communication across every customer interaction.

AI-Doc Document Chat Assistant

Upload a contract, policy file, or any document and ask questions directly. The assistant provides answers based only on the content of that file, giving your team fast, reliable responses without manually searching long documents.

Email Classification

Scans incoming customer emails and automatically highlights key details: account names, invoice numbers, and disputes. Your collections team sees what matters without digging through cluttered inboxes manually every day.

AI Insight Financial Risk Analysis

Studies customer payment patterns, overdue invoice buckets, and credit usage to assign each account a risk score with suggested actions. Your team steps in before risks grow, not after they become write-offs or collection losses.

Before and After

What changes when you use Quick Receivable

Most account receivable teams spend more time on administrative work than on accounts that genuinely need human attention. Quick Receivable flips that ratio.

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Before Quick Receivable After Quick Receivable
You wait for customers to reply to your follow-up email threads. Customers get automated reminders with a direct payment link.
You dig through inboxes to find invoice conversations. Every message and note is attached to the invoice itself.
You create the same invoice every month manually. The system schedules and sends repeat invoices for you.
You don’t know which invoices are unpaid until someone checks. The dashboard shows unpaid and overdue items the moment you log in.
You send reminders late or forget entirely. Reminders go out on your schedule, without you lifting a finger.
Payment disputes sit unresolved for weeks. Each dispute is tracked with notes and follow-up until it’s closed.
You’re always checking with teammates about the last actions taken. Everyone sees the same account updates, calls, and status in one place.
You update payment records manually from your bank or email. Payments are tracked and matched automatically.
You spend hours exporting and formatting reports. Invoices and reports are ready to download in one click.
Built by a 100% certified Salesforce team

Built by a 100% certified Salesforce team

Quick Receivable is a Salesforce-native SaaS solution built to simplify and streamline accounts receivable from inside the platform your team already uses. From invoice tracking and automated reminders to dispute management and AI-powered insights, it's designed for teams who want control without extra tools or effort.

Developed by Differenz System Pvt. Ltd., Quick Receivable reflects a commitment to building smart, scalable, and user-focused business tools. Our team has deep technical expertise and builds a product that grows with your needs and continues to support your process over time.

  • Hands-on product guidance tailored to your workflow
  • A 100% certified team that understands both tech and finance
  • End-to-end customization to match your internal processes
  • Continuous improvements and feature rollouts based on real feedback
  • Ongoing support with direct access to our experts, with no layers and no delays.
Common Questions

Quick Receivable FAQs

Have a question that's not here? Our team gives honest answers, including when we're not the right fit.

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How much does Quick Receivable reduce DSO?

Quick Receivable reduces Days Sales Outstanding by up to 35 days within the first 90 days. This comes from three mechanisms working together: automated dunning removes delays between overdue dates and first contact; AI Priority Sorting ensures collectors focus on accounts most likely to pay; and real-time aging dashboards eliminate the blind spots that let invoices age unnoticed.

What percentage of collections follow-up is automated?

Approximately 80% of routine collections follow-up - payment reminders, dunning sequences, promise-to-pay escalations, and aging notifications - runs automatically once configured. Your team focuses on the 20% that needs a human: high-risk negotiations, dispute resolution, and relationship management on strategic accounts.

Is Quick Receivable actually built inside Salesforce, or does it just connect to it?

It's 100% Salesforce-native - it installs directly into your existing Salesforce org. There is no external platform, no separate login, and no middleware layer. All AR data lives inside Salesforce alongside your CRM data, with Salesforce's own security and permissions model controlling access.

What do the 6 AI agents actually do day-to-day?

Each agent handles a specific AR task: Priority Sorting ranks your collections queue each morning. Draft Engine writes payment emails from invoice data. Tone Adjustment adapts message style per customer. AI-Doc answers questions from contracts and policy documents. Email Classification extracts key data from incoming emails. AI Insight scores each account for financial risk daily and suggests actions.

How long does implementation take?

Most customers go live in under 30 days. Because Quick Receivable installs inside Salesforce rather than requiring a new platform, there is no data migration and no infrastructure to provision. Onboarding includes ERP connection, dunning sequence configuration, team training, and a dedicated specialist - all included in the setup.

Ready to see Quick Receivable in action?

Our team will walk you through a live workflow inside a real Salesforce org, tailored to your industry and invoice volume. Under 30 minutes, no preparation required.

Schedule a Demo Contact Our Team
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