AR Automation Solutions Built Inside Salesforce

Automate accounts receivable with collections, payment reminders, dunning, deductions, credit, cash application, and AR reporting inside Salesforce. Give your AR team one workspace for customer, invoice, payment, and collection data. Connect supported ERP and finance systems while keeping your AR work in the Salesforce org your team already uses. Standard implementations can go live in about four weeks.

2.1M

Invoices Processed Annually

$3B+

AR Managed Annually

40%

DSO Reduction

4 Weeks

Average Go-Live Time

Schedule a Free Demo

Fortune 1000 Production Deployment

100% Salesforce-Native

Standard Go-Live in About 4 Weeks

No Per-Invoice Fees

Scope of Automation

What Can AR Automation Solutions Automate?

AR automation removes repetitive work from the daily queue while keeping people in control of exceptions, disputes, and customer conversations.

Depending on the platform, automation can handle:

Invoice and aging tracking
Payment reminders and dunning sequences
Collections worklist prioritization
Promise-to-pay tracking
Broken-promise follow-up
Dispute and deduction routing
Credit risk monitoring and scoring
Cash application and remittance matching
Customer email classification
AR reporting and alerts
Collector task assignment
Escalation by balance, aging, risk, or segment

The goal is not to replace your AR team. It is to reduce repetitive work so collectors, credit analysts, and AR managers can focus on exceptions, customer conversations, and decisions that need human judgment.

The Problem

Where Manual AR Processes Break Down

Manual AR problems often build slowly. Missed follow-ups, slow dispute resolution, unapplied cash, and weak prioritization can delay collections across every billing cycle.

Follow-Up Depends on Manual Work

When outreach lives in personal inboxes, the accounts that get chased are the ones a collector happens to remember. Everything else quietly ages. On a manual queue, follow-up can be delayed for days while collectors work through aging reports, spreadsheets, and inboxes.

Aging Reports Do Not Show Collection Priority

An aging report ranks invoices by how old they are, not by how much is at stake or how likely the customer is to pay. Strategic accounts sit buried in the middle of the list while collectors work the top of a page.

Short Pays Get Lost Without Structured Cases

A customer pays less than invoiced, someone notes it in a spreadsheet, and the reason is lost. Without a structured deduction record carrying an owner and a resolution code, those balances age until they are written off.

Disputes Can Delay Unrelated Invoices

One disputed invoice holds up payment on five clean ones in the same account. Dunning keeps firing on all of them, which damages the relationship without recovering a dollar of the balance that was never in question.

Benefits

What AR Automation Solutions Change

AR automation does more than remove manual tasks. It helps finance teams follow up sooner, resolve exceptions faster, apply cash with less manual work, and manage more receivables without growing the workload at the same rate.

Reduce DSO

Prioritize overdue accounts by risk instead of age, automate follow-up, and identify payment issues earlier.

Improve Working Capital

Collect overdue receivables sooner, reduce cash tied up in open invoices, and give finance leaders a clearer view of expected collections.

Improve Collector Productivity

Replace manual queues, spreadsheets, and repeat reminder emails with workflows that run on schedule and surface work that needs human attention.

Recover More Deductions

Capture short pays as structured cases, assign owners and reason codes, and track each case through resolution.

Apply Cash Faster

Match payments and remittance data to open invoices, then send exceptions such as unapplied cash and partial payments for review.

Improve AR Visibility

Track aging, overdue balances, collections activity, disputes, credit exposure, and payment behavior from live Salesforce data.

Scale Without Scaling Headcount

Automate repeatable work so invoice volume can grow without increasing manual AR work at the same rate.

Our Solutions

AR Automation Solutions for the Full Receivables Process

Quick Receivable brings collections, payment reminders, dunning, deductions, debt recovery, credit, cash application, and AR reporting into one Salesforce-native platform. Teams can start with the workflow they need most and expand as their AR process grows.

For CFOs and AR Managers

Accounts Receivable Management Software

Get a live view of AR, aging, DSO, overdue balances, credit risk, and collector activity inside Salesforce.

Key capabilities

Live DSO and aging dashboards
Collector and manager views
0–100 credit risk scores
Portfolio and overdue AR visibility

For Manufacturing and Wholesale Teams

AR Deductions Management Software

Capture short pays and deductions, assign ownership, and track each case from intake through resolution.

Key capabilities

Email-based deduction capture
Reason codes and case ownership
Resolution tracking
Deduction analytics

For B2B Collections Teams

Accounts Receivable Collections Software

Prioritize B2B collections by risk, automate follow-up, track promises, and keep collection activity inside Salesforce.

Key capabilities

Risk-based collection worklists
Promise-to-pay tracking
Dispute-aware routing
AI collection calls

For Overdue Account Recovery

Debt Collection Software

Escalate seriously overdue accounts with risk-based worklists, broken-promise tracking, and recovery workflows inside Salesforce.

Key capabilities

1,441+ days past due tracking
Risk-based prioritization
Broken-promise tracking
Recovery reporting

For AR Teams and Collections Analysts

Payment Reminder Software

Send pre-due, due-date, and overdue reminders automatically by email and AI-powered calls based on invoice and account rules.

Key capabilities

Pre-due and overdue reminders
Broken-promise follow-up
Adjustable email tone
Automated call follow-up

For Collections Teams and Credit Analysts

Dunning Management Software

Build dunning sequences by invoice age, customer segment, and risk tier, with AI calls, promise tracking, and escalation built into Salesforce.

Key capabilities

Customer-specific dunning cadences
Shared AR inbox
Reply classification
Automated escalation

Roles

Who Uses AR Automation Solutions?

AR automation usually involves several finance and Salesforce roles. Here is what each role needs from the platform.

Roles that use AR automation solutions and what each one needs
Role	What they need from AR automation
CFO or VP Finance	DSO, overdue AR, cash flow position, and receivables performance without waiting for a reporting cycle
AR Director	Collections performance, workload distribution, aging movement, dispute volume, and team productivity
Collections Manager	Risk-ranked worklists, automated follow-up, promise-to-pay tracking, and escalation that fires without a reminder
Credit Manager	Credit exposure, limits, risk scores, credit applications, and payment behavior trends over time
AR Analyst	Deductions, disputes, cash application, remittance matching, unapplied cash, and exception handling
Salesforce Administrator	Permissions, sharing rules, workflows, dashboards, and configuration inside an org they already govern

Outcomes

Customer-Reported and Illustrative AR Outcomes

Results vary by company and AR process. Customer results below should be labeled by source. Where a figure is an internal benchmark or example rather than a documented customer result, label it clearly as illustrative.

Customer-reported and illustrative AR metrics before and after implementing Quick Receivable
Metric	Before	After
Illustrative DSO range	45 to 60 days	28 to 35 days
Illustrative overdue collection rate	35 to 40%	65 to 75%
Manual follow-up time per collector per day	3 to 4 hours	30 to 45 minutes
Time to first contact after an invoice goes overdue	5 to 7 days	Immediate, dunning fires on schedule
Broken promises followed up within 24 hours	Under 30%, memory dependent	100%, alert fires on the due date
Collector time on strategic accounts	20 to 30%	70 to 80%
Portfolio visibility	Weekly aging report, 2 to 3 days stale	Live Salesforce dashboard

Want these modeled against your own numbers? The AR ROI calculator takes current DSO, monthly invoice volume, and average invoice value and projects annual cash recovery. No signup required.

Platform Architecture

Every AR Automation Solution Runs Inside Salesforce

Every AR automation solution in Quick Receivable is built natively on the Salesforce platform. Quick Receivable is built on Salesforce rather than running as a separate AR application connected through middleware. Your team uses one login, one data source, and one set of dashboards for every AR workflow.

This architecture removes the need for a separate AR application and a middleware layer, which is why standard Salesforce accounts receivable automation implementations can go live in about four weeks. More complex deployments may take longer depending on integrations, data migration, customization, and workflow requirements.

See How Quick Receivable Works Inside Salesforce

Zero Middleware Required

No separate AR integration layer or middleware to license, configure, and maintain. Every workflow reads and writes directly to your Salesforce org.

One Login for Your Entire Team

Collectors, credit analysts, dispute owners, and AR managers all work inside the Salesforce interface they already use. No separate credentials, no system switching mid-call, and full account and contact history sitting next to the collections queue.

Salesforce Security and Access Controls

AR workflows run within your Salesforce environment. Specific integration and data-transfer behavior depends on the systems connected to your org and the implementation scope.

Connectivity

Connect AR With Your Existing Finance Systems

Salesforce can be the workspace for your AR team without replacing the systems that run your financial operations.

Quick Receivable connects with supported ERP, accounting, banking, TMS, and EDI systems so invoice, customer, payment, and receivables data can move between the systems your finance team already uses. Invoice records carry the references your team already works with, including order number, purchase order number, contract status, and plant.

Your ERP remains the financial system of record while Salesforce becomes the working environment for collections, credit, disputes, deductions, cash application, and AR reporting. Freight and logistics teams connect TMS and EDI feeds the same way, so load, rate, and billing data reaches AR without manual re-entry.

Specific integration requirements depend on your environment, data structure, and implementation scope, and are confirmed during discovery rather than assumed.

Included With Every Solution

Shared AR Capabilities Across Every Solution

These capabilities are part of the same Quick Receivable platform rather than separate AR systems. Because they share the same Salesforce data, activity in one workflow is available to the other AR teams working on the same customer account.

AI Priority Scoring

Quick Receivable reviews overdue balances, payment behavior, disputes, credit information, and other available account signals to create an AI Priority Score and recommend the next action. Payment promises and broken promises can also become part of the account's payment history.

AI Collection Calls

AI-powered collection calls handle invoice follow-ups and broken-promise outreach based on your configured workflows.

Email Drafting, Tone Control, and Classification

Draft a customer email from a short prompt with invoice line items attached, adjust the tone from friendly to assertive, and let incoming replies be classified as dispute, promise, remittance, statement, or out of office.

Receivables Core

Invoice, Aging, and Account Visibility

Invoice records carry due date, amount, purchase order, contract status, disputed amount, promised amount and date, and days past due. Aging runs from current through 30, 60, 90, and 120+ days.

Receivables Core

Dispute Management

Log a dispute against an invoice with a category, owner, resolver, and resolution code. Collection reminders pause while the dispute is open, and days to identify and days to resolve are tracked for every case.

Credit and Risk

Credit Applications and Risk Scoring

Capture credit applications with business details and Dun and Bradstreet number, then combine Equifax report data, payment timing, broken promises, and dispute history into a 0 to 100 score kept over time rather than as a single snapshot.

Cash

Cash Application and Remittance Matching

Match incoming payments to one or more open invoices, apply partial payments, capture remittance details, and flag unapplied cash for review. The workflow can also surface overpayments, underpayments, and payments that cover multiple invoices.

Reporting

AR Dashboards and Reporting

A management dashboard covers total AR, overdue AR, current due, and DSO, with results by collector and top overdue accounts. Reports export to PDF or Excel without moving reporting to another tool.

See every feature with real product screens

Buyer's Guide

How to Evaluate AR Automation Solutions

Feature lists can look similar across AR vendors. These questions help you compare the parts that affect implementation, cost, daily work, and long-term use.

1. Where does the AR data live?

Ask whether the AR system is native to your CRM or runs as a separate application. Also ask how customer, invoice, payment, and collection data moves between systems.

2. What does year-one cost?

Ask for the full first-year cost, including implementation, integrations, user fees, AI features, and transaction or invoice fees.

3. How long will implementation take?

Ask what work the vendor handles, what your team must provide, and what could extend the timeline.

4. How are collection priorities calculated?

Ask whether worklists are based only on invoice age or also consider balance, payment history, risk, disputes, and customer segment.

5. How are disputes and deductions handled?

Ask how the system captures disputes and short pays, assigns ownership, pauses or changes collection activity, and tracks resolution.

6. How does cash application work?

Ask how the system handles remittance data, partial payments, overpayments, unapplied cash, and payments covering multiple invoices.

7. How does it connect to your ERP?

Ask which system remains the financial system of record, what data moves between systems, how often it moves, and who maintains the integration.

Industries Served

AR Automation Solutions by Industry

Every Quick Receivable solution is configured for the payment cycles, dispute types, and collections complexity specific to your industry.

Equipment Rental

On-rent invoicing, damage claim disputes, security deposit handling, and multi-depot billing. WillScot processes 175,000 invoices per month on Quick Receivable.

Construction

Retainage holdbacks, pay-when-paid clauses, AIA-style billing, and multi-party project chains where the payer is not always the project owner.

Manufacturing

Freight deductions, pricing disputes, and volume rebates on high-volume distributor accounts, separated from clean invoices so one dispute does not stall the rest.

Wholesale and Distribution

Co-op deductions, promotional allowances, and multi-tier distributor collections at scale, with deduction recovery running in parallel with collections rather than behind it.

Project-Based Services

Milestone billing in oil and gas, EPC, and professional services, where one unpaid milestone holds up project cash flow and escalation needs the right executive contact.

Logistics and Freight

Short pays matched against rate confirmations, accessorial and detention disputes, broker chargebacks, and multi-party shipper, broker, and carrier billing on a single load.

Implementation

How an AR Automation Rollout Actually Runs

Because Quick Receivable runs inside Salesforce, implementation focuses on configuration, data mapping, integrations, testing, and training within your existing environment.

Discovery and Scoping

We map invoice volume, ERP environment, industry workflow, dispute and deduction types, and collector structure, then quote the one-time implementation against that complexity.

Configuration in Your Org

Objects, dashboards, dunning sequences, credit rules, and user permissions are configured inside your existing Salesforce org, under your admin's governance.

Data and Training

Open invoices, aging, and customer records load in, ERP, TMS, or EDI feeds are connected where needed, collectors are assigned, and the team trains in an interface it already knows.

Go Live and Tune

Reminder cadences, escalation thresholds, and risk weightings are adjusted after the first billing cycle based on what your accounts actually do.

Scope and Fit

What Quick Receivable Automates and What Stays in Your Finance Stack

Knowing the boundaries up front saves everyone an evaluation cycle. Here is an honest view of where Quick Receivable sits in a finance stack.

Quick Receivable handles

Invoice tracking, AR aging, and portfolio visibility
Collections worklists, prioritization, and collector assignment
Dunning sequences, payment reminders, and AI dunning calls
Promise-to-pay records and broken-promise escalation
Disputes and deductions with owners, reason codes, and resolution tracking
Credit applications, credit limits, and 0 to 100 risk scoring
Cash application, remittance mapping, and payment history
AR dashboards, DSO tracking, and collector performance reporting

Your existing systems keep

General ledger and financial close, which stay in your ERP or accounting system
Payment acceptance and funds movement, which stay with your bank or payment provider
Customer-facing self-service payment portals, if your business requires one
Order management, fulfillment, and billing origination
Tax determination and statutory e-invoicing compliance
Invoice factoring or quick pay financing, which Quick Receivable does not provide

Quick Receivable records and applies the payments your provider collects, so reconciliation and collections stay in sync without replacing your payment rails.

FAQ

AR Automation Solutions: Common Questions

What is AR automation software?

AR automation software uses rules and workflows to reduce manual accounts receivable work. It can automate tasks such as payment reminders, dunning, collection follow-up, cash application, dispute routing, deduction tracking, and AR reporting.

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

AR management software helps teams monitor and manage receivables. AR automation adds workflows that perform repeatable tasks based on rules, dates, account status, payment behavior, or other conditions. Many platforms combine both.

Does AR automation replace accounts receivable staff?

No. AR automation is designed to reduce repetitive work. Your team still handles disputes, exceptions, customer conversations, approvals, and decisions that need human judgment.

Which AR automation solution should we start with?

Start with the AR problem that creates the most work or delays cash today. Common starting points include collections, payment reminders, dunning, deductions, credit, cash application, or AR visibility. You can add other workflows later.

How much can AR automation reduce DSO?

There is no single result for every company. DSO depends on payment terms, customer behavior, invoice accuracy, dispute volume, collection practices, and other factors. Quick Receivable reports a 40% DSO reduction as a customer-reported result, but individual results vary.

Does Quick Receivable replace our ERP?

No. Your ERP or accounting system can remain the financial system of record. Quick Receivable provides the AR workspace and workflows inside Salesforce and connects with supported finance systems.

How long does implementation take?

Standard implementations can go live in about four weeks. The actual timeline depends on your Salesforce org, data migration, integrations, customization, testing, and training needs.

Does Quick Receivable process payments?

Quick Receivable can record and apply payments collected through your existing payment or banking systems. It does not replace your bank or payment provider.

Can we try Quick Receivable before buying?

Yes. A 15-day free trial is available with no credit card required.

Can one solution be used without the others?

Yes. Teams can start with the AR workflow that addresses their main problem and add other capabilities as their needs grow.

Who Builds Quick Receivable

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

The figures on this page come from production deployments, not projections. WillScot, a Fortune 1000 company, runs 175,000 invoices per month and more than $3 billion in annual AR on Quick Receivable inside Salesforce.

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

Get Started

Find the Right AR Automation Solution for Your Team

Schedule a 30-minute call. We will map your invoice volume, ERP, industry, and workflow complexity to the right AR automation solution and show you a live demo configured for your use case.

Schedule a Demo

No commitment. No credit card for the trial. No per-invoice fees.