Integrations

ARPilot + Modern Treasury

Streamline your financial operations with ARPilot + Modern Treasury integration. Automate payments and reconciliation effortlessly. Boost efficiency today!

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Overview — How ARPilot and Modern Treasury Work Together

By integrating ARPilot with Modern Treasury, businesses gain a powerful synergy that combines AI-powered accounts receivable automation with a cutting-edge payment operations platform. Modern Treasury handles payment operations across ACH, wire, RTP, and other bank rails, delivering real-time bank transaction data to ARPilot. This seamless integration enables businesses to automate cash application processes, reconcile incoming payments against open invoices, and trigger AR workflows as soon as bank receipts are detected. Together, ARPilot and Modern Treasury provide a comprehensive solution for optimizing financial operations without the need for disruptive changes to existing workflows.

What the Integration Does

The ARPilot and Modern Treasury integration offers real-time synchronization of bank transaction data, ensuring that ARPilot always has the latest information at its fingertips. With this integration, ACH and wire payment events are automatically captured and reconciled to open invoices, reducing manual intervention and errors. Bank reconciliation feeds provide a clear view of payment status, while payment status webhooks allow for the triggering of AR workflows immediately upon receipt of payments. This multi-bank connectivity means businesses can manage their entire payment operations seamlessly, regardless of the banking institutions involved.

Step-by-Step: Getting Set Up

  • Connect Your Systems: Start by connecting your Modern Treasury account with ARPilot. This ensures that your banking data is securely synced with ARPilot's AI-powered platform.
  • Configure Sync Settings: Customize your synchronization preferences to align with your business needs. Decide which bank transaction data will trigger specific AR workflows within ARPilot.
  • Automate Workflows: Set up automated AR workflows to be triggered by specific payment events, such as incoming ACH or wire transactions.
  • Monitor and Adjust: Once the integration is live, continuously monitor the performance and adjust settings as necessary to optimize AR operations.
  • Key Benefits

    The integration with Modern Treasury offers several key benefits specific to ARPilot's offering. Businesses experience a significant reduction in Days Sales Outstanding (DSO) by 20-40% within just 90 days. The AI-native platform requires no rip-and-replace of existing systems, as it works seamlessly with popular accounting software like QuickBooks, NetSuite, and Xero. Furthermore, ARPilot's transparent per-invoice pricing model ensures that businesses only pay for the value they receive, making the automation essentially pay for itself. By automating cash application and streamlining AR workflows, businesses save time, reduce manual errors, and enhance their financial operations efficiency.

    FAQ

    How does ARPilot work with Modern Treasury to automate AR processes?

    ARPilot uses real-time bank transaction data from Modern Treasury to automate cash application and trigger AR workflows. This integration reduces the need for manual reconciliation and speeds up the collection process.

    What kind of payment events can trigger AR workflows in ARPilot?

    ARPilot can trigger workflows based on ACH and wire payment events, as well as other bank transaction data provided by Modern Treasury.

    Do I need to change my current accounting software to use ARPilot with Modern Treasury?

    No, ARPilot integrates seamlessly with existing accounting systems like QuickBooks, NetSuite, and Xero. There's no need to replace your existing software.

    How quickly can I expect to see a reduction in DSO after implementing the integration?

    Most customers see a reduction in DSO of 20-40% within the first 90 days of using ARPilot with Modern Treasury.

    Is there a lot of setup involved to get started with the integration?

    The setup process is straightforward. Once you connect your Modern Treasury account to ARPilot, you can configure sync settings and automate workflows with minimal effort.

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