ARPilot + Outlook (Microsoft 365)

Overview — How ARPilot and Outlook (Microsoft 365) Work Together

The integration of ARPilot with Outlook (Microsoft 365) is designed to transform how businesses manage their accounts receivable communications. By connecting with Outlook, ARPilot enhances the efficiency of AR workflows without requiring any changes to your existing processes or accounting systems. Whether you use QuickBooks, NetSuite, or Xero, ARPilot integrates effortlessly, leveraging Outlook's powerful email and calendar functionalities to boost AR performance and reduce DSO swiftly and effectively.

What the Integration Does

ARPilot's integration with Outlook (Microsoft 365) brings a host of automation and syncing capabilities that streamline accounts receivable operations:

• Inbound Email Triage: Automatically categorizes and prioritizes AR-related emails, ensuring critical communications are addressed promptly.
• Message Threading and Reply Tracking: Keeps track of all conversations related to dunning emails, providing a comprehensive view of customer interactions and engagement.
• Calendar Integration for Follow-ups: Schedules follow-up calls and meetings directly in Outlook's calendar, ensuring timely and consistent communication with clients.
• Attachment Extraction: Extracts essential remittance information from email attachments, reducing manual data entry and minimizing errors.
• Graph API Connectivity: Ensures seamless data synchronization and communication between ARPilot and Outlook, maintaining data accuracy and real-time updates.

Step-by-Step: Getting Set Up

Key Benefits

• Enhanced Efficiency: Automate repetitive AR tasks with Outlook integration, allowing your team to focus on strategic activities that drive business growth.
• Seamless Communication: Maintain organized and easily trackable email threads, ensuring no customer interaction is missed, and follow-up actions are timely.
• Improved Cash Flow: Experience a 20-40% reduction in DSO within 90 days, as faster invoice collection improves liquidity without workflow disruptions.
• Error Reduction: Minimize manual data entry errors with automated attachment extraction and data syncing, ensuring accuracy in AR records.
• Effortless Integration: Implement ARPilot alongside existing systems like QuickBooks, NetSuite, and Xero without the need for costly and complex system overhauls.

FAQ

How does ARPilot improve email management in Outlook?

ARPilot enhances email management by automatically triaging AR-related emails, threading messages for easy tracking, and scheduling follow-ups directly in Outlook's calendar, ensuring efficient handling of all AR communications.

What are the requirements to integrate ARPilot with Outlook (Microsoft 365)?

To integrate ARPilot with Outlook, you need a valid Microsoft 365 account and authorization to connect via Graph API. The setup process is straightforward, requiring only a few configuration steps to customize settings.

Can ARPilot extract data from email attachments in Outlook?

Yes, ARPilot can automatically extract remittance information and other relevant data from email attachments in Outlook, reducing manual data entry and increasing accuracy in AR records.

How quickly can I see results in DSO reduction after integrating with Outlook?

Most customers experience a 20-40% reduction in DSO within 90 days of integrating ARPilot with Outlook, thanks to increased efficiency and automation in AR workflows.

Is it necessary to change my existing accounting system to use ARPilot with Outlook?

No, ARPilot works seamlessly with your existing accounting systems such as QuickBooks, NetSuite, or Xero, requiring no rip-and-replace, and maintains your current AR team workflows.