AR automation for businesses running on Sage

The Problem: Why This Matters to Sage Users

Businesses running on Sage often face challenges in the invoice-to-cash cycle, where manual processes dominate tasks such as sending payment reminders, managing escalations, and matching deposits. These tasks are time-consuming and prone to human error, which can lead to delayed payments and strained customer relationships. For finance teams looking to streamline operations without disrupting existing systems, these inefficiencies present a significant hurdle.

How Most Providers Handle It Today

Most providers in the AR automation space offer solutions that partially address these challenges. They often require businesses to migrate away from their existing Sage systems to new platforms, promising a "one-size-fits-all" solution. However, this approach can lead to disruptions and loss of valuable historical data. Furthermore, many of these solutions lack the human oversight necessary to ensure that automated communications align with customer expectations and business policies, potentially damaging client relationships.

ARPilot's Approach: Solving the Problem Differently

ARPilot offers a novel approach by integrating with Sage through CSV import, the REST API, or a custom adapter under an Enterprise agreement. This means businesses can automate their AR processes without migrating off Sage. With ARPilot, outreach and matching are automated, yet every customer-facing action and ledger write-back are queued for human approval. This ensures that while processes are streamlined, control and oversight remain firmly in the hands of the finance team.

Key Benefits and Measurable Outcomes

1. No Migration Required: ARPilot enhances your existing Sage setup, eliminating the need for costly and time-consuming migrations.

1. Human Approval Built-In: Every automated message and ledger update is queued for approval, ensuring accuracy and maintaining customer trust.

1. Bank-Feed Matching: Payments received are matched against open invoices, keeping the aging report current and accurate, reducing days sales outstanding (DSO).

1. Comprehensive Automation: From reminders to payment plans and dispute intake, ARPilot covers the entire cash cycle, reducing manual workload and increasing efficiency.

1. Cost-Effective Solution: With pricing starting at just $99 per month, ARPilot offers a scalable solution for businesses of all sizes, with a free tier available for smaller operations.

FAQ

How does ARPilot integrate with Sage? ARPilot integrates with Sage through CSV import, the REST API, or a custom adapter under an Enterprise agreement, allowing seamless data transfer without requiring a full system migration.

Does ARPilot replace Sage? No, ARPilot complements Sage by automating the AR processes that happen outside of Sage, such as reminders and payment matching, while keeping your existing system intact.

What kind of oversight does ARPilot provide? Every customer-facing action and ledger write-back is queued for human approval, ensuring that automated processes align with business policies and customer expectations.

How does ARPilot's pricing work? ARPilot offers a free tier for up to 10 invoices per month, with paid plans starting at $99 per month. Enterprise agreements are available for larger operations with customized solutions and SLAs.

Can ARPilot handle payment disputes? Yes, ARPilot includes a dispute intake feature that pauses collections on affected invoices, allowing finance teams to address customer queries before proceeding.