The person who hired you has left the company

The Problem

In B2B finance, continuity in managing accounts receivable is crucial for maintaining cash flow and customer relationships. When the person responsible for handling invoices leaves, it often leads to unanswered emails, unpaid invoices, and stalled projects. This situation is compounded when the remaining team members are unfamiliar with past correspondence or the specifics of the work completed. The lack of ownership can result in financial discrepancies and strained client relationships, posing significant challenges to finance teams who depend on timely payments to sustain operations.

How Most Providers Handle It

Most accounts receivable solutions in the market today fall short in addressing the issue of key contact departures. Typically, these platforms rely on a single point of contact for each customer, which means that if this contact leaves, communication halts, and invoices go unpaid. While some providers offer basic contact management features, they often lack the depth and integration needed to maintain continuity. This approach leaves businesses vulnerable to communication breakdowns and financial instability, as there is no automated mechanism to escalate or redirect communications to another contact within the same organization.

ARPilot's Approach

ARPilot takes a proactive and comprehensive approach to solving this problem by storing multiple points of contact for each customer. This ensures that when a primary contact departs, the communication sequence can automatically redirect to a secondary or tertiary contact, ensuring continuity. The platform maintains a complete history of all work and correspondence, allowing the new contact to quickly understand the context and take necessary actions. This is achieved without compromising the human oversight intrinsic to ARPilot's design, as every action still requires human approval before proceeding, maintaining the integrity and accuracy of the communications.

Key Benefits and Measurable Outcomes

1. Continuity with Multiple Contacts: By maintaining more than one contact per customer, ARPilot ensures that communication sequences do not come to a halt when a primary contact leaves. This significantly reduces the risk of unpaid invoices and financial disruptions.

1. Preserved Correspondence History: The complete history of work and correspondence is readily available, allowing new contacts to seamlessly take over and address pending issues with full context.

1. Human-Centric AI: ARPilot’s AI-driven approach, combined with mandatory human approval, ensures that communications remain accurate and contextually appropriate, preserving customer relationships and trust.

1. Integrated and Efficient Operations: With bidirectional syncing with QuickBooks and connections through REST API or CSV imports, ARPilot integrates smoothly into existing accounting systems, enhancing efficiency without requiring a complete system overhaul.

1. Cost-Effective Solution: Designed for mid-market businesses, ARPilot offers a free tier for up to 10 invoices a month and tiered pricing that scales with business needs, ensuring affordability and value.

FAQ

1. What happens if the primary contact for my invoices leaves the company?

ARPilot automatically redirects communication to secondary or tertiary contacts stored in the system, ensuring that the invoice-to-cash process continues without disruption.

2. How does ARPilot keep track of past correspondence and work history?

ARPilot maintains a comprehensive record of all communications and transactions related to each invoice, allowing any new contact to have full visibility into the history and context of the work.

3. Can ARPilot integrate with my existing accounting software?

Yes, ARPilot integrates seamlessly with QuickBooks Online and can connect to other systems via REST API, CSV import, or a custom adapter under an Enterprise agreement.

4. Is human approval required for every action in ARPilot?

Yes, human approval is a fundamental part of ARPilot’s architecture. Every customer-facing action requires human approval, ensuring accuracy and preserving customer relationships.

5. What are the pricing options for ARPilot?

ARPilot offers a free tier for up to 10 invoices a month. The Starter plan is priced at $99 per month, while the Professional plan, which includes API access, is $299 per month. Enterprise pricing is customized with an SLA, and annual billing offers about two months free.