Putting delinquent accounts on hold before the next order ships

The Problem

In the B2B landscape, shipping new orders to customers with overdue accounts can transform a potentially recoverable balance into a financial loss. This situation often arises because sales teams are not fully aware of a customer's payment history, leading to uninformed decisions about order fulfillment. For businesses, this disconnect between finance and sales can result in increased write-offs, strained customer relationships, and a significant impact on cash flow. Without a clear and comprehensive view of a customer's payment status, it's challenging to make informed decisions that protect the company's bottom line.

How Most Providers in This Space Handle It Today

Traditionally, many providers in the accounts receivable space offer solutions that focus solely on automating reminders and follow-ups. These systems often lack integration with sales processes, creating a siloed approach that leaves finance teams without the necessary context for making informed hold decisions. Additionally, most tools do not provide real-time visibility into engagement signals or dispute statuses, making it difficult to assess a customer's likelihood of payment accurately. As a result, many businesses rely on manual processes and gut feelings, which can lead to inconsistent and risky decisions.

This Company's Approach

ARPilot differentiates itself by offering a holistic solution that integrates aging, engagement signals, and dispute status into a single, unified view. This comprehensive approach ensures that finance teams have access to all the information needed to make defensible hold decisions. ARPilot's AI-driven platform automatically aggregates payment history, customer interactions, and dispute statuses, presenting them in a clear timeline that both finance and sales teams can access. This transparency eliminates guesswork and enables teams to make data-driven decisions that align with the company's financial goals.

Key Benefits and Measurable Outcomes

By adopting ARPilot's solution, businesses can achieve several critical outcomes. First, the risk of write-offs is significantly reduced by capping exposure before it doubles. With a clear view of aging and engagement signals, finance teams can confidently place holds on accounts with delinquent payments, preventing further shipments. Additionally, the shared timeline feature fosters better collaboration between finance and sales teams, allowing them to see the same customer history and engage in informed discussions with clients. This alignment not only enhances internal communication but also strengthens customer relationships by ensuring consistent messaging.

FAQ

How does ARPilot help prevent write-offs? ARPilot provides a comprehensive view of aging, engagement signals, and dispute statuses, enabling finance teams to make informed hold decisions before shipping new orders. This approach reduces the risk of turning collectable balances into financial losses.

Can ARPilot integrate with my current accounting software? Yes, ARPilot offers bidirectional syncing with QuickBooks Online and can connect to other systems through a REST API, CSV import, or a custom adapter under an Enterprise agreement.

How does ARPilot facilitate collaboration between sales and finance teams? ARPilot offers a shared account timeline that displays customer interactions and payment history, allowing both sales and finance teams to access the same information and engage in informed discussions.

What makes ARPilot's cash application process different? ARPilot uses a published rubric to match payments with open invoices based on factors like amount, date proximity, payer-name similarity, and reference. Payments above a 0.95 confidence threshold are applied automatically, while those between 0.70 and 0.95 are queued for human review.

Is ARPilot suitable for small businesses? Yes, ARPilot is priced and delivered for the mid-market, offering a free tier for businesses with up to 10 invoices a month and a Starter plan at $99 per month, making it accessible for small to medium-sized enterprises.