Use Cases

Invoicing Accounts

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The Problem: The Challenge of Manual Invoice Collections

For SMB and mid-market finance teams, managing accounts receivable is a time-consuming and often inefficient process. The burden of chasing down hundreds to thousands of invoices each month without a dedicated collections team can be daunting. Manual tasks such as drafting follow-up emails, making phone calls, negotiating payment plans, and dealing with bad debt can consume valuable time and resources. This inefficiency often leads to delayed payments, strained customer relationships, and a lack of real-time financial insights, ultimately hindering cash flow and business growth.

How Most Providers Handle It Today: The Shortcomings of Traditional Solutions

Traditionally, companies have relied on a patchwork of manual processes and generic software solutions to manage accounts receivable. These methods often involve using disparate systems like email tools, spreadsheets, and accounting software, which do not communicate effectively with each other. Such an approach is not only labor-intensive but also prone to errors and lacks the personalization needed to engage customers effectively. Generic templates fail to resonate with customers, leading to ignored communications and delayed payments. Additionally, many providers require complex implementations or costly per-seat pricing models, making them less accessible for smaller finance teams.

ARPilot's Approach: Automating and Personalizing Invoice Collections

ARPilot revolutionizes accounts receivable management by leveraging AI to automate and personalize dunning processes. Unlike traditional solutions, ARPilot integrates seamlessly with existing accounting systems such as QuickBooks, NetSuite, Xero, and Sage, eliminating the need for data migration or parallel systems. Our AI learns from each customer's specific invoice history and payment patterns, crafting personalized outreach that resonates and prompts action. The system automatically escalates communications based on invoice aging and payment history, pauses when payment plans are negotiated, and resumes if commitments are missed. This ensures that each customer receives the appropriate level of attention and follow-up, improving recovery rates and strengthening customer relationships.

Key Benefits and Measurable Outcomes

ARPilot delivers tangible benefits for finance teams at growing companies. By automating invoice collections, ARPilot recovers 20-40% more accounts receivable within 30 days, freeing up 5-10 hours of manual work weekly. Our platform provides CFOs with a real-time aging dashboard, offering insights into revenue-at-risk and facilitating a smoother end-of-month close without manual sweeps of disputed invoices. With transparent per-invoice pricing and a 15-day free trial, ARPilot is accessible and cost-effective, allowing finance teams to focus on what they do best—collecting, not configuring.

FAQ

How does ARPilot integrate with my existing accounting system?

ARPilot seamlessly integrates with popular accounting systems like QuickBooks, NetSuite, Xero, and Sage. It reads invoice and payment data while writing back outreach activity, keeping your core accounting records intact without requiring a data migration project.

What makes ARPilot different from other accounts receivable solutions?

ARPilot is AI-native, meaning it learns from each customer's specific invoice history and payment patterns to craft personalized outreach. Unlike generic tools, our platform adapts communication strategies based on customer behavior, leading to higher engagement and faster payment recovery.

Is there a trial period available for ARPilot?

Yes, ARPilot offers a 15-day free trial on every plan, allowing finance teams to experience the platform's capabilities without any initial commitment. Our transparent per-invoice pricing ensures there are no hidden fees or complex pricing structures.

Can ARPilot handle customers with different payment behaviors?

Absolutely. ARPilot's AI tailors dunning sequences based on each customer's payment history. Repeat customers receive different communication tones, while serial late-payers encounter firmer language, ensuring each interaction is contextually relevant and effective.

How does ARPilot ensure compliance with regulatory standards?

ARPilot is built with an audit-first approach, logging every AI action and customer interaction. Each outreach has a detailed paper trail, capturing delivery, open, and reply metrics, ensuring compliance with regulatory requirements in finance and beyond.

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