AR automation alongside NetSuite

The Problem: Inconsistent Collections in NetSuite

For businesses using NetSuite, managing accounts receivable can be a challenge. While NetSuite effectively manages invoices and customer data, it lacks robust tools for running consistent follow-up cycles. This often results in finance teams relying on saved searches, manual reminders, and personal discipline to manage collections. The inconsistency in follow-up not only leads to delayed payments but also strains customer relationships and impacts cash flow.

Current Solutions and Their Limitations

Most solutions available today for accounts receivable automation attempt to replace existing ERP systems or require complex integrations that disrupt current processes. These solutions often focus on a single aspect of the cash cycle, such as reminders or payment processing, leaving significant gaps in the overall management of accounts receivable. As a result, finance teams are left juggling multiple tools and processes, leading to inefficiencies and errors.

ARPilot's Approach: Integration Without Disruption

ARPilot offers a unique approach by integrating directly with NetSuite through REST API, CSV import, or a custom adapter under an Enterprise agreement. Unlike other solutions, ARPilot does not replace NetSuite; instead, it enhances it by automating the entire invoice-to-cash cycle. This includes multi-channel outreach, payment plans, payment capture, and bank-feed cash application, all while maintaining NetSuite as the system of record. Every action is queued for human approval, ensuring that customer relationships are preserved and accurate data is maintained.

Key Benefits and Measurable Outcomes

• No ERP Project Required: ARPilot seamlessly integrates with NetSuite without requiring complex ERP projects or disrupting existing workflows.
• Consistent Collections Management: Automate the entire follow-up process with scheduled outreach, payment plans, and cash applications, ensuring consistent attention to all invoices.
• Human Approval Workflow: Every customer-facing action is reviewed by a person, preserving the quality of customer interactions.
• Comprehensive Cash Cycle Automation: ARPilot covers the entire cash cycle, addressing outreach, payment plans, dispute management, and analytics, providing a holistic solution.
• Cost-Effective: From the Professional plan upwards, API access is included, offering an affordable automation solution tailored for the mid-market.

FAQ

How does ARPilot integrate with NetSuite?

ARPilot integrates with NetSuite using a REST API, CSV import, or a custom adapter under an Enterprise agreement. This ensures seamless data flow between systems without replacing NetSuite as the system of record.

What makes ARPilot different from other AR automation tools?

Unlike many tools that focus on one or two aspects of the cash cycle, ARPilot automates the entire invoice-to-cash process. It includes multi-channel outreach, payment plans, cash application, and more, with a human approval step for every customer interaction.

Is there a need for an ERP project to use ARPilot with NetSuite?

No, ARPilot integrates directly with NetSuite without requiring a new ERP project. This allows finance teams to automate accounts receivable processes without disrupting existing workflows.

How does the human approval process work in ARPilot?

Every customer-facing action and ledger write-back is queued for human review and approval in ARPilot. This ensures that customer relationships are managed with care and that data integrity is maintained.

What are the pricing options for using ARPilot with NetSuite?

ARPilot offers a free tier for up to 10 invoices a month. The Starter plan is priced at $99 per month, and the Professional plan, which includes API access, is $299 per month. Enterprise agreements are negotiated with an SLA, offering flexibility for larger organizations.