Accounts Receivable

Revenue you've invoiced but not collected isn't revenue — it's a free loan to your customers, and you're the one paying interest on it. Managed accounts receivable makes the asking systematic and polite: invoices go out promptly, reminders go out automatically, aging gets reported weekly, and your average collection time shrinks without a single awkward phone call from you.

What's included

• Professional invoicing on your schedule. One-off or recurring, branded, itemized, and correct — sent the day the work ships, not the day someone gets around to it.
• Automated reminder sequences. Polite, escalating on your terms: a friendly nudge at 7 days, a firmer note at 14, a real escalation path at 30+. Your name stays nice; the system stays consistent.
• Payment convenience. Card and ACH payment links on every invoice, because "the check is in the mail" is often really "paying you is annoying."
• Weekly AR aging with escalation flags. Who owes what, how old it is, and which accounts need a human decision versus another reminder.
• Clean AR reporting in your monthly package — tied to the books, so invoiced revenue, collected cash, and outstanding balances always agree.

Why it matters

Cash flow kills more small businesses than unprofitability does — you can be profitable on paper and still miss payroll because a client pays in 75 days. Every week cut from your average collection time is payroll-grade cash that stays in your business instead of floating your customers'. And the consistency matters as much as the speed: customers pay the vendors who bill professionally and predictably first.

How it works

Invoices originate from your tool stack — the bookkeeping ledger records them as they go out. From there the reminder engine runs on your rules, payments land in your accounts, and exceptions — disputes, broken promises, ghosted invoices — get escalated to you with a summary and a suggested next move. Monthly, the whole AR ledger reconciles in the close.

What it costs

Managed invoicing is included in the Standard plan and up — at the ~$25k/month expense tier that's $525/mo, and Premium adds managed bill pay and payroll on top. Slide the pricing table to your expense tier for exact numbers.

Who it's for — and who it isn't

For businesses that bill on terms rather than get paid at checkout: agencies and consultancies, law firms with trust-accounting-adjacent billing discipline, wholesalers, and B2B SaaS with invoice-based contracts.

If your customers all pay at the point of sale, AR management is mostly already solved — Bookkeeping records what flows in.

AR questions, answered

Will my customers know I outsourced collections? Only if you tell them. Reminders come from your domain, in your tone, on your schedule. The escalation path is yours to approve.

What about customers who genuinely can't pay right now? That's a human decision, not an automation decision. You get the aging report and the history; you decide between a payment plan, a pause, and a write-off — and we record whichever you choose.

Does this include legal collection? No — and we'll tell you when an account has crossed from "reminders" into "write it off or hand it to a collection agency," which is your call and typically your attorney's job.