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The evolution of debtor management

Automate your clients’ collection process from invoiced to paid.
Request a demoBecome a partner
Grow your revenue
Create a more scalable debtor management service, that you can offer to more clients with greater confidence.
Impress your clients
Boost your clients’ cashflow and give them tools that make debtor management 10x easier!
Empower your team
Give your team with the tools and training to deliver better results with less frayed nerves and wasted time.

Over 150,000 calls and $2 billion paid faster

Nine years ago, we were the first to launch automated invoice reminders for Xero. Four years ago, we created a world-first; where phone calls (made by real people), could be automated in a workflow just like email reminders. Now, we’re giving you everything we’ve built, in a single platform; so you can offer an efficient and effective debtor management solution to your clients.
Workflows

Automate best practice

Impress your clients by giving them a highly automated solution from reminders, to calls, to debt collection.
  • Mix emails, SMS and phone calls, all in one workflow.
  • Create unique workflows for specific customer groups.
  • Access our library of best practice templates.
  • Eliminate manual work and human error.
Accounts

Track debtors with ease

Stay on top of debtors from start to finish. Respond faster and adapt your approach as you go.
  • Filter overdue accounts by age, workflow and next action.
  • Find opportunities to boost your client’s cashflow, fast.
  • Identify at-risk accounts and take action sooner.
  • Escalate and take firmer action when required.
Call Console

Call with confidence

Get up-to-speed and on the phone a whole lot sooner. Everything you need is on one screen, saving you hours every week!
  • See a complete history of reminders, notes, and replies.
  • Record your call notes super-fast with quick-response tags
  • Save new contact details and pin notes for next time.
  • View and resend invoices in a click. 
Learn about Call Console
Call Report

Update clients in a click

Show clients the great progress you’re making and flag disputes or queries that requires their attention.
  • Your call notes are automatically saved to your Call Report.
  • Send your Call Report to clients in a click.
  • Flag queries or disputes that require a response.
  • Eliminate clunky spreadsheets for reporting.
Data Sync

Update your apps & team

Automatically update Xero and your other business apps so everyone’s in the loop.
  • Automatically add notes to contacts in Xero.
  • Add notes, alerts and tasks to your CRM.
  • Alert your team with Slack notifications.
Features
Dashboard

Dashboard

See at a glance how your AR process is working and dive into the detail if you need to.

Accounts

Accounts

Track your debtors and see where everyone is at. Search by contact or invoice, filter by stage or age.

Workflows

Workflows

Automate your collections process, personalized per customer segment.

Call Console

Call Console

Manage your call queue, log calls, add notes and trigger workflows.

Collect

Collect

One-click escalation to debt collection and legal services.

Reports

Reports

Monitor your progress, update your stakeholders, refine your process.

Email reminders

Email reminders

Invoice and statement reminders tailored to your brand.

SMS reminders

SMS reminders

Add SMS reminders to your workflow, replies appear in contact history.

Contacts

Contacts

Set a default workflow per contact, exclude certain contacts from reminders.

Contact history

Contact history

View the history of emails, calls, notes and more, for each contact.

Sending options

Sending options

Pause all activity, set sending time, name and email address.

Data synchronisation

Data synchronisation

Automatic data synchronisation with your accounting software. Or import whenever you want.

Zapier

Zapier

Update your other apps with call notes, email and SMS reminders and more.

See all features
AR Software for Partners was last modified: April 6th, 2023 by matt

Want to know more?

Request a demo or learn more about our Partner Program to get the software, discounts, training and more!

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AR Software for Partners was last modified: April 6th, 2023 by matt
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