Automated accounts receivable collections software

Gain a comprehensive account overview of your AR with real-time metrics:

• Current vs. outstanding invoices

• Days Sales Outstanding (DSO)

• Payment tracking and ADP trends

• Forecasts for cash cycle performance

• Engagement rates for payment reminders

• Collections by customer relationship stage

Simply put, a collections workflow is a communication tool that automatically sends correspondence to your customers based on the credit and collections stage of the invoice (ex., current, soon to be due, overdue). It can also send internal correspondence, keeping stakeholders informed about the AR collections process. Quadient AR’s collections workflow lets you:

• Automatically include the sales team in correspondences

• Receive notifications when emails have not been opened

• Alert the AR/collections team when to call specific customers

• Automatically include a PDF of all open invoices via email to customers

Yes. We offer several options for ERP integration, including a library of prebuilt connectors, a custom-designed API, or a file-based sync service. We take pride in our ability to manage complex setup processes for cloud-based, on-premise, multi-entity, and industry-specific ERPs. Additionally, we have an in-house team of AR integration experts to ease the burden on your IT team during the setup process.

Quadient AR lets you tailor every step of your workflow to fit your business processes. From timing and frequency of reminders to escalation rules and communication channels, you decide how collections run. Using our intuitive, no-code interface, you can quickly adjust workflows to match different customer segments or payment terms, keeping your AR strategy agile as your business evolves.

The accounts receivable (AR) collection process is the workflow your business follows to recover outstanding customer payments on time. It starts when an invoice is issued and continues through reminders, escalations, and payment resolution. With automated AR collections software, this process becomes proactive rather than reactive—ensuring no invoice slips through the cracks. Automated reminders, smart prioritization, and real-time account visibility help teams:

• Reduce Days Sales Outstanding (DSO)

• Improve cash flow predictability

• Strengthen customer relationships through timely, professional communication.

Quadient AR automates every step of this process, giving your team more time to focus on strategic financial management instead of chasing overdue invoices.

When choosing AR collections automation software, look for features that go beyond reminders. A strong solution should include:

• Customizable workflows – Create automated outreach sequences tailored to invoice status and customer profiles.

• ERP integration – Sync invoice, payment, and contact data seamlessly to avoid manual data entry.

• Multi-channel communication – Engage customers through email, SMS, and portals for faster responses.

• Real-time dashboards – Track payments, overdue accounts, and team performance at a glance.

• Dispute and escalation management – Automatically route issues and notify stakeholders for quick resolution.

• AI-driven insights – Predict late payments and prioritize accounts with the highest risk or impact.

Together, these capabilities empower finance teams to accelerate collections, reduce bad debt, and strengthen cash flow with less manual effort.

Yes, Quadient AR pulls all invoice details (customer data, open/closed invoices, payments, and billing contacts) through our seamless integration. Quadient AR automates follow-up on your accounts receivable process using invoice due dates. We provide in-depth analytics and AR Resources on your accounts receivable collections process to quantify how your collection times and DSO are improving. By uploading billing contacts from the source ERP/Billing system to Quadient AR, we provide users with CRM functionality to log and track all customer communication.