Platform / Automation / AR Automation
Automation · AR

Get paid faster.
Get paid all of it.

Send invoices, automate dunning, apply cash with AI, dispute with evidence, score credit risk before you ship. Your DSO — dropping.

−14 days
Avg DSO drop
96%
Cash auto-applied
3.2x
Faster dispute close
AR DASHBOARD · LIVE
DSO this quarter
28 days
▼ 14 days vs Q2
Collected this week
$2.4M
📩 Auto-dunning sent14 invoices$184K
✓ Cash applied (AI)82 payments$1.2M
⚠ Dispute openedLattice Inc.$48K
↑ Credit downgradeHexion · Net 30 → 15FLAG
Why AR Automation

Every lever on DSO, in one place.

Invoice & dunning

Branded invoices. Smart escalation: polite → firm → formal → legal. Pause on dispute, resume on resolve.

AI cash application

Match incoming wire or ACH to the right invoice across fuzzy memos, partials, overpayments, FX.

Disputes & credit

Evidence pack builder. Real-time credit score on every order. Auto-pause shipments over the limit.

Features

AR, every step.

Invoice creation, delivery, tracking, reminders, disputes, cash app, collections, credit. All one tab.

01 · Clients
CRM-grade client records

Terms, contacts, preferred rails, tax status, open balance, credit limit.

02 · Invoices
Invoice builder

Draft, schedule, recurring. Per-client branding. Multi-currency. Tax-included.

03 · Checkout
Hosted payment page

Customer clicks pay-link, pays by ACH, card, SEPA, or wire. Auto-reconciled.

04 · Dunning
Smart dunning

Configurable cadence. Pause-on-reply. Sentiment detection. Slack escalation.

05 · Cash app
AI cash application

96% hit rate. Partial, overpay, FX, multi-invoice. Human review for edge cases.

06 · Disputes
Dispute workbench

Auto-bundle evidence (PO, invoice, GR, POD). Response tracker with SLA.

07 · Credit
Real-time credit scoring

D&B + Experian + Equifax + our own. Per-customer limits, auto-adjust on events.

08 · Agings
Aging buckets

Current, 30, 60, 90, 90+. Trended, per-customer, per-rep, per-segment.

09 · Promises
Promise-to-pay

Capture commitment dates in email replies. Auto-follow-up on the day.

10 · Write-off
Write-off workflow

Controlled, approved, logged. Aging-based triggers, approver rules.

11 · Forecasting
Cash forecasts

ML-based collection forecasts by day. Updated nightly, +/- 3% accuracy.

12 · GL sync
GL sync

NetSuite, QBO, Xero, SAP. Invoices, credits, payments, write-offs, all of it.

How it works

Sale to cash, no hands.

1
Invoice

Generated from your ERP or our UI. Delivered by email + hosted portal.

2
Remind

Smart dunning kicks in. Pause on reply, escalate on silence.

3
Receive

Customer pays. Cash hits your account. AI applies to the invoice.

4
Close

Reconciled in your GL. Aging updated. Commission calculated.

Questions

AR Automation FAQ.

How accurate is AI cash application?
+
96% auto-match rate on clean data, 82% on edge cases (fuzzy memos, partial pays, FX). Unmatched items fall back to an exception queue for human review.
Can we customize dunning?
+
Fully. Your templates, your cadence, your tone. Different sequences by customer segment, amount, or overdue bucket.
Does it handle multi-currency?
+
Yes. Invoice in any currency, receive in any currency, auto-FX at our mid-market rate.
Is credit data included?
+
D&B and our proprietary score are included. Experian / Equifax are pay-per-pull add-ons.

Cut your DSO. Keep your customers.