Automate Invoicing & Collections to Boost Your Cash Flow

AR automation, or accounts receivable automation, is the process by which manual accounts receivable tasks such as producing, sending and uploading invoices are instead handled by software. AR automation software can handle the entire accounts receivable process, allowing you the ability to automate any task you’d like to optimize.

A surcharge is a fee that a business charges to a customer that pays by credit card to cover the cost of processing the transaction.

• Fewer manual tasks mean less busy work for your teams, allowing them to focus on higher value operations.
• Automatic account updating means immediate updates and instant notifications, reducing costly downtime and ensuring that payments are faster.
• Dashboards are updated in real time, providing instant insights into important metrics such as AR performance, customer accounts, payment processing and more, for better overall data management.
• Faster turnaround times and fewer errors result in less frustration for customers, while branded portals offer secure places for them to pay online.
• Overall improved efficiency saves your company money, makes it easier to scale and can lead to more business opportunities.

Yes. Subscriptions are automatically calculated in terms of recurring revenue. All of this information is placed in the reports section. The system breaks down all subscription revenue to its recurring monthly component, keeping track of all subscription revenue.

While you can automate your entire AR process, you certainly don’t have to. The flexibility of our AR automation solution ensures that you only automate the processes that you want to. This includes integrating with accounting, ERP and CRM software systems. Our AR automation solution comes pre-integrated with the software that you already use, so when you do want to start the automation process you can avoid complex onboarding or coding.

Integrations streamline your AR process by connecting systems like accounting, CRM and invoicing tools — reducing manual work and helping you get paid faster.

BlueSnap’s AR Automation solution streamlines the entire accounts receivable process, from invoice creation and delivery to payment collection and reconciliation. It helps businesses reduce manual effort, accelerate cash flow and improve the customer payment experience by leveraging automation, integrated payment processing and real-time reporting.

BlueSnap’s AR Automation provides enablement, automation and insights to help businesses operate more efficiently.

AR Automation works in conjunction with your current accounting system or as a stand-alone service. We work with companies of all sizes and across most industries, focusing on these key areas.

• Automate repetitive AR tasks — Create unlimited payment follow-up and billing communication rules (known as Cadences). These cadences automate tasks that don’t need your attention and notify you of those that do.
  
• Streamline billing — Create recurring payments, manage subscriptions, enable customer automatic billing, automatically apply late fees, manage coupons, and create payment plans. Speed up payments and increase transparency with interactive customer portals and online payment options.
  
• Unlock user and customer insights — Automatically log all user and customer events. Review full communication logs, call duration, email open tracking, and invoice views. Customer health, average time to payment, and aging trends are all calculated automatically. Review real-time team activity and performance.

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By automating manual AR tasks such as invoicing, billing setup and regular customer communication, your team spends less time chasing payments and more time on strategic financial initiatives. Automated payment reminders and a self-service payment portal make it easy for customers to pay quickly and schedule automatic payments, resulting in faster cash collection and reduced days sales outstanding (DSO).

Yes. BlueSnap AR Automation integrates with leading ERP and accounting platforms, including NetSuite, QuickBooks, Microsoft Dynamics 365 Business Central, Sage Intacct and others. BlueSnap offers a bi-directional sync with these systems to reduce manual data entry, maintain accurate financial records and allow your ERP to be the single source of truth for your business.

BlueSnap supports preferred global payment methods, including credit cards, ACH, wire transfers, and local payment methods across multiple currencies. This flexibility allows your customers to pay using their preferred method, which increases convenience and improves customer satisfaction.

Yes. By eliminating manual processes such as printing, mailing and manually tracking invoices, your business can reduce administrative overhead. Additionally, automation reduces the risk of human error, late payments and lost invoices, ultimately improving financial efficiency.

BlueSnap is PCI DSS Level 1 compliant and uses advanced encryption to protect sensitive financial and customer data. The solution is built with robust security protocols to safeguard transactions and ensure compliance with global data protection regulations.

BlueSnap AR Automation provides real-time reporting dashboards that provide visibility into outstanding invoices, payment statuses and customer payment behavior. These insights help finance teams make data-driven decisions to optimize collections and cash flow.

Yes. BlueSnap AR Automation is designed to scale with your business as it grows, supporting multiple entities, currencies and global payment methods. Whether you have a small AR team or a large finance department, the platform adapts to your needs.

Unlike many AR solutions that require separate payment processors or third-party integrations, BlueSnap provides a single integration that combines AR automation with built-in global payment processing. This means faster time-to-value, fewer integration headaches and better payment optimization — helping you collect invoice payments faster and operate more efficiently worldwide.