Payment Reminders
Be Consistent, Persistent and Polite in your follow-ups.
By customising reminder notification templates by customers or business units.
Document Tracking Automated
Customers demand many supporting documents with the invoice. Incomplete documentation can delay your payments. Track supporting documents by customers or invoice
Dunning Management
Minimise write-offs by being proactive and focus on customers who could be potential defaulters. Use ready to use dunning template to act without wasting any time.
Collaborate to Win
Within your company and with the customer, get all stakeholders on the same page on invoice payment status. Assign task to owners to manage invoice disputes and other issues that potentially hold your payments
Minimise Forecast Risk
Analyse the historic trends and payment behaviour of customers as well as collection efficiency of your team.
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FAQs
1. What is AR automation?
AR automation refers to the use of technology to streamline and optimize the accounts receivable process. An AI-powered platform like Kapittx automates daily collection tasks, sends personalized payment reminders, tracks supporting documents, and prioritizes high-risk accounts. It reduces manual effort, minimizes write-offs, and improves cash flow by enabling faster collections and real-time visibility. With smart workflows and data-driven insights, AR automation helps businesses reduce Days Sales Outstanding (DSO) and enhance overall financial performance
2. Which parts of AR should be automated first?
To begin automating accounts receivable, you may want to start with high-impact areas like payment reminders, follow-ups, and aging analysis. Automating these tasks reduces manual effort and improves recovery rates. Next, focus on cash application and reconciliation, especially for bank deposits, online payments, ACH, and lockbox formats.
3. What features should I look for in AR automation tools?
When choosing AR automation tools, look for features that streamline collections and reconciliation. Kapittx recommends AI-powered workflows that automate follow-ups, send personalized payment reminders, and prioritize high-risk accounts. Key capabilities include real-time aging visibility, seamless ERP integration, support for payment links, and automated cash application across formats like ACH, lockbox, and online payments. Customizable rules, intuitive dashboards, and document tracking further enhance efficiency and reduce manual effort in the AR process.
4. What are the ways to optimize the order-to-cash process?
To optimize the order-to-cash process, consider automating key workflows such as invoice delivery, payment follow-ups, and cash application. Use AI to prioritize high-risk accounts, send timely reminders, and track supporting documents. Integrate with ERP systems for real-time visibility and reconciliation. Streamlining these steps reduces manual effort, reduces Days Sales Outstanding (DSO), and enhances cash flow. Customizable rules and smart dashboards further improve efficiency across the entire receivables lifecycle.
5. How can AR automation reduce DSO?
AR automation reduces Days Sales Outstanding (DSO) by streamlining the entire collections process. Kapittx’s AI-powered platform automates payment reminders, prioritizes high-risk accounts, and enables real-time tracking of overdue invoices. It accelerates cash application and reconciliation across formats like ACH, lockbox, and online payments, minimizing delays and manual effort. With smart workflows and ERP integration, businesses gain faster visibility into receivables, improve recovery rates, and shorten the payment cycle, leading to lower DSO.
6. How do accounts receivable automation work with ERP systems?
Accounts receivable automation integrates seamlessly with ERP systems to streamline collections and reconciliation. Look for a partner who has standard APIs to connect with platforms like SAP, NetSuite, Dynamics 365, Xero, Quickbooks or Zoho, enabling real-time data exchange. The system automates payment reminders, tracks aging, and applies cash across formats like ACH, lockbox, and online payments. It also auto-creates deposits and reconciles transactions within the ERP, reducing manual effort, improving accuracy, and enhancing visibility across the receivables lifecycle.
7. How to automate AR collection?
To automate AR collection, use AI-powered workflows that handle payment reminders, follow-ups, and aging analysis. Integrate the AR automation software with ERP systems to track overdue invoices, prioritize high-risk accounts, and embed payment links in email reminders. The AR software also automates cash application and reconciliation for ACH, lockbox, and online payments. This reduces manual effort, improves recovery rates, and accelerates collections—delivering a scalable, tech-driven solution with minimal dependency on people.