Accounts Receivable Automation Software
Elevate your AR processes
Get real-time receivables insights
Real-time dashboards
Customizable, role-based dashboards give you instant insights into key financial metrics. Quickly spot trends, anomalies, and opportunities for more informed decision-making.
Multi-dimensional analysis
Use configurable AR reports and custom segments for deep analysis of receivables data. In a few clicks, report unpaid balances by region, salesperson, or distributor. Track payment history to identify late payers.
AR aging reports
Generate detailed AR-aging reports with custom date intervals. Get a clear picture of outstanding invoices, grouped by due dates, so you can make targeted follow-ups and stay on top of cash flow.
Invoice smarter with multi-currency support and automated workflows
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Automated invoice workflows
Put manual data entry in the past and automate your whole invoicing cycle. Instantly convert sales orders to invoices, calculate taxes and sales commissions, enforce credit limits, post transactions to a real-time general ledger, and generate recurring subscription invoices through native subscription management.
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Multi-currency invoicing
Send invoices and collect payments in 180+ currencies and 240+ countries, all with real-time FX rates. DualEntry maintains balances in both foreign and base currencies, automatically calculates realized and unrealized gains/losses, and supports multi-company consolidation across different base currencies.
Customizable, comprehensive invoice management
Get a 360-degree view of your invoicing process – from creation to payment. Map customer groups to different AR accounts, drill down into any invoice to see a customer’s complete balance history, and apply refunds to payments, pre-payments, or credit memos.
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Every time a transaction is posted or updated, DualEntry automatically posts unrealized gains and losses for open currency accounts or AR/AP balances. Ensure your financial statements reflect current exchange rates – without the need for manual work.
Let DualEntry match and reconcile transactions automatically. When an AR or AP balance is paid or when currency is converted, DualEntry instantly tracks and posts realized currency gains or losses, enhancing your reporting accuracy.
Keep auditors satisfied by tying your books down to the last decimal. DualEntry automatically tracks individual cents lost during the rounding of gain and loss postings, ensuring nothing is left unaccounted for.
Stay in sync with CRM integrations
Connect your sales process with back-end financials easily. No IT pain. DualEntry integrates with Salesforce, HubSpot, Pipedrive, Stripe, and more, enabling real-time data flow from contracts. You get instant visibility into customer history, past orders, and AR status.
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Accounts-receivable automation software FAQ
Accounts receivable software automates tracking, management, and collection of customer invoices. The most modern AR tools automate invoicing, reminders, and cash application.
Yes. AI-native ERP systems, like DualEntry, and AP software can automate the entire receivables process, from invoice generation to payment collection. Built-in approval workflows ensure every invoice and credit memo moves through the right checks before it’s sent, keeping your process fast and compliant.
AR automation involves using software to automate the entire accounts receivable process, from automatically sending invoices, tracking payments and applying cash to following up with customers.
With the boom of AI and machine learning in recent years, accounts-receivable workflows have become smarter and faster. AI can predict payment behavior, prioritize follow-ups, automate cash application, and flag anomalies, automating core parts of the accounts-receivable process.
The simplest answer is that you should choose AR automation software that makes your life easier, not more complicated. You need a tool that automates the entire AR process without having to change how you work. Look for options that adapt to your workflows, give you real-time visibility, and that let you handle billing, collections, and reporting your way.
There’s no one-size-fits-all “best” accounts receivable automation software, as this depends on how your team works, what you bill, how you collect payments, and what systems you already use. DualEntry is designed for fast-growing mid-market businesses that need a scalable solution for AR.