Powerful Features to Optimize Your AR

Leverage artificial intelligence to proactively manage your accounts receivable. Our system analyzes historical data and customer behavior to provide actionable insights.

• Predict late payments with high accuracy to prioritize collection efforts.
• Gain insights into customer payment patterns for personalized collection strategies.
• Receive intelligent follow-up recommendations tailored to invoice risk and customer profiles.
• Utilize a dynamic prioritization dashboard that ranks invoices by AI-driven risk score and amount.
• Benefit from a system that continuously learns and improves prediction accuracy from ongoing activities.

Streamline your collections process with configurable, multi-level escalation workflows that handle overdue invoices systematically and professionally.

• Send automated friendly reminders as soon as invoices become overdue.
• Configure multiple follow-up stages (e.g., second reminders, phone call tasks) with customizable timing.
• Escalate to management involvement for unresolved invoices based on predefined rules.
• Generate final notices for severely delinquent accounts, maintaining first-party communication.
• Maintain a complete audit trail of all collection activities and communications for each invoice.

Ensure data consistency and eliminate manual data entry with robust two-way synchronization with QuickBooks Online.

• Securely connect your QuickBooks Online account via OAuth 2.0.
• Automatically sync Customers, Invoices, and Payments between Invoice Navigator and QBO.
• Benefit from regular, automated syncs and the option for on-demand synchronization.
• Ensure QuickBooks remains the source of truth for accounting, while Invoice Navigator enhances AR management.
• View QBO connection status and manage the integration directly within Invoice Navigator settings.

Accelerate your cash flow by making it incredibly easy for your customers to pay their invoices online.

• Embed secure 'Pay Now' links in invoices and reminders, directing customers to a hosted payment page.
• Utilize trusted third-party payment processors like Stripe for secure, PCI-compliant transactions.
• Support major payment methods including credit/debit cards and ACH bank transfers (via processor).
• Receive real-time payment updates in Invoice Navigator, which then syncs back to QuickBooks.
• Tenant admins can easily configure their Stripe integration for customer payments within settings.

Gain valuable insights into your accounts receivable health and collection performance with intuitive dashboards and detailed reports.

• Monitor AR aging with clear visualizations of outstanding invoices by aging buckets (e.g., 0-30, 31-60 days).
• Track Key Performance Indicators (KPIs) such as Days Sales Outstanding (DSO) and collection effectiveness.
• Utilize AI-driven cash flow forecasts to project expected receipts based on payment predictions.
• Identify high-risk customers and analyze payment behaviors with dedicated reports.
• Export report data for offline analysis and sharing.

Manage your team's access effectively with predefined user roles, ensuring users only see and do what their job requires.

• Assign users to roles such as Admin, Collections Agent, AR Analyst, or Read-Only.
• Admins have full control, including system configuration, user management, and all AR tasks.
• Collections Agents can manage communications, send reminders, and record payments.
• AR Analysts can view financial data, access AI insights, generate reports, and add internal notes.
• Permissions are enforced on both the UI and backend API for robust security.