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Insight Beyond The Books

Accelerate Cash Flow with Professional AR Management

Get paid faster with expert accounts receivable management. From invoicing to collections, we optimize your entire cash cycle. From $199/month.

Improve Cash Flow
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4.9/5 Rating
2,500+ reviews
99.9% Accurate
technology-driven
Accelerate Cash Flow with Professional AR Management illustration
Technology-Driven
Automated & Accurate
High
Client
Retention
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Overview

Cash flow is the lifeblood of any business, but managing accounts receivable is time-consuming and awkward. SmartBooks Insight handles your entire AR process—from creating and sending professional invoices to tracking payments and managing collections. Our system sends automated payment reminders, provides real-time aging reports, and uses advanced technology to predict payment patterns so you can forecast cash flow accurately. Get paid faster, reduce bad debt, and free up time to focus on your business instead of chasing payments.

Who This Service Is For

  • Service businesses invoicing clients regularly
  • B2B companies with net payment terms
  • Businesses struggling with late payments
  • Growing companies scaling invoicing operations
  • Teams wanting to improve cash flow and DSO
  • Businesses needing better payment tracking and collections

What's Included

Invoice Creation & Sending

Professional, branded invoice templates. Automated invoice generation from time tracking or sales orders. Instant delivery via email with payment links.

Online Payment Processing

Accept credit cards, ACH, and digital payments. Integrated payment links in every invoice. Automated payment application to invoices.

Automated Payment Reminders

Smart reminder schedules (7 days before, due date, 7 days after). Professional reminder templates. Escalating reminder series for overdue accounts.

Accounts Receivable Aging

Real-time AR aging reports (30, 60, 90+ days). Customer payment history and trends. Days Sales Outstanding (DSO) tracking.

Payment Tracking & Application

Automatic payment matching to invoices. Partial payment handling. Customer statement generation.

Collections Management

Professional collections support for past-due accounts. Escalation procedures and workflows. Phone call support for difficult collections.

Customer Communication

Professional customer portal for invoice access. Automated thank-you messages for payments. Dispute resolution support.

Cash Flow Forecasting

technology-driven payment prediction based on customer history. Cash flow projections including expected AR collections. Scenario planning for payment delays.

Reporting & Analytics

Customer profitability analysis. Payment pattern insights. Collection effectiveness metrics.

Integration & Automation

Sync with CRM and project management tools. Automated invoice generation from contracts. Time & expense invoice integration.

Our Proven Process

How It Works

Transform your messy books into pristine financial records in just 5 simple steps

1

Setup & Configuration

Import customer database and configure invoice templates. Set up payment processing and online payment options. Configure automated reminder schedules.
2

Invoice Generation

Invoices are created automatically from your sales process or manually as needed. Our AI ensures accuracy and completeness before sending.
3

Automated Follow-Up

System sends payment reminders automatically on schedule. Escalates overdue accounts to collections workflow. Maintains professional tone throughout.
4

Payment & Reconciliation

Payments are automatically matched to invoices and applied. Cash flow reports update in real-time. Monthly review of AR performance and recommendations.
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Why Choose Professional Cleanup

Key Benefits

Clean, accurate financial records unlock opportunities and protect your business from costly mistakes

Get Paid 40% Faster

Automated invoicing and payment reminders reduce average payment time from 45 days to 27 days. Better cash flow means more working capital for growth.

Reduce Bad Debt

Consistent follow-up and professional collections reduce bad debt by an average of 60%. Early intervention catches problems before they become write-offs.

Save 15+ Hours Per Month

Eliminate manual invoice creation, payment tracking, and follow-up calls. Automation handles routine tasks while you focus on revenue-generating activities.

Improve Customer Relationships

Professional, consistent communication maintains positive relationships even during collections. Customers appreciate clear invoices and convenient payment options.

Forecast Cash Flow Accurately

technology-driven predictions tell you exactly when payments will arrive. Plan with confidence knowing your cash position 30, 60, and 90 days out.

Scale Without Adding Staff

Handle 100 or 1,000 invoices per month with the same efficiency. Our platform scales as your business grows without requiring additional AR staff.
99.9%
Accuracy Rate
$8K
Avg. Recovered
5-20
Days to Complete
500+
Cleanups Done

Frequently Asked Questions

How do automated payment reminders work?

We send professional, friendly reminders automatically: 7 days before due date, on due date, and escalating reminders at 7, 14, and 30 days past due. Each reminder can be customized to match your brand voice and relationship with the customer.

Can customers pay invoices online?

Yes! Every invoice includes a 'Pay Now' link that accepts credit cards, ACH, and digital wallet payments. Customers can pay with one click—no login required. Payment processing fees are competitive and transparent.

What happens with past-due accounts?

Past-due accounts enter our professional collections workflow. We send escalating reminders, make phone calls if needed, and work with your team on resolution strategies. Our approach is firm but maintains customer relationships.

Can you handle partial payments?

Absolutely. Our system automatically applies partial payments and tracks remaining balances. Customers see updated balance information on their portal and statements.

Do you integrate with my CRM or project management software?

Yes! We integrate with most popular platforms including Salesforce, HubSpot, Asana, Monday.com, and others. Integrations enable automatic invoice generation from closed deals or completed projects.

How accurate is the cash flow forecasting?

Our AI analyzes historical payment patterns for each customer to predict future payment timing. Accuracy typically exceeds 85% for 30-day forecasts and 75% for 60-day forecasts—significantly better than guessing or simple averages.

Ready to Get Started with Accounts Receivable Management?

Join hundreds of businesses already using SmartBooks AI to streamline their finances.

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Professional accounts receivable management at competitive rates

Accounts Receivable Management | SmartBooks AI