The Challenges You Face
Accounts payable-receivable teams spend too much time on tasks that could be automated.
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Constant Phone Calls
Customers call repeatedly to check invoice balances, due dates, and payment status. Each call interrupts your workflow.
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Manual Payment Processing
Processing checks, reconciling payments, and manually applying them to invoices is time-consuming and error-prone.
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Paper Trail Management
Printing, stuffing, and mailing monthly statements. Filing payment records. Managing document requests from customers.
How the Portal Transforms Your Day
Six capabilities that give your AP-AR team hours back every week.
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Self-Service Invoice Access
Customers find their own invoices, check balances, and view payment history online. Reduces inquiry calls by 60% or more.
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Batch Payment Processing
Pay on Account distributes a single payment across all outstanding invoices automatically. One action replaces dozens of manual applications.
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Automated Notifications
The system sends payment confirmations, past-due reminders, and statement-ready alerts automatically. No more manual follow-up emails.
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Digital Statement Delivery
Monthly statements are generated and delivered digitally. No more printing, folding, stuffing envelopes, or paying postage.
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Payment Failure Alerts
Instant notification when a payment fails, enabling quick follow-up with the customer before the situation ages further.
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Quick Pay for Reluctant Users
Send secure payment links to customers who do not want to create portal accounts. They can pay directly from the email link.
A Day With vs. Without the Portal
See the difference the portal makes in a typical AP-AR team member's day.
Without the Portal
8:00 AM
Arrive to 12 voicemails from customers asking about invoice balances and due dates.
9:00 AM
Spend an hour returning calls, looking up invoices in the ERP one by one.
10:30 AM
Process a stack of mailed checks. Manually key each payment and apply to invoices.
1:00 PM
Three more phone calls interrupt lunch. A customer wants a copy of their January statement.
2:30 PM
Begin preparing monthly statements. Print 200+ statements, stuff envelopes.
4:30 PM
Run the aging report manually. Email it to the CFO. Day ends with tomorrow's stack already building.
With the Portal
8:00 AM
Arrive to 2 voicemails. The other 10 customers found their answers in the portal overnight.
8:30 AM
Review overnight payments. Portal processed 8 online payments automatically. Already reconciled.
9:00 AM
Check the one payment failure alert. Send a Quick Pay link to the customer. Done in 2 minutes.
10:00 AM
Focus on strategic work: credit reviews, account analysis, process improvements.
1:00 PM
Statements? Already generated and emailed to all 200+ customers automatically this morning.
3:00 PM
Real-time aging data is always available. CFO checks the dashboard herself. Leave on time.
Give Your AP-AR Team the Tools They Deserve
Contact your Client Company representative to see the portal in action.
Get Started