At Receivable.io, we make it easy to get started. Our technology instantly connects with QuickBooks and enables us to start on your account right away. We don't require you to change your business process in order to get paid faster.
Register and connect your QuickBooks account with Receivable.io to get started. Once you have your account created, Receivable.io automatically syncs with QuickBooks and pulls in your invoice and payment data.
The integration with QuickBooks allows us to serve as an extension to your leadership or accounting team without impacting your business operations. Our Accounts Receivable Managers do not modify any invoice information and never require access to your QuickBooks account. We only “pull” invoice data from QuickBooks and always remain in sync with your team.
The true power of Receivable.io is with the scheduled actions. After we set up a default schedule for your account, our platform automatically creates a list of tasks for each invoice.
On a daily basis, your dedicated Accounts Receivable Manager reviews each action, checks emails, conducts phone calls and completes tasks within the platform. A consistent approach for every invoice ensures each and every receivable gets the proper attention until it’s paid. Over time, our follow-up actions improve payment performance and drive positive cash flow.
We understand the importance of transparency when managing receivables. So, we decided to build a platform that supported full transparency into every step of the receivable management process.
Receivable.io provides several ways for tracking each interaction with a client and each action taken with a receivable. The platform provides the ability for Accounts Receivable Managers to log notes, capture emails and create issues. In addition, we provide you with the capability to add notes and issues as well. Receivable.io is an easy way for us to remain in contact with your company at all times.
Wondering what impact Receivable.io has on your cash flow? When you log in to the platform, we provide a dashboard and other views to ensure you have visibility into key financial data.
Receivable.io provides a view of outstanding invoices with due dates, days overdue and balances. We also provide a list of recent actions completed by our team and provide a view into any major issues identified during the receivable management process.
When communicating with clients, issues arise with payments. Perhaps a customer needs more information from you. Or, maybe they are having financial difficulties and need to make payment arrangements. Whatever the case may be, our team bring issues to the surface immediately.
The Receivable.io platform allows both our team and your company representative to create and log tickets. After an issue is created, we assign the item to your Account Manager and follow-up until we get a resolution. Unique situations arise and Receivable.io provides a way for our teams to solve problems in a collaborative environment.
