How to choose an AR automation platform
Choosing accounts receivable automation software starts with one question: Where is your AR process costing your team the most time? The right platform should reduce manual work across invoicing, payment follow-up, collections, reconciliation, reporting, and customer communication without forcing you to replace the accounting system you already use.
This guide covers the capabilities that matter most when comparing AR automation platforms, including ease of use, accounting integrations, payments, security, and customer experience.
New to accounts receivable automation? Learn how AR automation works.
Ready to compare your options? Use Bill360’s Software Evaluation Toolkit to identify gaps in your current process and find the right solution for your business.
What Should You Look for in Accounts Receivable Automation Software
The right solution depends on your accounting system, invoice volume, payment process, customer needs, and the amount of manual AR work your team handles today. As you compare platforms, focus on the capabilities that will make your receivables process easier to manage and scale.
AR automation should reduce complexity, not add to it. Look for a platform that is easy for finance teams to learn, navigate, and use without extensive training or technical expertise.
A straightforward setup and intuitive workflow can help teams adopt the platform faster and spend more time managing receivables instead of managing software.
AR automation should make it easier for customers to get the information they need. Look for a platform that supports email and self-service communication, while making it easy to share invoices, purchase orders, and other payment-related documents.
Look for an AR automation platform that brings payment processing into the same workflow as invoicing and receivables. Embedded payment options such as ACH and cards can make it easier for customers to pay while reducing the need to manage payments across separate systems.
Look for a platform that gives customers convenient ways to pay digitally, including ACH and cards. Offering alternatives to paper checks can reduce payment friction, speed up the payment process, and limit reliance on mailed checks
Look for a platform that makes it easy for customers to view and pay invoices. Features such as Pay Now links, AutoPay, and self-service portals can reduce payment friction and give customers more control over how they manage payments.
Look for an AR automation platform that works with the accounting software you already use. A strong integration can reduce duplicate data entry, keep invoice and payment information connected, and help you automate AR without replacing your existing accounting system.
AR automation platforms handle sensitive payment and customer information, so security should be part of the evaluation process. Look for a solution that follows applicable payment-security and compliance standards and provides safeguards for customer and transaction data.
Look for a platform designed around the needs of B2B accounts receivable, including larger invoices, recurring customer relationships, payment terms, and more complex payment workflows. The solution should also be able to scale as invoice volume and business needs grow.
Look for a platform that provides clear onboarding and accessible support when questions come up. The easier it is to implement and get help, the easier it is for your team to adopt the platform and keep the AR process running smoothly.
Why These Capabilities Matter
Choosing the right AR automation platform is about more than adding new features. The goal is to reduce manual work, improve visibility into receivables, make it easier for customers to pay, and create a process that can scale with your business.
A strong platform should help your team spend less time managing repetitive AR tasks and more time focusing on exceptions, customer relationships, and cash flow.
The Bill360 Difference.
Bill360 helps B2B finance teams spend less time managing receivables and gain more control over cash flow.
- More control: See what is paid, what is outstanding, and where follow-up is needed.
- Less manual work: Reduce repetitive tasks across invoicing, reminders, payments, and reconciliation.
- Easier customer payments: Give customers convenient ways to view and pay invoices digitally.
- More predictable cash flow: Create a more consistent process for invoicing, follow-up, and payment collection.
Bill360 brings these capabilities together in one AR workflow designed for B2B businesses.
See If Bill360 Fits Your AR Process
The right AR automation platform should fit your accounting system, payment process, and the way your team manages receivables today. See how Bill360 can help reduce manual AR work, improve visibility, and simplify the payment experience for your customers.