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Introducing Sage AR Automation

2/5/2025

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Sage AR Automation Screen

Get Paid Faster, Make Customers Happier

Designed to streamline your AR collections process and automate customer communications, Sage AR Automation can speed up your invoice to cash process while significantly improving staff productivity. Let’s take a look at key features of Sage AR Automation to determine whether it’s a good fit for your business.

What is Sage AR Automation?

Sage AR Automation is a collection of tools and features  that work together to reduce Days Sales Outstanding (DSO), increase accounts receivable staff productivity, and improve cash flow. You’ll convert invoices to cash more quickly with key features like automated customer communications, collections activity management, customer self-service, and detailed forecasting and reporting.

Key Features

A few key features of Sage AR Automation include:
 
Collections Activity Management
Alert your AR team to critical customer issues that help to convert trapped receivables into cash with an automated activity list and a comprehensive view of each customer’s account and collections status. You’ll easily stay up to date to quickly resolve payment issues and reduce DSO.
 
Customer Self-Service
Connect customers directly to their accounts to accelerate payments and enhance their experience with secure online access to review invoices and account statements, manage payment options, and send messages.
Sage AR Collections Dashboard
Automated Customer Communications
Simplify your invoice communication workflow by leveraging a proven library of templates and rules that can easily adapt to match your specific business.
 
Cash Application Management
Connect customer remittances to the matching invoices  automatically in order to fast track cash application and put money in your accounts faster.
 
Works with Your Sage ERP Data
Sage AR Automation seamlessly retrieves all your customer data directly from Sage ERP at the customer invoice, payment, and contact level.  Highly configurable to work with your specific Sage business rules and workflows, you can customize data push and sync frequency with full support for multiple entities.

READY TO GET PAID FASTER?

Contact your Sage Partner to “take a tour” of Sage AR Automation or arrange a demo to see it in action. Feel free to contact us with your questions.Contact your Sage Partner to
Connect with a Sage Partner
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