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[Checklists] Evaluate Accounts Receivable Automation Software Vendors
- 2 min read
Easily evaluate accounts receivable automation software vendors using these 12 checklists that define exactly what to look for to find a solution that best fits your needs.
Use these checklists to compare any vendor, across 60 different evaluation criteria.
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1. Invoicing and statements
Looking to automate invoice delivery across all channels? Here’s what you should look for:
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2. Payments
Looking to easily facilitate business-grade online payments and give your customers the convenient payment experience they expect? Here’s what you should look for:
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3. Collections
Looking to take the work out of accounts receivable collections? Here’s what you should look for:
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4. Deductions and dispute management
Looking to track, manage, and resolve disputes more efficiently and capture more revenue? Here’s what you should look for:
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5. Customer analytics
Looking to understand your accounts receivable successes and performance and find new areas for improvement? Here’s what you should look for:
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6. Cash application
Looking to automate your cash application process, easily capture and reconcile payment data, eliminate data entry errors, and speed up cash flow? Here’s what you should look for:
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7. Collaboration and communication
Looking to engage your customers and work more collaboratively with them to accelerate payments and build extraordinary customer experiences? Here’s what you should look for:
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8. Customer experience
Looking to give your buyers better billing and payment experiences? Here’s what you should look for:
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9. Customer adoption
Looking to implement an AR automation solution that’s actually used by your customers? Here’s what you should look for:
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10. Ongoing support
Looking to partner with a vendor that’s committed to helping you successfully transform your accounts receivable? Here’s what you should look for:
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11. Security
Looking to partner with a vendor that takes security as seriously as it does automation? Here’s what you should look for:
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12. Cost
Looking for a solution that delivers substantial return on investment across the board? Here’s what you should look for:
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Transforming your accounts receivable processes doesn't have to be difficult. Get your copy of our guide, How to Choose Accounts Receivable Automation Software, and:
- Learn what accounts receivable automation software is (and why you need it)
- Explore the challenges with manual accounts receivable collections
- Learn the benefits of accounts receivable automation software
- Discover how to evaluate accounts receivable automation software