Lisa
Risk Assessment Analyst
Process credit applications
Processing credit applications can be time-consuming for you and your customers. Sarah does the heavy lifting giving you a summarized risk assessment along with recommendation.
Analyze historical data
Lisa analyses historical data looking for payment patterns, invoice volumes and trends for each of your customers. Something that would take days or weeks Sarah can complete in just a few minutes.
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Customer report card
Using the historical data along with constantly monitoring new invoices, Sarah understands the financial risk and health of your customers. Alerting the rest of the finance team before it's too late with a payment grade and risk score.
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Peter
Collection Plan Specialist
Curated collection plans
Using the customer's payment grade, risk score & open invoices - Peter creates a detailed collection plan for each of your customers.
Adaptive task assignment
Taking various factors into consideration, Peter assigns tasks with variable levels of firmness, contact method and outcome goals.
Payment promises
When a customer says i'll pay you next week, it's not something you want to forget. Peter manages payment plans and promises ensuring customers follow-through on their promises.
Sarah
Accounts Receivable Specialist
Collection task completion
Using the customer's payment grade, risk score & open invoices - Peter creates a detailed collection plan for each of your customers.
Detailed reporting
Taking various factors into consideration, Peter assigns tasks with variable levels of firmness, contact method and outcome goals.
Support customers
When a customer says i'll pay you next week, it's not something you want to forget. Peter manages payment plans and promises ensuring customers follow-through on their promises.
Get setup in minutes.
Give your customers 24/7 access to their invoices, account balance and ability to make payments - without the code, workflows and headaches.
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Pricing
Supercharge your accounts receivable no matter your company size.
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How does it work?We've built an integration with Quickbooks Online which makes it easy for your customers to view and pay invoices. Once connected, data from quickbooks automatically populates in our portal for your customers to view. Access can be controlled by you - anytime.
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Do I need to re-enter invoices into your system?No! We automatically take invoices, payments and account balances directly from your accounting software. No extra work required on your side.
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How fast / easy is it to setup?In under 5 minutes you can have your very own customer portal live and ready to share. There is no coding, no workflows, not complicated setup. Simply connect your quickbooks online account and we'll take care of the rest.
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What happens when I get a new customer?Each time you add a customer to accounting software we'll automatically take care of giving access to the portal. Your new customer will seamlessly be able to see their first invoice and all those future ones to come!
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How much does it cost my customers?It's 100% free for your customers to use the portal. No cost to them.
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What accounting systems do you support?We currently support Quickbooks Online. We plan to support the following accounting systems in the future: Xero (Jan 2025) Freshbooks (2025) Netsuite (2025) Sage Cloud (2025) Let us know if you are interested and what accounting system you use!
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How can I communicate with my customers?You can easily send emails, text messages and even live chat with your customers through Apara. Making it easier than ever to sort out invoice/payment disputes and get paid!
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Do you offer online payments?Yes! Your customers can easily pay online through credit card or ACH. Pass fees along to your customers, set custom rates and collect money online faster than ever before.