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  • Emailwith the invoice attached
  • Two-way textfrom a dedicated number
  • Voicemaildelivered without dialing
  • Card and ACHpayment link on every touch
  • QuickBooks Onlinepayments post back

WHY CONTRACTOR AR SLIPS

QuickBooks tracks your invoices. Who is chasing them?

Your office is busy running jobs. Last month's invoices sit unpaid.

Behind every open invoice is a follow-up somebody has to remember: the email, the text, the call. When the schedule is full, follow-up slips. When follow-up slips, cash flow slips.

Comparing tools? Our guide to the best accounts receivable software and our accounts receivable collections software roundup explain what to look for.

“Did they pay the final invoice?”

“Who is calling the GC about the pay app?”

“Is that payment plan still on track?”

AR Workflow dashboard showing unprotected AR and invoices without a follow-up workflow
AR Workflow dashboard showing unprotected AR and invoices without a follow-up workflow
AR Workflow dashboard showing unprotected AR and invoices without a follow-up workflow

AR Workflow puts AI on the follow-up, so it never slips.

ONE ACCOUNTS RECEIVABLE PLATFORM

Six jobs your office does by hand. One platform does them for you.

Every open invoice gets the same steady follow-up, on the rules you set.

  • Automated payment remindersEmails go out on schedule with the invoice attached and a payment link.
  • Two-way textTexts from a dedicated number. Customer replies come back to your office.
  • Ringless voicemailA short voicemail lands in the customer's inbox without anyone dialing.
  • Payment links and plansCard or ACH on every message, with partial payments and payment plans.
  • QuickBooks Online syncInvoices come in from QuickBooks and payments post back. No double entry.
  • AR reportingSee what is owed, what is being chased and what needs a person today.
Contractor walking a job site with a client

INSIDE AR WORKFLOW

An accounts receivable program your office will actually use.

Accounts receivable platform invoice list filtered by status

Every open invoice, one list

Filter by status, see what is past due and assign a workflow in a click.

Automated collections software sending a text reminder

Text reminders on autopilot

Pick the template and the timing. AI sends it from a dedicated number.

ONE INVOICE, START TO FINISH

Automated collections software, from invoice to paid.

SENT

Personalized email

AI sends the invoice with a payment link.

Hi Dana, thanks for choosing us for the job. Your invoice is attached, and you can pay securely with the link below.

REMINDER

Friendly text

A short reminder, on your schedule.

Hi Dana, friendly reminder that your invoice is still open. Pay securely here.

VOICEMAIL

Voicemail delivered

No one on your team had to dial.

Hi Dana, quick reminder about your open invoice. The payment link is in your texts.

REPLY

Customer replies

AI drafts the answer. Your team approves it.

Can you resend the invoice? I want to pay today.

PAID

Payment received

Paid in full by ACH, synced to QuickBooks.

Illustrative example.

YOUR ACCOUNTS RECEIVABLE, ONE SCREEN

See what AI is chasing. See which calls need you.

Accounts receivable software customer view with AI insights

ON SCHEDULE

Follow-up running

Reminders going out

  • Email, two-way text and ringless voicemail
  • Payments post back to QuickBooks
  • Every touch logged

NEEDS YOU

Priority Queue

  • Who to contact today
  • Open balance with no follow-up
  • Replies waiting for review

Example view. Your screen shows your own QuickBooks Online data.

WHY AR WORKFLOW

Not another reminder email. Not a collection agency. Not another hire.

THE USUAL FIX

Automated reminder emails

THE CATCH

One channel, one generic message. Easy to ignore.

THE USUAL FIX

A collection agency

THE CATCH

Takes a cut of money you earned, and can cost you the next job.

THE USUAL FIX

Another AR hire

THE CATCH

Salary and training, and follow-up still depends on one person remembering.

SIDE BY SIDE

How the usual fixes compare

Reminder emails Collection agency Another AR hire RECOMMENDED
Email, text, and voicemail Email only Their channels If they remember
Personalized, not generic No No Yes
You keep every dollar you earned Yes They take a cut Plus a salary
Protects the next job Yes No Yes
Doesn’t depend on one person remembering Yes Yes No
Your team stays in control Yes No Yes

BUILT FOR CONTRACTORS

Accounts receivable software for contractors in every trade.

Small business payables and receivables look different in every trade. Follow-up should too.

Restoration

Insurance claims, adjusters and homeowner deductibles, followed up in order.

Roofing

Deposits, final invoices and insurance checks, chased until they clear.

HVAC and plumbing

A text with a payment link after every service call.

Electrical

Service calls and project billing, each with its own follow-up.

Construction and GCs

Pay apps, retainage and change orders tracked through long payment cycles.

Remodeling and specialty trades

Painting, flooring and landscaping too. Deposits, progress payments and final invoices, on schedule.

YOU ARE IN CONTROL

AI does the follow-up. You make the rules.

Your company, your tone, your rules.

  • Start with one invoice and add more when you're ready

  • Choose the contacts, channels, tone, and frequency

  • Review AI-drafted replies before they're sent

  • Pause or stop any workflow at any time

    Pause

BUYER CHECKLIST

What to look for in AR collection software.

01

Follows up on every channel

Email alone is easy to ignore. Look for AR collection software that also texts and leaves voicemails.

02

Lets customers reply

Two-way text means a customer can ask a question and pay the same day.

03

Works with QuickBooks

Keep your books where they are. Payments should post back on their own.

04

Makes paying easy

A card or ACH link on every message, plus payment plans for big jobs.

05

Keeps you in control

You set the timing and tone, and approve AI replies before they go out.

06

Shows what needs you

A daily list of who to call, so nothing hides in the aging report.

WHY AUTOMATE

Chasing invoices by hand vs. automated collections.

BY HAND

Someone has to remember

Follow-up depends on one person finding time between calls.

BY HAND

One channel at a time

An email here, a call there, and no record of who said what.

AUTOMATED

Every invoice, every day

AI sends reminders on schedule, even when the office is closed.

AUTOMATED

Your team handles the people

AI does the routine follow-up. Your team takes the calls that need a person.

ON THE JOB

Residential and commercial accounts receivable, in one place.

Contractor reviewing cash flow on a phone at a job site

Residential jobs

Homeowners get a friendly reminder with a card or ACH payment link the day the job closes.

Contractor job trailer on a commercial site

Commercial and GC work

Property managers, GCs and AP teams get polite, steady follow-up on longer terms, and every touch is logged.

YOUR INVOICE, NOT A FEATURE TOUR

Bring us one overdue invoice. We will show you how AI would chase it.

No generic feature tour. You'll see:

  1. 1What AI would send, and when
  2. 2What happens when your customer replies
  3. 3How they'd pay

YOUR OPEN INVOICE

Past due

[YOUR BALANCE]

Status requestEmail

Second touchText

Still openVoicemail

Payer can pay by card or ACH

FAQ

Accounts receivable software questions

Still have a question?

Bring it, and one overdue invoice, to a demo.

What is accounts receivable software?

Software that tracks and collects the money customers owe you. AR Workflow focuses on the collecting part: AI follows up on the invoices you already create in QuickBooks Online, by email, text and voicemail, until they are paid.

What does AR Workflow do?

It handles the follow-up your office does by hand. Each part has its own page: automated payment reminders, ringless voicemail, contractor payments, QuickBooks collections, AR reporting and accounts receivable automation.

Which trades use AR Workflow?

Contractors in every trade. See how it works for restoration, roofing, HVAC, plumbing, electrical, construction, general contractors, remodeling, painting, flooring and landscaping.

What is automated collections software?

Software that sends payment reminders for you on a schedule, instead of someone in the office remembering. AR Workflow sends them by email, text and ringless voicemail, and pauses when a customer promises to pay.

Is AR Workflow accounting software?

No. It works on top of QuickBooks Online. Your books stay in QuickBooks, and payments post back automatically.

Does AI actually send the payment reminders?

Yes. AI sends scheduled emails, texts and voicemails on the rules you set. Your team only steps in when a customer needs a real conversation.

Will AI say something wrong to a customer?

AI drafts replies, and your team approves them before they are sent. You choose the tone for every message.

Can customers pay by card or ACH?

Yes. Every message can include a payment link, with partial payments and payment plans for bigger jobs.

How is this different from a collection agency?

An agency takes a cut and can cost you the next job. AR Workflow keeps follow-up friendly and in your name, and you keep every dollar.

How long does setup take?

Connect QuickBooks Online, choose your rules and start with one invoice. Most offices are running after one session.

How much does AR Workflow cost?

Plans are $295, $395 and $495 a month. There is no free trial. Get a demo to see it on your own invoices.

QuickBooks tracks your invoices. Now let AI chase them.

AI writes the emails, sends the texts and leaves the voicemails for every open invoice. Your team handles the calls that need a person.

  • Keep QuickBooks
  • Start with one invoice
  • Stay in control