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Pricing

One price for the whole collections process. Every feature on every plan.

Plans differ only by how many open invoices you track and how many people use it. Workflows, texting, payments and reporting are on all three.

Lite

For a small office where one person chases invoices.

$295/month

Billed monthly. Cancel anytime.

$278/month

Per month, billed yearly

50open invoices
1user, +$10/mo each extra
Get a demo

Good fit if

  • One person handles billing and collections
  • You usually have under 50 unpaid invoices
  • The owner wants follow-up off their plate
  • You want every feature without a big plan
Most popular

Grow

For an office team sharing the collections work.

$395/month

Billed monthly. Cancel anytime.

$370/month

Per month, billed yearly

100open invoices
10users, +$10/mo each extra
Get a demo

Good fit if

  • Two or more people share AR and billing
  • You carry 50 to 100 unpaid invoices
  • You want accounts split by AR specialist
  • You need one shared text and email inbox

Enterprise

For contractors with a lot of open invoices or a bigger AR team.

$495/month

Billed monthly. Cancel anytime.

$462/month

Per month, billed yearly

Unlimitedopen invoices
Unlimitedusers included
Get a demo

Good fit if

  • You carry more than 100 unpaid invoices
  • Several offices or crews bill customers
  • You want every person in the office on it
  • You need roles and permissions for each seat

Prices are in US dollars. Calls, texts and card or ACH processing are billed by usage. Every plan starts with a demo and setup with our team, so there's no free trial.

Works with QuickBooks OnlineSwitch plans anytimeUS-based supportSetup done with you
  • Emailfrom your own address
  • Two-way textfrom a dedicated business number
  • Ringless voicemailon every plan
  • Card and ACHpayment link on every touch
  • QuickBooks Onlinetwo-way sync

WHICH PLAN FITS

Pick by the size of your AR, not by the features you need.

Every plan has the same tools. Choose by how many unpaid invoices you usually carry and how many people work them. You can move up or down later.

  • Lite: one person, up to 50 open invoicesThe office manager or owner runs AR alone and wants the follow-up to happen without them.
  • Grow: a small team, up to 100 open invoicesBilling and collections are shared, so accounts get split by person and everyone sees the same history.
  • Enterprise: no limitsLots of open invoices, several offices or a full AR team. Everyone gets a seat with the right permissions.
Contractor in a jobsite office working through unpaid invoices on a laptop

WHAT YOU'RE PAYING FOR

Not more software. A collections process that runs.

AR Workflow takes the jobs your office does by hand to get invoices paid and runs them on a schedule, so nothing waits on someone remembering.

01

A plan for every invoice

Each open QuickBooks invoice goes on a follow-up workflow the day it's created.

02

Follow-up that actually goes out

Email, text and voicemail go out on schedule and stop when the customer pays.

03

An easy way to pay

Customers pay by card or ACH from a link, in full, in part or on a payment plan.

04

Books that stay current

Payments post back to QuickBooks, and the dashboard shows where every dollar stands.

COMPARE PLANS

Everything included, side by side.

The only differences are open invoices and users. Every feature below comes with every plan.

What you getLiteGrowEnterprise
Plan limits
Monthly price $295$395$495
Annual price, per month $278$370$462
Open invoices tracked 50100Unlimited
Users included 110Unlimited
Extra users $10/mo each$10/mo eachIncluded
Customers UnlimitedUnlimitedUnlimited
Collections workflows
Unlimited custom workflows
Email, text, voicemail and call steps
Collection task management
Promise-to-pay tracking
Scheduled call reminders
Email
Unlimited email templates
Send from your own email address
Scheduled and bulk email
Tracked email history per invoice
Texts and calls
Two-way texting from a dedicated business number
Unlimited text templates
Scheduled texts
In-browser calling, calls recorded
Call and text history on the customer timeline
Payments
Secure online payment portal
Card and ACH payment links
Scheduled customer payment plans
Pass card fees to the customer where allowed
Invoices and QuickBooks
Two-way QuickBooks Online sync
Create estimates and invoices
Invoice tracking: sent, opened, paid
Custom fields, products, services and classes
Reporting
AR health dashboard
Detailed invoice and aging reports
User performance reporting
Saved report filters
Scheduled reports by email
Security and admin
Two-factor authentication
User roles and permissions
User email notifications
US-based support and team training

Calls and texts are billed by usage. Card and ACH processing fees apply per payment. Ask on your demo for current usage rates.

INSIDE EVERY PLAN

The same product, whichever plan you pick.

Lite customers get the same workflows, inbox and reports as Enterprise customers. Here's some of what that looks like.

Workflows list with collection workflows for different customer types

Workflows for each customer type

Homeowners, commercial accounts and insurance jobs each get their own follow-up.

Shared two-way SMS inbox with a customer conversation

One shared inbox

Texts and replies land in one place your whole office can see.

A/R Overview report with invoiced, collected and days sales outstanding

Reports the owner reads

Invoiced, collected and aging, without building a spreadsheet.

GETTING STARTED

From demo to first reminder, set up with you.

There's no free trial to figure out on your own. Our team walks through setup with you so the first workflow goes out right.

01

Book a demo

Bring one overdue invoice. We'll show you how AR Workflow would follow up on it.

02

Connect QuickBooks Online

Your customers and open invoices come in, and changes sync both ways.

03

Turn on payments

Set up card and ACH so every reminder carries a payment link.

04

Start your first workflow

Pick the invoices, choose a workflow and let the follow-up run. Then choose your plan.

Get a demo →

PAYMENTS

Get paid by card or ACH on every plan.

Every reminder carries a secure payment link. Customers pay online, and the payment posts back to QuickBooks without anyone retyping it.

  • Card and ACH from a linkCustomers pay from their phone in full or in part. No card numbers read over the phone.
  • Pass card fees on where allowedAdd a convenience fee to card payments so you keep the full invoice amount. Check your state's rules first.
  • Payment plans that run themselvesSet up one-time or recurring installments, and follow-up pauses while the plan is on track.
Record a payment across one or more selected invoices

ONE SUBSCRIPTION

What AR Workflow replaces in your office.

Most contractors chase invoices with a pile of separate tools. Every plan puts them in one place, tied to the invoice.

01

The spreadsheet

Who owes what and who called whom now lives on the invoice.

02

Sticky notes and reminders

Follow-up is scheduled, so it happens even on a busy week.

03

Personal cell phones

Texts and calls go through a dedicated business number with history.

04

Card numbers over the phone

Customers pay by card or ACH from a secure link.

05

Retyping payments

Payments post to QuickBooks so your books stay current.

USAGE AND ADD-ONS

What else shows up on the bill.

Your plan price covers the software. A few things are billed by use, so you only pay for what you send.

USERS

Extra users

$10 per user per month on Lite and Grow. Enterprise includes unlimited users.

CALLS

Calls

Inbound and outbound calls are billed by the minute and recorded.

TEXTS

Texts

Two-way texts from your dedicated business number are billed per message.

PAYMENTS

Card and ACH

Processing fees apply per payment. You can pass card fees to customers where allowed.

Ask for current usage rates on your demo.

IS IT WORTH IT?

How to tell if AR Workflow will pay off for you.

You don't need a spreadsheet to decide. Look at three things in your own office this week.

01

Hours spent chasing

Add up the time your office spends sending reminders, making calls and updating notes each week.

02

Your 60-plus column

Run your QuickBooks aging report. The older the balance, the harder it gets to collect.

03

Who covers when they're out

If one person holds all the context, a week off means a week of no follow-up.

Get a demo →

PRICING TERMS

How billing works, in plain English.

OPEN

Open invoice

An unpaid invoice that AR Workflow is tracking. Plan limits count open invoices, not total invoices.

USER

User

Anyone on your team who logs in to work accounts, send messages or run reports.

CUST

Customers

Unlimited on every plan. Add as many customers as you have.

YEAR

Annual billing

Pay for the year up front and get one month free compared with paying monthly.

SWITCH

Changing plans

Move up or down anytime. Downgrades take effect at the start of your next billing cycle.

CANCEL

Canceling

There's no long-term contract. Partial months or years aren't refunded.

YOUR INVOICE, NOT A FEATURE TOUR

Bring us one overdue invoice. We'll build the workflow around it.

On the demo we connect a sample of your QuickBooks data and set up a real workflow for one invoice. You'll see:

  1. 1Each step it would send, and when
  2. 2What happens when your customer replies
  3. 3How the payment lands in QuickBooks
Book a demo

YOUR OPEN INVOICE

Past due

[YOUR BALANCE]

Status requestEmail

Second touchText

Still openVoicemail

Payer can pay by card or ACH

FAQ

Pricing questions, answered.

Still have a question about pricing?

Ask us on a demo. Bring one overdue invoice and we'll show you which plan fits.

Book a demo
How much does AR Workflow cost?

Lite is $295 a month, Grow is $395 a month and Enterprise is $495 a month. Pay yearly and the price drops to $278, $370 or $462 a month. Every plan has the same features. The difference is how many open invoices you track and how many people use it.

Is there a free trial?

No. Instead of a trial you figure out alone, every plan starts with a demo and setup with our team. Bring one overdue invoice to the demo and we'll show you how it would be followed up.

Which plan should I pick?

Count your unpaid invoices on a normal month and the people who work them. One person with under 50 open invoices fits Lite. A small team with up to 100 fits Grow. More than that, or several offices, fits Enterprise.

What happens if I go over my open invoice limit?

Move up to the next plan. You can switch plans anytime, and nothing you've set up changes when you do.

Can I add more users?

Yes. Lite includes one user and Grow includes ten. Extra users are $10 per user per month on either plan. Enterprise includes unlimited users.

Are texts, calls and payments included?

The tools are on every plan. Calls and texts are billed by use, and card and ACH payments have processing fees per payment. You can pass card fees to customers where your state allows it. Ask for current rates on your demo.

Do I need QuickBooks Online?

Yes. AR Workflow syncs both ways with QuickBooks Online. QuickBooks Desktop isn't supported. See QuickBooks collections for how the sync works.

Am I locked into a contract?

No. Monthly plans can be canceled anytime. You're billed at the start of each month or year, and partial periods aren't refunded.

How does annual billing work?

You pay for the year up front and get one month free compared with paying monthly. You can still change plans during the year.

Can I change plans later?

Yes. Upgrades take effect right away. Downgrades take effect at the start of your next billing cycle.

What does setup look like?

We connect QuickBooks Online, turn on card and ACH payments, set up your dedicated business number for texts and build your first workflow with you. You pick your plan once everything is working.

What kind of support do I get?

Every plan gets the same US-based support team and optional training for your staff. Help is also available inside the app.

How is my data kept safe?

Data is encrypted in transit and at rest, backed up daily, and every user can turn on two-factor authentication. Roles and permissions control who sees what.

See it work on your invoices. Then pick your plan.

Book a demo, bring one overdue invoice and we'll show you how AR Workflow would follow up on it.

Book a demo
  • Every feature on every plan
  • Setup done with you
  • No long-term contract