7 Best Billing Software for Accountants
Billing software has become a necessity and around 58% of accountants use accounting software to meet their client’s needs. The accounting profession is rapidly evolving, and staying in a competitive...
AR Automation by BlueSnap
| Price | Not disclosed on website. |
|---|---|
| Rating | 4.5/5 based on 31 reviews on G2. |
| Business Function | |
| Industry | |
| Compatibility | QuickBooks Desktop QuickBooks Online Sage Xero HubSpot Oracle NetSuite |
| Developer | BlueSnap. |
What is Accounts Receivable (AR) Automation?
BlueSnap’s Accounts Receivable (AR) Automation streamlines the quote-to-cash process by automating billing, accounting, and payment workflows. It integrates seamlessly with existing ERP and CRM systems, offering features such as customizable templates and a branded customer portal to facilitate efficient invoicing and payments.
Combined with QuickBooks, BlueSnap AR Automation enhances billing and payment workflows, providing customers with diverse payment options. The bidirectional data synchronization ensures real-time updates across systems. BlueSnap extends QuickBooks’ functionalities by introducing features such as automatic payment processing, a dedicated customer portal, payment links, and comprehensive customer insights and management tools.
Enhance Businesses Financial Efficiency via BlueSnap's AR Automation
Effortless Dunning Management
Save time and simplify processes with automated communications and dunning management, transforming work hours into just minutes.
Billing & Subscription Management
The software allows you to manage recurring invoices, subscriptions, usage-based billing, and automatic payments effortlessly.
Customer Portal
Enhance the customer experience with a branded self-service portal. This portal simplifies invoice payments, provides real-time billing updates, and offers access to payment plans and documents.
Global Payment Acceptance
Support over 100 currencies and various payment methods, including major credit/debit cards, ACH, SEPA, and digital wallets, facilitating seamless global transactions.
Automated Workflows
Streamline your billing operations with automated workflows. Easily manage charging, set late fees, oversee user accounts, and communicate seamlessly.
Improve Customer Satisfaction
AR Automation solutions provide your business with the tools to decrease your DSO, improve customer experience, and boost overall performance.
What You Get with AR Automation + QuickBooks Integration on Ace Cloud Hosting
Integrating BlueSnap’s AR Automation with QuickBooks enhances accounts receivable processes by automating workflows. This integration offers multiple features, including a Virtual Terminal for manual payment entry, secure payment links for single or multiple invoices, and compliant surcharging to offset transaction costs. However, if you want your solution to go that extra mile, try hosting the complete solution on Ace Cloud Hosting’s cloud infrastructure. You will get benefits like –
Enhanced Data Security
We utilize a multi-tier security architecture that ensures data security at the physical, network, endpoint, and administration levels. Notable features include 256-bit AES data encryption and threat analysis.
Round-the-clock Support
We provide 24x7 dedicated customer support. You can reach our cloud experts via phone, chat, or email to resolve any issues quickly at no extra cost.
Guaranteed Uptime
Our 99.99% uptime SLA commitment ensures your apps are always available, supported by redundant infrastructure and strong disaster recovery measures.
45-Day Backup
We backup your data on the cloud servers for 45 days. The backup service is part of our pricing plan, which means no hidden charges. We offer a rolling backup, which is done automatically on our servers daily.
Cost Effectiveness
Host all your apps on the cloud to eliminate the on-premise capital IT expenses. Our expert team handles everything, from IT setup, maintenance, and upgrade to support.
High-Performance Computing (HPC)
We leverage HPC servers with SSD-based technology to deliver parallel processing capabilities, ensuring seamless scaling and minimal latency for your data.
Key Steps to Integrate AR Automation with QuickBooks Desktop
Step1
Log in to your AR Automation account and go to Account > Accounting.
Step2
Click Connect to QuickBooks and follow the instructions in the pop-up window.
Step3
Install QuickBooks Web Connector. If it has not been installed, download the configuration file and open it in Web Connector.
Step4
Enter the Web Connector Password from the pop-up window and paste it into Web Connector.
Step5
Check the AR Automation box in Web Connector and click Update Selected tosync.
Frequently Asked Questions
You can connect only one QuickBooks account to AR Automation.
Synchronization begins whenever you initiate it. To synchronize your account, start the process through the web connector.
Disconnect your QuickBooks account from your AR Automation account to stop data synchronization. There is no direct method to disable synchronization between the two systems.
1. In QuickBooks, open your company file.
2. Press.
3. Copy the file path from QuickBooks > File Information > Location.
2. Press.
3. Copy the file path from QuickBooks > File Information > Location.
When migrating from one accounting system to another, preparing your AR Automation account is important to prevent data collisions. Several migration options are available, and we recommend collaborating with our internal team to identify the best approach for your needs.
Yes, BlueSnap and Armatic are now the same company. BlueSnap acquired Armatic to integrate its invoicing and accounts receivable automation into its global payments platform.
Reviews
You could provide Intact with functionality that Intacct has not provided. ARMatic has offered us months of free use while reviewing the program. It has finally delivered outstanding support for tens of thousands of dollars cheaper than the Intacct Software, providing connectivity to allow NonIntacct employees to record bill payments.
Review On
Sending emails with electronic signatures was never as simple as with Armatic because it is very adaptable and easy to handle; there is less margin for error when executing it, and therefore, you reduce expenses by paying staff to do the work that the platform will now do electronics. It has the best integration with other platforms.
Review On
It is a reliable and safe work tool that offers very good customer service, making it much easier to collect money since it has an excellent system of reminders if necessary. This keeps us in touch with our clients without becoming annoying to them.
Review On
