Unpaid invoices drain cash, delay decision-making, and create constant pressure on finance teams. Yet many businesses still rely on manual Accounts Receivable (AR) processes—tracking payments in spreadsheets and following up by email—which often leads to delayed payments and higher Days Sales Outstanding (DSO). To overcome these hurdles, more businesses are adopting cloud-based solutions like Sage Intacct Accounts Receivable. This software automates the entire order-to-cash cycle, helping companies accelerate payments and strengthen their working capital.
The Accounts Receivable Challenge
Many organizations struggle with outdated, manual AR processing, and these challenges directly affect liquidity and financial confidence:
- Rising DSO and Late Payments: Manual invoicing and inconsistent follow-up slow collections, pushing DSO higher and reducing available working capital.
- Error-Prone Manual Workflows: Spreadsheets and email tracking lead to data inconsistencies, duplicate entries, and time-consuming corrections that drain productivity.
- Poor Visibility and Forecasting: Without a centralized AR system, it’s difficult to see the true status of outstanding invoices. Forecasting becomes guesswork instead of a reliable planning tool.
Sage Intacct AR replaces these fragmented workflows with a connected, automated solution that improves speed, accuracy, and financial clarity.
What is Sage Intacct Accounts Receivable?
Sage Intacct Accounts Receivable is a cloud-based AR management solution, built directly into the Intacct financial platform. Its purpose is to automate billing and collections, enabling finance teams to work efficiently and accelerate the time-to-cash.
Core Functions and Integration
Sage Intacct AR delivers a modern, unified solution for invoicing, payment processing, and reporting—all connected through Intacct’s event-driven, native cloud architecture:
- Seamless Native Integration Across Modules: Built directly into the Intacct platform, the AR module automatically syncs with the General Ledger and—when used—Order Entry, Projects, and Contract Billing. Quotes, sales orders, invoices, adjustments, and payments post once and flow through the system without duplicate entry or manual reconciliation.
- Automated Invoicing: Sage Intacct supports automated creation and delivery of invoices as soon as transactions occur. Finance teams can generate professional, branded invoices, automate recurring/subscription billing, and apply real-time sales tax calculations.
- Single Source of Truth: AR data stays accurate and consistent through bi-directional integrations with CRM systems, order management, and other Intacct modules. Information enters the system once and moves through the correct workflows, eliminating data silos and ensuring company-wide visibility.
Key AR Capabilities in Sage Intacct
Implementing Sage Intacct AR automation provides your team with the tools needed to transform receivables from a tactical burden into a strategic asset.
- Automated Invoicing and Recurring Billing: Invoices are created and delivered automatically as soon as transactions are recorded—no more batch billing or manual entry. Automated recurring billing supports contract-based, subscription, project, or usage-based revenue models.
- Real-Time AR Visibility and Analytics: Dashboards show aging lists, invoice statuses, historical trends, cash flow forecasts, and deferred revenue at a glance. Finance leaders get real-time visibility to proactively identify at-risk accounts.
- Strong Internal Controls and Collections: Configurable approval workflows, credit limits, and complete audit trails strengthen compliance. When paired with Sage Intacct Collections, the system automates reminder schedules, assigns case ownership, and documents all customer communication.
- End-to-End Compliance and Integration: AR data flows seamlessly through order entry, contracts, projects, and the general ledger—no reconciliations or double entry. Multi-entity, multi-currency, and multi-location functionality support even the most complex organizations.
Business Impact: Faster Collections, Stronger Working Capital
Sage Intacct AR automation produces rapid, measurable financial improvements:
- Lower DSO: Accelerated billing and automated collection workflows shorten the invoice-to-cash cycle, increasing available cash.
- Reduced Processing Costs: Automation cuts hours of manual work, minimizes errors, and frees staff to focus on higher-value activities like resolving payment disputes.
- Stronger Cash Flow Forecasting: Real-time AR visibility gives CFOs and Controllers accurate, confidence-building projections.
More cash on hand means better resilience, faster growth decisions, and a healthier balance sheet.
Best-Practice Implementation for AR Success
To maximize the gains from your Sage Intacct AR software, follow these best practices:
- Adopt Electronic Invoicing and Online Payments – Accelerate customer payments by offering email invoicing, ACH, credit card, and customer portal payment options. Digital payment tracking also increases data accuracy.
- Establish Clear AR Policies and KPIs – Define targets for DSO, credit limits, dispute resolution times, and invoice accuracy. Revisit these KPIs quarterly to fine-tune processes.
- Automate Your Collections Cadence – Set automated reminders for upcoming due dates, overdue invoices, and escalations. Standardized messaging helps maintain professionalism and consistent customer experience.
- Integrate CRM, Order Entry & Contracts – Ensure that quotes, orders, projects, and contract terms flow directly into AR without manual handoff. This eliminates discrepancies and strengthens billing accuracy.
Partner with SWK Technologies for Expert AR Automation
As a Sage Diamond Business Partner, SWK Technologies ensures your AR automation is configured for your business—not just turned on. Our team aligns workflows, billing rules, integrations, and dashboards to your operational and strategic goals, helping you reduce DSO, streamline collections, and improve cash flow predictability.
Ready to accelerate your invoice-to-cash cycle?
Contact SWK Technologies today to see how Sage Intacct AR can automate your invoicing, strengthen controls, and deliver faster, more reliable cash flow.