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Why It’s Time to Automate Accounts Receivable at Your Firm

August 15, 2022

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If your team spends more time tracking down late payments than focusing on client work, it may be time to rethink your approach. We’ve seen how manual A/R processes can slow firms down and create unnecessary friction. With the right automation tools, accounting firms are improving cash flow, shortening the time to payment, and freeing staff to focus on higher-value work.

Manual A/R Slows You Down

Firms that rely on spreadsheets, paper trails, or disconnected tools for A/R often struggle to keep collections on track. Invoices go out late. Follow-ups get missed. And when payments are delayed 30, 60, or even 90 days, it throws off forecasting, impacts growth, and puts a strain on internal operations.

What A/R Automation Unlocks for Your Firm

Automated A/R solutions help your team stay ahead of collections with less effort. Here’s how automation supports smarter, more streamlined operations:

  1. Faster Invoicing, Faster Payments
    A/R automation tools speed up your billing cycle — getting invoices out on time and making it easier for clients to pay. This reduces delays and improves cash flow without adding manual work for your team.
  2. More Time for What Matters
    By handling repetitive tasks like reminders, follow-ups, and payment posting, automation gives your staff time back. That time can be redirected to client support, strategic planning, or high-impact work that drives firm growth.
  3. A Smoother Client Experience
    Automation helps you deliver consistent, professional communication. Clients receive timely invoices and gentle reminders, reducing surprises and improving their overall experience with your firm.
  4. Fewer Accounts Falling Through the Cracks
    Built-in workflows and smart triggers mean clients won’t slip through unnoticed. Automated nudges keep payments on track, and your team in control of the process.

Real Results: How One Firm Transformed Their A/R Process

Premier Tax & Accounting adopted automated A/R through Firm360 and saw results fast. With consistent invoicing, automated reminders, and easy payment options built into the client portal, they cut out the back-and-forth that had once delayed collections — ultimately reducing their receivables cycle by 50%.

Final Thoughts

Automating A/R removes bottlenecks and creates space for your team to thrive. When payments are timely and systems run smoothly, your firm can focus on what matters most: serving clients and growing sustainably.