InvoiceSherpa Overview
What is InvoiceSherpa?
InvoiceSherpa is an AR Automation tool that works with accounting platforms (QuickBooks Online, Xero & Clio) to empower businesses of all sizes and industries with better control over their receivables.
Sales + Collections = Revenue!
Generating revenue is crucial for any business, and receiving payment is equally important. However, businesses often struggle to collect payments effectively, which affects their bottom line.
Working smarter, not harder.
In the past, businesses had limited options for proactive AR collection.
The Executive Approach: When business owners invest time each month to chase down customers with past due balances, they risk straining customer relationships.
The Delegation Approach: When business owners assign existing employees to contact customers with open invoices.
The Ringer Approach: When businesses hire a new employee dedicated to collecting outstanding receivables.
The traditional approaches lack efficiency and aren't the best use of your time, your staff's time or your payroll budget. Enter InvoiceSherpa! Our platform empowers businesses to harness the power of proactive, scalable Accounts Receivable Automation!
Start Getting Paid 2x Faster!
InvoiceSherpa integrates seamlessly with your accounting platform, bringing over your AR data & relevant customer information with the click of a button. Simply set up your customer reminder schedule(s). Plug and play the templated reminders provided to you, with the option to easily customise any of the text, images and reminder timings to fit your organisation.
Make your clients' lives easier by enabling them to pay you directly from reminders by integrating a payment gateway. Set up automatic payments, payment plans and automatically apply late fees. The Client Portal allows you to invite your customers to view and pay any open invoices and view/download any of their past invoices.
Once set up - the system runs in the background, communicating with your customers on an ongoing basis to ensure that they're able to stay on top of due dates and keep your business from running into unexpected cash flow shortages. The average business using InvoiceSherpa sees a 50% reduction in their Daily Sales Outstanding within 90 days of implementation!
Ready to stop stressing about cash flow and start getting paid faster?
Start today and try InvoiceSherpa for an entire AR cycle, free of charge!