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AR tool and AI finance CRM for growing businesses to automate accounts receivable and collections
PayorCRM is a cloud-based accounts receivable and collections management platform aimed at SMBs. It sits on top of existing accounting software like QuickBooks and NetSuite to automate the entire order-to-cash cycle: sending invoice reminders, collecting payments via credit card and ACH, giving customers a branded self-service portal, and providing internal teams a CRM-style view to track communications and manage follow-ups.
Rule-based reminder sequences sent automatically with 2-click payment from within the email
Customers save cards or bank accounts and set up automatic payment of invoices on due dates
White-labeled self-service portal for viewing invoices, making payments, and downloading statements
360-degree dashboard showing each customer's payment history, communications, tasks, and notes
Accept bank transfers, credit cards, and debit cards as a cheaper alternative to QuickBooks Payments
Parse, validate, and edit ACH/NACHA payment files for businesses processing batch payments
Syncs with QuickBooks Online, QuickBooks Desktop, and NetSuite