For consulting firms, accounts receivable automation projects typically range from $3,500 for foundational tasks like automated invoice delivery, up to $15,000+ for comprehensive systems integrating CRM, project management, and accounting platforms. Your investment depends directly on the complexity of your existing invoicing workflows, the number of client projects, and the specific accounting software your firm utilizes.
We meticulously map your firm's existing AR workflows, from initial project setup in your CRM to final payment reconciliation in your accounting software. This phase identifies all manual touchpoints and opportunities for streamlined, automated processes.
Our team custom builds and integrates the automation sequences, linking your project management tools (e.g., Asana, ClickUp), CRM, and accounting system (e.g., QuickBooks, NetSuite). We configure automated invoice generation, client notification triggers, and payment tracking mechanisms.
We rigorously test the new AR automation system with your actual client data to ensure accuracy and reliability across all scenarios. Your team receives comprehensive training, ensuring a smooth transition and confident use of the new, efficient workflows for managing client payments.
Book a free systems audit. We will map your current workflow and show you exactly what can be automated.
Book a Systems Audit