How Much Does Accounts Receivable Automation Cost for CPA Firms?

Q: How much does accounts receivable automation cost for cpa firms?

Pricing depends on the complexity of your existing workflows and the number of integrations required. Most cpa firms projects start at $3,500 for a foundational automation, with more complex implementations ranging higher. Every project begins with a free systems audit.

Q: Is there a monthly fee after the initial build?

Some automations run on infrastructure that requires hosting and monitoring. We offer optional ongoing support starting at $200 per month, but many automations run independently after launch.

Q: What is included in the free systems audit?

The audit maps your current accounts receivable workflow, identifies the highest-impact automation opportunities, and provides a clear scope and timeline. There is no obligation.

Q: How quickly does this pay for itself?

Most cpa firms see full ROI within 60 to 90 days. The typical result is 25% improvement in collection speed, which translates directly to recovered staff hours and reduced errors.

Accounts receivable automation for CPA firms typically ranges from $3,500 to $15,000, with costs varying based on the complexity of your current billing systems and client communication workflows. Foundational automations, like automated invoice delivery and payment reminders, generally start at $3,500. Your exact fixed price is determined after a free systems audit, providing a clear scope.

The Problem: What CPA Firms Deal With Every Day

× Tax season overwhelm with manual data collection
× Reconciliation backlogs piling up monthly
× Client onboarding taking weeks instead of days
× No clear pricing when evaluating accounts receivable solutions

How It Works

Free Systems Audit

We analyze your firm's existing AR processes, from invoice generation to payment recording, identifying pain points and integration opportunities. This phase maps your client segments and billing frequencies to design a tailored automation flow.

Fixed-Price Proposal

Our team builds the custom automation, integrating with your existing tech stack like QuickBooks or Karbon to automate invoice delivery and payment reminders. We configure the system to trigger actions based on your firm's specific payment terms.

Build and Launch

We deploy the new AR automation system, train your team on managing automated workflows, and ensure a smooth transition. Post launch, we monitor performance and make adjustments to maximize efficiency and cash flow.

Expected Outcome

25% improvement in collection speed