Invoices out on time, cash applied the day it lands, and an aging report that someone actually works. A full-time AR specialist for your firm, interviewed by you and managed by us.
Receivables slip quietly. Nobody decides to stop chasing the 60-day column — it just loses to whatever is more urgent that week, and three months later the aging report is a document people avoid opening. A dedicated AR specialist works it as a daily routine instead of a periodic rescue, which is the only thing that reliably moves days sales outstanding.
QBO · XERO · STRIPE
Collections tone is a judgment call, so it stays yours: you set the escalation ladder and the point at which a partner steps in. See the full role scope on our services page.
Four steps you care about, out of the seven we run.
Thirty minutes on your billing cycle, your aging profile, and how far into collections you want the seat to go.
Sourcing, English screening — which matters more here than in any other seat — plus AR assessments, software tests and reference checks.
Meet 2–3 finalists. Because this seat talks to your clients' customers, we expect you to test communication hard in that interview.
Training on your invoicing calendar and escalation ladder, security onboarding, then ongoing HR, payroll and performance management from us.
The full seven-step process, including our six screening gates, is on the how it works page.
AR specialist seats are scoped and quoted on the discovery call. It is always one flat monthly fee with everything below included — never a percentage of what gets collected, which is a structure that quietly puts your client relationships second.
Only to the extent you want. Many firms have the seat send statements and routine follow-ups under the firm's own templates and email domain, and escalate anything sensitive to a named person at your firm. English fluency — written and spoken — is the first of our six screening gates, and for this seat we weight the interview toward it. You will hear that for yourself before you approve anyone.
Yes. The seat is full-time and exclusive to your firm, so you allocate it across your client book. What matters more than client count is how many distinct escalation policies the seat has to hold in its head — we work through that with you on the discovery call and during onboarding.
They need whatever access cash application requires in your systems, and no more. Role-based, least-privilege access is a default of ours, not an upgrade — each professional reaches only the systems the role requires, on a managed workstation with no local data storage. The full control set is on our security page.
Both, and most firms use it for both — customer invoicing, cash application, collections support and aging review are one continuous cycle, and splitting them across people is exactly how receivables start slipping. If you only want part of it, say so on the discovery call and we will scope the role definition to match.
Book a 30-minute discovery call. We'll map the cycle and have a shortlist for you within two weeks.