How to automate AR and boost cash flow performance

Accounts receivable professionals are at the centre of every healthy cash flow. Their responsibilities go beyond invoicing and collections—they analyse data, manage credit, and implement process improvements to reduce DSO and strengthen business performance. With automation now handling routine tasks, AR teams are becoming more strategic than ever. Read our latest blog to explore how the role of AR professionals is evolving: https://lnkd.in/dDbyQ8wz #AccountsReceivable #FinanceLeadership #CashFlowManagement #Automation #BusinessPerformancehttps://lnkd.in/dDbyQ8wz

Accounts receivable (AR) is still seen as a low-priority back-office task, but that view is changing fast. What you should know: - AR teams now offer real-time visibility into customer payments, late payers, and shifts in payment behavior. - Many AR functions still run on outdated systems, hampering efficiency and data insights. - The human touch remains vital for sensitive interactions like negotiating overdue invoices. - Modernization in tools, security, and how finance leaders view AR is becoming essential. 👉  Access the full article here: https://lnkd.in/d6C6JSrf #GlobalData #Finance #AccountsReceivable #CashFlow #StrategicImperative

Finance teams are buried under invoices, reports, and compliance checks, yet 70% of those tasks are repetitive. 𝗘𝗻𝘁𝗲𝗿 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗔𝗜 𝗔𝗴𝗲𝗻𝘁𝘀🚀 They’re not just automating; they’re learning and adapting to make your workflow faster and more accurate. 👀 In this quick reel, see 4 powerful use cases in action: 1️⃣ Invoice Processing 2️⃣ Expense Management 3️⃣ Financial Reporting 4️⃣ Fraud Detection The result? - Faster closes, - Cleaner books, and - Stronger fraud protection - 👉 Read our full article here: https://lnkd.in/dP-84_-r #financeautomation #aiagents #digitalworkforce #CFO #sunflowerlab #TeamSFL #finance #financialreporting #automatedworkflows #invoiceprocessing #management

You hate chasing payments. The calls, the spreadsheets, the awkward “did you get my invoice?” emails. It eats time and cash flow. Here’s a practical playbook to fix it — fast, without hiring. These are steps small service businesses can apply this week. 1) Auto‑create invoices from the job source. Use a simple AI extractor to pull hours, materials, and client details from work orders, forms or time entries. Template the invoice, and preview before sending. 2) Send on the client’s channel. Email, SMS or their portal — with a one‑click payment link and clear due date. AI chooses the best channel based on past response. 3) Smart follow‑ups that sound human. If unpaid after 3 days, send a friendly SMS. After 7 days, escalate to a short email with a late fee reminder or payment plan offer. The messages are generated, not written every time. 4) Auto‑reconcile and surface exceptions. Payments match invoices automatically. Disputes or odd amounts get a single alert for a human to review. Weekly cash‑flow snapshots land in your inbox. Quick win (1 hour): connect your calendar/jobs system + payment processor + a template. Turn on a 3‑day reminder. Result you can picture: fewer awkward calls, faster cash, and hours of admin gone — growth and time back, without adding staff. Which step would save you the most time?

💡 Why are finance teams still stuck with manual, error-prone processes in 2025? 📥 Invoices-to-Pay (AP) struggles with: Delayed approvals Data entry errors Compliance headaches 📤 Invoices-to-Cash (AR) faces: Payment delays Reconciliation issues Poor visibility for CFOs At Zvolv, we’re helping enterprises embrace Agentic Finance — where AI agents automate not just tasks, but decisions. Here’s how this plays out: ✅ Invoice-to-Pay → AI-driven capture, PO matching, approval workflows, exception handling, and GST/TDS compliance. ✅ Invoice-to-Cash → Automated invoice creation, delivery tracking, collections, reconciliation, and real-time cash flow visibility. ✅ 3–5x cost reduction and ₹40L–1Cr+ annual savings for high-volume teams. ✅ 95%+ accuracy and 60–80% less manual effort. ✅ Real-time dashboards and audit-ready trails. This is the future of finance ops — faster, compliant, and scalable without additional headcount. 👉 Curious how Agentic Finance can transform both your I2P and I2C journeys? Let’s connect. #AgenticFinance #InvoiceToPay #InvoiceToCash #Hyperautomation #CFO #FinanceTransformation #Zvolv

Tired of the DSO bottleneck? You're not alone. For Controllers in pharma, managing Days Sales Outstanding (DSO) isn't just a metric, it's a constant battle against manual data entry, disconnected systems, and time-consuming follow-ups. Every day your DSO is high is another day your cash is tied up, limiting your ability to invest in R&D, operations, and growth. Based on my experience as a consultant for several years, I've seen firsthand how these inefficiencies directly impact a company's bottom line. I've worked with numerous finance and operations teams who were stuck in a cycle of endless follow-ups and manual reporting, unable to get a clear picture of their accounts receivable. The solution I found was not in hiring more people, but in empowering the existing team with the right tools. The good news? You can now dramatically improve DSO and free up working capital without adding a single head to your team. The secret lies in No-Code automation. Tools like Smartsheet allow you to: 1. Automate invoice processing and approvals, drastically reducing cycle time. 2. Create real-time dashboards to track payment status and identify bottlenecks instantly. 3. Send automated payment reminders directly to clients, without manual intervention. By streamlining these processes, you can accelerate collections, improve financial forecasting, and give your team back precious hours to focus on strategic tasks. It’s about working smarter, not harder. #Pharma #Finance #Controller #DSO #NoCode #Automation #Smartsheet #CashFlow  

The Record-to-Report (R2R) cycle is the backbone of financial management in every organization. It ensures accuracy, compliance, and transparency while enabling informed decision-making. Here are the key sub-processes in R2R every finance professional should know: #rtr #recordtoreport #Generalledger

🏆Best Practices for Accounts Receivable – and a Question for You! One of the most overlooked areas in business operations is Accounts Receivable (AR) – but getting it right can unlock huge improvements in cash flow and financial health. Here are a few best practices I’ve found essential: ✅ Clear Invoicing: Send invoices promptly and ensure they’re easy to understand, with payment terms clearly outlined. ✅ Follow-Up Systems: Use automation and reminders to stay consistent with follow-ups – persistence pays off. ✅ Customer Relationships: Don’t underestimate the power of respectful, open communication when resolving payment delays. ✅ Data Tracking: Monitor DSO (Days Sales Outstanding) and other KPIs regularly to spot trends and act early. ✅ Team Collaboration: AR works best when finance, sales, and customer service are aligned. But AR isn’t just about numbers – it’s about people, too. That brings me to a question for my network: 💡How do you manage your team and foster a healthier, more resilient work culture—especially in high-pressure areas like AR? I'd love to hear your thoughts on leadership, motivation, and culture-building—whether it's in finance or any other department. Drop your ideas or experiences below 👇 Let’s learn from each other. #AccountsReceivable #FinanceExcellence #WorkCulture #Leadership #TeamManagement #CashFlow #ProfessionalDevelopment

🚨 Cash is king—but Accounts Receivable is the throne it sits on. 🚨 Accounts Receivable isn’t just about collecting payments—it’s about strengthening relationships, protecting cash flow, and driving business growth. Too often, AR is seen only as a back-office function. In reality, it’s one of the biggest levers a company has to: ✔️ Improve working capital ✔️ Reduce risk exposure ✔️ Support customer experience through clear communication ✔️ Enable faster, smarter decision-making with data At Pipeline Supply & Service, we’ve been focused on transforming AR through automation, process discipline, and stronger collaboration with both our customers and internal teams. The results? More efficiency, better visibility, and a healthier balance sheet. 👉 My belief: AR should be seen as a strategic partner, not just a department that chases invoices. Curious to hear from others in finance and operations—how is your organization elevating AR to a more strategic role? #AccountsReceivable #FinanceLeadership #WorkingCapital #CashFlowManagement #Automation