AR AUTOMATION SOFTWARE

Automate Accounts Receivable & Get Paid Faster

Collection Toolbox helps high-volume AR teams automate invoice follow-up, monitor payment portals, reduce disputes, and accelerate cash flow with intelligent automation.

Automate Manual Tasks
Improve Cash Flow
Real-Time Visibility
Enhance Team Productivity
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Supporting Enterprise AR & Financial Operations Teams

Collection Toolbox helps organizations streamline collections workflows, improve cash flow visibility, automate payment portal management, and reduce manual processing across complex receivables environments.

Transportation

Automate high-volume freight invoice workflows and collections.

Logistics

Improve visibility across payment portals, disputes, and deductions.

Factoring Companies

Accelerate receivables processing, improve cash flow, and simplify collections operations.

Enterprise AR Teams

Centralize collections workflows and reduce manual workload at scale.

THE CHALLENGE

AR Teams Are Overwhelmed

Manual processes, multiple portals, and siloed workflows slow down collections and reduce visibility.

Too Many Manual Tasks

Time-consuming processes limit productivity and slow follow-up.

Multiple Portals

Logging into multiple portals is inefficient and error-prone.

Missed Disputes

Disputes fall through the cracks and delay payments.

Limited Visibility

Lack of real-time insight makes prioritization difficult.


OUR SOLUTIONS

Powerful Products Built for AR Teams

Intelligent Collection Automation

JAS streamlines and automates the collections process by handling invoice follow-up, customer communication workflows, and account prioritization — helping AR teams improve efficiency, reduce manual workload, and accelerate cash flow.

Workflow & Queue Management

Organize collection activities with multiple strategies, queues, prioritization tools, and automated task assignment.

Automated Customer Follow-Up

Automatically send invoice reminders, follow-up notices, and collection communications based on customizable strategies.

Smarter Collections Prioritization

Deliver actionable insights to collectors each morning so they can focus on the accounts requiring immediate attention.

Improved Cash Flow Visibility

Gain real-time insight into collection performance, outstanding receivables, and customer payment activity.

Automated Invoice Status Monitoring

TrakIQ automates the labor-intensive process of monitoring payment portals, researching invoice statuses, identifying disputes, and prioritizing collection efforts so your team can focus on recovery instead of manual data gathering.

Payment Portal Monitoring

Monitor customer payment portals and invoice activity automatically to reduce manual research and missed updates.

Automated Invoice Research

Automatically gathers invoice status data from 100+ payment portals using secure automated processing.

Early Dispute Detection

Identify disputes, short pays, missing invoices, and payment issues earlier in the collection lifecycle.

Massive Time Savings

Eliminate hours of manual portal logins and invoice lookups with automated daily processing.

INTEGRATIONS

Built to Connect With Existing Enterprise Receivables Environments

Collection Toolbox integrates with your existing ERP systems, allowing for a quick, smooth and simple setup with our products.

ERP Connectivity
Portal Automation

Unified Workflow Automation

Eliminate disconnected systems and automate invoice monitoring, customer communications, dispute management, and collections workflows from a single platform.

24/7

Automation

Secure

Access
ERP Systems

Centralize receivables data and automate workflows across enterprise accounting platforms.

Real-Time Data Sync
Payment Portals

Monitor invoice activity and automate research across customer payment portals.

100+ Supported Portals
Communication Automation

Streamline customer outreach with automated reminders, notifications, and follow-up workflows.

Smart Workflow Triggers
Analytics & Reporting

Gain visibility into collections performance, disputes, deductions, and cash flow trends.

Real-Time Insights
ENTERPRISE READY

Flexible Integration Architecture Designed for Scale

Whether your organization manages thousands of invoices, multiple payment systems, or complex collections workflows, Collection Toolbox adapts to your existing environment.

50K+

Invoices Processed Per Hour

100+

Payment Portals Monitored

$1B+

In AR Processed Monthly

Enterprise-Grade Security

[Collection Toolbox's'] automated collections products are a valuable resource tool for any company wishing to generate more efficiency with its collections process. By providing us with more accurate and timely collection information, [their products] allowed us to take more proactive action on our open invoices and reduce our days outstanding ratio.

—M.K., Credit Manager
Transportation Factor

We are very satisfied with our purchase. It’s simple integration with Cadence [FactorSoft] made implementation painless, and we have seen noticeable improvements in our overall portfolio aging.

- J.G., Credit Manager
Transportation Factor

Ready to Accelerate Your Cash Flow?

See how Collection Toolbox can help your team automate collections and improve operational visibility.