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ConnectAR
How It Works Planned for 2027

How ConnectAR will work, from enrollment to resolution.

ConnectAR is being designed so small and midsize businesses can hand off digital follow-up on past-due invoices while staying in control of every account.

Get Started Read the FAQ

Getting Started

Planned for 2027

Getting Started Is Simple.

Create your business account, select your service, and upload your invoices. ConnectAR handles the digital engagement while you stay in control.

  1. 1

    Create Your Business Account

    Register your business and an authorized representative.

  2. 2

    Verify Your Business

    Complete business verification and eligibility checks. Supporting documents are requested only when verification requires them.

  3. 3

    Choose Your Service & Payment Options

    Select your service and text messaging option, and choose where customers pay: your existing business payment portal, or the optional ConnectAR white-label payment portal.

  4. 4

    Review & Accept Your Agreement

    Review your service terms, accept your agreement electronically, and set up billing through a secure payment provider.

  5. 5

    Upload Your Invoices

    Upload PDF, Excel, or CSV files or add accounts manually, then review the details before activation.

  6. 6

    Activate & Monitor

    Once your account is approved and activated, monitor engagement, activity, and payments from your dashboard.

Online enrollment opens with the 2027 launch. Verification and approval times vary. Until launch, Get Started registers your interest in early access; it doesn’t create an account or collect payment.

Get Started

Business enrollment

Illustrative preview
  1. 1 Create Your Business Account
  2. 2 Verify Your Business
  3. 3 Choose Your Service & Payment Options
  4. 4 Review & Accept Your Agreement
  5. 5 Upload Your Invoices
  6. 6 Activate & Monitor
Illustrative preview of the planned enrollment experience. It does not represent a real customer account, and online enrollment is not yet available.

Digital Accounts Receivable Management

From Invoice to Resolution

Simple, automated engagement. Complete business visibility.
Planned for 2027

  1. Stage 01

    Upload Invoices

    PDF, Excel, CSV or manual entry.

  2. Stage 02

    Review & Activate

    Validate details, identify duplicates and check contact eligibility.

  3. Stage 03

    Automated Engagement

    Permitted email and SMS outreach.

  4. Stage 04

    Monitor & Manage

    Business dashboard, activity visibility and outreach controls.

  5. Stage 05

    Resolve

    Customers pay the business through its approved payment destination — its own payment solution or an optional white-label payment portal. Confirmed payments update invoice status.

  • Not a fixed escalation. You can stop outreach or manage invoices at any stage.
  • Payments, disputes, restrictions and other events can change or end the workflow for an invoice.

Stay in Control

Manage invoices at any stage

The workflow isn’t a fixed escalation. From your client portal, you’ll be able to:
  • Add new invoices and placements at any time.
  • Review account status, activity, and outreach history.
  • Request an immediate stop to outreach on an account.
  • Submit authorized changes to an account.
  • Manage how long the service runs for an invoice.
  • See confirmation when your requests have been processed.

Be first in line for the 2027 launch.

Register for early access and we’ll keep you updated on launch timing, service options, and enrollment.

Get Started Contact Us