Automated email and SMS outreach that sends customers back to you.
Following up on past-due invoices takes time most teams don’t have. ConnectAR is being designed to handle that follow-up digitally — reaching your customers by email and text message and directing them back to your business or your preferred payment experience.
Digital engagement on a consistent schedule
Each placed invoice is planned to receive a series of email and SMS messages on a consistent schedule, so follow-up doesn’t depend on someone remembering to send it.
- Email reminders that explain what is owed and how to pay you.
- SMS messages that reach customers on their phones.
- Messages that always direct customers to your verified payment destination.
Outreach within the rules
Every communication is subject to contact eligibility, applicable law, and your service configuration. Outreach is planned to stop automatically when an invoice is confirmed paid or is otherwise no longer eligible.
- Contact eligibility is checked before a message is sent.
- Outreach is suppressed when an invoice is confirmed paid or ineligible.
- You can request an immediate stop to activity on an account from your client portal.
A complete outreach history
Outreach history and audit records are planned to be kept for every placed invoice, so your team can see what was sent and when.
Common questions
- Will ConnectAR contact my customers in my business’s name?
- Outreach is designed to direct customers back to your business or your preferred payment experience. How messages are identified will be confirmed as part of each business’s service configuration before launch.
- What happens when a customer pays?
- Outreach is planned to stop automatically when an invoice is confirmed paid or otherwise becomes ineligible for contact.
More of the ConnectAR platform
- Invoice Uploads and Account Placement Upload PDF, Excel, or CSV files or enter accounts manually, then review and track each placement.
- Client Portal and Accounts Receivable Dashboard A secure portal with an AR dashboard, account visibility, and control over activity.
- Payment Destinations and Optional Payment Portal Use your own payment solution, or add an optional white-label payment portal.
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.