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ConnectAR
Solutions Planned for 2027

Receivables management for businesses without a receivables department.

ConnectAR is being designed for small and midsize businesses that invoice customers and need consistent, respectful follow-up on past-due invoices.

Initial focus

Challenges ConnectAR is designed to address

Past-due invoices that need consistent follow-up

When follow-up depends on someone finding time between other work, past-due invoices age and become harder to resolve.

How ConnectAR is designed to help

ConnectAR is being designed to follow up on every placed invoice on a consistent digital schedule by email and SMS, and to stop automatically when an invoice is confirmed paid.

Email and SMS outreach

Small and midsize teams without dedicated receivables staff

Many small and midsize businesses don’t have a dedicated accounts receivable team, so receivables management competes with everything else.

How ConnectAR is designed to help

ConnectAR is planned as a managed service: upload invoices or a spreadsheet, review the results, place accounts, and let digital engagement run while you track progress in the client portal.

Invoice uploads and placement

Protecting customer relationships

Businesses want to be paid, but they also want to keep the customer. Sending customers somewhere unfamiliar to pay can damage trust.

How ConnectAR is designed to help

ConnectAR is designed to direct customers back to your business or your preferred payment experience, using only payment destinations verified for your business.

Payment destinations

Businesses that already have a payment portal

A business that already accepts payments online shouldn’t have to change how customers pay to get help with follow-up.

How ConnectAR is designed to help

ConnectAR is planned to send customers to your existing payment portal, payment instructions, or customer service channel, without changing how customers pay you.

Payment destinations

Businesses without a payment portal or processor

Some businesses invoice customers but have no way for them to pay online, so even willing customers face friction.

How ConnectAR is designed to help

An optional white-label payment portal is planned for businesses that don’t have their own: a hosted payment experience branded for the business, offered as a separate service.

No payment portal? No problem.

Limited visibility into receivables

Without a clear view of balances, account status, and activity, it is hard to know what is working and what needs attention.

How ConnectAR is designed to help

The planned client portal brings an accounts receivable dashboard, account-level history, placement tracking, and stop requests together in one secure place.

Client portal and dashboard

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.