Collect and accelerate cash flow with Zapier
Accounts receivable automation connects your tools and triggers workflows across collections management, credit management, dunning management, and invoice-to-cash.
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Explore accounts receivable use cases
Accounts receivable automation connects your tools and triggers real-time actions across invoice-to-cash, collections management, dunning management, and credit management. Build workflows that eliminate manual work and keep your entire finance stack in sync.
Credit management
Reduce credit risk with automated application intake, approval routing, and account updates
Dunning management
Recover overdue payments with automated reminder sequences, status updates, and escalation alerts
Collections management
Accelerate cash collection with automated invoice follow-ups, payment tracking, and account updates
Invoice-to-cash
Accelerate cash collection with automated payment alerts, invoice updates, and overdue follow-up
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier nous aide à conclure bien plus que 50% plus d'offres que nous ne le ferions sans lui. Il s'agit d'un élément clé de notre stratégie globale et, par conséquent, de notre argumentaire de vente.
Raphael BochnerFondateur et directeur des systèmes d'information
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Related solutions
Transform your AR automation with Zapier
Zapier helps you modernize accounts receivable automation without adding more manual finance work. Streamline collections, automate dunning, and improve invoice-to-cash workflows—and that’s just the start.
Collections management
Recover more cash, faster
Automate collections outreach and follow-up across your receivable automation workflow. Route overdue invoice data from QuickBooks Online or Xero into Slack tasks, emails, and tracking sheets. That means faster recovery and clearer AR visibility.
Overdue invoice alerts
Catch overdue invoices as soon as they age past your threshold, then alert the right owner in Slack so collections starts before balances slip further.
Route collection tasks
Create follow-up tasks in Trello or Asana when invoices go unpaid, so reps work the right accounts without sorting aging reports by hand.
Customer balance tracking
Track open balances in Google Sheets or Airtable as new invoices and payments land, giving finance a live view of receivable exposure.
Escalation workflow rules
Trigger escalations when balances cross risk rules or stay unpaid too long, then notify managers with the account context they need to act.
Promise-to-pay follow-up
Log promised payment dates from forms or emails, then remind owners before deadlines pass so commitments do not disappear in inboxes.
Comment ça marche
Accounts receivable automation connects your tools, detects overdue balances and payment risks, and triggers workflows automatically. Chase invoices, review credit, and escalate collections in real time—without manually checking aging reports.
Étape 1
Connect your tools
Integrate platforms like QuickBooks Online, Xero, Stripe, accounting systems, and ERP tools to centralize receivables data.
Étape 2
Define triggers
Set conditions for overdue invoices, payment delays, credit limits, dunning stages, or collection risks.
Étape 3
Automate & measure
Send reminders, create tasks, update records, and continuously track cash collection improvements automatically.
Ready to automate your entire workflow?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.