Best AR Automation Software for Shift

FreshBooks makes billing and invoicing for small businesses easy. FreshBooks is a top-rated accounting and invoice software for self-employed professionals as well as small businesses. It makes it easy to invoicing and billing so that companies can concentrate on the work they love. It has a wide range of powerful features, including expense tracking, time tracking and payment processing. The Freshworks mobile app allows users to work from anywhere using FreshBooks.

Save 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow. Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place. Xero automates data entry by pulling sales and expense records directly from banks, invoicing apps, point-of-sale systems, and more. It securely connects to business bank accounts, eliminating manual data input, while smart bank reconciliation learns user preferences to streamline the process.

Oracle NetSuite is the #1 AI Cloud ERP, designed to bring together financials, operations, CRM, ecommerce, and analytics into one unified business management suite. Unlike traditional ERP systems, NetSuite leverages built-in AI that learns from your company’s data, providing intelligent recommendations and reducing reliance on guesswork. With over 42,000 organizations already using it, the platform supports companies of all sizes, from fast-growing startups to global enterprises. Its ERP and accounting modules simplify compliance, automate reporting, and accelerate month-end close processes. Meanwhile, its CRM and HCM solutions improve workforce engagement and customer relationships. NetSuite also delivers advanced capabilities in professional services automation, omnichannel commerce, and analytics, ensuring real-time decision-making. Because it is cloud-based, businesses gain scalability, cost efficiency, and a single source of truth across all operations. With consulting, education, and partner programs, Oracle NetSuite provides end-to-end support for digital transformation journeys.

QuickBooks Online is the most widely used accounting software in the entire world. QuickBooks Online simplifies accounting. Accounting software for small businesses that is #1 makes it easy to track receipts, income, transactions and more. You can take photos of receipts to link them with expenses. Our agents are available to answer any questions you may have about QuickBooks. Keep your business running smoothly by using the apps that you love. QuickBooks Online is compatible with PCs, Macs, tablets and phones. Click the link to get a 30-day free trial, and 50% off for your first three months. QuickBooks is more than just accounting software. QuickBooks helps you keep track of your income and expenses so that you can prepare for taxes. Customers save an average of $3,534 per year. Need more help? QuickBooks Live helps you to stay organized and ready for tax season. QuickBooks Mobile is a mobile application that helps you run your business anywhere, anytime.

HoneyBook makes it easy for independent business owners to communicate with customers and clients, manage projects, and get paid—all in one place. With the help from our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.

Chargebee is a subscription management and recurring billing tool that helps SaaS businesses streamline Revenue Operations. Chargebee integrates seamlessly with leading payment gateways such as PayPal, Braintree and Stripe. All over the globe, Chargebee allows you to automate recurring payments collection, invoicing, taxes and email notifications. Chargebee manages all your critical workflows, from lead to ledger, with powerful integrations that include Salesforce and Quickbooks, Avalara and Slack. Chargebee Retention is the best-of-breed solution that helps you avoid cancellations on a scale that suits your needs. It offers personalized experiences that deliver results and provides a way to deflect cancellations. To ensure a relevant and personalized cancel experience, you can run experiments based upon customer and subscription attributes.

Maxio empowers B2B SaaS leaders in monetizing their businesses and uncovering critical financial insights in a volatile market. Natural growth is not a straight line. It ebbs-and-flows with the market. Maxio can help you navigate your business through any inflection point, no matter where you are on your growth path. Maxio is a system that supports your monetization model, no matter how complex or simple, without compromising the agility necessary to meet changing market needs. Maxio is able to strike the right balance. Maxio will not let your systems stop you from going to market. Maxio is the core of your tech stack. Maxio automates the manual tasks between your CRM, GL and reporting tools. You need to have insights now, not two weeks later, in order to navigate a constantly changing market. Maxio allows you to quickly and accurately answer your most difficult business questions.

Easily withdraw funds directly from your customers' bank accounts when payments are due by utilizing Rotessa, an online platform designed for small businesses to facilitate payments through any bank or credit union. You can choose to schedule either one-time transactions or recurring payments to ensure timely receipt of funds. If your customer maintains a bank account, Rotessa enables you to process their payments efficiently. Whether you're onboarding new clients for bank payments or managing existing Pre-Authorized Debits (PADs), you can begin by adding your customers to the Rotessa system. This addition can be done manually, in bulk, or by integrating with your accounting software for convenience. We offer a variety of tools to help you gather the necessary authorizations, which are set to open by default. You can conveniently send authorization requests to individual customers or multiple clients at once via email. Additionally, if you already have existing PADs or wish to upload a physical authorization document, these can be securely stored in each customer’s profile for easy access. With Rotessa, you have the freedom to set the amount, frequency, and specific dates for automatic withdrawals from your customers' bank accounts, ensuring a smooth transaction process tailored to your business needs. This streamlined approach allows for improved cash flow management and fosters a better relationship with your customers.