Oct 6, 2025
Smarter, Faster, Paid: How to choose AR automation software that works for professional services firms
Most firms don’t think of accounts receivable as strategic. It’s a monthly chore that lives somewhere between bookkeeping and customer service. But when you step back, AR is one of the most powerful levers you have to protect cash flow and fund growth.
The challenge is choosing software that actually helps, not just another platform that promises automation but adds more noise.
Here’s how to find one worth investing in.
What AR automation should actually do
The right platform doesn’t replace your accounting system. It makes it smarter. It connects the dots between invoicing, payments, and communication so you can manage cash flow without relying on reminders and spreadsheets.
Good AR automation should:
Send invoices automatically and on time
Let clients pay how they prefer, whether that’s card, ACH, or prepayment
Match payments to invoices without manual reconciliation
Handle reminders and follow-ups that sound human
Track and resolve disputes quickly
Give you a clear view of aging, risk, and cash flow
If a product can’t do most of that out of the box, it’s not real automation.
Why manual AR is a silent drain
Manual AR looks manageable until it isn’t. The signs show up slowly: invoices sent late, payments delayed, confusion about what’s been paid. Then DSO starts creeping up and your finance team spends more time chasing than analyzing.
When you rely on disconnected tools and manual steps, you lose time and visibility. You also make it harder for clients to pay on time. Manual AR isn’t just inefficient—it’s a drag on every part of your operation.
What a good platform delivers
AR automation should make your team faster, your reporting clearer, and your clients happier. When it works, you’ll see:
Faster payments and lower DSO
Fewer disputes and awkward follow-ups
A more focused finance team
Smoother client interactions
Cleaner, more predictable cash flow
That’s the benchmark. Everything else is extra.

Six steps to choosing the right platform
1. Start with your team
Ask what slows them down. Find the pain points that cause delays and errors. That’s where you’ll see the fastest ROI.
2. Define success
Decide what matters most. Maybe it’s reducing DSO, cutting manual work, or giving clients a better payment experience. Write it down before you start comparing tools.
3. Focus on fit, not features
Most vendors can automate reminders and send invoices. The real question is whether they can handle the complexity of professional services billing—retainers, milestones, projects, and multiple contacts.
4. Make demos work for you
Ask to see your own workflows in action, not canned scenarios. Request real examples, not sales decks.
5. Think beyond go-live
A product is only as good as its onboarding and adoption. Ask how they support implementation, what resources they provide, and how they measure success after launch.
6. Choose a partner, not a platform
AR isn’t a one-time project. You want a team that understands your business, listens, and adapts as you grow.
Why firms choose Resolut
Resolut is built for professional services firms that rely on relationships and reputation. It helps you collect faster without losing the client experience that sets you apart.
You get:
Automated, personalized reminders
Smart outreach that adapts to client behavior
Real-time AR dashboards and DSO tracking
QuickBooks Online integration
Human support from people who speak finance, not tickets
It’s automation that feels invisible. You keep your process, your tone, and your relationships—just with faster payments and cleaner books.
If that’s the kind of automation you’ve been waiting for, let’s talk.
