What is included in Accounts Management?

Our Accounts Management service handles both your Accounts Receivable (AR) and Accounts Payable (AP). We generate and track invoices, follow up on overdue payments, organize incoming bills, and schedule vendor payments.

Can you manage my AP and AR in QuickBooks or Xero?

Yes. We work directly inside QuickBooks Online and Xero and can also connect Bill.com, Expensify, Stripe and Gusto so your invoice, payment and payroll data stays aligned.

How soon can you start following up on overdue invoices?

We can begin reviewing overdue receivables immediately. After the initial onboarding, we typically begin sending follow-up communications within the first week.

Will you handle vendor bill payments and approvals?

Yes. We set up secure AP workflows, coordinate approvals, and schedule vendor payments to protect your cash flow without risking late fees.

Do you provide cash flow reports for planning?

Yes. We deliver cash flow visibility by tracking expected receipts, upcoming payables, and DSO so you can plan confidently.

Accounts Management

AP & AR Management

Protect your cash flow. We take control of your Accounts Payable (AP) and Accounts Receivable (AR) so money moves efficiently in and out of your business.

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What you get

Everything you need, handled with precision.

We manage the full lifecycle of your invoices, ensuring they are sent promptly and tracked until paid.

We organize your incoming bills, scheduling them for payment at the optimal time to protect your cash reserves.

We handle the awkward conversations, following up on overdue invoices so you can focus on your business.

Get a clear picture of your upcoming cash needs and expected inflows to make informed financial decisions.

How it works

A seamless integration process built for your success.

We integrate with your existing billing and payment systems to establish a seamless flow of data.

We accurately enter all outgoing invoices and incoming bills into your accounting software.

We schedule vendor payments based on your cash flow needs and due dates.

We reconcile AP/AR accounts and provide detailed aging reports to keep you informed.

Our Approach	Typical Providers
Proactive invoice tracking and polite, persistent follow-ups with your clients.	You issue the invoices yourself and must remember to chase them down.
Strategic bill payment scheduling designed to protect your working capital.	Basic data entry without regard for your immediate cash flow needs.
Detailed aging reports so you always know who owes you and what you owe.	No proactive reporting; you have to dig into the software yourself.
Seamless integration with payroll and major accounting software.	Disconnected processes requiring manual cross-referencing.

Frequently asked questions

Answers for the questions we hear most from founders and finance teams.

Do you talk to our clients directly for unpaid invoices?

Yes, we act as a polite and professional extension of your team, sending reminders and following up on overdue accounts.

How do you handle vendor approvals?

We set up an approval workflow. We enter the bills, and you or your designated team member simply review and click approve before payment goes out.

Will you pay bills automatically?

No, you always retain final control over cash leaving your business. We schedule and prepare the payments for your final authorization.

Does this include regular bookkeeping?

Our Professional plan includes full AP & AR management alongside our Essential bookkeeping services.

What tools do you use for AP/AR?

We frequently work with tools like Bill.com, Melio, QuickBooks, and Xero to streamline accounts management.

Join growing businesses that trust us with their remote accounting and strategic financial guidance.

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AP & AR Management

Professional Plan Perks

What you get

Invoice Processing & Tracking

Bill Management & Approval

Accounts Receivable Follow-up

Cash Flow Forecasting

How it works

System Setup

Invoice & Bill Entry

Payment Scheduling

Reconciliation & Reporting

Satic Solutions vs Others

Frequently asked questions

Ready to transform your books?