Accounts receivable for US businesses

A named person on our team owns your file and reviews everything that leaves it. Software does a real share of the grinding underneath it — coding, matching, flagging the obvious gaps — but nothing regulated happens without a person’s judgement, and nothing here is signed or filed by an algorithm.

No — accounts receivable is operational work inside your books, not something submitted to IRS. Where a filing does sit downstream of it, inside accounts payable & receivable more broadly, that stays with your CPA or enrolled agent, never with us.

Whatever you already run. Most commonly QuickBooks, Xero, NetSuite, Sage, Zoho Books and a handful of others — we work inside your system rather than moving you onto one of our own.

A short, free read-only look at what you already have, and a written note on what we found. A scoping call decides the size of the engagement — nothing here commits you to anything.

There is no published price for accounts receivable — it depends on volume, how many entities are involved, and how far behind the books are. We quote after the read-only review, which is free.

Accounts receivable sits inside accounts payable & receivable, alongside Accounts payable, Vendor master management, Collections support. Most clients end up buying the category as a whole rather than one leaf at a time, but starting narrow is fine.

Weekly, not just at month-end close. A customer's payment pattern drifting from 25 days to 55 days is far easier to act on when it's caught in week three than when it surfaces on a monthly report a customer's already three cycles behind.

Every payment — ACH, check, card settlement, wire — matched to the specific invoice or invoices it satisfies, with partial payments and short-pays flagged rather than force-applied. No mystery balance sitting unapplied in a suspense account.

No. We surface the candidate list from the aging report — accounts stalled past a threshold you set — and your CPA decides the write-off treatment and how it lands on the return.

They get flagged by how long they've sat dormant. A stale credit balance can trigger a state unclaimed-property filing obligation past a certain point, and we'd rather surface that early than have it discovered during a compliance review.

No — that's collections support, a separate service. AR watches the aging report and flags accounts as they drift; once a balance crosses the threshold you've set, we hand it off cleanly rather than duplicating outreach.

We reconstruct the likely split from the invoice amounts and payment history where the match is clear. If it's genuinely ambiguous, we flag it for your confirmation instead of guessing an allocation that could misstate individual balances.

Your CPA, based on nexus and taxability rules for the state involved. We keep the sales-tax-collected liability reconciled against invoiced amounts, but whether a specific sale should carry tax is their call, not one we make from the AR ledger.

We prepare them with a reason code and a link to the original invoice, but issuing one requires your approval. We won't enter a credit memo as a way to quietly close a reconciliation gap.

It means a credit memo always documents something real — a return, a pricing correction, a settled dispute — with a reason code and a tie back to the original invoice. Without that discipline, credit memos become a way to make numbers match instead of a way to record what actually happened, and that corrupts both the aging report and the figures your CPA works from.

That's exactly what weekly aging review is for. A payment pattern that's slowly stretching out shows up as a trend well before the account crosses whatever threshold triggers collections involvement, which gives you more room to act than a reactive check would.

We treat duplicate customer records as an aging-report integrity problem, not a cosmetic one — a split balance can understate real exposure to a single buyer and cause a current payment to land against the wrong record and read as aged. We flag duplicates for merge under one canonical billing entity with any DBAs or subsidiaries mapped underneath it.

Yes. An 820 remittance advice arriving as a structured file gets parsed and matched to invoices with the same discipline as a manual remittance — it's not treated as automatically correct just because it came from a trading partner's AP system.