[ Integration ]
Accounts receivable for QuickBooks
QuickBooks keeps the books in order. Superclaim takes over what happens after the invoice goes out. When one or two people carry the whole finance function, follow-up is the first thing to go, not the close.
What changes when you run Superclaim on QuickBooks
In smaller companies one person usually has to fit reminders in around everything else. What slips is the follow-up, not the invoice.
- Reminders go out on time, even in the week nobody has a minute.
- You can see in plain language what was sent to whom, and why.
- Nobody has to work through the overdue list by hand any more.
Payments reconciled against the right invoice
A reminder is only worth something if you know which invoice actually got paid. Superclaim tracks structured payment references and ties the payment back to the invoice in QuickBooks, so you can see which reminder brought the money in and stop chasing customers who have already paid.
You decide how much the agents do on their own
You can run review mode, where an operator approves every draft before it goes out, or autopilot, where the agent sends within the rules you set. Most start in review mode for the first month and loosen it gradually, one step at a time.
Common questions
- Does Superclaim support QuickBooks?
- Yes. The connection is activated during your onboarding, as part of the setup. There is nothing technical for you to do.
- How long before we are up and running?
- Live within a week. Setup normally takes an hour of your time, we handle the rest.
- Do the agents send email without our approval?
- Only if you want them to. In review mode you approve every draft before it goes out. We recommend that for the first month.
- What happens to invoices that still do not get paid?
- They escalate in the order you decided, and as a last resort to our collections partner. The goal is that you never need it.
