AR Automation
Your sales team shouldn't need to call Finance to know if they can sell.
handify AR Helper captures accounts receivable data — from uploaded files or forwarded emails — so your sales team sees credit status, overdue invoices, and payment health in real-time, directly in their accounts and pipeline. No more selling to blocked accounts.
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What happens when Sales and Finance are disconnected
93% of B2B companies report revenue loss from late payments. 41% of sales delays come from inefficient credit hold processes. The cost isn't just financial — it's reputational.
Reps try to close deals on accounts with credit blocks — only to find out after submitting the order. The client calls asking why it wasn't shipped. Your reputation takes a hit.
55% of all B2B invoiced sales in the U.S. are overdue. Sales doesn't know which accounts have overdue invoices — they keep selling while collections struggles.
Account health is invisible to the sales team. They prioritize the wrong accounts because they lack financial context — wasting cycles on accounts that can't buy.
When a rep asks Finance about an account, it takes hours or days to get an answer — slowing down the entire sales cycle. Companies wait an average of 51 days to collect payment.
How handify does it differently
Real-time AR visibility for your sales team — credit blocks, payment status, and account health at a glance.
Fast AR Capture — No ERP Project Required
Upload an invoice export or simply forward the email your Finance team already sends — handify's AI reads it, matches it to the right account, and updates credit status and payment information in minutes. No ERP integration project needed.
Credit Block Visibility
Reps see immediately if an account has a credit block or hold — right on the account page and in the opportunity view, before they invest time in a deal.
Sales Alerts
Automatic in-app alerts when an account's financial status changes — a new credit block, an invoice flagged for review, or a payment received.
Account Pulse
A combined view of client engagement and sales activity for every account, with overdue invoices and credit status shown right alongside it — so reps see the full picture without switching tools.
Payment Status Tracking
See outstanding invoices, due dates, and payment history for every account — without calling Finance.
AR Visibility on Every Rep's Dashboard
Overdue invoices, invoices due soon, and invoices needing review for a rep's accounts show up right on their daily dashboard — so financial risk isn't buried in a separate report only Finance sees.
Opportunity vs. Credit Limit
When an opportunity is created that exceeds the account's credit limit, the system auto-creates a task assigned to the rep to review with Finance — before the deal gets stuck in the approval process.
Intelligent Collections Escalation
Configure a grace period after the due date, then let the system automatically escalate the communication tone — Gentle → Firm → Urgent → Final Notice — with automatic follow-ups. If a customer doesn't respond after a configurable number of reminders, the invoice pauses and flags the account owner for a personal touch — no endless auto-emails, no manual chasing either.
Disconnected AR vs. handify
AR visibility for sales
Credit block alerts
Account engagement + AR visibility
Payment status tracking
Credit limit vs. opportunity check
Automated alerts
AR data capture (upload/email)
Not a standalone tool. Connected to everything.
AR data flows into account views, pipeline deals, and reports. Your sales team sees financial context everywhere they work.
“Your sales team deserves financial visibility. Your Finance team deserves fewer interruptions.”Book a demo
Frequently Asked Questions
Can handify AR Helper replace HighRadius or Versapay?
handify AR Helper isn't a collections tool — it's a sales visibility layer. It gives your sales team real-time AR data so they can sell smarter. It complements your existing AR automation, not replaces it.
How does AR data get into handify?
Your Finance team either uploads an invoice export (Excel/CSV) directly in handify, or simply forwards/CCs the same email they already send internally to a dedicated AR inbox. handify's AI reads the attachment, matches each invoice to the right account, and updates credit status, outstanding invoices, and payment history in your sales views — no ERP project required.
Can reps see if an account is credit-blocked before quoting?
Yes. Credit status is visible in the account view, deal view, and when creating quotes. Reps know before they invest time in a blocked account.
Does this replace our Finance team's AR tools?
No. It bridges the gap between Finance and Sales by making AR data visible to the sales team. Your Finance team continues using their existing tools.
What financial systems can handify integrate with?
handify doesn't require an ERP integration project. Your Finance team uploads an invoice export or forwards an email from whatever system they already use — QuickBooks, SAP, NetSuite, or a spreadsheet — and handify's AI extracts and matches the data automatically. No IT project, no API credentials, live within days.
How does handify AR Helper work for flavor and fragrance companies?
Flavor and fragrance companies often have large accounts with complex payment histories — milestone payments tied to development approvals, extended terms for key perfume houses, and seasonal settlement patterns. handify AR Helper gives your flavor sales team real-time visibility into each account's credit status, overdue invoices, and payment health — directly inside the account and pipeline view. Reps know before a sales call whether an account has a pending payment issue, and if a new opportunity would push the account over its credit limit, the system automatically creates a review task before the deal moves forward.
What AR visibility do food ingredient sales teams need?
Food ingredient sales teams face a common problem: they close a deal, only to find out from Finance that the account is on credit hold. handify AR Helper eliminates this gap: Finance uploads or forwards the invoice data once, and it shows up immediately in every account view — credit status, overdue balances, and payment trends, in real time. AI account analysis also incorporates credit status and overdue invoices into its strategic recommendations, so the system actively flags accounts that need attention before they become collection problems.
How does handify help chemical companies align sales and finance on AR?
Chemical companies commonly experience tension between sales trying to close deals and finance managing credit risk on large, slow-paying accounts. handify AR Helper creates a shared view: sales sees the same credit data finance uses, without needing to call the AR team. Credit limits, outstanding balances, overdue days, and payment trends are visible on every account. When a new opportunity would exceed an account's credit limit, the system automatically creates a review task for the rep before the deal moves further — so Finance and Sales catch the conflict early instead of after the order is placed.
See AR visibility for your sales team
Credit status, payment health, account risk — all visible to Sales.
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