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AR Automation

Your sales team shouldn't need to call Finance to know if they can sell.

handify AR Helper syncs accounts receivable data 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

When your sales team can't see AR status, they waste time on blocked accounts and get blindsided by credit holds.

Reps try to close deals on accounts with credit blocks — only to find out after submitting the order.

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.

When a rep asks Finance about an account, it takes hours or days to get an answer — slowing down the entire sales cycle.

How handify does it differently

Real-time AR visibility for your sales team — credit blocks, payment status, and account health at a glance.

Automatic AR Sync

handify syncs accounts receivable data from your financial system. Sales sees the latest credit status and payment information.

Credit Block Visibility

Reps see immediately if an account has a credit block or hold. No more submitting orders that get rejected.

Sales Alerts

Automatic alerts when an account's financial status changes — new credit block, overdue invoice, or payment received.

Account Health Score

Combined view of sales activity, pipeline value, and financial health. Prioritize accounts that are both commercially active and financially healthy.

Payment Status Tracking

See outstanding invoices, due dates, and payment history for every account — without calling Finance.

Integrated Reporting

AR data feeds into sales reports. Managers see which pipeline deals are at risk due to financial issues.

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 grace periods by market and client type. The system automatically escalates the communication tone — Gentle → Firm → Urgent → Final Notice — with automatic re-sends until payment is confirmed. No manual chasing or interrupting the sales team.

Disconnected AR vs. handify

AR visibility for sales

Traditional / Manual
handify

Credit block alerts

Traditional / Manual
handify

Account health score

Traditional / Manual
handify

Payment status tracking

Traditional / Manual
handify

Pipeline risk analysis

Traditional / Manual
handify

Automated alerts

Traditional / Manual
handify

Finance system sync

Traditional / Manual
handify

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.

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“Your sales team deserves financial visibility. Your Finance team deserves fewer interruptions.”
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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 the AR sync work?

handify syncs with your financial system (ERP or accounting software) to pull credit status, outstanding invoices, and payment history into your sales views.

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 can sync with major ERPs and accounting systems. During onboarding, we configure the integration to pull the data your sales team needs.

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 managers set credit alerts to prevent deals from advancing on blocked accounts.

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 — AR data syncs automatically into every account view, so sales sees credit status, overdue balances, and payment trends in real time. AI account analysis also incorporates AR health into 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 in every account. The system can block pipeline progression on accounts over their credit threshold, ensuring sales doesn't advance opportunities that finance will reject.

See AR visibility for your sales team

Credit status, payment health, account risk — all visible to Sales.

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