AR Tool + AI Finance CRM for growing businesses

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For every $500K in revenue, businesses lose up to $15,000 in CC+ACH acceptance fees
as well as
$10,000 in financing costs

Accounting software integrations

The app can integrate with major accounting softwares such as QuickBooks Online , QuickBooks Desktop, Netsuite etc

Customers can pay from within email using one click!

Ease of payment increases the chances of you getting paid on time.

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Let customers setup AutoPay

Provide an option for customers to set up future invoices to be paid automatically with a Saved card or Bank account.

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Send automated invoice reminders & statements

Send invoice reminders automatically to all or some customers! Customers can pay with just 2 clicks using saved payment details from within email.

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Deploy your branded customer portal with file sharing

Add a Billing portal link to your website to let your customers login and pay you any time . Customers can pay using multiple payment methods , download statements , view payment history , view shared files . etc

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AI Finance CRM

- With a single click, Use AI to summarise all billing related conversations your teams have with customers
- Track email opens and invoice pdf downloads

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$0 fees Card processing
&
No payment processor lock in

Use alternative payment providers to get the best deals out there when it comes to card payments.
Avoid becoming locked in with a payment processor to ensure that your cash flow isn't affected when things go south
Pass on credit card fees to customers. Switch on/off fees based on state, customer etc
Integrates directly with your bank(no middle man) to process ACH payments.(Available only for higher plans)
Next day ACH fund settlement ( only with a direct bank integration)

Enterprise business

Includes:

Netsuite or other enterprise ERPs
Customizations
$0 transaction fees
No payment processor lock in
Same day ACH settlement, EDI, Customer/State level surcharging
No contract lockins, Paid trial

Mid sized business$200/month

Includes:

QuickBooks O/D or Netsuite
No user/email limits
$0 transaction fees*
CC Surcharging
5 GB file sharing incl.
AI Invoice status tracking

Small business $99/month

Includes:

QuickBooks O/D
No email limits
$0 transaction fees*
CC Surcharging
2 GB file sharing incl.
Upto $1m revenue yearly

* Your payment processor will continue to charge a fee. A small flat fee is applicable for the direct bank integration option

Join 27,000+ business users that use PayorCRM

Our Features

Customer Portal

Provide your customers with a portal where they can log in and see all their past and present invoices, Pay them using various payment methods, Setup Auto-Payments.

Auto Collections

Automate payment follow ups and payment acceptance with the help various automation options – Auto Pay, Auto Invoice Reminders, One click payments etc.

Manual Collections

Manage manual payment follow up process better using multi user access and tools such as – Task reminders, Call Notes, Conversation history, Task Automation etc.

AR Tool + AI Finance CRM for growing businesses

For every $500K in revenue, businesses lose up to $15,000 in CC+ACH acceptance fees
as well as
$10,000 in financing costs

Accounting software integrations

Customers can pay from within email using one click!

Let customers setup AutoPay

Send automated invoice reminders & statements

Deploy your branded customer portal with file sharing

AI Finance CRM