ACCOUNTS RECEIVABLE
Accounts Receivable Automation for ERP Platforms
Get paid faster, without leaving your ERP
For finance teams dealing with slow collections, manual reconciliation, and mounting DSO, Fortis embeds AR automation directly into the software you already use.
THE PROBLEM
AR friction is an operational problem, not just a payments problem
Manual processes, disconnected systems, and slow collections don't just frustrate your finance team. They threaten cash flow, distort forecasting, and create compounding risk. Fortis embeds payment workflows natively into your ERP, turning accounts receivable from a bottleneck into a performance engine.
53% of mid-market B2B companies still rely on spreadsheets for AR management: a low-value, error-prone approach that takes resources away from growth.
Switching between your ERP and third-party payment tools introduces delays, compatibility issues, and duplicate data that slow down your entire collections process.
Slow payments cripple cash flow, impair forecasting, increase bad debt exposure, and in the worst cases, threaten solvency. The stakes are high and the margin for error is small.
Three ways Fortis accelerates your AR workflow
Accelerate Invoicing
Automated invoice creation eliminates manual data entry and dual-system headaches. Deliver invoices electronically in seconds, set automated payment reminders, and eliminate the delays that push payments past due, all from within your ERP.
Accelerate Payment Collection
Give your customers the flexibility to pay how they want (ACH, credit card, check, digital wallet) with payment links embedded directly in their invoices. Fortis handles reconciliation automatically inside your ERP, so your team spends less time chasing and more time closing the books.
Accelerate Reporting
Real-time dashboards give your team instant visibility into receivables performance, DSO trends, and payment status by customer, all synced to a single source of truth inside your ERP, with no more toggling between systems or second-guessing your numbers.
For Software Platforms
Built for the platforms that power B2B businesses
AR automation isn't just a feature your customers want. It's what makes your platform indispensable. Fortis gives you the infrastructure to embed receivables workflows natively, so your customers get measurable results and your product gets stickier.
When AR automation is core to daily operations, customers don’t leave. Embedded workflows create dependency that’s hard to replicate.
Our revenue-sharing model means payment volume flowing through your platform creates recurring income without adding engineering overhead.
From implementation to merchant activation, our team handles the complexity so your engineering resources stay focused on your core product.
What Your Platform Gains
Monetization lift
Native payments embedded in billing and receivables workflows create a revenue line that grows with your customer base.
Higher retention and stickiness
AR automation becomes core to daily operations, increasing switching costs and deepening product value.
ERP-native depth
Object-level integration across invoices, customers, and approvals, without dedicating engineering resources to payments infrastructure.
Sales and marketing support
We help drive adoption across your customer base, from activation campaigns to co-marketing resources and sales assist programs.
AR automation, explained
Accounts receivable automation uses software to handle the repetitive, manual tasks in the collections process: generating invoices, sending payment reminders, applying payments, and reconciling transactions. When embedded in an ERP, it eliminates the need to switch between systems and gives finance teams real-time visibility into cash flow without additional manual work.
DSO decreases when invoices go out faster, payment options are broader, and reminders are automated. Fortis embeds all three directly in your ERP: invoices are generated and delivered electronically, customers can pay by ACH, card, or check via a link in the invoice, and reconciliation happens automatically. Fewer delays at each stage means cash arrives sooner.
Both. Fortis works with ERP and vertical software platforms to embed AR automation natively into their product, giving those platforms a meaningful capability to offer their customers. The businesses using those platforms benefit directly through reduced DSO, faster collections, and automated reconciliation. Fortis supports both the platform relationship and the end business, including merchant activation, sales support, and ongoing optimization.
Fortis supports ACH transfers, credit and debit cards, checks, digital wallets, and virtual cards, all accessible through a single integration. Payment links can be embedded directly in invoices so customers can pay their preferred way without calling your AR team or logging into a separate portal.
Fortis offers native integrations with NetSuite, Sage, Acumatica, and Microsoft Dynamics 365 Business Central. These are deep, object-level integrations built for B2B workflows, meaning invoices, customer records, and payments sync directly without manual data entry or duplicate records between systems.
Accounts receivable automation uses software to handle the repetitive, manual tasks in the collections process: generating invoices, sending payment reminders, applying payments, and reconciling transactions. When embedded in an ERP, it eliminates the need to switch between systems and gives finance teams real-time visibility into cash flow without additional manual work.
Fortis supports ACH transfers, credit and debit cards, checks, digital wallets, and virtual cards, all accessible through a single integration. Payment links can be embedded directly in invoices so customers can pay their preferred way without calling your AR team or logging into a separate portal.
DSO decreases when invoices go out faster, payment options are broader, and reminders are automated. Fortis embeds all three directly in your ERP: invoices are generated and delivered electronically, customers can pay by ACH, card, or check via a link in the invoice, and reconciliation happens automatically. Fewer delays at each stage means cash arrives sooner.
Fortis offers native integrations with NetSuite, Sage, Acumatica, and Microsoft Dynamics 365 Business Central. These are deep, object-level integrations built for B2B workflows, meaning invoices, customer records, and payments sync directly without manual data entry or duplicate records between systems.
Both. Fortis works with ERP and vertical software platforms to embed AR automation natively into their product, giving those platforms a meaningful capability to offer their customers. The businesses using those platforms benefit directly through reduced DSO, faster collections, and automated reconciliation. Fortis supports both the platform relationship and the end business, including merchant activation, sales support, and ongoing optimization.
Ready to get paid faster?
Connect with us today to explore how we can strengthen your business and empower scale.
