Mar 5, 2026 · 6 min read
Most finance teams start AR automation with the obvious wins — invoice reminders and basic follow-ups. But then they stop. The result is a partially automated process that still requires significant manual effort for everything that matters most: escalations, risk management, and forecasting.
This checklist covers all 12 AR processes worth automating, ranked by impact. Work through these in order and your AR function will run largely on autopilot by end of quarter.
Catches customers before they forget — biggest single DSO lever
Confirms payment is expected today, reduces same-week lateness
Most late payments resolve at this stage if contacted promptly
Bypasses AP bottlenecks at the customer company
Recovers invoices that would otherwise become write-offs
Creates visibility without manual reporting overhead
Confirms the invoice reached the right person — prevents 'I never received it'
Logs when a customer commits to paying and triggers a reminder if they don't
Gives CFO a realistic view of incoming AR, not just invoice amounts
Prioritises follow-up effort on highest-risk accounts automatically
Closes the loop professionally, improves customer experience
Replaces manual spreadsheet reporting entirely
Courtasy handles all 12 of these processes out of the box. Connect Stripe, Xero, or QuickBooks and configure your workflows in under an hour. The platform then handles execution automatically — sending reminders, escalating overdue accounts, and generating reports — without any ongoing manual effort.
Finance teams using Courtasy report getting back 4–6 hours per week previously spent on manual AR tasks. That time goes back to analysis, forecasting, and the work that actually requires a skilled finance professional.
See how Courtasy handles all 12 of these processes. Connect your accounting tool and go live in minutes.