New

Get Paid Faster with AI-Powered Accounts Receivable

Settlebeam automates invoice follow-ups, predicts cash flow, and streamlines collections so you spend less time chasing payments and more time growing your business.

Book a Call

Book a Call

See How It Works

See How It Works

Our Services

Smarter Accounts Receivable. Better Cash Flow.

We design AI-powered tools that help finance teams collect faster, reduce DSO, and improve cash visibility without adding headcount.

All Tasks

Waiting for approval

  • Invoice #1045 - Sent to Client

    Due on Aug 15

  • Payment Reminder - Client ABC

    Sent 2 days ago

  • Overdue Invoice - Client XYZ

    7 days overdue

  • Payment Plan - Approved

    50% paid

  • Final Notice - Client LMN

    Scheduled for tomorrow

All Tasks

Waiting for approval

  • Invoice #1045 - Sent to Client

    Due on Aug 15

  • Payment Reminder - Client ABC

    Sent 2 days ago

  • Overdue Invoice - Client XYZ

    7 days overdue

  • Payment Plan - Approved

    50% paid

  • Final Notice - Client LMN

    Scheduled for tomorrow

All Tasks

Waiting for approval

  • Invoice #1045 - Sent to Client

    Due on Aug 15

  • Payment Reminder - Client ABC

    Sent 2 days ago

  • Overdue Invoice - Client XYZ

    7 days overdue

  • Payment Plan - Approved

    50% paid

  • Final Notice - Client LMN

    Scheduled for tomorrow

Workflow Automation

Eliminate Manual Chasing

Automate payment reminders, reporting, and reconciliation tasks. Reduce human error, free up your team’s time, and ensure nothing falls through the cracks.

Payment Reminders

Collections Tracking

Dispute Resolution

AI Assistant

Your 24/7 AR Copilot

From drafting collection emails to summarizing outstanding accounts, Settlebeam’s AI assistant works around the clock to keep your receivables on track.

Email Drafting

Cash Flow Insights

Customer Communications

What can I help with?

Whether you need to draft a payment reminder, summarize outstanding invoices, or update customer records, just tell me what to do and I’ll handle it.

|

Add document

Analyze

Draft Email

Update Ledger

What can I help with?

Whether you need to draft a payment reminder, summarize outstanding invoices, or update customer records, just tell me what to do and I’ll handle it.

|

Add document

Analyze

Draft Email

Update Ledger

What can I help with?

Whether you need to draft a payment reminder, summarize outstanding invoices, or update customer records, just tell me what to do and I’ll handle it.

|

Add document

Analyze

Draft Email

Update Ledger

Payment Reminder Sending...

Overdue

Client Outreach

Verified Contact

Draft

Scheduled

Sent

Payment Reminder Sending...

Overdue

Client Outreach

Verified Contact

Draft

Scheduled

Sent

Payment Reminder Sending...

Overdue

Client Outreach

Verified Contact

Draft

Scheduled

Sent

Sales & Client Payment Enablement

Turn Commitments into Cash

AI-driven follow-ups, personalized outreach, and automated payment link sharing ensure your deals turn into dollars quickly.

Payment Links

Payment Plan Automation

Personalized Outreach

Custom Integrations

Built for Your Finance Stack

Whether you use QuickBooks, Xero, Stripe, or a custom ERP, we design integrations that connect Settlebeam’s automation to your existing workflow.

ERP Integration

Custom AI

Finance Ops Consulting

Hey David!

Here is your integration project & schedule

On going project :

Quickbooks + Settlebeam Integration

85% Finished

Schedule

Mo

Tu

We

Th

Fr

Sa

Su

Data Sync Test - Invoices

10:00 am to 10:30 am

Webhook Setup - Alerts

06:00 pm to 06:30 pm

Hey David!

Here is your integration project & schedule

On going project :

Quickbooks + Settlebeam Integration

85% Finished

Schedule

Mo

Tu

We

Th

Fr

Sa

Su

Data Sync Test - Invoices

10:00 am to 10:30 am

Webhook Setup - Alerts

06:00 pm to 06:30 pm

Hey David!

Here is your integration project & schedule

On going project :

Quickbooks + Settlebeam Integration

85% Finished

Schedule

Mo

Tu

We

Th

Fr

Sa

Su

Data Sync Test - Invoices

10:00 am to 10:30 am

Webhook Setup - Alerts

06:00 pm to 06:30 pm

Our Process

Our Simple, Smart, and Scalable AR Process

We design, develop, and implement AI-powered AR workflows that help you get paid faster, improve cash flow visibility, and eliminate manual collections work.

Step 1

AR Analysis

We review your invoicing, payment, and collections processes to uncover delays, inefficiencies, and missed opportunities for faster payments.

Analyzing current workflow..

Invoice cycle review

Overdue tracking

Customer behavior

Workflow mapping

Repetitive tasks

Analyzing current workflow..

Invoice cycle review

Overdue tracking

Customer behavior

Workflow mapping

Repetitive tasks

Step 2

AI Workflow Development

We build tailored automation that sends payment reminders, escalates overdue invoices, and updates your ledger in real time so nothing slips through.

  • class PaymentReminder:
    def __init__(self, due date, client):
    self.due_date = due_date
     self.client = client
    self. status = "Pending"

     def check_overdue(self, today):
    if today > self.due_date:
    self.status = "Overdue"
    return f"Reminder sent to {self.client}"
    else:
    return "No reminder needed"
    def get_status(self):
    return f"Invoice Status: {self.status}"

  • class PaymentReminder:
    def __init__(self, due date, client):
    self.due_date = due_date
     self.client = client
    self. status = "Pending"

     def check_overdue(self, today):
    if today > self.due_date:
    self.status = "Overdue"
    return f"Reminder sent to {self.client}"
    else:
    return "No reminder needed"
    def get_status(self):
    return f"Invoice Status: {self.status}"

  • class PaymentReminder:
    def __init__(self, due date, client):
    self.due_date = due_date
     self.client = client
    self. status = "Pending"

     def check_overdue(self, today):
    if today > self.due_date:
    self.status = "Overdue"
    return f"Reminder sent to {self.client}"
    else:
    return "No reminder needed"
    def get_status(self):
    return f"Invoice Status: {self.status}"

  • class PaymentReminder:
    def __init__(self, due date, client):
    self.due_date = due_date
     self.client = client
    self. status = "Pending"

     def check_overdue(self, today):
    if today > self.due_date:
    self.status = "Overdue"
    return f"Reminder sent to {self.client}"
    else:
    return "No reminder needed"
    def get_status(self):
    return f"Invoice Status: {self.status}"

Step 3

Seamless Integration

We connect Settlebeam to your accounting or ERP system (QuickBooks, Xero, NetSuite, etc.) without disrupting your current operations.

Our solution

Your stack

Our solution

Your stack

Step 4

Continuous Optimization

We continuously monitor your collections performance, analyze payment behavior, and fine-tune automation rules to reduce DSO, improve recovery rates, and keep cash flowing.

Reminder Cadence

Boost on-time payments by 20%

Workflow Updates

New triggers for overdue accounts

Payment Tracking

Always synced and up to date

Reminder Cadence

Boost on-time payments by 20%

Workflow Updates

New triggers for overdue accounts

Payment Tracking

Always synced and up to date

Benefits

The Key Benefits of AI-Powered Accounts Receivable

Discover how Settlebeam accelerates collections, improves cash flow, and frees your team from repetitive follow-up tasks.

Increased Productivity

Automate invoice reminders, payment tracking, and ledger updates.

Increased Productivity

Automate invoice reminders, payment tracking, and ledger updates.

Increased Productivity

Automate invoice reminders, payment tracking, and ledger updates.

Better Customer Experience

Send timely, personalized reminders that maintain positive relationships while ensuring on-time payments.

Better Customer Experience

Send timely, personalized reminders that maintain positive relationships while ensuring on-time payments.

Better Customer Experience

Send timely, personalized reminders that maintain positive relationships while ensuring on-time payments.

24/7 Availability

Keep collections running around the clock with AI-powered follow-ups that work even when your team is offline.

24/7 Availability

Keep collections running around the clock with AI-powered follow-ups that work even when your team is offline.

24/7 Availability

Keep collections running around the clock with AI-powered follow-ups that work even when your team is offline.

Cost Reduction

Reduce the need for manual collections work, lower administrative costs, and optimize staff time for higher-value activities.

Cost Reduction

Reduce the need for manual collections work, lower administrative costs, and optimize staff time for higher-value activities.

Cost Reduction

Reduce the need for manual collections work, lower administrative costs, and optimize staff time for higher-value activities.

Data-Driven Insights

Track payment patterns, identify high-risk accounts, and make better cash flow decisions with AI-powered analytics.

Data-Driven Insights

Track payment patterns, identify high-risk accounts, and make better cash flow decisions with AI-powered analytics.

Data-Driven Insights

Track payment patterns, identify high-risk accounts, and make better cash flow decisions with AI-powered analytics.

Scalability & Growth

Grow your receivables volume without adding headcount. Settlebeam scales alongside your business.

Scalability & Growth

Grow your receivables volume without adding headcount. Settlebeam scales alongside your business.

Scalability & Growth

Grow your receivables volume without adding headcount. Settlebeam scales alongside your business.

Pricing

Simple, ROI-Driven Pricing

Only pay when we move the needle. Base fee covers automation, success fee scales with cash recovered.

Monthly

Annually (Get 2 months free)

Starter

$165.83/month

≤ $100k/mo invoiced

2.5% of dollars collected after due date

$150/mo floor, capped at 3× base (unless waived)

Choose this plan

Choose this plan

What's Included:

Multichannel follow‑ups (email + SMS)

Dispute intake & payment‑plan flows

Ledger write‑backs (QuickBooks/Xero/Stripe)

AR dashboard (DSO, $ recovered)

Accountant‑ready reports

Up to 3 integrations

Growth

Popular

$332.50/month

$100k–$400k/mo invoiced

2.0% of dollars collected after due date

$150/mo floor, capped at 3× base (unless waived)

Choose this plan

Choose this plan

What's Included:

Advanced workflows & escalations

AI payment prioritization recommendations

Deeper analytics (payment behavior, DSO trends)

Priority support

Up to 10 integrations (ERP/CRM)

Scale

$665.83/month

$400k–$1.5M/mo invoiced

1.5% of dollars collected after due date

Capped at 3× base (unless waived)

Choose this plan

Choose this plan

What's Included:

Unlimited invoice workflows & channels

Collections strategy optimization by AI

Advanced analytics dashboard + exports

Dedicated AR success manager

API access & custom integrations

Enterprise

Custom

>$1.5M/mo invoiced or complex AR ops

1.0–1.5% of dollars collected after due date

Schedule a call

Schedule a call

What's Included:

Tailored workflows & playbooks

White‑glove onboarding & SLAs

Unlimited integrations & API

Security reviews + compliance support

Dedicated success & quarterly reviews

Add-ons

• AI Voice Outreach Pack: $49/mo (200 mins included, then $0.18/min)

• Instant Pay Rails (RTP/FedNow): $39/mo per location + bank/PSP costs

• Advanced Analytics/API: $99/mo

• White‑label for Accountants: $99/mo per firm

Monthly

Annually (Get 2 months free)

Starter

$165.83/month

≤ $100k/mo invoiced

2.5% of dollars collected after due date

$150/mo floor, capped at 3× base (unless waived)

Choose this plan

Choose this plan

What's Included:

Multichannel follow‑ups (email + SMS)

Dispute intake & payment‑plan flows

Ledger write‑backs (QuickBooks/Xero/Stripe)

AR dashboard (DSO, $ recovered)

Accountant‑ready reports

Up to 3 integrations

Growth

Popular

$332.50/month

$100k–$400k/mo invoiced

2.0% of dollars collected after due date

$150/mo floor, capped at 3× base (unless waived)

Choose this plan

Choose this plan

What's Included:

Advanced workflows & escalations

AI payment prioritization recommendations

Deeper analytics (payment behavior, DSO trends)

Priority support

Up to 10 integrations (ERP/CRM)

Scale

$665.83/month

$400k–$1.5M/mo invoiced

1.5% of dollars collected after due date

Capped at 3× base (unless waived)

Choose this plan

Choose this plan

What's Included:

Unlimited invoice workflows & channels

Collections strategy optimization by AI

Advanced analytics dashboard + exports

Dedicated AR success manager

API access & custom integrations

Enterprise

Custom

>$1.5M/mo invoiced or complex AR ops

1.0–1.5% of dollars collected after due date

Schedule a call

Schedule a call

What's Included:

Tailored workflows & playbooks

White‑glove onboarding & SLAs

Unlimited integrations & API

Security reviews + compliance support

Dedicated success & quarterly reviews

Add-ons

• AI Voice Outreach Pack: $49/mo (200 mins included, then $0.18/min)

• Instant Pay Rails (RTP/FedNow): $39/mo per location + bank/PSP costs

• Advanced Analytics/API: $99/mo

• White‑label for Accountants: $99/mo per firm

Monthly

Annually (Get 2 months free)

Starter

$165.83/month

≤ $100k/mo invoiced

2.5% of dollars collected after due date

$150/mo floor, capped at 3× base (unless waived)

Choose this plan

Choose this plan

What's Included:

Multichannel follow‑ups (email + SMS)

Dispute intake & payment‑plan flows

Ledger write‑backs (QuickBooks/Xero/Stripe)

AR dashboard (DSO, $ recovered)

Accountant‑ready reports

Up to 3 integrations

Growth

Popular

$332.50/month

$100k–$400k/mo invoiced

2.0% of dollars collected after due date

$150/mo floor, capped at 3× base (unless waived)

Choose this plan

Choose this plan

What's Included:

Advanced workflows & escalations

AI payment prioritization recommendations

Deeper analytics (payment behavior, DSO trends)

Priority support

Up to 10 integrations (ERP/CRM)

Scale

$665.83/month

$400k–$1.5M/mo invoiced

1.5% of dollars collected after due date

Capped at 3× base (unless waived)

Choose this plan

Choose this plan

What's Included:

Unlimited invoice workflows & channels

Collections strategy optimization by AI

Advanced analytics dashboard + exports

Dedicated AR success manager

API access & custom integrations

Enterprise

Custom

>$1.5M/mo invoiced or complex AR ops

1.0–1.5% of dollars collected after due date

Schedule a call

Schedule a call

What's Included:

Tailored workflows & playbooks

White‑glove onboarding & SLAs

Unlimited integrations & API

Security reviews + compliance support

Dedicated success & quarterly reviews

Add-ons

• AI Voice Outreach Pack: $49/mo (200 mins included, then $0.18/min)

• Instant Pay Rails (RTP/FedNow): $39/mo per location + bank/PSP costs

• Advanced Analytics/API: $99/mo

• White‑label for Accountants: $99/mo per firm

30-day Pilot • $0 Risk

30-day Pilot • $0 Risk

If we don’t cut DSO ≥ 7 days or recover ≥ 20% of past‑due touched, you pay $0 (no base, no success fee).

Footnotes:

Footnotes:

• Success fee applies to: past‑due invoices that settle within 30 days after Settlebeam first engages the payer, and to any Settlebeam‑initiated payment plan.

• Success fee applies to: past‑due invoices that settle within 30 days after Settlebeam first engages the payer, and to any Settlebeam‑initiated payment plan.

• Excludes: pre‑due payments, invoices already on autopay, credits/returns. Reconciled daily against your ledger.

• Excludes: pre‑due payments, invoices already on autopay, credits/returns. Reconciled daily against your ledger.

• Annual prepay: 2 months free. Multi‑entity bundles: 15% off (3–5 entities), 25% off (6+).

• Annual prepay: 2 months free. Multi‑entity bundles: 15% off (3–5 entities), 25% off (6+).

• Partner model (accountants/CFO shops): rev‑share 20–30% of Settlebeam revenue (base + success fees) for 12 months per referred client.

• Partner model (accountants/CFO shops): rev‑share 20–30% of Settlebeam revenue (base + success fees) for 12 months per referred client.

Testimonials

Why Businesses Love Settlebeam

Real businesses, real results with AI-powered AR automation.

"Settlebeam cut our Days Sales Outstanding by almost two weeks. We're collecting cash faster than ever without adding headcount to our finance team."

CFO at Horizon Services

"Settlebeam cut our Days Sales Outstanding by almost two weeks. We're collecting cash faster than ever without adding headcount to our finance team."

CFO at Horizon Services

"Chasing invoices used to be a nightmare. Now, Settlebeam automatically follows up, tracks promises to pay, and closes the loop. We've seen a 40% jump in on-time payments."

Controller at Vertex Industrial

"Chasing invoices used to be a nightmare. Now, Settlebeam automatically follows up, tracks promises to pay, and closes the loop. We've seen a 40% jump in on-time payments."

Controller at Vertex Industrial

"The insights from Settlebeam's dashboard help prioritize collections intelligently. Instead of wasting time, my team knows exactly which accounts to focus on first."

Head of Finance at ClearPath Logistics

"The insights from Settlebeam's dashboard help prioritize collections intelligently. Instead of wasting time, my team knows exactly which accounts to focus on first."

Head of Finance at ClearPath Logistics

"We were skeptical about AI in AR, but the pilot paid for itself in the first month. Settlebeam recovered invoices we'd written off and gave us confidence in our cash flow forecasting."

Founder & CEO at BuildRight Contractors

"We were skeptical about AI in AR, but the pilot paid for itself in the first month. Settlebeam recovered invoices we'd written off and gave us confidence in our cash flow forecasting."

Founder & CEO at BuildRight Contractors

FAQs

We’ve Got the Answers You’re Looking For

Quick answers to your AI automation questions.

How does Settlebeam help my business?

Is Settlebeam difficult to integrate?

Will my customers know I'm using AI?

What kind of results can I expect?

Do I need to pay if it doesn't work?

How does Settlebeam help my business?

Is Settlebeam difficult to integrate?

Will my customers know I'm using AI?

What kind of results can I expect?

Do I need to pay if it doesn't work?

Let AI Do the Chasing, So You Can Focus On Growth

Book a call today and see how Settlebeam helps you get paid faster.

Book a Call

Book a Call

© 2025 Settlebeam, LLC. All rights reserved. Settlebeam™ is a trademark of Settlebeam, LLC.

support@settlebeam.ai

© 2025 Settlebeam, LLC. All rights reserved. Settlebeam™ is a trademark of Settlebeam, LLC.

support@settlebeam.ai