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How AR Automation Helps Fulfill Your 2025 Resolutions

Anton Wurr
Posted by Anton Wurr on Feb 13, 2025 2:53:41 PM

Making a list of your New Year’s resolutions is simple. Sticking to it? 

Not so much. 

Drive Research reports 92% of adults fail to follow through on their resolutions and 43% call it quits by the end of January.

You’ve set goals on how to make 2025 a banner year for your accounting firm, but they probably don’t involve trips to the gym or coping methods to drop bad habits. 

One way to turn accounting resolutions into reality is with AR (accounts receivable) automation, which doesn’t replace accounting professionals but helps firms become more efficient while gaining a competitive edge. 

Resolution: Enhance CAS services 

Clients look to accountants for advice on topics like cash flow management and planning, especially small B2B companies that may not have the resources to form an in-house finance team. 

Help clients run more efficiently with AR automation, which streamlines disjointed payment and billing processes by combining smart invoicing, auto reconciliation and payment processing into one secure, digital platform.

With features such as AutoPay, buyer-managed digital wallets and Pay Now links embedded in invoice emails, AR automation simplifies the payment process and ensures your clients get paid faster, reducing stress and strengthening cash flow. 

AR automation is a great addition to your CAS services. You can even use it for your own firm, enabling you and your team to focus more on advising clients and less on time-consuming accounting tasks. 

Resolution: Modernize your firm 

It’s no secret the industry is still in the grips of a shortage, and there are fewer and fewer graduates leaving college with an accounting degree. That’s why it is crucial to retain the talent you have and do anything possible to gain more. 

Today’s generation grew up surrounded by technology and expects the same when they enter the workforce. Digitizing the manual tasks that go into an effective AR process demonstrates you’re a forward-thinking firm that no longer runs a business with a pen and paper.

Automating these chores also enables your accounting team to work on more strategic projects and eliminates the daily repetition that leads to burnout. 

AR automation is scalable, enabling you to navigate busy seasons without having to spend time and money on part-time help or have your full-timers put down their projects and pick up the slack. 

Resolution: Help clients avoid check fraud 

On January 27, the FBI and USPIS (United States Postal Inspection Service) released a public service announcement stating check fraud is on the rise, and that incidents nearly doubled from 2021 to 2023.

This form of financial deceit wreaks havoc on consumers—but it does even more damage to small companies that may not be able to cover expenses or pay employees if checks ae stolen and chemically altered. 

Dodging check fraud is simple: Encourage your clients to stop using checks.

AR automation is a surefire way to do so because it enables clients to provide their customers flexible payment options through ACH (Automated Clearing House) and credit cards. These digital payments are far more secure than check fraud and also arrive much faster, which means your clients get to protect customers while simultaneously reducing the time it takes to get paid. 

B2B buyers also want to deal with sustainable vendors. Ditching paper checks helps your clients illustrate how much they care about sustainability and the preservation of natural resources. 

The best tool 

Achieving your New Year’s resolutions is simple if you have the right tools. For accounting firms in 2025, there is no better tool than AR automation.  

Whether you’re looking to better serve your clients, upgrade your tech stack or avoid the pratfalls of check fraud, AR automation has everything you need to set your accounting firm up for success while helping it stand out from the competition. 


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Topics: Artificial Intelligence


 

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