InvoiceSherpa Overview

What exactly is InvoiceSherpa?

InvoiceSherpa is an Accounts Receivable (AR) Automation tool that works with your favorite accounting platforms (like QuickBooks Online and Xero) to give businesses of all shapes, sizes and industries power and peace of mind when it comes to their receivables.

Sales + Collections = Revenue!

Generating revenue is the lifeblood of any business, and it's a two part equation. There are several methods that allow you to take a proactive approach to generating new sales but far too often businesses are forced to take a back seat when it comes to actually receiving payment on those sales. At the end of the day an invoice without a payment is just a piece of paper.

Working smarter, not harder.

In the past, there were only a few ways to take a proactive approach to collecting on outstanding AR.

  • The Executive Approach: When an owner/operator of a business invests time each month to manually chase down customers with past due balances. This both eats into valuable time (that could be spent growing the business) and risks putting undo strain on customer relationships.
  • The Delegation Approach: When a business owner assigns an existing employee (ie: an internal bookkeeper, admin or assistant) with manually emailing or calling customers with open invoices.
  • The Ringer Approach: When a business hires a new employee (full or part time) specialist to do nothing but collect on outstanding receivables.
"InvoiceSherpa is like hiring that full time AR specialist, but for as little as $50 a month!" - Blake, Restoration1 Franchisee

The traditional approaches lack efficiency and aren't best use of your time, your staff's time or your payroll budget. Enter InvoiceSherpa! Our dynamic, user friendly platform empowers businesses (from "solopreneur" to enterprise level organizations) to harness the power of proactive, consistent, measurable and scalable Accounts Receivable Automation!

Start Getting Paid 2x Faster!

InvoiceSherpa integrates seamlessly with your accounting platform, bringing over your AR data & relevant customer information with the click of a button. From there - simply set up your customer reminder schedule(s). Plug and play the templated reminders provided to you, with the option to easily customize any of the text, images and reminder timings to seamlessly fit your organization.

Make your client's lives easier by enabling them to pay you directly from reminders by integrating a payment gateway. Set up automatic payments, payment plans and automatically apply late fees (without you having to manually generate a second invoice). The Client Portal allows you to invite your customers to view and pay any open invoices and view/download any of their past invoices.

Once set up - the system runs in the background, communicating with your customers on an ongoing basis to ensure that they're able to stays on top of due dates and keeping your business from running into unexpected cashflow shortages. The average business using InvoiceSherpa sees a 50% reduction in their Daily Sales Outstanding (aka a 200% increase in their cashflow) within 90 days of implementation!

Ready to stop stressing about cashflow and start getting paid faster? Start today and try InvoiceSherpa for an entire AR cycle, free of charge!