Accelerate cashflow and reduce your days sales outstanding with an intuitive AR management platform that gets you paid faster, with way less work.
Streamlined automates your AR management from invoice to cash, saving your team hours every week, and reducing your DSO by an average of 30 days.
Advanced computing and AI mean Streamlined can effortlessly pull data from different sources, to match payments with unparalleled speed and accuracy — even when your customers pay in bulk.
With Streamlined, every payment is matched, applied and reconciled in real-time. That means faster processing times, reduced delays, and an accelerated cash flow that keeps your business moving forward.
With Streamlined, your customers can pay via an intuitive B2B checkout that gives them all the payment options they need — including paper check. They’ll be able to pay by card, check, bank transfer or wire. Then Streamlined will match and apply every payment, in real time.
Streamlined integrates directly with Shopify, QuickBooks, NetSuite and more, so your accounts receivable data flows seamlessly across your tech stack, keeping everything accurate and up to date in real time.
Have questions? We have answers.
Does Streamlined sync with accounting software?
Absolutely! Streamlined offers seamless integration with Intuit QuickBooks and Oracle NetSuite, making your invoicing process even more efficient. You can easily sync your data between Streamlined and these accounting platforms, saving you time and eliminating manual data entry. Plus, we are continuously expanding our compatibility, with more accounting software integrations coming soon.
How does Streamlined integrate with my ERP?
Streamlined offers effortless out-of-the-box integrations with leading ERPs such as NetSuite. This ensures direct synchronization of financial data, invoices, and payment details for a streamlined and efficient workflow.
Does Streamlined sync data with ERP systems like NetSuite and QuickBooks?
Absolutely. Streamlined seamlessly integrates with ERP systems such as NetSuite and QuickBooks, syncing reconciled payment data back into your preferred platform for comprehensive financial management.
How can I import an invoice via email or PDF?
It's a breeze! To import your invoice via email or PDF, just forward it to firstname.lastname@example.org. Alternatively, you can upload the invoice directly from the app, and Streamlined will take care of the rest. It's as easy as that – no hassle, no complications!
Does Streamlined invoicing support ACH and offline payments?
Absolutely! Streamlined Invoicing supports a variety of offline payment options, including ACH (Automated Clearing House) for secure and direct electronic bank transfers, paper check for traditional offline payments, and wire transfers for quick and efficient transactions. Additionally, Streamlined offers automated reconciliation, simplifying the process of matching payments with invoices, which saves you time and reduces the chances of errors.
How can I split invoices into milestones?
Streamlined empowers you to establish milestones according to events and dates. You can specify the amount due at each milestone. Once a milestone is achieved, Streamlined automatically notifies the buyer about the corresponding payment, making the process seamless and transparent for all parties involved. Stay in control of your invoicing with milestone-based payments!
Are these monthly statements generated and dispatched automatically?
Yes, once you've enabled this feature, statements are auto-generated and sent at the end of each month to your customers with an open balance.
Are the reminders sent automatically?
Yes, the reminders are sent out automatically according to the schedule you've set. This helps you save time and effort in manual follow-ups.
How the world's fastest-growing brands get paid for B2B sales