Guide
The accounts receivable modernization playbook
Move from stalled to implemented by learning how to evaluate, select, and de-risk an accounts receivable automation solution
Go from identifying your problems to solving them with a new solution
Minimizing ownership, evaluation, and execution issues is critical to ensuring accounts receivable modernization efforts advance to implementation and adoption, and ultimately deliver impact.
Learn why automation projects regularly stall
Fragmented ownership, unclear ROI, and the risk of disrupting existing collections processes are just some of the reasons why modernization efforts routinely stall.
Learn how to build a business case
91% of leaders* expect automation to cut DSO by 4+ days, and 56% say it could be worth $1M+ annually. Turn those numbers into a business case built on working capital, P&L, and risk and controls.
* Source: 2026 Cash Flow Clarity Report
Learn how to evaluate an automation vendor
Not all accounts receivable automation solutions are built the same. The right one proves impact across three dimensions: cash impact, controls, and close integrity.
“The right solution improves decision-making, accelerates cash conversion while strengthening control, and reduces the day-to-day noise of manual adjustments and reconciliations,” Lucia Lee, Vice President of Accounting, Versapay.
Learn how to de-risk your implementation
The right questions during evaluation prevent the wrong surprises during rollout. Learn what to ask about phased deployment, integrations, parallel-run reconciliation, and audit evidence.
Turn your accounts receivable into a competitive edge
Get the full playbook, including frameworks, questions, and benchmarks CFOs use to move accounts receivable modernization from stalled to implemented.