AP & AR Automation

Stop Managing Invoices and Payments by Hand

We automate your accounts payable and receivable in QuickBooks — so you close your books on time, stop chasing payments, and reclaim 8–14 hours every week.

Sound familiar?

Does this sound familiar?

  • You process invoices from your email inbox and hope nothing slips through
  • You are not sure which vendors you still owe and when payments are due
  • Clients are slow to pay and you spend hours sending reminders manually
  • You cannot tell the difference between your billed revenue and your actual cash in the bank
  • You close the books two or three weeks after month end — if at all
  • You have paid a late fee in the last 12 months because something was missed

If two or more of these hit home, your AP and AR process is costing you more than you think — in time, money, and stress.

Services & Pricing

Choose the right level of automation

Accounts Payable Automation

Stop managing payables from your inbox.

Starting at $800/mo

  • Collection and organization of all incoming invoices
  • Categorization by vendor, expense type, and cost center in QuickBooks
  • Due date tracking with payment deadline alerts
  • Priority flags for critical payments (taxes, insurance, key contracts)
  • Monthly AP × bank statement reconciliation
  • Monthly report: what was paid, what is pending, what is due in 30 days

Saves 4–8 hours/week on manual AP processing

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Accounts Receivable + Invoice Processing

You did the work. We make sure you get paid.

Starting at $800/mo

  • Invoice creation and delivery by client/project
  • Payment status tracking: sent / viewed / paid / overdue
  • Automated reminder sequence (7, 14, and 30 days past due)
  • AR aging report: what is current, what is late, and by how much
  • Monthly reconciliation: billed vs. received
  • Monthly AR dashboard: pending revenue, DSO, overdue clients

Reduces DSO by 20–35% on average

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Most Popular

Full AP & AR Automation Package

Know exactly what you owe and what you are owed.

Starting at $2,200/mo

~15% savings vs. buying both separately

  • Everything in Accounts Payable Automation
  • Everything in Accounts Receivable + Invoice Processing
  • Integrated monthly report: net position (AR − AP), 30/60/90-day cash flow projection
  • Monthly 30-min review call with the founder
  • Priority response: reply within 4 business hours

Saves 8–14 hours/week · Closes books on time · Full cash visibility

Book a Free Audit

Pricing adjusts by transaction volume. Not sure which fits? The free audit will tell you.

Pricing by transaction volume

Monthly volumeAP AutomationAR + InvoiceFull Package
Up to 50 transactions$800/mo$800/mo$2,200/mo
51–150 transactions$1,100/mo$1,100/mo$2,500/mo
151–300 transactions$1,500/mo$1,500/mo$2,800/mo
300+ transactionsCustom quoteCustom quoteCustom quote

"Transaction" = each invoice processed, whether AP or AR. Mixed volumes are evaluated on the discovery call.

The process

How it works

1

Free 30-min audit

We review your current AP and AR setup, identify gaps, and tell you exactly how much time and money the problems are costing you. No commitment.

2

We take over the cycle

Setup takes 1–2 weeks. We connect to your QuickBooks, establish the workflow, and handle everything from that point forward.

3

You get reports, not tasks

Every month you receive a clean summary of what was paid, what is owed, and what is coming. You make decisions. We handle the process.

Why not just hire someone?

Why not just hire someone?

CountWise AP/ARHire part-timeDIY with software
Monthly cost$800–$2,800$3,000–$6,000 + benefits$50–$200 (plus your time)
ExpertiseDedicated QuickBooks specialistDepends on who you hireDepends on you
Setup time1–2 weeks4–8 weeksWeeks of learning
ConsistencyStandardized process, every monthDepends on the personDepends on your discipline
Reports includedYesExtra costLimited
ScalableAdjusts by volumeRequires new hireLimited

Questions

Common questions

I already have a CPA or accountant.

Your CPA handles taxes and compliance. We handle the daily operational cycle — AP and AR. They are complementary services, not competing ones. Clean AP and AR makes your CPA's work faster and less expensive.

My team already does this internally.

Good to know. How many hours per week does that take them? Most business owners we talk to underestimate the actual number. The free audit will give you an honest answer.

This seems expensive.

A part-time employee for AP/AR costs $2,500–$4,000/month with benefits, payroll taxes, and management overhead. We deliver more consistency, better reporting, and no HR headaches — for less.

I will set this up when we grow a bit more.

Disorganized AP and AR is often what prevents growth. Businesses that scale fast without AR control end up cash-poor even when profitable. The time to fix the process is before it becomes a crisis.

"They brought structure to a bookkeeping process that had become reactive and confusing. For the first time, we could actually trust the numbers."

Michael R. — Construction Services

1 business day response time QuickBooks Online specialist Direct access to the founder

Ready to stop managing AP and AR by hand?

Book a free 30-minute audit. We will review your current process, identify the gaps, and show you exactly how much time and money you are leaving on the table. No pitch. No pressure.

Book My Free AP/AR Audit

Or email directly: jef@countwise.net