# Sage AR Automation Reviews **Vendor:** Sage Software **Category:** [Accounts Receivable Software](https://www.g2.com/categories/accounts-receivable) **Average Rating:** 4.3/5.0 **Total Reviews:** 36 ## About Sage AR Automation Lockstep connects the world's accounts receivable (AR) and accounts payable (AP) departments so they can work better together. Founded in 2019, Lockstep eliminates cash traps and leaks created from manual synchronization of books between B2B trading partners. Lockstep's connected accounting cloud empowers trusted, compliant accounting relationships between businesses of all sizes. High-performance companies large and small run their collections on Lockstep Collect. Helping our customers process more than one million invoices per month across more than 4 million entities, Lockstep integrates over 40 ERP and accounting solutions into our connected accounting cloud. Our customers see an average 20x ROI by investing in collections automation improving cash flow by 31% or more. For more information please visit: www.lockstep.io. ## Sage AR Automation Reviews ### 1. User Friendly Collections System **Rating:** 5.0/5.0 stars **Reviewed by:** Julie P. | C, Small-Business (50 or fewer emp.) **Reviewed Date:** September 02, 2021 **What do you like best about Sage AR Automation?** The thing I like most about Lockstep is the people. Everyone I have worked with so far has been very friendly and attentive, and my issues and questions have been addressed promptly. Lockstep has excellent customer service. The feature I like the most is the automated reminder notices, which allows our collectors to make phone calls instead of sending emails. Phone calls are an opportunity to develop relationships with our customers. In turn, our customers are more likely to pay our company over other vendors because they value the business relationship. The Lockstep platform allows the admin to create rules to generate activities. It is very user-friendly from an admin and a credit user perspective. **What do you dislike about Sage AR Automation?** We dislike having to use a third-party merchant vendor for our credit card and ACH Payments. We want to switch merchant vendors, but the options are limited. Finding a merchant vendor to meet all of our business needs has been difficult. **What problems is Sage AR Automation solving and how is that benefiting you?** Lockstep has acknowledged our need for more options for merchant vendors, and they are developing a solution. I have realized that one of the benefits of doing business with Lockstep is that they listen to their clients and work diligently to provide solutions that work for us. **Official Response from Melissa Hendrick:** > Wow Julie, what an awesome review, thank you so very much! We are so glad that you love our Lockstep team members. It’s once of the many things we are most proud of and our commitment to create a wonderful customer experience for our clients. I understand your thoughts on using 3rd party payment providers and it is something we are looking into longer term. Thanks for being an amazing Lockstep client! ### 2. Lockstep Collect AR Automation Tools and Business Solutions **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** October 29, 2021 **What do you like best about Sage AR Automation?** I like the automated reminders set up to help make contact with all open accounts that you may not have time in your day to address! I also like the reporting aspects and customized reporting you can pull with this application! **What do you dislike about Sage AR Automation?** I dislike unpaying customers but know there is a reason they are not paying their balance. These collection tools help to develop reason codes and visibility to collections issues!!! I have no dislike of Lockstep or their support! **What problems is Sage AR Automation solving and how is that benefiting you?** My DSO has greatly decreased after implementing automated dunning letters and statement reminders. We are looking into the payment automation features through their customer portal implementation ### 3. Has helped in our collections process immensely! **Rating:** 4.5/5.0 stars **Reviewed by:** Desmond E. | Staff Accountant/Accounts Receivable, Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2021 **What do you like best about Sage AR Automation?** Help me to organize and prioritize accounts. Where before I kept all my records in excel with formulas to track what I had done, now Lockstep Collect does a lot of the heavy lifting for me. I noticed a huge difference in me ability to stay on top of accounts with the automatic reminders, which prompts me to call or e-mail those particular clients. **What do you dislike about Sage AR Automation?** The email feature needs work, it's a little archaic. However, Lockstep has been nothing but helpful with addressing any issues. **Recommendations to others considering Sage AR Automation:** If you and your team are having any issues keeping up with your receivables I would recommend Lockstep Collect as superior accounts receivable solution. **What problems is Sage AR Automation solving and how is that benefiting you?** Takes care of the small menial tasks for me, so I can concentrate on those tough accounts. Days Sales Outstanding has dropped significantly since implementing Lockstep Collect. My initial process for collections was ‘archaic’. I used Excel to create AR aging reports and keep notes of which clients I contacted. This often-left room for error or missed accounts. Things would get pushed down the list or entirely ignored because they either didn’t owe as much as others or they just got lost along the way. With Lockstep Collect a lot of this is taken care of automatically. ### 4. A/R automation for better cash flow **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2021 **What do you like best about Sage AR Automation?** The ability to send invoices and reminders on time, and to verify that it has happened. We don't have any issues where a client doesn't pay simply because they haven't received the invoice. The administration of the system is also quite easy, and if any issues do arise, Lockstep support is always very responsive and quick to help. **What do you dislike about Sage AR Automation?** The client portal is very useful, but there is some confusion over which browsers are supported. **Recommendations to others considering Sage AR Automation:** I highly recommend Lockstep. We made the decision to automate with Lockstep a couple of years ago and have been very happy with the decision, especially considering all the disruption the world has experienced in 2020. **What problems is Sage AR Automation solving and how is that benefiting you?** We are able to centralize the distribution of invoices and periodic reminders. This has reduced A/R aging, improved cash flow, saved admin and manger time on following up on unpaid invoices, and increased visibility into true credit risks. We are able to focus our efforts on adding value for our clients. ### 5. Overall good experience. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Facilities Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2021 **What do you like best about Sage AR Automation?** Automated invoice and statement email. Portal for customers to see their invoices. **What do you dislike about Sage AR Automation?** Not being compatible with Safari has been a big issue with our customers. **What problems is Sage AR Automation solving and how is that benefiting you?** We are seeing faster turn around on payments. Not having to rely on the mail has been a big benefit. **Official Response from Melissa Hendrick:** > Thank you so very much for taking a few valuable minutes out of your day to share your thoughts about your company’s experience with Lockstep’s award-winning AP automation solution. Hearing from one of our valuable customers is one of our favorite things. I am sorry you are experiencing compatibility issues with Safari. I will reach out to support to make sure they are aware and/or have an update. And yes, lots of our customers are enjoying get paid faster via our electronic payment feature. Thanks for being a valuable client of Lockstep! ### 6. Awesome product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** March 04, 2021 **What do you like best about Sage AR Automation?** Automatic communications with customers about outstanding balances. **What do you dislike about Sage AR Automation?** There are too many steps to complete one action -- the navigation is a little clunky. **What problems is Sage AR Automation solving and how is that benefiting you?** My team does not have to spend as much time reviewing our open aging and emailing customers individually. This is down automatically, so this is a huge time saver. ### 7. Recommend **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Facilities Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 08, 2021 **What do you like best about Sage AR Automation?** Lockstep has automated our AR and allowed us to go from 99 days DSO to a DSO of less than 60 in less than a year. **What do you dislike about Sage AR Automation?** Right now it is super easy to accept credit cards through the portal, would like for ACH to be just as seamless. **What problems is Sage AR Automation solving and how is that benefiting you?** Lockstep has unlocked cash for us and allowed us to focus on running our business rather than on cash flow. ### 8. Fantastic time saving tool! **Rating:** 4.5/5.0 stars **Reviewed by:** Jori R. | Accounts Receivable Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** November 21, 2019 **What do you like best about Sage AR Automation?** Anytime collect's email automation is my absolute favorite feature. It has significantly helped streamline our collections process and reduced the average number of accounts past due. The software also maintains a well-organized history for each customer account including any collection attempts, past payments, special notes, and responses from customers. Version 4 was just released and I am loving the new sidebar menu that provides simple and efficient navigation to many of the software’s features. **What do you dislike about Sage AR Automation?** There is really nothing notable that I dislike. When issues do occur, ATC's customer service makes resolving it a top priority. They have a support chat available during regular business hours, that makes the entire process effortless. **Recommendations to others considering Sage AR Automation:** Setting up your automated emails is key to getting the most out of this software. The customer service staff is fantastic, so be sure to reach out to them anytime you need assistance. **What problems is Sage AR Automation solving and how is that benefiting you?** Anytime Collect has significantly cut down on the time that I need to spend on collection activities. Its automation is a huge time-saver and I would be lost without their organizational tools. I would highly recommend it to any business looking to reduce their past due accounts. ### 9. Effective Collections Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Abraham T. | Youth Minister / A/V Technician, Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2018 **What do you like best about Sage AR Automation?** The ability to manage and customize collection efforts in a clear and organized way. Providing customers a way that they can view their account details, get pdf invoice copies and even make payments without contacting us directly has freed up the time spent on collections efforts. One of the newest features is an optional sidebar which can make maneuvering thru the menus easier and even provides a quick history of accounts viewed. Another new feature gives the customer options on how they want to export a given report. We are excited to hear there are future plans to hopefully make the customer portal a bit more self-serving so less efforts need to be made by the individual collectors. **What do you dislike about Sage AR Automation?** For the customer a few types of transactions are not intuitive such as paying in advance or taking advantage of a credit on their account so you may need to help them understand how the system works. For a few of our customers this has been a topic where they have expressed they would prefer to not use the customer portal. Just a preference but in the newest version the pdf icon used seems to be a little less noticeable than previous versions (ex. lack of colors used). **Recommendations to others considering Sage AR Automation:** If you are looking to make the switch from manual collections efforts to systematic efforts this software is a must have. Be prepared for the initial setup to be a bit of a learning curve, but don't let that be a deterrent. After the initial setup it's not long before you see significant results due to the software's efforts. **What problems is Sage AR Automation solving and how is that benefiting you?** Since making the switch to Anytime Collect: - We have significantly improved our DSO. - The quantity of issues that are significantly past due has greatly decreased, so we are better suited to devote our time to areas that have been neglected previously. - We utilize the ability for multiple users to see notes made on previous issues and the resulting efforts that have been made. ### 10. Intuitive **Rating:** 5.0/5.0 stars **Reviewed by:** Michele W. | Accountant, Biotechnology, Mid-Market (51-1000 emp.) **Reviewed Date:** November 19, 2019 **What do you like best about Sage AR Automation?** All your customers credit is so easily visible. The collection feature for contacting customers is so intuitive. You can send an email to a customer and attach a statement, invoice within seconds. Using the follow up feature is a huge plus and you'll never miss making the very important collection follow ups. **What do you dislike about Sage AR Automation?** The only thing I don't care for is the issue set up process for any mail that goes into your unfiled mailbox. I would love to be able to create an issue from the email and be able to change the description of the issue. **What problems is Sage AR Automation solving and how is that benefiting you?** Benefits are absolutely being that you will see how easily it is to handle collections and credit for all your customers in one place. We have seen a significant decrease in our aging due to the intuitiveness of Anytime collect. ### 11. Dropped our AR Over 60 metric by 40% YoY **Rating:** 4.5/5.0 stars **Reviewed by:** Jen S. | Director of Business Systems, Mid-Market (51-1000 emp.) **Reviewed Date:** November 21, 2019 **What do you like best about Sage AR Automation?** The automatic email reach outs to clients let's our collections team to focus on responses and research instead of manually sending out email reminders. The scheduling of human touch reach outs helps our collections team know where they should focus. **What do you dislike about Sage AR Automation?** Performance is sometimes slow, but I know they're working on that. Since the merger there have been a few hiccups in buggy releases, but they're also working on that and the last one was more stable. **Recommendations to others considering Sage AR Automation:** Get to understand how scheduled actions work as quickly as possible. This was a learning curve for the team because you can't edit a scheduled action, you create a new communication from it. **What problems is Sage AR Automation solving and how is that benefiting you?** Automation of our email reach outs has had a huge impact. In the first year of using ATC, our AR Over 60 Days improved by 40%! ### 12. Collection Heaven **Rating:** 5.0/5.0 stars **Reviewed by:** Faith P. | Receivables Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2019 **What do you like best about Sage AR Automation?** This is a program that offers the best of collection technology. The automation of the collection processes has improved our ability to efficiently and effectively collect our AR. The elimination of manual emails, the ability to imput and track collection contacts has reduced our DSO and allowed us to easily meet our collection goals. **What do you dislike about Sage AR Automation?** I would like to see a real time environment. Currently the program only updates data once a day. **Recommendations to others considering Sage AR Automation:** Don't wait on implementing this software. It's a great value. **What problems is Sage AR Automation solving and how is that benefiting you?** We are able to make initial collection contacts automatically which frees up time to work on the problems. The ability to track and easily respond to disputes, resulting in a faster resolution. Customers also have the ability to see their statements and download invoices, making their job easier. ### 13. Anytime Collect's Dynamic Environment **Rating:** 5.0/5.0 stars **Reviewed by:** Benjamin R. | Credit Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2019 **What do you like best about Sage AR Automation?** Anytime Collect offers so much to the collection industry. It can automate emails and responses and include individual links to customers' accounts so they can even manager their own open receivables. It is easy to assign accounts to collectors and to design collection plans and tasks so that each account received the right level of attention. **What do you dislike about Sage AR Automation?** The only downside to ATC is that it does require some ramp-up time for employees and this kind of additional training can really strain already overworked departments. The upshot of all this is that with the increased automation with ATC, the future will always be better than the past collection procedures. **Recommendations to others considering Sage AR Automation:** It is a serious upgrade over almost any competitor's collection software. **What problems is Sage AR Automation solving and how is that benefiting you?** We solved the issue of dealing with acquisition account receivables which can overwhelm a department when loaded all at once. With ATC it is possible to handle an influx of accounts with ease by sending automated email collection messages with payment links so that many accounts can be handled without direct collector interaction. ### 14. Fantastic Software **Rating:** 4.5/5.0 stars **Reviewed by:** Andy P. | Controller, Small-Business (50 or fewer emp.) **Reviewed Date:** November 20, 2019 **What do you like best about Sage AR Automation?** Easy to navigate, the ease of communication to customers, and the ability to send mass communication and collection notices rapidly. **What do you dislike about Sage AR Automation?** There is no mobile app currently, it would be great to have some visibility through the mobile device. **What problems is Sage AR Automation solving and how is that benefiting you?** Reducing customer calls due to the access to their online account. It is causing an increase in productivity within the department. ### 15. Great additon to our Account Receiveable system **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** November 19, 2019 **What do you like best about Sage AR Automation?** ATC has consolidated our communications and A/R management into one system. This has greatly increased our efficiency. Also, the communication templates and automation have reduced the amount of manual work that needed to be done. The implementation and support staff have been excellent. **What do you dislike about Sage AR Automation?** Since it is a web based program we sometimes see slow downs of the website. **What problems is Sage AR Automation solving and how is that benefiting you?** Anytime Collect has become our accounts receivable database. We track account balances, pay performance and communications in one place which makes our AR process more efficient. ### 16. Customized AR Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Mid-Market (51-1000 emp.) **Reviewed Date:** November 21, 2019 **What do you like best about Sage AR Automation?** The ability to customize the software to fit our specific business needs, as well as customize our customer's dashboard. Communication Templates are easily customizable and customer response time has significantly increased. **What do you dislike about Sage AR Automation?** Recent upgrades and improvements have resolved past concerns and made the program much easier to use for Admins and customers. **What problems is Sage AR Automation solving and how is that benefiting you?** Previously, sync times were taking too long. AnyTime Collect has since resolved and sync times are now seamless. ### 17. Happy customer...improved DSO and much more organized now! **Rating:** 5.0/5.0 stars **Reviewed by:** Laurent B. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 29, 2018 **What do you like best about Sage AR Automation?** No longer using spreadsheets and handwritten notes for collections! Anytime Collect has made it super easy with the automation of collection emails, the capability to maintain notes. Our customers love the self-service ability to retrieve their statement and invoices, as well as, pay with credit card through Anytime Collect. The ATC team is constantly looking to improve their software and values their customer's feedback. **What do you dislike about Sage AR Automation?** There is a bit of a learning curve especially during setup, however you do have access to a very knowledge team that is always willing to train and assist. There is also a great resource of online video tutorials and they have monthly training webinars as well. **What problems is Sage AR Automation solving and how is that benefiting you?** Anytime Collect has helped us greatly improve our DSO. It's also such a time saver. For me, it's much faster and easier to send invoices/statements to our customer through ATC than through our ERP system. I also like that anyone with the proper access can easily see all of my notes on a customer's account, should any question arises. ATC allows me to focus my attention on other issues now that some tasks are now automated. ### 18. Very Efficient Program **Rating:** 5.0/5.0 stars **Reviewed by:** Stefanie P. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2018 **What do you like best about Sage AR Automation?** I like how easy it is to make scheduled calls and keep track of were you are at in the collection process with each customer. You have everything for each customer in one convent location, invoices, payments, payment plans, emails, everything! **What do you dislike about Sage AR Automation?** Sometimes the system does have glitches, but what technology doesn't. It can also be slow at times so when I am on the phone at the time it can be challenging. **What problems is Sage AR Automation solving and how is that benefiting you?** Our average days to collect has gone down significantly and that is due to how easy it is to keep track of calls and days past due with the system. Auto-Emails being generated by Anytime collect have not only helped customers with paying invoices but saved the company so much time. ### 19. A Great Way to Organize Collections Without All the Double Touches **Rating:** 4.5/5.0 stars **Reviewed by:** Tiffanie K. | Senior Credit and Collections Specialist, Consumer Goods, Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2018 **What do you like best about Sage AR Automation?** I like that everything is noted in one place. There is no longer a need to copy and past emails from Outlook into the ERP for everyone to see. I love that we can organize automated efforts and easily edit them as things change with our aging. Additonally. the team at ATC makes it easy to ask questions and quickly replies to all concerns. My day revolves 80% around utilizing this system; knowing the support is there and that our concerns/needs are taken seriously make this product a definite win. **What do you dislike about Sage AR Automation?** I only one have one dislike and that has to do with the inability to copy and paste an image into my emails. In order to send a screenshot of information, the user must paste it into a word/excel document and then attach. There are times I want that image to be right there to see without opening an attachment. All too often a customer will say they never received it, or they are skimming an email and don't take the time to review anything that isn't "in their face". **Recommendations to others considering Sage AR Automation:** Implementing Anytime Collect to handle our collections workflow was a very east process. The team at ATC is very supportive and makes themselves available to answer any questions regardless of where in the process you are. This software offers the ability to categorize receivables without the need to create additional reports within your current ERP. **What problems is Sage AR Automation solving and how is that benefiting you?** We use ATC to organize all of our collections efforts. The software has assisted in our ability to contact any customer with a past due balance with their automated notices. Additionally, we have been able to segregate portfolios and then adjust as necessary to manage workflow. ATC makes this process easy and efficient while also saving time. ### 20. The best Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Sandee M. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2018 **What do you like best about Sage AR Automation?** I like that when I have something I need help with that Anytime Collect is there to help right on the spot. **What do you dislike about Sage AR Automation?** I would really like a printed manual. There is an on line help that you can print out. But I would like everything in a printout so I can make my notes. **Recommendations to others considering Sage AR Automation:** This software will help automate your Accounts Receivables. You will have more time to do other things. You will know each day who you need to contact and what action you need to take. Makes like easier. Great Customer Service. Always ready to help with anything you need. Great Company !! **What problems is Sage AR Automation solving and how is that benefiting you?** I like the automation of emails. That really helps and free up our time. ### 21. DSO improvement and more online payments **Rating:** 5.0/5.0 stars **Reviewed by:** Mauro F. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2017 **What do you like best about Sage AR Automation?** What I like the best, is the ability to automatize processes and supervise my agents work. As well, the dashboard offers a clear view of the Receivables to make the right strategic desicions **What do you dislike about Sage AR Automation?** I really like everything, since if I dislike something I talk to the developers and fix it in the next release. **Recommendations to others considering Sage AR Automation:** If you want to reduce your DSO and have an "extra Agent" working 24/7, Anytime Collect is your best choice. **What problems is Sage AR Automation solving and how is that benefiting you?** We have over 3000 customers to be contacted in a certain period of time and ATC does the first contacts like I have 2 more agents working for me. **Official Response from Lindsey O'Brien:** > Hi Mauro! Thanks for the good review! You actually can have multiple tabs open, reach out to Grace and she will show you how! Thanks, Lindsey ### 22. Time Saver **Rating:** 5.0/5.0 stars **Reviewed by:** Michael A. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2018 **What do you like best about Sage AR Automation?** I love how much time this program saves me! It really streamlines our business. **What do you dislike about Sage AR Automation?** I would like to be notified by email if someone leaves a message thru ATC. **What problems is Sage AR Automation solving and how is that benefiting you?** Anytime collect gets our invoices to customers with a payment link so that we can get paid! ### 23. Great Statement and notice software **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Medical Devices | Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2018 **What do you like best about Sage AR Automation?** We use this to send out Open invoice statements to dealers every 10 days as well as month end statements. We see an increase in payments after we sent the open invoice report out **What do you dislike about Sage AR Automation?** sometimes a little slow switching from one items to another **What problems is Sage AR Automation solving and how is that benefiting you?** no problems at this time. Any time there is a problem, they are very quick to respond. The benefit is being able to send out the bulk notifications with current statements attached with little or no effort ### 24. Must-need product for any company with >100 invoices/month **Rating:** 4.0/5.0 stars **Reviewed by:** Peter N. | Vice President of Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** May 30, 2017 **What do you like best about Sage AR Automation?** Highly customizable software solution that should work with almost any business model. Also very responsive/knowledgeable customer service and onboarding support; top-in-class sales and support team. They even worked with us to create the Intacct integration as well. Unfortunately, we are only really using the automated email workflow as that was the most pressing need for us and as you can see below, the rest of the product wasn't up to speed with our needs. **What do you dislike about Sage AR Automation?** The hosted version of this product is fairly slow which makes the email workflow basically useless - workflow is about 4x slower than just using gmail so we haven't been able to use any of the email or event tracking or team management features. Their analytics are mostly useless too as they are not flexible and frankly too ugly to share with anyone except junior staff. Probably lower 5% of all UI/UX that exists in the market today (think 2003 salesforce). Also, they could really use a re-occurring payment feature for our customers' payment portal. However, what can't be figured out intuitively through design is easily handled by their very competent support team. **Recommendations to others considering Sage AR Automation:** If you want to go with an established player to help improve collections, Anytime Collect is the solution for you. If you are interested in working with startups who may be more innovative in terms of ease of use and features, there are a few other players out there worth looking into. **What problems is Sage AR Automation solving and how is that benefiting you?** Sending reminder emails to customers is very tedious and manual without software like Anytime Collect. After about 100 invoices a month, you are certainly losing money by not investing in collections management software. We are using the automated emails that include links to invoices with payment portal. Through revamping our collections policies and practices, including using ATC, we cut our DSO in half, with our best DSO only a couple days beyond our average terms. **Official Response from Lindsey O'Brien:** > As a follow up: The workflow issue that was mentioned here was simply a setting that needed to be changed. Once this issue was brought up to the Anytime Collect team, the setting change was made and email, event tracking and team management features were able to be used properly. ### 25. Anytime Collect helped get me organized! **Rating:** 4.5/5.0 stars **Reviewed by:** Rachel H. | Credit Supervisor, Building Materials, Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2017 **What do you like best about Sage AR Automation?** I love that Anytime Collect was able to filter out the accounts that I need to focus on and I was able to set up reports and emails to run automatically. Was definitely a big time saver! **What do you dislike about Sage AR Automation?** It's not necessarily a dislike but it took some time getting to know the system and how it works. I've been using it for almost a year now and I know there are still SO many things that I don't realize it can do. I've just been focusing on the stuff that I have learned and am slowly branching out and exploring all the other possibilities. **Recommendations to others considering Sage AR Automation:** So much information at your fingertips and you can sort and rearrange it so you can see what you need. **What problems is Sage AR Automation solving and how is that benefiting you?** I've been able to save tons of time with the automatic emailing. I also love that I'm able to leave notes on each account and that the system keeps all correspondence. It's easy to open up the program and know exactly where you need to start that day. ### 26. Works well but a little clunky **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2017 **What do you like best about Sage AR Automation?** I like that I can set up Credit Classes to send out mass email blasts **What do you dislike about Sage AR Automation?** I don't like the customer view, the amount of locations I have to use to set up a credit class, and the fact that the verbiage is confusing. There are a TON of options to select from when setting up a credit class which can be great but is not user friendly. I needed to have someone walk me through it multiple times. **Recommendations to others considering Sage AR Automation:** Make it more user friendly. Its a lot of great features but much too difficult for someone to jump in and start using it. Maybe create some tutorials so we can help ourselves before having to schedule time with a support agent. the Support Team is GREAT, but I hate to waste their time. **What problems is Sage AR Automation solving and how is that benefiting you?** I am making sure all of my customers are being touched via email at very specific times in their invoices history which is great. Most people dont realize they are missing invoices until it is very late and this helps remove that issue. They can see all their invoices in one spot and that is very convenient ### 27. Excellent software and support for managing a difficult collection process. **Rating:** 4.5/5.0 stars **Reviewed by:** Chris E. | Controller, Mechanical or Industrial Engineering, Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2017 **What do you like best about Sage AR Automation?** The system allows for automated work queues, detailed notes at the account and invoice level. Automated email communication with statement and invoice attachments. Nice Dashboard with top-level analytics and major accounts presented. Great customer portal allowing for self-service of pulling missing invoices by customer and allow for online payments on account. **What do you dislike about Sage AR Automation?** SAAS model is slow at times and the outbound emails are not using our domain email extension. This causes concern with some customers that it is spam until they confirm with our Accounting department. **What problems is Sage AR Automation solving and how is that benefiting you?** Consolidated receivables view of all 4 companies which share common customer base. Allow for single communication/focus on collection effort. Eliminate need for paper statements. ### 28. Increases actual payables which is the ultimate goal.... a few speed bumps however. **Rating:** 4.0/5.0 stars **Reviewed by:** Whitney G. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2017 **What do you like best about Sage AR Automation?** I love the automatic notifications for new emails, past due notifications and proof of communication with a customer all in one area. **What do you dislike about Sage AR Automation?** The online credit card payment abilities have had more than one issue. I still have yet to have our ACH payment option setup so will have to have some patience in this area. **Recommendations to others considering Sage AR Automation:** You have to put work into the setup for this product to be most valuable. **What problems is Sage AR Automation solving and how is that benefiting you?** I solved getting invoices to my customers in a timely manor as well as collection follow ups by using Anytime. This product allows you to automate both these process after initial setup. ### 29. ATC has its benefits, but there are also several glitches that have been occurring for months. **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Staffing and Recruiting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2017 **What do you like best about Sage AR Automation?** Being able to store contacts and notes all in one place. Simultaneously send emails, look up information and store notes. The system syncs with our accounting system daily to keep everything up to date. **What do you dislike about Sage AR Automation?** Frequently logged out while using, attachments often do not attach, some days we are not even able to log in to the system. ATC can also be very slow when trying to send emails or attach documents making efficiency lack. **Recommendations to others considering Sage AR Automation:** Frequently logged out of application. Lags a lot as well. **What problems is Sage AR Automation solving and how is that benefiting you?** Solutions - Being able to send emails and look up information as well as store notes all in one location. Benefits - all information is easy to access and in one place. ATC syncs with our accounting system daily and keeps up to date. **Official Response from Lindsey O'Brien:** > We recently updated the system addressing this issue with attachments and lagging. If you are still having issues, please feel free to contact support so we can take a look at what is going on. ### 30. A good AR experience **Rating:** 4.0/5.0 stars **Reviewed by:** Steven A. | Customer Service, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2017 **What do you like best about Sage AR Automation?** The best feature of Anytime Collect is that you can keep track of everything in a simple way, setup and program alerts for specific customers. **What do you dislike about Sage AR Automation?** I didn't like the fact that it's web-based. I hope to see a downloadable version in the near future. **Recommendations to others considering Sage AR Automation:** Use this software. Really. It's the best for gathering all the info and putting it in the right spot, with alerts, schedules, reminders, notes, emails, EVERYTHING you need. **What problems is Sage AR Automation solving and how is that benefiting you?** We use it as an email blast sender, we review account statuses, and gather information in a centralized way. The real benefit you can see in time saving and info organization. ### 31. Automation cuts collection time to half **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Internet | Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2017 **What do you like best about Sage AR Automation?** I like that customers can see all their account details and payment history. They can also pay through the portal via credit card or ACH. Customers can send message directly to us in the portal. **What do you dislike about Sage AR Automation?** The system is not very user friendly. Training is definitely required to set up the account and emails. We have to contact report pretty often for minimum changes needed through out the time, however, the support turn around time is pretty fast. **What problems is Sage AR Automation solving and how is that benefiting you?** Sending automatic past due reminders Client can pay via ACH or credit card via link provided in email or portal directly. ### 32. Business Analyst with Guardsman Group **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Enterprise (> 1000 emp.) **Reviewed Date:** May 24, 2017 **What do you like best about Sage AR Automation?** Anytime Collect allows me to review multiple companies' Receivables status at in a quick and seamless manner. **What do you dislike about Sage AR Automation?** There are instances when support is lacking. That is the timeliness of responses to issues has room for improvement. **Recommendations to others considering Sage AR Automation:** Anytime Collect is a good product to use once your have your business requirements in order. **What problems is Sage AR Automation solving and how is that benefiting you?** Anytime collect allows us to better manage our receivables in terms of holding our collections teams more accountable and giving management real time visibility of what is happening. We have been ale to gauge the efforts of our collectors. ### 33. Takes a bit of patience **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Enterprise (> 1000 emp.) **Reviewed Date:** May 29, 2017 **What do you like best about Sage AR Automation?** The fact that you can upload supporting documents for clients that may require same. **What do you dislike about Sage AR Automation?** The format of reports that are setup via the filters **Recommendations to others considering Sage AR Automation:** Conduct a full feasibility study based on current operations of your organization and investigate whether or not Anytime Collect can fulfill all your requirements prior to purchasing so that there are no surprises upon implementation **What problems is Sage AR Automation solving and how is that benefiting you?** Collections on a broad scale, we have realized that we are able to view invoices and payments for multiple clients across the group of companies ### 34. Best Collection Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2017 **What do you like best about Sage AR Automation?** The best thing about ATC is that it touches every single past due account with email templates that the user sets up. You are not limited to collection letters, you can send Welcome letters, or any other type of communication you need to push out to your customer. **What do you dislike about Sage AR Automation?** There isn't really anything I dislike, e2b is consistently listening to their customers and enhancing their software. **What problems is Sage AR Automation solving and how is that benefiting you?** Every single account that has a past due balance is being contacted and our collection ratio has increased. ### 35. not what the sales representative showed us at all - bad decision **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2017 **What do you like best about Sage AR Automation?** The demonstration was amazon, but unfortunately that's where it ended. This program on paper was ideal, but it never even launched. Botched delivery from day one. **What do you dislike about Sage AR Automation?** The site is extremely slow. I am better off downloading my data into excel from EPICOR and creating statements myself versus trying to make sense of Anytime Collect. Every click is another point of frustration and permanent buyers remorse. **Recommendations to others considering Sage AR Automation:** Dont. Just don't. **What problems is Sage AR Automation solving and how is that benefiting you?** No AR problems were solved as a result of purchasing Anytime Collect. In fact, it only created a larger one when I had to justify the wasted expense to my CFO and Controller. The only benefit from my mistaken purchase is a life-long lesson to never believe a software sales professional. ### 36. Not for Single Tenant Cloud Customers **Rating:** 2.0/5.0 stars **Reviewed by:** Robert S. | Director Of Information Technology, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2017 **What do you like best about Sage AR Automation?** Ability to annotate invoices, theory of getting sales force involved in collection **What do you dislike about Sage AR Automation?** Support, not easy to use , Very long and expensive implementation **What problems is Sage AR Automation solving and how is that benefiting you?** We may discontinue use ## Sage AR Automation Discussions - [What does Lockstep do?](https://www.g2.com/discussions/what-does-lockstep-do) - [What is Yay pay?](https://www.g2.com/discussions/what-is-yay-pay) - [What is lockstep collect?](https://www.g2.com/discussions/what-is-lockstep-collect) - [What is Lockstep software?](https://www.g2.com/discussions/what-is-lockstep-software) - [View Sage AR Automation pricing details and edition comparison](https://www.g2.com/products/sage-ar-automation/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-16+22%3A18%3A26+-0500&secure%5Bsession_id%5D=419da975-1fca-498c-a5a1-9b4cd254f293&secure%5Btoken%5D=417c10b3a3155c334679d58ab4831a5e1fd6c86b3bfd77c0c14f201df8b6bb53&format=llm_user) ## Sage AR Automation Features **Customer Credit** - Credit Limits - Credit History - Credit Limits Adjustment - Integration with Credit Rating Agencies - Credit Limit Suspension **Reporting** - Status - Customer Credit - History **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Invoice Matching** - Incomplete Payments - Match Invoices and Payments - Errors and Adjustments - Cash Application **Integrations** - Accounting - ERP - CPM **Collections** - Late Payments - Disputed Transactions - Personalized Customer Messaging - Customer Profiles **Transactions** - Credits - Invoices - Payments **Analytics** - At Risk Customers - Esimated vs Actual Receipts - Collections Effectiveness - Scaleability - Artificial Intelligence - Compliance Control **Workflows** - Approvals - Reconciliation **Self Service** - Customer Portal - Financial Documents **Agentic AI - Accounts Receivable Automation** - Autonomous Task Execution **Agentic AI - Credit and Collections** - Autonomous Task Execution - Multi-step Planning - Adaptive Learning **AI - Accounts Receivable** - Generative - Responses - Predictive Analytics ## Top Sage AR Automation Alternatives - [Quadient Accounts Receivable](https://www.g2.com/products/quadient-accounts-receivable/reviews) - 4.4/5.0 (132 reviews) - [Invoiced](https://www.g2.com/products/invoiced/reviews) - 4.5/5.0 (395 reviews) - [Gaviti](https://www.g2.com/products/gaviti/reviews) - 4.4/5.0 (190 reviews)