--- title: BlueSnap Accounts Receivable Automation Reviews meta_title: 'BlueSnap Accounts Receivable Automation Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 37 reviews by the users' company size, role or industry to find out how BlueSnap Accounts Receivable Automation works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 37 scale: '5' date_modified: '2026-06-21' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # BlueSnap Accounts Receivable Automation Reviews **Vendor:** BlueSnap **Category:** [Accounts Receivable Software](https://www.g2.com/categories/accounts-receivable) **Average Rating:** 4.6/5.0 **Total Reviews:** 37 ## About BlueSnap Accounts Receivable Automation The Armatic platform enhances the power of your existing accounting/ ERP software and your existing CRM system with workflow automation, powerful business intelligence and fully integrated cross-department communications functionality to automate tasks in finance, sales, support, HR and operations. 1. Finance & Billing Automation (AR, AP, Invoices, Subscriptions, Payments): Fully automated AR Collections drastically reduces time to payment (DSO). Our advanced rules engine delivers the right message at the right time automatically, ensuring the highest likelihood of payment, while enabling prompt, efficient customer communication. Never have another vendor payment not accounted for, assign vendor bills for review and approvals. Leverage our workflow automation and approval engine to route all your bills for optimized payments. Enable subscription/recurring billing, progress billing, invoice creation, automatic payments, payment plans, late fees, coupons, online billing and interactive customer portals, all integrated and synced with your current accounting and CRM systems. Payment tokenization and automated failed payment recovery ensures no payment is missed and all data is secure. 2. Sales & Success Automation (QTC, CPQ, NPS, eSign): Automate quotes for prospects, control your pricing and close deals faster with our QTC and CPQ features. Everything from creating a quote to collecting cash from customers. Empower your sales and success team to handle the QTC process and remove departmental bottlenecks. No more second-guessing, let your sales team handle all aspects of new contract creation within a clearly defined framework - from quote to eSignature and payment. Share all historical communication data, files, documents, invoices and contracts across your whole team from the customer manager. Use Armatic's build in contact center to communicate with your customers. Leverage the Armatic Net Promoter Score engine to join companies that have grown 2x faster vs the competition. Empower your teams to make better decisions backed by customer feedback. 3. Human Capital Automation (eNPS, Employee Advocacy, Contracts, eRecords): Measure and improve your employee satisfaction with the Armatic employee NPS. Create communication feedback loops with your employees to drive loyalty and employee engagement. Amplify your companies social reach with Employee Advocacy. Leverage the social networks of your employees, by providing them an easy way to share approved company information. Your companies social posts reach a magnitude of prospects and potential new hires. Provide your HR team and managers across your organization a solution to eSign, store and manage securely all employee contracts. Share all historical communication data, files, documents, employee contracts and NDAs across your whole team. The Armatic employee contact manager provides your team instant and easy access to all employee relevant information, including communication data, contracts, and HR related notes. ## BlueSnap Accounts Receivable Automation Pros & Cons **What users like:** - Users appreciate the **automation capabilities** of BlueSnap Accounts Receivable Automation, enhancing efficiency and reducing manual hassle. (6 reviews) - Users appreciate the **efficiency** of BlueSnap Accounts Receivable Automation, allowing them to streamline billing and focus on important tasks. (6 reviews) - Users value the **efficient payment processing** of BlueSnap, facilitating timely collections and reducing manual invoicing stress. (6 reviews) - Users value the **time-saving automation** of BlueSnap, enabling focus on essential tasks while managing invoices effortlessly. (6 reviews) - Users appreciate the **ease of use** of BlueSnap Accounts Receivable Automation, simplifying invoicing and payment collection effortlessly. (5 reviews) - Easy Payments (5 reviews) - Efficiency Improvement (5 reviews) - Time Saving (5 reviews) - Easy Setup (4 reviews) - Invoicing (4 reviews) **What users dislike:** - Users find the **complexity** of BlueSnap's setup and reporting challenging, particularly under pressure or tight deadlines. (4 reviews) - Users find the **reporting features complicated** , requiring extra effort and leading to frustration under pressure. (3 reviews) - Users find **limited customization** frustrating, especially for unique billing scenarios like tiered pricing and complex workflows. (3 reviews) - Users find the **reporting features lacking** , making it difficult to easily track progress and insights. (3 reviews) - Users find the **complex features** of BlueSnap AR Automation to be challenging, impacting efficiency and user experience. (2 reviews) - Delays (2 reviews) - Inaccuracy Issues (2 reviews) - Inadequate Reporting (2 reviews) - Integration Difficulty (2 reviews) - Integration Issues (2 reviews) ## BlueSnap Accounts Receivable Automation Reviews ### 1. Tamed Payment Chaos with Efficient Automation **Rating:** 4.0/5.0 stars **Reviewed by:** Ankit K. **Reviewed Date:** January 25, 2026 **What do you like best about BlueSnap Accounts Receivable Automation?** I use BlueSnap Accounts Receivable Automation to handle invoices and payments without the constant manual chasing, which lets me focus on the work that matters. It brings a calmness at the end of the day as I'm no longer worried about unpaid invoices going unnoticed. Payments move predictably through the system, giving me confidence that finances are under control. The setup process didn’t feel overwhelming, and once invoices started flowing correctly, the system proved it could handle the work without constant supervision. Overall, it replaced constant worry with a steady, predictable flow. **What do you dislike about BlueSnap Accounts Receivable Automation?** There are times when the system feels a bit heavier than I expect especially when I want to make a quick adjustment. Some settings take time to fully understand and I have to slow down to avoid mistakes. Reporting could also feel clearer because I sometimes sense progress emotionally but have to work harder to see it reflected in simple numbers. When I am already under pressure that extra effort can feel tiring and breaks the flow. **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** I use BlueSnap Accounts Receivable Automation to automate invoicing and payment follow-ups, relieving stress from manual chasing. It organizes my payment process, giving me control and reducing anxiety of missed payments, creating a predictable cash flow. ### 2. Streamlines AR with Efficient Automation **Rating:** 4.0/5.0 stars **Reviewed by:** Fatima K. **Reviewed Date:** January 23, 2026 **What do you like best about BlueSnap Accounts Receivable Automation?** I like how BlueSnap Accounts Receivable Automation streamlines invoicing, reminders, billing, and payment collection, ultimately saving time and effort for finance teams who no longer need to spend as much time chasing customers. The automation reduces manual work and human errors, drastically cutting down on repetitive tasks. I also appreciate the flexible payment handling and customer convenience, supporting a wide range of payment methods like credit/debit cards, ACH, SEPA, Apple Pay, Google Pay, and PayPal. This allows customers to pay in the way that suits them best, resulting in faster payments. The initial setup was smooth thanks to the onboarding documentation and checklists, which made the process easier. **What do you dislike about BlueSnap Accounts Receivable Automation?** I find customization limitations a bit frustrating. While automation handles standard invoices and reminders well, it can be harder to customize workflows for unique billing scenarios. The standard automation seems optimized for recurring invoices or standard subscription plans, so if you have complex scenarios like tiered pricing, it becomes challenging. **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** BlueSnap Accounts Receivable Automation replaces manual AR tasks, reducing human error and speeding up cash flow. It automates invoicing, reminders, and payments, saving time for strategic tasks. Flexible payment options improve collections by allowing customers to pay in their preferred way. ### 3. Streamlined AR with Intuitive Automation **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User **Reviewed Date:** January 16, 2026 **What do you like best about BlueSnap Accounts Receivable Automation?** I like BlueSnap Accounts Receivable Automation for its automation and ease of use. It reduces manual AR work, helps us get paid faster with automated reminders and multiple payment options, and gives clear visibility into invoice and payment status—all from one simple, easy-to-use platform. The reporting and customer portal work especially well, providing clear insights into AR performance. The customer portal makes it easy for clients to view and pay invoices on their own, which reduces follow-ups and support time. The integration with existing accounting and ERP tools is great, keeping everything in sync automatically. The initial setup was straightforward and user-friendly, and the support team was responsive when we needed guidance. **What do you dislike about BlueSnap Accounts Receivable Automation?** While it’s very effective overall, a few areas could be better. Some users note that feature depth and invoice detail visibility could be stronger compared with other AR tools, and advanced reporting or batch reporting can feel a bit complex or limited. Additionally, because the product is still growing its review base, there’s less public feedback on edge-case issues or niche workflows than with larger AR platforms — making it harder for some buyers to predict how it will work in every scenario. **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** I use BlueSnap Accounts Receivable Automation to eliminate manual AR tasks like invoicing and reconciliation, speed up payment collection with automated reminders, and gain visibility into outstanding invoices, reducing errors and improving cash flow. ### 4. Streamlines Invoicing but Needs Smoother Integration **Rating:** 4.5/5.0 stars **Reviewed by:** Anthony J. **Reviewed Date:** January 23, 2026 **What do you like best about BlueSnap Accounts Receivable Automation?** I really like the payment reminders feature in BlueSnap Accounts Receivable Automation because it helps ensure that payments are collected on schedule. The platform also speeds up the collection of payments and reduces the need for manual invoicing. Switching to BlueSnap from manual spreadsheets was a big upgrade for us, as it automated the process and improved accuracy. I also found the initial setup to be easy and direct. **What do you dislike about BlueSnap Accounts Receivable Automation?** Well, using BlueSnap with other tools can seem stressful and difficult. Don't know if that's going to be possible but simplifying the dashboard would make it a lot better. **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** I use BlueSnap Accounts Receivable Automation to manage invoices and payments. It speeds up payment collection, reduces manual invoicing, and helps automate the process, improving accuracy and easing tracking of overdue payments. ### 5. Its Amazing :) BlueSnap AR Automation Streamlines Billing and Boosts Cash Flow **Rating:** 5.0/5.0 stars **Reviewed by:** Shahrukh k. | support advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** January 23, 2026 **What do you like best about BlueSnap Accounts Receivable Automation?** Its great and I like best about BlueSnap Accounts Receivable (AR) Automation is its ability to streamline the entire billing and payment collection process, reducing manual work and improving cash flow management. **What do you dislike about BlueSnap Accounts Receivable Automation?** there is nothing to dislike , everything is good i really love it :) **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** BlueSnap Accounts Receivable Automation is solving several critical problems related to managing invoices, collections, and cash flow particularly for businesses handling high transaction volumes or operating globally. ### 6. Automates Invoicing but Setup is Challenging **Rating:** 4.0/5.0 stars **Reviewed by:** Gourav P. | Student, Small-Business (50 or fewer emp.) **Reviewed Date:** January 14, 2026 **What do you like best about BlueSnap Accounts Receivable Automation?** I like how BlueSnap Accounts Receivable Automation is great for automating invoicing and collecting payments faster, as it eliminates manual tasks and simplifies global payments. The best part for me is the automated payment reminder system (Cadence), which recovers money on time without any manual effort. **What do you dislike about BlueSnap Accounts Receivable Automation?** Customer support can be a bit slow and the initial setup is quite complex due to the technical work involved, especially with ERP integration. The reporting features could also be made more user-friendly. **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** I use BlueSnap Accounts Receivable Automation to automate invoicing and collect payments faster. It eliminates the hassle of manual invoicing and ensures timely payment collection with automated reminders, reducing errors. ### 7. Great product easy to use and implement. **Rating:** 4.5/5.0 stars **Reviewed by:** Alan P. | Manager, Financial Planning & Analysis, Enterprise (> 1000 emp.) **Reviewed Date:** April 08, 2020 **What do you like best about BlueSnap Accounts Receivable Automation?** You could provide Intact with functionality that Intacct has not provided. ARMatic has offered us months for free use while reviewing the program and has finally delivered outstanding support for tens of thousands of dollars cheaper that the Intacct Software itself provides connectivity to allow NonIntacct employees to record bill payments. Your technical staff needs time to consider specifications, to formulate ideas and to cover a fraction of the costs of other professional services. **What do you dislike about BlueSnap Accounts Receivable Automation?** With your site, I have encountered no big problems. While not completely open to a desktop browser, it is very useful for the use of mobile devices of iOS and Android browsers. **Recommendations to others considering BlueSnap Accounts Receivable Automation:** When you are trying to provide read / write access to Intacct to workers at no cost to several business licenses, don't look any further. As well as developing a ready-to-use and simple solution, ARMatic is ready to create new technologies that suit your needs. **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** It offers a fully automated solution which is easy to use. Each month, cuts easily add up and cause cash flow issues and the only solution to that is to pay someone to track these issues and to address them. Now, with a real system / process, our management of these accounts is more effective, more structured and more proactive. ### 8. Be careful signing a contract with these guys **Rating:** 1.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2020 **What do you like best about BlueSnap Accounts Receivable Automation?** They integrate with Gocardless for use with BACS **What do you dislike about BlueSnap Accounts Receivable Automation?** We had a bad experience with them and had a number of technical issues on their system which meant we were never able to take a promotion live. Didn't think we'd be billed until the issues were resolved but it turns out they were debiting our credit card each month. When we challenged them about this they offered to give us credit for future bills. Given we found their system unsatisfactory, this is no use to us. From our experience their service is also very slow. **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** In theory they offer the ability to charge via Direct Debit ### 9. Commercial processes and electronic signatures **Rating:** 5.0/5.0 stars **Reviewed by:** Stephany M. | Sales Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** November 13, 2019 **What do you like best about BlueSnap Accounts Receivable Automation?** Sending emails with electronic signatures was never as simple as with Armatic, because it is very adaptable and easy to handle, there is less margin for error when executing it and therefore you reduce expenses by paying staff to do the work that the platform will now do electronics. It has the best integration with other platforms. **What do you dislike about BlueSnap Accounts Receivable Automation?** I am totally satisfied with the program, it has not presented a single failure or inconvenience, so I have nothing bad to say about it. **Recommendations to others considering BlueSnap Accounts Receivable Automation:** It turns out that it is a program that is very helpful at the professional level for the Sales department which is really important, I invite you to use it and know the benefits that it can bring you. **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** What has been most beneficial to me is to reduce the time spent on tasks that previously took me a long time, now the process is not so late. I have been able to dock it with other platforms for the electronic billing and payment procedure. The free version allows you to know widely what the software is about, so when you buy it you will know exactly how it works and it will be much easier to handle it, the price has been quite accessible compared to others in its category, but of course They do not work properly, customer support (repair technicians) have been quite friendly at times when I had doubts about some things, their timely and accurate answers. ### 10. Perfect for managing customers with overdue invoices **Rating:** 5.0/5.0 stars **Reviewed by:** Michael J. H. | IT Operations Manager, Enterprise (> 1000 emp.) **Reviewed Date:** June 09, 2019 **What do you like best about BlueSnap Accounts Receivable Automation?** It is a very reliable and safe work tool that offers very good customer service, makes it much easier to collect money since it has an excellent system of reminders if necessary. This keeps us in touch with our clients without becoming annoying to them. **What do you dislike about BlueSnap Accounts Receivable Automation?** I really have not found something that I do not like about Armatic, it is a very efficient and safe tool, the integration process really is not that complicated, and once that process is completed the software works perfectly. **Recommendations to others considering BlueSnap Accounts Receivable Automation:** This tool is perfect to keep billing organized, mainly when it comes to customers with overdue bills, the user interface is well designed and is very easy to use. **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** Thanks to this great tool we have improved the payments made by our customers. We maintain better communication with our clients, because we are a large company this can be a great challenge, it is really good to have found this solution. Customers feel that we are in constant communication, they feel well cared for and important and the best thing is that we have not received any complaints ### 11. Great Customer Service & QA Support **Rating:** 4.5/5.0 stars **Reviewed by:** Brian H. | Director of Customer Success, Contact Center Solutions, Mid-Market (51-1000 emp.) **Reviewed Date:** May 10, 2019 **What do you like best about BlueSnap Accounts Receivable Automation?** The highlights of Armatic rest in the streamlined UX and Dashboard Reporting. I am able to gain visibility into the necessary data points to drive my business unit with confidence knowing the pulse of my clients, employees, and revenue in one centralized platform. Additionally, referencing SOWs and agreements quickly cuts down on research time between client interactions and better strengthens knowledge exchange between the sales group and the customer success group. Armatic is a tool that allows me to calibrate expectations across stakeholders internal and external alike, a critically powerful value add for my business. Moreover, the automation provided by Armatic allows for rapid editing and drafting of custom SOWs and leveraging the Slack Integration the appropriate team members and groups are notified as soon as the electronic signature is completed. **What do you dislike about BlueSnap Accounts Receivable Automation?** It would be great to have a feature that allows for custom dashboard or widget configuration. **Recommendations to others considering BlueSnap Accounts Receivable Automation:** This is a feature rich SaaS platform, take your time exploring the feature sets and how they can best support various areas of the business. The integration components are essential, they vastly compound the value that this tools has provided my team members, clients, and business overall. Additionally, Armatic is easy to work with and that possesses intrinsic value; the leadership of our global business embraces this characteristic wholly. There are many tools available, try them out as this is not a one tool world, but make sure you thoroughly explore what Armatic has to offer. **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** Automation. Subscription and revenue tracking management. Data Visualization and reporting. Net Promoter Score. ### 12. Great AR Software That Doubles As CRM / Constant Contact **Rating:** 5.0/5.0 stars **Reviewed by:** Chris W. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2019 **What do you like best about BlueSnap Accounts Receivable Automation?** Although not designed for it, with the help of Casey and the rest of the team at Armatic, we were able to use the software not only for one time, subscription billing, and even payment plans, but we also managed to mitigate the need for a CRM and reduce our overhead and consolidate our software and database needs. **What do you dislike about BlueSnap Accounts Receivable Automation?** Nothing. Honestly, because we adopted the use of Armatic as a customer relations tool in order to eliminate the need for our prior CRM, we expected some loss of functionality. However, with the support of Casey, (our rep), we were able to figure out creative solutions in order to replicate and often even improve on pretty much every feature we had come to rely on. **Recommendations to others considering BlueSnap Accounts Receivable Automation:** Take advantage of the free trial. tell your rep prior to setting it up exactly what functionality you need, as well as what benefits you're hoping to gain if you adopt the software, and they will be very direct about what they can and cannot do, and will also help you come up with creative solutions if the functionality you are looking for isn't something built into Armatic. **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** Billing Automation was huge for us. Being that most of our clients are brokers / resellers, setting up payment arrangements for them can be tricky. With Armatic, we are saving an enormous amount of time over manual follow ups. ### 13. Just what my small business needed **Rating:** 5.0/5.0 stars **Reviewed by:** Kerry B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2019 **What do you like best about BlueSnap Accounts Receivable Automation?** Absolutely love the ease of creating multiple cadences and know I can craft specific messaging groups for different classes of my clients. I tried one other service before Armatic and didn't feel the level of control that I have here. Favorite features also include the digital signatures on my quotes. **What do you dislike about BlueSnap Accounts Receivable Automation?** Wish I could have more formatting control over quote forms but this is minor. **Recommendations to others considering BlueSnap Accounts Receivable Automation:** Casey and get team were awesome in their willingness to get me up and running. This was a big party of the reason I'm staying with Armatic. **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** Armatic helps me feel like I can automatic my communications and still feel like i can keep the personal touch with my clients. I needed simplicity and functionality without it costing tons. Totally worth it. ### 14. Accounts Receivable Automatically **Rating:** 4.5/5.0 stars **Reviewed by:** Eric Q. | CMO, Mid-Market (51-1000 emp.) **Reviewed Date:** May 16, 2019 **What do you like best about BlueSnap Accounts Receivable Automation?** We standardize on Armatic. Every SOW we send routes through this platform. As do payments and subscriptions. I’m not sure where we’d be without it. **What do you dislike about BlueSnap Accounts Receivable Automation?** Armatic is constantly pushing the envelope on features— I’m not sure I can keep up. **Recommendations to others considering BlueSnap Accounts Receivable Automation:** Plug in and let their A/R, Billing, eSignaturr, and Customer Lifecycle features replace 4 other apps. It’s a new standard. **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** We are sending contracts, signing contracts, getting paid, and handling all of our billing here. This platform is as fundamental to our business as any software we use. Additionally, we’ve been exploring the NPS survey functionality, the Dashboard analytics, forecasts, cash flow calculations, and a ton more things that Armatic’s ever-expanding footprint demands. There’s even cadence capability here. ### 15. AR Automation and much more **Rating:** 5.0/5.0 stars **Reviewed by:** Sergii S. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2019 **What do you like best about BlueSnap Accounts Receivable Automation?** I've been using Armatic since 2016 and the product has been constantly growing its functionality over those years. What initially started as a simple AR automation tool has later acquired the document e-signing and customer feedback functionality to name a few. However, with all those features being added, the AR module remains to be the core part of the service with the support of new integrations and payment providers. **What do you dislike about BlueSnap Accounts Receivable Automation?** It may take some time to understand all the features and thing that are possible on the system. **Recommendations to others considering BlueSnap Accounts Receivable Automation:** They are very responsive so if you are not sure if Armatic fits your purpose I'd recommend reaching out to them via the form on the website. **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** We were able to automate the invoicing process with a convenient way to set up subscriptions and automatic follow-ups. The documents e-signing and NPS surveys helped to streamline our internal operations. We also started to use Armatic for internal HR needs: employees survey, managing employees paperwork are all done on Armatic. ### 16. Helps Automate AR **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberly H. | Client Services, Enterprise (> 1000 emp.) **Reviewed Date:** May 23, 2019 **What do you like best about BlueSnap Accounts Receivable Automation?** I love that cadences go out to clients to send reminders on invoices they may have missed and links those client's right back to their portals to make payments. **What do you dislike about BlueSnap Accounts Receivable Automation?** I don't like having to manage my own to-dos and wish there were an easier way to scroll through them. **Recommendations to others considering BlueSnap Accounts Receivable Automation:** Its a great tool to help automate a lot of AR processes and guide AR reach out **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** Clients are more empowered to find their own invoices and payment history, which in turn means less time for our AR team providing copies of invoice information. ### 17. Armatic has made my life easier! **Rating:** 5.0/5.0 stars **Reviewed by:** Karen L. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2019 **What do you like best about BlueSnap Accounts Receivable Automation?** Efficiency and support. My questions have been answered quickly and effectively. The quality of our work has improved since we started using Armatic. **What do you dislike about BlueSnap Accounts Receivable Automation?** Nothing really...sometimes my loading gets slow.. **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** Rental Agreements getting signed to protect our transactions Reoccurring Payments Automation of Accounts Receivable ### 18. Put our AR on Autopilot **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** May 03, 2019 **What do you like best about BlueSnap Accounts Receivable Automation?** Armatic allowed us to put our invoicing process through Quick Books Online on autopilot. Our turn around time for our net 30 invoices was reduced by putting our invoices through a automated pipeline of correspondence with our client. **What do you dislike about BlueSnap Accounts Receivable Automation?** My only complaint is you do need to log in on a recurring basis to keep Armatic and your invoices going. As long as you log in regularly then no issues. **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** Invoice turn around time. Freed up time by not having to focus on so many invoices. ### 19. Filled our need *almost* perfectly **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2019 **What do you like best about BlueSnap Accounts Receivable Automation?** I like the ease of the sync with QBO, which allow us to sit back and let all of our subscriptions run every month without worry. **What do you dislike about BlueSnap Accounts Receivable Automation?** The API is coming along, but I would love it to be more robust and more documented and accessible. **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** We run the majority of our recurring billing through Armatic. Since making the decision to move our GL and AP functionality into QBO, we had to find something to handle that, and Armatic was quick to solve that for us. ### 20. Quick & Effortless **Rating:** 5.0/5.0 stars **Reviewed by:** Cody S. | Sales Development Manager, Marketing and Advertising, Mid-Market (51-1000 emp.) **Reviewed Date:** March 29, 2019 **What do you like best about BlueSnap Accounts Receivable Automation?** A few things I love about Armatic: 1. Real-time updates when your prospect views a quote 2. Real-time updates when your prospect signs the quote 3. Create a prospect-> Send a quote in under 2 minutes 4. Ability to edit legal without having to write a new contract 5. The support team/C-level is very responsive when it comes to requests/suggestions **What do you dislike about BlueSnap Accounts Receivable Automation?** No complaints after 6 months of using Armatic **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** I'm able to spend very little time writing proposals and am able to get new proposals out or edit old ones with a 5 minute break in between calls ### 21. Robust tool **Rating:** 5.0/5.0 stars **Reviewed by:** Trenton H. | Director, Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2019 **What do you like best about BlueSnap Accounts Receivable Automation?** The combination of so many business functions into one tool. **What do you dislike about BlueSnap Accounts Receivable Automation?** Can’t think of anything. I’ve seen bugs but have called in and they’ve fixed them. **Recommendations to others considering BlueSnap Accounts Receivable Automation:** Very easy to use, robust functionalities. **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** Nps, billing, crm. It’s a great tool to keep billing organized, and nps set to regular cadences. ### 22. Reduced Costs & Aggravation **Rating:** 5.0/5.0 stars **Reviewed by:** Juliet H. | QuickBooks Guru, Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** October 04, 2018 **What do you like best about BlueSnap Accounts Receivable Automation?** The multiple ways I can use to collect $ **What do you dislike about BlueSnap Accounts Receivable Automation?** That I broke the Cadence screen. When I was playing around with the system, I deleted all the Cadences to start from scratch and the screen went blank. Armatic was able to revive the screen, but at that moment I was in a state of panic. **Recommendations to others considering BlueSnap Accounts Receivable Automation:** Armatic will record your demo phone call, so if there are multiple decision-makers you can email them the link to view the demo on their own time. Armatic's founders are part of a unique technological brainstorming organization, so they can change quickly with customer's needs by adding in new features within a short period of time. **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** Saves money because staff does not have to field calls or listen to a customer complain and ruin his/her mood. Staff can focus on usual operations without interruptions. Getting money faster by using the customer portal feature. Making the payment process more pleasant for our customers. ### 23. They turned best practices for AR, customer success and employee engagement into actions for us. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Outsourcing/Offshoring | Mid-Market (51-1000 emp.) **Reviewed Date:** April 13, 2019 **What do you like best about BlueSnap Accounts Receivable Automation?** A complete suite of customer-centric products. There is no more need for separate QTC or eSign and Quote system. We store all customer documents in Armatic and sales, success and finance have one view into revenue lifecycle. **What do you dislike about BlueSnap Accounts Receivable Automation?** There is really nothing that I dislike. Armatic is adding more automation features across different objects in the system - which we are excited about. **Recommendations to others considering BlueSnap Accounts Receivable Automation:** Leverage the great support during setup, ask for free cadence and QTC templates setup. **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** Managing two of our companies with Armatic and loving it. ### 24. ARMATIC automation is a great way to improve collection **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2019 **What do you like best about BlueSnap Accounts Receivable Automation?** The automated reminders are very useful, as well as the SMS feature **What do you dislike about BlueSnap Accounts Receivable Automation?** The syncing with Xero is difficult and from time to time it needs to be re-synced manually **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** Sending Invoices reminders can now be automated and collections has improved ### 25. Great Product **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Packaging and Containers | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2019 **What do you like best about BlueSnap Accounts Receivable Automation?** It has been a time saver for us and made our systems fantastic **What do you dislike about BlueSnap Accounts Receivable Automation?** Nothing to fault at the moment, it really just works **Recommendations to others considering BlueSnap Accounts Receivable Automation:** Get it straight away **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** Time management and better processes ### 26. Added value **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2019 **What do you like best about BlueSnap Accounts Receivable Automation?** I like the ease of use and intuition based layout . The trouble shooting and general service is excellent. I'm only a click away from getting great advice. **What do you dislike about BlueSnap Accounts Receivable Automation?** Can't really think of anything right now. **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** To offer clients a real time state of their accounts, To have a place to file all concerning docs. ### 27. AR made easy **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Facilities Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 09, 2019 **What do you like best about BlueSnap Accounts Receivable Automation?** Armatic allows you to create automatic follow ups on all outstanding invoices and creates a daily to do list to make these follow ups automatic. **What do you dislike about BlueSnap Accounts Receivable Automation?** Sometimes the application does not sync properly causing discrepancies within the software. **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** Increases cash flow, automatically communicates with customers about vendors, shows DSO and other reporting. ### 28. Armatic made our customer service way better! **Rating:** 5.0/5.0 stars **Reviewed by:** Travis L. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2018 **What do you like best about BlueSnap Accounts Receivable Automation?** I love the way I can assign accounts to our service desk. Instead of forwarding the customer to our accounting department. No any employee can answer billing questions. **What do you dislike about BlueSnap Accounts Receivable Automation?** I don't like the fact that I have to write a custom email message every time I send out an invitation to the portal. I would like to setup a custom email template once and then have it go out every time I select send an invitation. **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** We have provided more insight to our employees enabling them to provider faster service. We've also reduced the time it takes to collect past due bills. **Official Response from Casey Griswold:** > Hey Travis, Thank you so much for for taking the time to share your experience. It’s really exciting to hear the insights and automated workflows of the Armatic platform are having such a positive impact on improving invoice payment time and the level of service your team is providing. Regarding the lack of templates for customer portal invites, your suggestion is spot-on. We will be be extending our email template functionality to customer portal invitations as well as to the sending of proposals/documents for eSign shortly (within 2-3 weeks). Thanks again for the feedback. Best - Casey ### 29. Blows Invoice Sherpa out of the water **Rating:** 5.0/5.0 stars **Reviewed by:** Jake S. | Director of Sales and Marketing, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2018 **What do you like best about BlueSnap Accounts Receivable Automation?** Extremely reliable, and excellent customer service, the owner and founder himself responds to questions a and gets things done very quickly. This software makes collecting money from your accounting system so easy you don't have to constantly bother people anymore, you just create a cadence of reminders and let it do the heavy lifting. They are always willing to listen to new feature ideas and then will implement them quite fast! **What do you dislike about BlueSnap Accounts Receivable Automation?** There are a few auxiliary features that would be nice to have which are missing, but they are adding the for me at no cost! **Recommendations to others considering BlueSnap Accounts Receivable Automation:** Talk with Casey (the owner) first he can help guide you **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** Getting customers to pay faster and spending less time worrying about it. Makes my life insanely easy. ### 30. Armatic Automated Awesomesauce* **Rating:** 5.0/5.0 stars **Reviewed by:** Nick D. | Co-Founder / Director of Business Development, Airlines/Aviation, Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2018 **What do you like best about BlueSnap Accounts Receivable Automation?** Automation, Automation Automation. The Armatic platform doubles as a billing administrator without having to pay an hourly rate! Once configured, all of the ongoing receivables leg work is taken care of consistently and effectively with little to no management. **What do you dislike about BlueSnap Accounts Receivable Automation?** API not built out yet for specific software we use, but from a functionality standpoint, nothing really. **Recommendations to others considering BlueSnap Accounts Receivable Automation:** Great company to work with and a product that will truly save you time, headaches and money. **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** We are a subscription based business and have accounts that decline each month. Managing these has been done traditionally by people until now. ### 31. Great AR System **Rating:** 5.0/5.0 stars **Reviewed by:** Rick H. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 06, 2018 **What do you like best about BlueSnap Accounts Receivable Automation?** It completely simplified my billing. Emails are generated automatically for invoicing, reminders are sent out automatically & clients can easily add their credit card information for billing. It's increased the number of people that pay by credit card, cut my time in half for billing & has a very intuitive dashboard to show me what's going on. **What do you dislike about BlueSnap Accounts Receivable Automation?** No dislikes yet. They just introduced templates so sending emails has been made even easier. **Recommendations to others considering BlueSnap Accounts Receivable Automation:** It will reduce the amount of time that you spend doing billing & following up with clients that are past due. It's very easy to use. **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** The amount of time to process credit cards & following up with clients for past due bills has been substantially reduced. ### 32. Easier way to get paid **Rating:** 5.0/5.0 stars **Reviewed by:** Alan G. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 10, 2018 **What do you like best about BlueSnap Accounts Receivable Automation?** The ability to automatically remind my customers of invoices that are becoming due or past due. I need to be on top of my customers or they will lag on payments well beyond the Net 30 I allow. This software helps eliminate excuses and makes sure that I've sent messages at the right time to get paid. **What do you dislike about BlueSnap Accounts Receivable Automation?** There were a few features that I felt were lacking when I first became a customer like the ability to process CC payments direct from the platform but those have now been added. **Recommendations to others considering BlueSnap Accounts Receivable Automation:** I would switch sooner than later. We resisted for a while but now that I've been a user I realized I should have started earlier. **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** I've noticed that I am getting paid much faster than before which is great. I also noticed that my customer relationships are improved because it feels like we communicate (more than I actually do). One customer mentioned that I always seem to reach out when she's processing payments and I get taken care of as a result. Squeeky wheel I guess.... It makes sense though because I used to only send out emails when their payment is late and expect them to remember to pay on time. Overall improved customer relationships is the best part. ### 33. Aromatic has helped me automate billing for my business **Rating:** 5.0/5.0 stars **Reviewed by:** Nathan H. | Founder & Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2018 **What do you like best about BlueSnap Accounts Receivable Automation?** They have great customer support and very easy to use software. They always respond fast and we have very few bugs or growing pains with them. They can support a lot of different billing styles. **What do you dislike about BlueSnap Accounts Receivable Automation?** There is nothing I dislike about the company. They have great support and awesome software. Any new software takes getting use too, but it really wasn't a large learning curve. **Recommendations to others considering BlueSnap Accounts Receivable Automation:** Set up a time with their team. They will answer all your questions in one phone call. **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** Before Aromatic my team was stuck manually billing clients each week. It was a huge pain and lead to a lot of human error. When cards were declined they had to manually keep trying them until they worked. Aromatic solved this problem and has been an affordable solution for us. ### 34. Increased our ability to get invoices paid **Rating:** 5.0/5.0 stars **Reviewed by:** Rebecca H. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2018 **What do you like best about BlueSnap Accounts Receivable Automation?** The best part of Armatic is the automatic reminders to customers that invoices are due. This has definitely made our business run smoother and more efficient. The navigation is easy to learn and use. I love the interface of the website. We have been able to get customers to pay on time better that when we did it in house **What do you dislike about BlueSnap Accounts Receivable Automation?** I don't have any complaints. Maybe a little slow to sync but has not been a real problem **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** The efficiency of collecting payments ### 35. Armatic makes automated billing and follow up simple **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2018 **What do you like best about BlueSnap Accounts Receivable Automation?** The seamless integration with Quickbooks Online. Once the automated billing is setup, everything runs on autopilot. And the customer support is amazing! **What do you dislike about BlueSnap Accounts Receivable Automation?** Haven't used all the features as don't have a business need to. There is nothing to dislike about the features used. **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** Having an integration with Quickbooks Online that requires no manual intervention keeps the books updated and accurate is a real time saver. As is the ability to automatically bill clients and set follow up rules to chase late payments without manual intervention. ### 36. Greay solution for accounts receivable **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Printing | Small-Business (50 or fewer emp.) **Reviewed Date:** March 30, 2018 **What do you like best about BlueSnap Accounts Receivable Automation?** I like how invoices are automatically sent out and how internal reminders are generated within our organization **What do you dislike about BlueSnap Accounts Receivable Automation?** I dont like there is a limit to number of customers because in our business we have many who are one time customers and then you may not see them again **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** helps with accounts receivable ### 37. Great automated billing system! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2018 **What do you like best about BlueSnap Accounts Receivable Automation?** They have great knowledge of the system, fast response and a great customer support. **What do you dislike about BlueSnap Accounts Receivable Automation?** There is nothing I dislike about this company. **Recommendations to others considering BlueSnap Accounts Receivable Automation:** Give them a chance, schedule an appoitment over the thay will answer all your doubt. **What problems is BlueSnap Accounts Receivable Automation solving and how is that benefiting you?** We needed a simple and fast way to generate invoices for our online clients. ## BlueSnap Accounts Receivable Automation Discussions - [Do you synchronize with my accounting software?](https://www.g2.com/discussions/accounting-software-synchronization) - 1 comment, 1 upvote - [What payment processors does Armatic support?](https://www.g2.com/discussions/payment-processors-0543b301-2bab-4cdd-8017-d97ecb133bbf) - 1 comment, 1 upvote - [What is Employee Advocacy?](https://www.g2.com/discussions/employee-engagement-employee-advocacy) - 1 comment, 1 upvote - [What is the advantage of a systematic quote to cash process?](https://www.g2.com/discussions/cpq-configure-price-quote-qts-quote-to-cash) - 1 comment, 1 upvote - [What is the average DSO improvement your customers see?](https://www.g2.com/discussions/accounts-receivables) - 1 comment, 1 upvote - [View BlueSnap Accounts Receivable Automation pricing details and edition comparison](https://www.g2.com/products/bluesnap-accounts-receivable-automation/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-23+06%3A56%3A49+-0500&secure%5Bsession_id%5D=c62ee77d-d19f-48be-9a77-c2f271547fcd&secure%5Btoken%5D=9097a940010efc4e6c4b9ef84ee3381d9dd543960c6fb44faede303528667b10&format=llm_user) ## BlueSnap Accounts Receivable Automation Features **Signature Process** - Document Signing - Reminders and Expirations - Sign-In Process - Mobile Signatures - Signature Workflow - Bulk Digital Signatures - Reporting - Signature Document Creation **Configuration - cpq** - Product Catalog - Guided Selling - Configuration Rules - Price Configuration - Visual Configuration **Billing** - Automation - Consolidation - Adjustments - Blacklisting **Customer Requirements** - Quoting - Configuration - Pricing **Invoice Management** - Capture - Supplier Portal - Repository **Invoice Generation** - Templates - Digital Invoices - Recurring Invoices **Bill Generation** - Templates - Digital Billing - Recurring Billing **Survey Management** - Survey Builder - Question Types - Templates - Survey Distribution **Reporting** - Status - Customer Credit - History **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Pricing** - Pricing Flexibility - Discounting - Commerical Rules - Terms and Conditions - Approval Workflow - Renewals **Dunning** - Collections - Dispute Management - Escalation **Contracts** - Creation - Negotiation - Execution **Invoice Processing** - Matching - Payments - Workflows - Tax Compliance **Invoice Processing** - Approvals - Batch Processing - Consolidation **Bill Processing** - Consolidation - Batch Invoicing - Management **Survey Customization** - Branching/Skip Logic - Branding - Multimedia Support - Multilingual Surveys **Integrations** - Accounting - ERP - CPM **Quoting** - Grouping - Version Control - Quote Document Generation - Ordering - Contracts **Performance** - Packages - Discounts - Plan Changes **Revenue** - Invoicing - Matching - Recognition **Analytics** - Due Dates - Benchmarking - KPIs **Analytics** - Due Dates - Cashflow - KPIs - Payment Tracking **Integration** - Accounting - Payments - ERP **Survey Insights** - Reporting & Analytics - BI Tools Integration - Data Exporting - Permissions **Transactions** - Credits - Invoices - Payments **Agentic AI - E-Signature** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management **Integration** - Accounting - Payment Integration - ERP **Integration** - Accounting - Payments - ERP - Account Sync **Reporting** - Dimensions - Deferred Revenue - Revenue Recognition **Workflows** - Approvals - Reconciliation **Agentic AI - Survey** - Adaptive Learning - Proactive Assistance - Decision Making **Agentic AI - Billing** - Autonomous Task Execution **Security and Scalability** - Regulatory Compliance - Signature History and Audit - Enterprise Scalability **Channels** - Mobile User Support - Channel Partner Support - eCommerce **Agentic AI - Subscription Billing** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning **Agentic AI - Invoice Management** - Cross-system Integration - Adaptive Learning - Proactive Assistance **Agentic AI - Accounts Receivable Automation** - Autonomous Task Execution **Platform** - Custom Branding - User, Role, and Access Management - Internationalization - Performance and Reliability - Integration APIs **Platform** - CRM Integration - Integration API - Internationalization - Scalability - Reporting and Dashboards - ERP Integration **AI - Accounts Receivable** - Generative - Responses - Predictive Analytics **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations **Risk** - Analysis - Identification - Scoring **Recovery** - Recoup - Reporting **Audit** - Filters - Post Audits - Overpayments - Duplicates **Fraud** - Vendor Checks - Data Generation - Monitoring **Agentic AI - AP Automation** - Autonomous Task Execution - Proactive Assistance - Decision Making ## Top BlueSnap Accounts Receivable Automation Alternatives - [Invoiced](https://www.g2.com/products/invoiced/reviews) - 4.5/5.0 (396 reviews) - [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) - 4.4/5.0 (1,780 reviews) - [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) - 4.2/5.0 (1,408 reviews)