--- title: Sage AR Automation Reviews meta\_title: 'Sage AR Automation Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 36 reviews by the users' company size, role or industry to find out how Sage AR Automation works for a business like yours. aggregate\_rating: rating\_value: 4.3 review\_count: 36 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Sage AR Automation Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Sage AR Automation but has limited features. Are you part of the Sage AR Automation team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! 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. * * * Seller [Sage Software](https://www.g2.com/sellers/sage-software-d61a780c-4fb3-4781-9519-baa772f5ea91) Discussions [Sage AR Automation Community](https://www.g2.com/products/sage-ar-automation/discuss) Languages Supported English, Spanish Solution Type Best-of-Breed Overview by Whittney Gilstrap Show More ## Value at a Glance Averages based on real user reviews. ### Time to Implement 3 months ### Return on Investment 18 months [ View More Pricing Information ](https://www.g2.com/products/sage-ar-automation/pricing) ## Top-Rated Alternatives [ ![Quadient Accounts Receivable](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Quadient Accounts Receivable") Quadient Accounts Receivable 4.4/5(154) ](https://www.g2.com/products/quadient-accounts-receivable/reviews) [ ![Invoiced](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Invoiced") Invoiced 4.5/5(414) ](https://www.g2.com/products/invoiced/reviews) [ ![Gaviti](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gaviti") Gaviti 4.4/5(190) ](https://www.g2.com/products/gaviti/reviews) [ View All Alternatives ](https://www.g2.com/products/sage-ar-automation/competitors/alternatives) ## User Insights Average based on 36 real user reviews. Implementation Time 3 months Perceived Cost $$$$$ [Log in to unlock pricing and user insights](/login) ![Mauro F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mauro F.") MF Mauro F. Small-Business (50 or fewer emp.) 5/24/2017 "DSO improvement and more online payments" 5/5 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 Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Response from Lindsey O'Brien of Sage AR Automation [Editedit](https://www.g2.com/survey_responses/sage-ar-automation-review-297941/official_response/edit) 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 8/27/2018 Validated ReviewerIncentivizedSource: G2 invite on behalf of seller MA Michael A. Small-Business (50 or fewer emp.) 8/26/2018 "Time Saver" 5/5 What do you like best about Sage AR Automation? I love how much time this program saves me! It really streamlines our business. Review collected by and hosted on G2.com. What do you dislike about Sage AR Automation? I would like to be notified by email if someone leaves a message thru ATC. Review collected by and hosted on G2.com. 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! Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Verified User in Medical Devices](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Medical Devices") UM Verified User in Medical Devices Mid-Market (51-1000 emp.) 8/27/2018 "Great Statement and notice software" 4.5/5 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 Review collected by and hosted on G2.com. What do you dislike about Sage AR Automation? sometimes a little slow switching from one items to another Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Peter N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Peter N.") PN Peter N. Vice President of Finance Mid-Market (51-1000 emp.) 5/30/2017 "Must-need product for any company with \>100 invoices/month" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Response from Lindsey O'Brien of Sage AR Automation [Editedit](https://www.g2.com/survey_responses/sage-ar-automation-review-297179/official_response/edit) 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. Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Rachel H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rachel H.") RH Rachel H. Credit Supervisor Building Materials Mid-Market (51-1000 emp.) 5/23/2017 "Anytime Collect helped get me organized!" 4.5/5 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! Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Retail](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Retail") UR Verified User in Retail Small-Business (50 or fewer emp.) 5/23/2017 "Works well but a little clunky" 3.5/5 What do you like best about Sage AR Automation? I like that I can set up Credit Classes to send out mass email blasts Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller CE Chris E. Controller Mechanical or Industrial Engineering Mid-Market (51-1000 emp.) 5/23/2017 "Excellent software and support for managing a difficult collection process." 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Whitney G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Whitney G.") WG Whitney G. Operations Manager Small-Business (50 or fewer emp.) 5/23/2017 "Increases actual payables which is the ultimate goal.... a few speed bumps however. " 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Recommendations to others considering Sage AR Automation: You have to put work into the setup for this product to be most valuable. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Staffing and Recruiting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Staffing and Recruiting") US Verified User in Staffing and Recruiting Mid-Market (51-1000 emp.) 5/23/2017 "ATC has its benefits, but there are also several glitches that have been occurring for months. " 1.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Recommendations to others considering Sage AR Automation: Frequently logged out of application. Lags a lot as well. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Response from Lindsey O'Brien of Sage AR Automation [Editedit](https://www.g2.com/survey_responses/sage-ar-automation-review-297116/official_response/edit) 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. Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller SA Steven A. Customer Service Small-Business (50 or fewer emp.) 5/23/2017 "A good AR experience" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ## Pricing Insights Averages based on real user reviews. ### Time to Implement 3 months ### Return on Investment 18 months ### Perceived Cost $$$$$ [ View More Pricing Information ](https://www.g2.com/products/sage-ar-automation/pricing) Sage AR Automation Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_8a76d8dc8b548aff82337f33933f65eb/quadient-accounts-receivable.png "Product Avatar Image") Quadient Accounts Receivable 4.4/5(154) [ Compare Now ](https://www.g2.com/compare/quadient-accounts-receivable-vs-sage-ar-automation) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_898cd59fbdde6088f35ea8a9c14df29d/versapay.png "Product Avatar Image") Versapay 4.1/5(101) [ Compare Now ](https://www.g2.com/compare/sage-ar-automation-vs-versapay) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2e5ce11e9180c7b2b8a0bfc67e788a84/invoiced.png "Product Avatar Image") Invoiced 4.5/5(414) [ Compare Now ](https://www.g2.com/compare/invoiced-vs-sage-ar-automation) ##### Categories on G2 [Accounts Receivable](https://www.g2.com/categories/accounts-receivable)[Credit and Collections](https://www.g2.com/categories/credit-and-collections) ##### Explore More [Which idea management software has the best combination of price and features for a startup that wants a structured innovation process without paying enterprise rates?](https://www.g2.com/discussions/which-idea-management-software-has-the-best-combination-of-price-and-features-for-a-startup-that-wants-a-structured-innovation-process-without-paying-enterprise-rates)[Top rated digital sign apps for retail use](https://www.g2.com/discussions/what-are-the-top-rated-digital-sign-apps-for-retail-use)[Which vendor provides the most accurate foot traffic data?](https://www.g2.com/discussions/which-vendor-provides-the-most-accurate-foot-traffic-data) [What compliance learning platforms work best for financial services or pharmaceutical companies that need training content aligned with strict regulatory requirements?](https://www.g2.com/discussions/what-compliance-learning-platforms-work-best-for-financial-services-or-pharmaceutical-companies-that-need-training-content-aligned-with-strict-regulatory-requirements)[What Java Development Kit distributions have the most reliable long-term support and frequent security patch cycles?](https://www.g2.com/discussions/what-java-development-kit-distributions-have-the-most-reliable-long-term-support-and-frequent-security-patch-cycles)[data observability software](https://www.g2.com/discussions/looking-for-the-best-data-observability-software-in-2025) [Show MoreShow Less](javascript:void(0);)