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- Accounts Receivable System
- Integrations
Integrations
Connect billing, bank evidence and ledger outcomes with clear ownership.
- Accounts Receivable System
- CRM
- Project billing
- Tax service
- Bank feed
- General ledger
- Payment processor
- Document and email services
Inbound
- CRM. Sync customer identity and account ownership into Customers while retaining AR-specific billing fields.
- Project billing. Maintain read-only collection references in Invoices with confirmed external balances and versions.
- Tax service. Provide the verified line-tax basis for local invoice lines.
- Bank feed. Import bank feed transactions with stable external event identities.
Outbound
- General ledger. Receive source-attributed draft journal requests and return posting or rejection results.
- Payment processor. Handle tokenized payment requests and return confirmed receipt and settlement evidence.
- Document and email services. Deliver invoices, statements and collection communications with attributable attempts.
Repeated and failed events
Match bank and processor settlements through explicit source mappings. A similar memo is not a deduplication key. Retain failed handoffs for investigation, reuse event identity on retries, and reject stale source updates.
Set up Accounts Receivable System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.