Quick Receivable - 2026 Pricing, Features, Reviews & Alternatives

Quick Receivable is a Salesforce native accounts receivable automation software designed for equipment rental, construction, manufacturing, wholesale distribution, and project based service companies. It streamlines collections, dispute management, credit operations, and cash application processes within the Salesforce ecosystem. The platform processes more than two million invoices annually and manages more than three billion in receivables for Fortune one thousand companies. Deployment can take four weeks compared with nine to twelve month cycles common in traditional platforms. It enables finance teams to reduce Days Sales Outstanding, improve collection efficiency, and gain real time visibility without separate logins, middleware, or extensive training.

The platform delivers automation through six AI powered agents that handle distinct operational functions. The Collections Agent automates dunning workflows by delivering personalized email reminders and voice calls with natural conversation capability and by assigning follow up tasks to collectors based on account priority, aging status, and workload. This agent employs prioritization algorithms that score accounts based on payment history, aging status, broken promises, and dispute frequency. Customizable dunning workflows enable multi step collection sequences tailored to customer segments with configurable timing and escalation paths. The Customer Service Agent provides round the clock automated responses to inquiries via email, chat, and portal while delivering real time account balance information, payment history, and aging details. The Credit Agent streamlines credit decision making through customizable application forms with dynamic fields, an AI powered conversational interface, and automated routing to analysts based on customer size, complexity, and risk level. It integrates with major credit bureaus for instant report retrieval, calculates credit scores using payment history and financial statements, and automatically approves low risk applications while flagging high risk cases for manual review. The Dispute Management Agent captures disputes through manual logging interfaces and email monitoring, categorizes cases by type using AI analysis, routes disputes based on configurable rules, and closes cases automatically when invoices are resolved. The Cash Application Agent applies payments through AI matching engines, extracts data from remittance documents using optical character recognition, monitors payment inboxes, and connects directly with banking systems for real time transaction retrieval. The Risk Management Agent monitors customer credit risk with continuous risk scoring based on payment history, invoice aging, and credit utilization, analyzes payment behavior to identify trends, and automatically places accounts on credit hold when scores exceed defined thresholds.

Quick Receivable operates entirely within Salesforce and eliminates the need for external systems or middleware. The platform supports enterprise resource planning integration through automated data exchange and daily delta loads. It offers credit bureau integration, direct bank connectivity, and a self service portal that allows customers to view invoices, submit payments, and update account details independently. API capabilities enable seamless posting to accounting systems while preserving audit trails. The system architecture scales to handle high invoice volumes without performance degradation.

The subscription pricing model is transparent and based on user counts, invoice volume tiers, and module selection for collections, disputes, and credit management. Implementation costs are included with no additional consulting fees. Ongoing support is provided by certified Salesforce architects and finance automation experts with deep technical expertise and a commitment to continuous improvement. This approach ensures finance teams can manage receivables more efficiently, enhance cash flow, and maintain real time visibility in a familiar environment.