Email Template: Helping You Take Your AP and AR Online

March 30, 2020

Download this email template to send to your clients. Customize to your needs.

Content included:

We’re all navigating uncertain times right now and are focused on helping you adjust to operating remotely. We understand the gradual shift towards working remotely has become an immediate need for many of us.

Because understanding cash flow is even more critical today, we're reaching out to let you know that can help automate your AP and AR without creating delays in financial reporting and other key workflows. is an AI-enabled AP and AR automation solution that increases your visibility and insight, and helps you maintain oversight of your key financial processes—all in the cloud:

  • Work anywhere—’s cloud-based platform works the same way at the office or at home.
  • Move from paper to electronic payments Leave paper checks and stamps behind and automate bill payments using ACH or international wire transfers, saving up to 50% of time on accounts payable.
  • Automated approvals that work for remote teams Set custom roles and policies to fit existing approvals flows and will remember them for your future bills.
  • Electronic payments, even overseas—ACH, virtual card, and international wire transfer let you pay bills and make reimbursements with a few keystrokes.

In addition, integrates with leading accounting software to reduce data entry, helps you better manage budgets and cash flows, and keeps a digital audit trail of all payment activities that you can access from anywhere.

[Firm: add paragraph on their value prop/ ways of helping]

Let’s set up some time to bring your business online.


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Growing Your Firm Like a Pro
Growing Your Firm Like a Pro