The Top Accounts Receivable Software Compatible With Salesforce

Managing accounts receivable outside of Salesforce creates unnecessary friction. Your sales team closes the deal, but billing happens elsewhere. Payments are tracked in spreadsheets. Customer account information is siloed. The result? Slower collections, reduced visibility, and more manual work across your financial processes. If you already use Salesforce as your CRM, it makes sense to bring your accounts receivable workflows into the same ecosystem. With the right software, you can automate billing, track payments in real time, and give your sales and finance teams a complete view of each customer’s payment history. In this article, we’ll review five leading accounts receivable tools that integrate directly with Salesforce. Each one is designed to help you streamline operations, reduce admin time, and get paid faster.

Why Integrate Accounts Receivable Software with Salesforce?

When your accounts receivable workflows run separately from Salesforce, your team wastes time chasing information. Sales doesn’t know who’s overdue on payments, while finance can’t see what’s been promised to customers. Worst of all, no one has a complete view of the customer journey from deal to payment.

Integrating AR software with Salesforce solves this. It connects your customer data, billing history, and payment status in one place, giving your sales and finance teams shared visibility and context.

This has a huge impact on your team’s efficiency and performance. Teams can send invoices promptly, follow up with the right customers at the right time, and spot risks earlier. What’s more, they can make smarter decisions based on real-time financial data inside your CRM.

Integrating with Salesforce also improves the customer experience. Your team can respond faster to billing questions and provide accurate information without switching tools. They can also handle collections without damaging relationships—because everyone’s working from the same source of truth.

Whether you’re trying to reduce time-to-payment, improve billing accuracy, or tighten your financial processes, integrating with Salesforce gives you the foundation to do it.

The Best Accounts Receivable Software Compatible with Salesforce

If you’re already using Salesforce as your CRM, the next step is finding accounts receivable software that integrates seamlessly with it. The right tool will connect your billing and payment data directly to your customer records—helping you automate workflows, improve cash flow, and reduce admin time.

Below, we’ve rounded up five of the top-rated accounts receivable tools that work well with Salesforce. Each one supports different use cases, from growing startups to large finance teams.

1. Kolleno

Kolleno is an all-in-one accounts receivable platform designed to automate and simplify collections, billing, and payments. Built with finance and sales teams in mind, Kolleno integrates directly with Salesforce to provide a single source of truth across customer, billing, and payment data.

It gives teams full visibility into outstanding invoices, customer communications, and payment timelines—all without switching platforms. This allows you to follow up promptly, maintain healthy cash flow, and keep your customer relationships strong.

Key features:

• Native Salesforce integration for real-time data sync
• Automated invoice reminders and payment follow-ups
• Centralised view of accounts, payments, and communications
• Intelligent workflows to prioritise high-risk accounts
• Secure payment links and customer self-service options
• Performance dashboards for tracking collection efficiency

G2 Rating: 4.9*

2. HighRadius

HighRadius is a robust enterprise-grade platform for automating the full order-to-cash cycle. Its accounts receivable solution integrates with Salesforce to give finance teams real-time access to billing, payments, and credit data—without leaving their CRM.

It’s particularly well-suited for mid-size and large organisations managing complex financial processes across multiple entities or regions. With strong automation and AI capabilities, HighRadius helps reduce DSO and improve team productivity at scale.

Key features:

• Salesforce integration for syncing AR data with customer accounts
• AI-powered cash forecasting and collections prioritisation
• Automated invoice delivery and payment tracking
• Dispute and deduction management workflows
• Customisable dashboards and performance reporting

G2 Rating: 4.3*

3. Quadient Accounts Receivable by YayPay

Quadient AR by YayPay helps businesses streamline their collections process with an intuitive platform that syncs directly with Salesforce. It focuses on improving visibility, automating follow-ups, and reducing manual tasks—making it a solid choice for finance teams that need structure and scale.

Sales and finance teams can view customer payment history, invoice status, and communication logs directly in Salesforce, making it easier to collaborate and resolve issues quickly.

Key features:

• Salesforce app to integrate AR data into CRM workflows
• Automated invoice reminders and dunning workflows
• Customer portal for invoice access and online payments
• Real-time insights into accounts ageing and payment trends
• Tools for forecasting, segmentation, and team collaboration

G2 Rating: 4.4*

4. Gaviti

Gaviti is a user-friendly accounts receivable software that focuses on automating collections and improving cash flow. With its seamless Salesforce integration, Gaviti ensures that finance teams can track outstanding invoices and payment statuses without jumping between multiple tools.

Gaviti’s intuitive interface and powerful automation allow businesses to reduce DSO and manage collections more efficiently. It’s ideal for teams looking to streamline the AR process, with an emphasis on reducing manual tasks and improving collections performance.

Key features:

• Native integration with Salesforce for syncing invoice and payment data
• Automated dunning process and collections reminders
• Real-time visibility into outstanding invoices and accounts ageing
• Customer self-service portal for easy invoice access and payments
• Customisable workflows for prioritising high-risk accounts
• Performance reporting and analytics to track collections progress

G2 Rating: 4.5*

5. Upflow

Upflow is a modern AR tool that helps businesses visualise and track payments directly within Salesforce. It allows finance teams to automate collections, invoice delivery, and payment reconciliation—all in one platform. With its clean design and seamless integration, Upflow helps businesses streamline their financial operations and keep cash flow steady.

Upflow is especially popular among startups and scaleups due to its user-friendly interface and strong automation features, which reduce the time spent on manual collections and billing tasks.

Key features:

• Seamless Salesforce integration for synchronising AR data
• Automated invoicing, payment reminders, and follow-ups
• Customisable invoice templates and payment terms
• Analytics to monitor AR performance and cash flow
• Real-time updates on payments, disputes, and overdue accounts

G2 Rating: 4.7*

Choosing the Right Tool for Your Business’s Financial Processes

Not every accounts receivable platform fits every business. The right choice depends on your size, team structure, billing complexity, and existing financial processes.

If you’re looking for an all-in-one platform that’s easy to use and quick to implement, Kolleno is the best choice. It brings billing, payments, and collections into one platform with deep Salesforce integration—ideal for teams that want to reduce admin time and get paid faster.

If you have complex workflows then HighRadius or Quadient AR by YayPay are decent alternatives. They each offer advanced automation, forecasting tools, and custom workflows that are especially good at supporting large finance teams with layered approval structures.

If you’re focused specifically on streamlining collections and improving visibility into overdue accounts, Gaviti and Upflow provide strong automation and performance dashboards, with a modern interface that’s easy for teams to adopt.

Before choosing, consider:

• How complex are your billing workflows?
• Do you need advanced forecasting or just streamlined follow-ups?
• Which departments need access to AR data—just finance, or sales and customer service too?
• How important is customisation and scalability as your business grows?

By mapping your needs to the strengths of each platform, you’ll find the best opportunity to improve AR performance and support your broader revenue operations—without adding unnecessary complexity.

Final Thoughts

Choosing the right accounts receivable software is more than a systems upgrade—it’s a strategic move. When your accounts receivable platform integrates directly with Salesforce, you reduce friction between teams, speed up collections, and give your business a more accurate view of revenue and cash flow.

Whether you’re a scaling startup or an established finance team, tools like Kolleno, HighRadius, Quadient AR by YayPay, Gaviti, and Upflow offer powerful ways to bring your billing, payments, and customer data into one place.

If you are looking for an all-in-one solution that’s easy to use, fast to implement, and built with Salesforce in mind, Kolleno is a great place to start.

Book a demo with Kolleno today to see how it can help you get paid faster, reduce admin time, and improve team performance, without switching between systems.