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Accounts Receivable Automation

Sanso automates accounts receivable for small businesses: invoice creation, payment tracking, and collections handled end-to-end so you get paid faster without chasing clients.

Three-step accounts receivable flow diagram: Invoicing (stack of invoices created and submitted to clients with a clock showing on time every time), Tracking (dashboard with green Paid, yellow Pending and red Overdue dots for real-time visibility), Collection (central node surrounded by LinkedIn, Apollo, WhatsApp, HubSpot, Email and Phone icons with badges Reminder sent, Dispute resolved, Payment received)

The Problem

In small businesses, accounts receivable is one of the tasks that gets handled worst. The work ships, the client is happy, and yet the invoice goes out late. Sometimes it never goes out at all. In small companies, an estimated 5% of invoices are never even created. The work was done, but nobody thought to bill for it.

Invoices going out late?

Sanso takes over your entire accounts receivable cycle, from issuing invoices to collections, right inside your existing tools.

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And once the invoice is finally out, the hard part begins: getting paid. You have to track who has paid, who's pending, who's dragging their feet. Follow up without upsetting a client you want to keep. Handle disputes, wrong-entity errors, contested amounts. In a company of five to fifty people, all of this usually lands on the business owner, or on someone already stretched thin who has neither the time nor the tools to take it on properly.

The cost is very real. Cash tied up, payment terms stretching out, follow-ups slipping through the cracks, and sometimes a business relationship that sours because it's the salesperson themselves who has to chase the client. I'm Amalia Bercot, co-founder and CEO of Sanso, and this is exactly the problem we set out to solve.

How Sanso Handles Your Accounts Receivable

Sanso is a financial operations service, not another invoicing tool to tame. There's no new platform to log into, no tool to learn. Sanso plugs into what you already have on hand: your invoicing tool, your accounting tool like Pennylane, your bank, your CRM, your Google Workspace. And we're the ones who do the work.

In practice, you delegate your entire accounts receivable cycle to us. Issuing the right invoice at the right time, tracking payments in real time, collecting on overdue invoices case by case. You keep control of the decisions that matter, you see everything in your own tools, and you talk to us the way you'd talk to a freelancer, by email or WhatsApp. The rest is on us.

The idea is simple: no invoice slips through the cracks, you get paid faster, and you stop thinking about it.

Key Capabilities

Invoice Creation and Sending

Sanso creates and sends your client invoices for you. Because we're plugged into your tools (Slack, email, CRM, project management via Trello or Notion), we spot when a job is finished and therefore needs to be invoiced. We also comb through your quotes to flag the ones that were only partly invoiced, or not invoiced at all. If you'd rather keep the final say, you just approve right before it goes out. The goal: put an end to forgotten invoices, that notorious 5% of revenue that evaporates for never having been billed.

Real-Time Invoice Tracking

Thanks to continuous bank reconciliation, Sanso knows at every moment who has paid, what's pending, what's stuck, and what's overdue. No more manual transaction matching by someone on your team. Invoice tracking becomes automatic and reliable, and you gain immediate visibility into your cash flow.

Follow-Up and Collections on Overdue Invoices

At Sanso, following up on a client invoice is nothing like firing off automated emails at random. It's personalized, multichannel collections (email, SMS, phone) that adapt to each situation. A client disputes an amount? We check the quote in your CRM, or we consult your salesperson, before following up. They flag a wrong-entity error? We issue the new invoice with the correct entity, send it, then track the payment through to collection. Every case is handled end-to-end, not just chased.

Tired of matching payments by hand?

With continuous bank reconciliation, Sanso knows at every moment who has paid, who's pending, and who's overdue, without a single manual match.

Book a call

Overdue Invoice Dashboard

All your unpaid invoices sit in one place, with the full history of every exchange. As soon as an invoice crosses a certain lateness threshold, Sanso alerts you, and you make the call on the trickiest cases. You set the rules (clients to handle with care, follow-up thresholds, the tone to use), and we execute.

AI Supervised by Humans

Behind everything Sanso does is an AI that absorbs your company's context and learns how it works over the months. But on sensitive matters, it never works alone: our operators supervise, handle exceptions, and settle the tricky cases. Between 80% and 99% of the work is automated, for 100% reliability.

Who This Is For

Accounts receivable managed by Sanso is built for French small businesses that don't have (or don't yet have) a dedicated, well-structured finance function:

  • Business owners of 5-to-50-person companies who handle financial admin themselves, or hand it to someone who doesn't have the right tools.
  • Consulting agencies whose invoicing changes from one month to the next, where it's often the same person who sells the engagement and then has to chase the client.
  • Law firms with complicated fee notes and delicate collections, where the client relationship must not be damaged.
  • Start-ups growing fast that need reliable financial reporting but can't yet afford to hire a full-time finance profile.
  • Tradespeople and construction firms juggling multi-stage invoicing (deposit, progress billing, final invoice, retention) and critical cash flow stakes.

How It Works

  1. Onboarding. We plug into your existing tools (invoicing, accounting, bank, CRM, Google Workspace). A few days are enough, and your business keeps running.
  2. Getting started. Sanso begins tracking your jobs and quotes to spot what needs invoicing, then issues the invoices, with your approval if you want it.
  3. Ongoing tracking. Real-time bank reconciliation lets us follow every payment and update the status of your invoices as it happens.
  4. Collections. For every overdue invoice, we follow up at the right time, on the right channel, and handle disputes through to collection.
  5. Your visibility. You find everything in your own tools, and you message us by email or WhatsApp whenever you need to.

Results You Can Expect

No more forgotten invoices. Work that gets done always ends up billed, and you recover the revenue that used to go up in smoke.

Shorter payment terms. Between real-time tracking and case-by-case collections, your average collection time (DSO) drops and cash flow can breathe.

Time handed back to the business owner. One of our clients spent four hours a week chasing invoices; today it's a matter of minutes. You put those hours back into your craft, and you protect the relationship with your clients since you're no longer the one doing the chasing.

Get Started

If accounts receivable eats your time, ties up your cash flow, or forces you to chase your own clients, let's talk. In a few days, Sanso plugs into your tools and takes over the whole cycle, from creating the invoice to collecting the payment. The simplest way to see what it would look like for you is to book a call with our team.

Free yourself from finance admin

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Frequently asked questions

What is accounts receivable at Sanso?
It's a service that takes over your entire accounts receivable cycle: creating and sending invoices, tracking payments in real time, and collecting on overdue invoices. Sanso isn't software you operate, but a team and an AI that work in your place, right inside your existing tools.
Is Sanso an invoicing software?
No. Sanso is a service, not another invoicing tool. Instead of making you learn a new platform, Sanso plugs into the invoicing tool and accounting tool you already have (Pennylane, for example) and does the work for you. You find all the results in your own tools.
How does Sanso automate accounts receivable?
Sanso connects to your tools (CRM, Slack, email, project management) and detects when a job is finished or when a quote hasn't been fully invoiced. It then creates the invoice, sends it after your approval if you want, and tracks the payment. For sensitive cases, human operators keep an eye on the automation.
How does invoice tracking work?
Invoice tracking runs on [real-time bank reconciliation](/en/solutions/bank-reconciliation). With every bank movement, Sanso finds the matching invoice and updates its status. So you always know who has paid, what's pending, and what's overdue, without a single manual match.
How is Sanso's invoice follow-up different from an automated dunning system?
Standard systems send automated emails but can't handle the replies. The moment a client disputes an amount or flags a wrong-entity error, they stall. Sanso takes over instead: we check, correct, reissue the invoice if needed, and follow the case through to collection. Every invoice follow-up is personalized and multichannel.
Will I lose control of my invoicing?
No. You set the priorities (clients to handle with care, follow-up thresholds, the tone of reminders), and you can approve each invoice before it goes out if you want. Everything Sanso does stays visible in your existing tools: invoices, payments, bank. Nothing is hidden.
Does Sanso handle complex invoices, like construction progress billing?
Yes. Sanso adapts to each company's context, including multi-stage invoicing: deposits, interim invoices, final invoice, retention. And it's precisely on these edge cases, which standard software handles poorly, that the service makes the difference.
Does Sanso replace my accountant?
No. Sanso doesn't do accounting in the regulatory sense, nor tax filings. We handle day-to-day financial operations (accounts receivable, collections, reconciliation) so your accountant receives clean, complete data. The two roles complement each other.
How much does the service cost?
Sanso runs on a monthly plan calibrated to your volume of operations, with no per-transaction billing and no per-user pricing. Plans range from $300 to $2,000 per month. And there's no commitment: you stop whenever you want.
Is my data secure?
Yes. Sanso is GDPR-compliant and hosts data in the European Union. Because we work inside your existing tools, your data stays where it is, with controlled and traceable access. Sanso is also CASA-certified by Google for access to Google Workspace data.

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