CUSTOM ACCOUNTS RECEIVABLE AUTOMATION SERVICES
Make cash application less of a matching-and-rekeying exercise.
When payment details, remittance information, and receivables records live in different places, your team ends up bridging the gaps. R-Path provides custom AR workflow automation services to handle repeatable matching, data transfers, record updates, and exception routing across your existing systems.
HOW WE START
Get the work moving across your existing systems.
Your finance team may already have the applications it needs. The problem is the manual effort required to move work between them.
R-Path starts with the actual business process: what triggers it, which systems and people it touches, where work slows down, what must be checked, and how exceptions are resolved. Then we design and implement automation around those requirements.
The goal: Less repetitive administration, more consistent execution, and more capacity for work that needs your team's expertise.
What we map before we build
WHAT WE BUILD
Custom automation for the steps between systems
Depending on the workflow and available system access, R-Path can build automation to:
Collect and move information among existing finance applications, enterprise systems, portals, documents, and files.
Route work and exceptions to the appropriate people for approval, correction, or investigation.
Apply business rules and checks to validate fields, compare records, update information, and trigger the next step.
Support ongoing operation through testing, monitoring, maintenance, and adjustments as processes or applications change.
We use the methods that fit the job—such as workflow automation, integrations, and RPA, with AI where interpreting less structured information calls for it. We don't force every process into one tool or assume every step should be automated.
WHERE WE HELP
Finance and accounting workflows we can help improve
Accounts payable / procure-to-pay
Move recurring invoice, vendor-record, approval, and purchasing-related information through the appropriate steps and systems.
Accounts receivable / cash application
Transfer receivables data, apply defined payment-matching rules, update records, and flag items that need investigation.
Invoice processing
Handle repeatable intake, classification, validation, approval routing, and downstream system updates—not simply invoice scanning or data capture.
Reconciliation
Gather and compare financial or operational records, identify discrepancies, route exceptions, and record outcomes.
Reporting and compliance administration
Assemble recurring data, run defined validation checks, prepare files or reports, and route them for required human review and signoff.
HOW WE WORK
From a specific workflow to an automation you can rely on
Understand the work and the business case
We review the current workflow, people, systems, volume, effort, exceptions, risks, and potential value. If custom automation doesn't make economic or operational sense, that matters too.
Design around your requirements
We document the steps and develop a solution that accounts for system access, validation rules, approvals, exception handling, and maintainability.
Build, test, and deploy
Our team develops the automation, tests the expected paths and exceptions, and coordinates deployment with your business and IT stakeholders.
Support the automation after go-live
Depending on the engagement, R-Path can monitor the workflow, respond to failures, maintain the solution, and help adapt it when underlying systems or business rules change.
You bring the process knowledge. We bring the automation delivery capability.
CLIENT RESULTS
Finance automation in practice
NEXTECH ⋅ HIGH VOLUME ACCOUNTS PAYABLE
R-Path helped Nextech automate vendor-invoice processing. The automation processed 16,000 invoices in four months, and Nextech reported more than 200 accounts-payable staff hours saved per month.
16,000
Invoices processed in four months
200+
accounts-payable staff hours saved per month
WHY R-PATH
A specialist team, not another software product
Fully managed automation program
per month to start
For organizations with an ongoing backlog of opportunities, R-Path also offers a fully managed, month-to-month automation program with a dedicated cross-functional team. That program starts at 100 total team hours per month.
A focused first project may also be worth considering when it can be the beginning of a broader automation relationship.
Automation is our sole service focus. We design and build business-process automation rather than sell accounting applications or collect software-resale commissions.
Experienced, U.S.-based delivery. Our development and support team is entirely U.S.-based, with more than seven years of average team tenure. Our capabilities include business analysis, program management, and automation development—not just coding.
Support beyond launch. We plan for maintenance and ongoing operations, because finance workflows must keep working when data, rules, or applications change.
Security-conscious engagement. R-Path is SOC 2 compliant and delivers automation solutions that are secure and auditable.
For organizations with an ongoing backlog of opportunities, R-Path also offers a fully managed, month-to-month automation program with a dedicated cross-functional team. That program starts at 100 total team hours per month. A focused first project may also be worth considering when it can be the beginning of a broader automation relationship.
IS IT A FIT?
Is customized automation the right fit?
R-Path is a good conversation to have when a recurring process consumes meaningful staff time, spans multiple steps or systems, or requires careful handling of approvals and exceptions—and you want a partner to design and implement the solution. We work best with organizations that have substantial automation needs, including those ready to begin with one well-defined project and expand as additional opportunities emerge.
Let's review the workflow you're trying to improve
Tell us what the process does, where it gets stuck, and which systems are involved. An R-Path automation specialist can discuss the workflow with you, consider whether custom automation is a sensible fit, and identify a practical next step.