Month-End Close Checklist for Accounts Receivable Managers with Billtrust
The Problem
Every AR Collections month-end runs on a checklist in HighRadius that lives in someone's head — and when that person is out, close slips and reviewers have no visibility into what's done vs. waiting.
What We Build in Billtrust
AI runs the close checklist, prompts owners for missing items, flags JE variances over threshold, and writes the close memo — close window compresses from 10 business days to 4. Purpose-built for teams running Billtrust — uses the native API or agent integration so nothing leaves the system of record.
Billtrust Integration Approach
Audit your Billtrust configuration
We map the specific Billtrust objects, custom fields, and workflows the automation needs to touch for your ar collections practice.
Build on the Billtrust API or agent
Integration happens inside Billtrust — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Billtrust with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Billtrust instance
30-minute call. We'll look at your actual Billtrust setup and show exactly how this workflow fits.