Receiva
Integrations

Connect your receivables stack. Automate the work between systems.

Receiva brings together your ERP, CRM, email, billing, banking, and collaboration tools into one intelligent AR workspace — so invoices, payments, disputes, and collection activity stay in sync.

E
ERP
Connected
C
CRM
Connected
E
Email
Connected
Receiva
AR Hub
B
Billing
Connected
B
Banking
Connected
S
Slack
Connected
Categories

Receiva fits into your existing finance stack.

ERP & Accounting

Sync invoices, customers, payments, credits, disputes, and ageing data.

NetSuiteQuickBooksXeroSage IntacctSAP Business OneZoho Books

CRM

Give sales and customer success visibility into overdue invoices, blockers, customer risk, and promise-to-pay notes.

SalesforceHubSpot

Communication

Send alerts, mentions, task updates, and collection workflow notifications into the channels where teams already work.

Slack

Email

Centralise customer payment conversations, classify AR emails, and connect replies to the right customer or invoice.

GmailOutlook

Billing & Subscription

Pull billing and invoice data from subscription, SaaS, and external billing platforms.

ChargebeeZuoraRecurlyChargifyBill.comInvoicedAirbase

Banking & Payments

Match incoming payments to invoices, reduce unapplied cash, and speed up reconciliation.

Bank feedsPayment filesRemittance data
Featured

Featured integrations.

Premium, deeply considered connections to the tools finance teams rely on every day.

NS
Featured integration
NetSuite

Enhance NetSuite for modern AR workflows.

Connect invoice, customer, payment, and collection data so finance teams can prioritise accounts, automate follow-ups, track disputes, and improve cash visibility — without managing AR from spreadsheets.

Two-way sync · Real-time
Before
📄 ar-tracker.xlsx
✉️ Forwarded reminder
🗒️ Notes in inbox
❓ Where is this payment?
After · Receiva
Northwind£42,800
Helios£28,140
Brightwave£14,560
Synced with NetSuite
SF
Featured integration
Salesforce

Give sales teams real-time AR visibility.

Keep sales and finance aligned by surfacing overdue invoices, disputes, customer risk, and payment commitments where commercial teams already work.

Two-way sync · Real-time
A
Acme Ltd
Account · Enterprise
Payment promised
Customer
Acme Ltd
Outstanding
£42,800
Status
Payment promised
Owner
Sales + AR
Next step
Follow up Friday
#
Featured integration
Slack

Resolve AR issues without losing momentum.

Push payment updates, overdue alerts, task assignments, and collection workflow notifications into Slack so finance, sales, and customer success can act quickly.

Two-way sync · Real-time
# ar-collections
R
Receiva · just now
🚨 Overdue invoice alert
Acme Ltd — £12,450 overdue by 14 days
Assigned to: Sarah
@
Featured integration
Gmail & Outlook

Turn AR inboxes into structured workflows.

Capture customer replies, payment promises, dispute notes, and remittance details from email, then attach them to the right customer and invoice record.

Two-way sync · Real-time
Customer email
AI summary
Invoice matched
Next action
$
Featured integration
Billing

Connect billing data wherever it lives.

For SaaS, subscription, and complex billing models, connect external billing systems so AR teams can collect using accurate invoice, subscription, customer, and payment data.

Two-way sync · Real-time
CChargebeeSynced
ZZuoraSynced
RRecurlySynced
BBill.comSynced
How it works

Simple to connect. Powerful once synced.

01

Connect your systems

Link your ERP, CRM, billing, email, banking, and collaboration tools.

02

Sync receivables data

Bring invoices, customers, payments, notes, disputes, ageing data, and collection activity into Receiva.

03

Automate action

Trigger reminders, assign tasks, escalate disputes, update teams, and reconcile payments faster.

Use cases

What connected receivables makes possible.

Prioritise collections from ERP data

Use invoice age, outstanding value, payment history, customer behaviour, and risk signals to focus collectors on the right accounts.

Sync sales and finance

Give sales visibility into overdue invoices, payment blockers, disputes, and customer risk before renewal or expansion conversations.

Automate internal escalations

Send overdue alerts, dispute updates, and assigned tasks into Slack-style channels to keep work moving.

Centralise AR conversations

Bring customer emails, promises to pay, dispute notes, and remittance information into one account timeline.

Match payments faster

Use banking and remittance data to reduce unapplied cash and speed up reconciliation.

Request

Do not see your system?

Whether you use a modern ERP, a legacy accounting platform, a custom billing system, or multiple regional finance tools, Receiva can help map the right integration approach.

Connect your finance stack. Collect with confidence.

Unify the systems behind receivables, automate the manual work between them, and give every team the context they need to get cash in faster.

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