A complete accounts receivable platform — sync with QuickBooks and Xero, automate collection emails, and keep Customers, Accountants, Project Managers, and Reps aligned with a real-time view of every outstanding invoice.
Close the gap between finance, operations, and your customers. Everyone sees the same real-time picture of every invoice.
View invoices, pay, promise a date, or raise a dispute.
Manage collections, track follow-ups, and close faster.
Assign, follow up, and keep projects on track.
Bring accountants, sales reps, project managers, and customers into one shared AR workflow. Track every follow-up, coordinate internal ownership, and give customers a self-service portal to promise payment dates or raise disputes — so receivables keep moving without losing context across finance, operations, and revenue teams.
See every outstanding invoice in one view. Filter by customer, region, rep, project, due date, or stage, and bulk-send reminders in seconds.
Invoices, customers, projects, contacts, and payments sync automatically from QuickBooks Online and Xero — always current, zero manual entry.
Schedule branded collection emails via Gmail, Microsoft 365, or SMTP with smart follow-up sequences — every message tracked with a unique reference.
Customers get a secure link to view invoices, set a payment promise date, pay, or raise a dispute — no login required.
Ask what needs attention, who owes the most, or which invoices are overdue — then trigger the next action instantly, in plain language.
Assign invoices to reps, track follow-ups by region, project, or team, and maintain clear ownership visibility across the whole pipeline.
No complex setup. Connect QuickBooks or Xero and your team is collecting.
One-click accounting sync pulls invoices, customers, contacts, projects, and payment data into Prime Accountax.
Configure email sequences, assign reps, define collection stages, and set escalation rules.
Overdue invoices are followed up on schedule, while your team gets notified of replies, disputes, and payment promises.
Track promises, resolve disputes, reduce DSO, and keep every stakeholder aligned.
Accounts receivable & collections for QuickBooks Online and Xero — answered.
Prime Accountax is an accounts receivable management and collections platform built for QuickBooks Online. It automatically syncs your invoices, customers, and payments from QuickBooks, then automates collection reminders, tracks payment promises and disputes, and gives your team a real-time view of every outstanding invoice so you get paid faster.
Connect QuickBooks Online to Prime Accountax in one click. It pulls in your open invoices and customers, then sends scheduled, branded payment reminders by email (Gmail, Microsoft 365, or SMTP) on a cadence you define. Replies, promises to pay, and disputes are tracked automatically, so collections run without manual chasing.
Yes. You can build smart follow-up sequences that send branded reminder emails before and after the due date. Every email is tracked with a unique reference, and customers can pay, promise a payment date, or raise a dispute from a secure self-service portal — no login required.
Yes. Prime Accountax integrates with both QuickBooks Online and Xero. Invoices, customers, contacts, projects, and payments sync automatically, so your accounts receivable data stays current with zero manual entry.
By automating reminder sequences, surfacing overdue and high-risk invoices, tracking payment promises, and keeping accountants, sales reps, and customers aligned on one shared view, Prime Accountax shortens the collection cycle and reduces Days Sales Outstanding (DSO).
Prime Accountax is built for accounting firms and finance teams that use QuickBooks Online or Xero and need to manage accounts receivable and collections across customers, accountants, project managers, and sales reps in one shared workflow.
Prime Accountax is a subscription priced at $99 per month per organization, with QuickBooks Online and Xero sync included. You can sign up at primeaccountax.com.
Yes. Every organization's data is fully isolated — your QuickBooks and Xero invoices, customers, and payments are only ever visible to your own organization, never to any other customer.
Book a personalised demo — we'll walk through your AR workflow, including bookkeeper-led accounting services.
Book a demo and we'll get your QuickBooks or Xero connected, then manage your receivables from one collection dashboard.
We'll be in touch within one business day.