About this app
Finally giving you the tools Fortune 500 companies use to manage receivables. Funding Gates Receivables Manager prioritizes your accounts, allows you to contact customers, take notes, log calls, send reminders & more. No more spreadsheets / notepads!
Who is it for?
FG Receivables Manager is right for you if you manage receivables for a business. You can be:
- A business owner,
- A credit manager / staff,
- An assistant in charge of customer follow up,
- A family member helping out in the business, or
- An accountant or anyone else managing receivables for a business.
Easily access your receivables data
- Automatically keep track of your customers and receivables in a whole new way.
- Reduce your decision making process from several hours to a few minutes.
- Know right away what needs to be done.
A virtual assistant that learns from you
- FG Receivables Manager never stops learning about you and your customers. It provides smart recommendations on every account to help you get paid.
- Whether it’s between sending a letter or making a follow-up call, use the recommendations to make better decisions.
- Receive alerts whenever accounts go overdue, payments are made or follow-up is necessary.
Staying organized has never been easier
- Every day, see your priority list and which customers you should contact first.
- FG Receivables Manager keeps a record of all your interactions with your customers, making sure nothing falls through the cracks.
No more spreadsheets or lost notepads
- Get the entire communication history with your customer on a single page.
- Easily go back in time to see what you did with a customer.
- Always be ready to follow up on any invoice, anytime.
Powerful tools & easy integration with QuickBooks
- Funding Gates syncs with your QuickBooks account to get your "customers" and "invoices" data, so you are always up-to-date.
- Your peace of mind is important to us: Funding Gates QuickBooks integration is a "read-only" service. You can manage your receivables, but can't edit your QuickBooks data using Funding Gates. And neither can anyone else.
- As we add new features, they become available to you as soon as they’re tested. No upgrades required!
Support & FAQ
We have in-app support once you log in that is available on every page.
Alternately, you can reach us via phone or by emailing us: email@example.com.
Check out the most frequently asked questions below: Expand all
Am I going to have to pay for the QuickBooks integration?
No. Funding Gates covers the cost of integrating FG Receivables Manager with your QuickBooks account.
How often is my QuickBooks account synced with FG Receivables Manager?
Every morning, we automatically sync your QuickBooks account with FG Receivables Manager. You can also sync your account while on the app whenever you like, with a simple click.
How easy is the initial integration or sign up?
You will be up and running with just a few clicks. As you're watching the product demo, we will sync your data in the background.