Accountants & Bookkeepers
Your time has come
Provide a new service to your clients with our all-in-one AR Management platform.
Manage Credit & Collections
Manage Credit & Collections
For your Clients With The Best Tools
Accountants &
Bookkeepers
Provide your clients with the big picture on where things stand with their AR and where they should go.
- Analyze your client's key AR Metrics and provide valuable recommendations and advice.
- Establish performance goals and track results over time.
- Re-evaluate strategies and iterate on action plans to achieve results.
Financial Advisors
Actively manage AR with or for your clients.
- Become an active team member within your client's organization.
- Provide full transparency and visibility on all customer communications and AR processes.
- Monitor and discuss AR performance metrics and evaluate how close you are to reaching your client's goals.
Seamless Integration with Your Accounting / ERP System
Keep billing as you always do. FundingGates integrates with your accounting / ERP package and keeps your AR data synced real-time, so you don’t have to worry about double-data entries or replacing existing systems.
We are rated 5 stars on the Intuit App Center
Our software is "ProAdvisor Recommended"
All-in-one AR Management platform
Get a complete view on AR Performance. Analyze & prioritize customer accounts and tasks with simple clicks.
Go paperless without paying huge fees. Set up your clients to securely receive payments from customers. Accelerate payments and get instantly notified when a payment is scheduled.
Easily collaborate with your clients' team. Keep track of all AR conversations with customers. See who is paying on time and who is late. Get the entire communication history with your customer on a single page.
Take actions and manage all customers from one place. Send payment reminders, place phone calls, accept payments electronically, and more. Every part of the Funding Gates platform is designed to help you increase your cash flow and boost your efficiency when managing AR.
Join the ranks of great practices
Hear from top accountants and financial advisors
"This is a great way to manage a large amount of receivables. The sign up experience is great with a step by step tutorial. The product will also help you keep a record of all your communication with your customers."
Cathy Iconis, CPA
Founder & CEO, Iconis Group
"FG Receivables Manager makes it easy for accountants to help their clients with AR. The company is set on making AR management the easiest part of running a business."
Jennifer Katrulya, CPA
H&R Block Small Business Accounting Operations Director
Add New Revenue Streams to Your Practice
Learn AR Best Practices
Get the tools & knowledge to add value to your clients.
Become a Trusted AR Advisor
Become part of your client's team and transform the way AR is being managed.
Full transparency & visibility
Give your clients complete control and share visibility into all AR activities.
Increase your practice's revenue streams
Generate solid profits for your practice by providing a highly value-added skill your clients don't have.
Take your practice to new heights
Get access to resources and guidance on how to market, price and sell your service.
Acquire new prospects
As a Funding Gates trained AR Specialist, we will send you businesses in need of AR help.
Access your own Client console
Manage all your clients
from one place
With a single login, you can access your clients' AR and switch between clients with simple clicks.
Make an impact
Complete all tasks in a breeze while making a high impact to your client's bottom line.
Generate more revenue
The results will speak for themselves. For the value you're bringing to the table, you will be able to charge handsomely.
"After using FG Receivables Manager for only a month, we were able to increase our cash flows by more than 80%."
Jexter I., Owner RXSS Manufacturing
Get Certified in AR Management Today
Contact us to learn more about the certification and the FG Receivables Manager platform.
Get Certified
Get your AR Specialist Certification today to join the ranks of top practices and elite AR experts in the world.
CPE Credits
Earn CPE (Continuing Professional Education) credits for initial and ongoing certification. Our team of AR experts are approved by The National Association of State Boards of Accountancy (NASBA).