AR Minder Pro

Automating your AR process with AR Minder Pro

According to Dun & Bradstreet's Accounts Receivable Industry Report, up to 23% of clients in the accounting and legal industries pay 30 to 90 days late, with 5.6% delaying payments beyond 91 days.

Without Accounts Receivable automation, your firm will likely deal with these ongoing challenges:

Inconsistent Data and Messaging – Caused by human error, leading to discrepancies.
Client Payment Delays – Resulting in cash flow disruptions.
Restricted Access to Working Capital – Limiting growth and operational flexibility.
Lack of Real-Time Financial Insights – Hindering informed decision-making.
Employee Frustration – Driven by repetitive and tedious manual tasks.
Limited Focus on High-Value Projects – Due to time-consuming low-priority work.

Here are 3 ways that A/R automation can directly improve the cash flow at your firm:

Minimize Lag Between Work and Payment – Decrease lockup days and accelerate cash flow.
Enable Real-Time Visibility and Accurate Forecasting – Gain better insights into financial performance.
Enhance Customer Relationships – Improve communication and build stronger, more reliable connections.

Why you should choose Eric Does Data

Generates Long-Term ROI – Own the solution outright with no ongoing monthly fees, providing continuous returns.
Tailored to Your Needs – Fully customizable to fit your firm’s unique requirements.
Data-Driven and Reliable – We prioritize your data, ensuring smooth deployments by collaborating with your firm to optimize CCH Axcess.
Trusted by CPA Firms – Proven solutions designed specifically for CPA firms using CCH Axcess for data, reporting, and automation.

Frequently Asked Questions - AR Minder Pro

Please reach us at support@ericdoesdata.com if you need further assistance. Items will be added to this site regularly.

What payment system is being used to collect payments?

WE use your existing payment platform (CPA Charge, Quick Fee, etc.). In a future version of this solution we will be offering payment services. As such, reconciliation with CCH takes place via your payment system, not this application.

How do I set up Payment Plans?

App users can set up payment plans by navigating to the Payment Plans page, clicking the + in the top right corner, selecting a client and clicking the + next to the client name. Enter a start date (first payment due), the number of months and the amount will calculate automatically. The payment schedule generated will be visible within the app and reporting, and will be used to independently track client compliance with the payment plan agreement.

What if I need to change a payment plan?

To modify a payment plan, select the existing plan and make the necessary changes to term or amount. Saving will remove the previous payment schedule and establish a new one.

Can I monitor the emails opened?

To modify a payment plan, select the existing plan and make the necessary changes to term or amount. Saving will remove the previous payment schedule and establish a new one.

Release Notes and Upcoming Releases

Version 2.1

The revised AR Minder Pro Power Platform solution that includes user-controlled system settings, data exports, establishing payment plans, and client exclusions list in addition to snooze feature. New user interface. Includes many optimizations and upgrades compared to version 1 - both back-end and front-end. Allows for multiple users in approval flows.

Version 2.2 (expected late spring 2025)

Features being released:

Manage payment plans by billing group
Enhanced link handling for Quick Fee
Enhanced handling of system self-catch-up after network/CCH outages

Version 2.3 (expected late summer 2025)

Features being planned:

Payment processing offering
Reconciliation with Axcess Practice