💰 Accounts Receivable (AR) Add-On

Automated Accounts
Receivable, that works itself.

PresNa AR Solutions is compliant, automated accounts receivable follow-up for unpaid balances and invoices — SMS and email outreach that runs itself, and a human on your team only when it's actually needed. Add it to any PresNa plan, in any industry we serve.

Start Free — 14 Days ↗ See how it works
✅ TCPA-consented 🔒 HIPAA-safe Live in <24h Capped at 7-in-7
The Problem

Unpaid balances
don't collect themselves

Without AR Solutions
✗A spreadsheet of who owes what, that nobody has time to actually work
✗Follow-up is inconsistent — some accounts get chased, most don't
✗Staff time spent on manual reminder calls and texts
✗Compliance risk from ad-hoc, undocumented outreach
With AR Solutions
✓Every consented account followed up automatically, on a fixed schedule
✓Compliant, practice-branded SMS & email — never a diagnosis, procedure, or balance in an unauthenticated text
✓Contact frequency capped at 7 attempts in any 7-day period, automatically
✓Escalates to your team with full history only when a human touch is actually needed
How It Works

Three tiers, one dashboard

AR Solutions runs the same tiered playbook for every account — consistent, documented, and compliant by default.

  • 1Add the balance, onceFront desk adds the account with consent captured at intake — web form, tablet, phone, or paper, all logged.
  • 2Tier 1 & 2 run automaticallySpaced SMS and email reminders, always with a clear opt-out, routing to a secure portal for account specifics.
  • 3Tier 3 hands off to your teamIf it's not resolved after automated outreach, a ticket is created and your team is alerted — with a documented runbook.
AR Solutions · Live Preview ● Active
Tier 1
Reminder sent · Day 0
Tier 2
Follow-up sent · Day 4
Tier 3
⚠ Your team notified · Day 9
See It In Action

Watch an account get
resolved, start to finish

This is a simulation of a real account — the same tiered outreach, and the same dashboard, that runs on every consented balance. Pick an ending to see how it plays out.

Tier 1 — SMS Day 0
Your Dashboard · Live Preview
$18,420
Recovered This Month
61%
Recovery Rate
4.8
Avg Days to Resolve
142
Accounts Worked
Tier 1
47%
Tier 2
31%
Tier 3
22%
Every number above updates in real time as accounts move through tiers — this is illustrative sample data, not live production numbers.
Compliance-First, Not an Afterthought

Built the way
collections should be

💬
Tier 1 & 2 — Automated follow-up
SMS and email reminders sent under your practice or firm's name, spaced days apart. Every message includes a clear opt-out and never states a balance, diagnosis, or procedure — recipients are routed to a secure portal for specifics.
🧑‍💼
Tier 3 — Human escalation
If a balance isn't resolved after automated outreach, a ticket is created and your team is alerted immediately — with a documented runbook so the handoff is never dropped.
🔒
HIPAA-safe by design
No PHI ever appears in an unauthenticated text or voicemail. Contact details are encrypted at rest. Nothing is reported to a credit bureau — architecturally, not just by policy.
✅
Consent-first, capped outreach
Every automated contact requires explicit, separately-captured financial-communications consent, and every account is capped at 7 contact attempts in any 7-day period.
One Add-On, Every Industry

Whatever you call
the balance, AR Solutions chases it

AR Solutions ships already configured for the language and compliance rules of each PresNa industry.

⚖️
Law Firms
Unpaid retainers and outstanding invoices, followed up automatically between billing cycles.
📋
Accounting
Overdue client invoices chased on schedule, without an awkward call from the partner.
🏥
Medical & Dental
Patient balances followed up HIPAA-safely, with zero PHI in any unauthenticated message.
🏠
Real Estate
Outstanding commissions and fees followed up consistently, deal after deal.
See it on the Medical & Dental page → Start Free — 14 Days ↗
Your Numbers

Estimate what you'd
recover

Tell us roughly how many open accounts you carry and what you collect today. We'll estimate the additional monthly recovery from consistent, automated follow-up — plus the staff time it frees up.

AR Recovery Estimator
20120500
$50$250$2,000
10%30%60%
$5,000
Est. additional $/month
$60,000
Est. additional $/year
16 hrs
Staff time saved/month
$149/mo
AR Solutions plan needed
Start Free Trial →
Estimate only, for illustration. Assumes automated follow-up lifts effective recovery rate by ~20 percentage points (capped at 85%) and saves ~8 minutes of manual follow-up per account. Actual results depend on consent capture rate, account mix, and your current process.
From the Field

What practices are saying

"We stopped keeping a spreadsheet of who owes what. AR Solutions follows up automatically, and our office manager only gets pinged when someone actually needs a phone call."
— Practice Manager, Multi-Specialty Clinic
7-in-7
contact cap enforced automatically on every account, every time
3 Tiers
automated reminders escalate to your team — never both running at once
<24h
to go live once your consent language and templates are approved
AR Solutions Pricing

Flat monthly pricing.
Never a cut on the automation.

Available as an add-on to any PresNa plan, or standalone if you only need AR — priced by how many open accounts you're actively following up on, never a percentage of what's recovered by Tier 1 & 2 automation. 14-day free trial, cancel anytime.

● Add-on — bundled with any PresNa Voice AI plan ● Standalone — AR Solutions only, no Voice AI
Starter
Add-on$149/mo
Standalone$199/mo
up to 75 active accounts
  • Tier 1 & 2 automated SMS + email
  • Tier 3 human escalation tickets
  • TCPA consent capture & 7-in-7 cap
  • HIPAA-safe message templates
Start Free Trial
Most Common
Growth
Add-on$299/mo
Standalone$399/mo
up to 250 active accounts
  • Everything in Starter
  • Priority Tier 3 alert routing
  • Multi-location account rollup
  • Priority support
Start Free Trial
Scale
Add-onCustom
StandaloneCustom
250+ active accounts
  • Everything in Growth
  • Volume-based rate
  • Dedicated account manager
  • Custom consent & template review
Talk to Us

Not sure which tier fits? Run the estimator above or tell us your account volume and we'll recommend one. Standalone signup (no Voice AI) is available on the signup page — look for "AR Solutions only." Tier 3 is optional: keep escalated accounts in-house for free, or route them to PresNa's collections network for ~25% contingency — charged only on what's recovered at that tier, never on Tier 1 & 2.

On Every Device

Take AR Solutions with you

Install the PresNa dashboard on your phone or desktop. Review the escalation queue, check outreach history, and manage follow-up from anywhere — no app store required.

🖥️ Open theWeb Dashboard
Works on iPhone, Android, Mac & Windows. On iPhone: tap Share ↑ then Add to Home Screen.

Stop chasing balances.
Start recovering them.

Add AR Solutions to your PresNa plan — no extra staff, no extra software.

Start Your Free 14-Day Trial ↗