Automate your invoicing, collections, cash application, and revenue reporting with context from all your business tools.
Sherpa combines AI-powered cash flow management with automated invoicing, payments, and working capital. All synced to your Quickbooks.
Sherpa makes it easy to get every dollar of revenue, faster. Automate tedious tasks so your team can spend less time in spreadsheets.
Generate invoices with live, accurate data from your tools. Contract to invoice, on autopilot.
Spend less time chasing down outstanding payments with AI-powered follow ups and custom branded payment portals.
Accept any payment method, offer net 60-90 terms, and auto-match payments to invoices.
Transform revenue data into insights. Track the metrics that matter, generate accurate reports, and forecast future revenues.
Generate and customize invoices collaboratively with your team, with live, accurate data from all your tools. Contract to invoice on autopilot, for any billing type.
Spend less time chasing down outstanding payments. Use tailored, AI-powered follow ups across mail, email, and phone to automate your payment reminders.
Accept any payment method, offer net 60-90 terms, and auto-match payments to invoices.
Transform revenue data into insights. Track the metrics that matter, generate accurate reports, and forecast future revenues.
Put your annual state and federal filings on autopilot.
Easily generate custom financial statements.
Be prepared to work with banks, partners, and insurance companies.
Have all your financial and business entity data in one place.
Sherpa plugs in to all of your tools, to learn how your business operates. Once everything’s connected, hit the ground running.
Upload invoices, contracts, or tell Sherpa in plain language how you want to get paid.
Pull in data from your CRM, ERP, and other tools to accurately invoice, without errors.
Automatically generate custom branded invoices that match, no matter the complexity.
Built-in approval workflows help you collaborate with your team to finalize and send invoices.
Collect revenue faster and shrink DSO with AI-powered payment reminders across email and phone.
Import bills from your email, Quickbooks, or upload any type of document. Sherpa AI saves you time by extracting key details.
Pay any bill with a credit card or bank transfer, batch multiple payments together to save time.
Pay your bills 30, 60, or 90 days later with flexible payment terms. Save cash and invest it where you need to.
Custom approval workflows and permissions give your team the tools they need to pay bills efficiently.
Create automated follow-up schedules that match your contracts and payment terms.
Sherpa automates your payment reminders across email and phone with AI.
Collaborate across your finance, customer success, and sales teams to boost collections.
Sherpa supports any payment method your customers want to use, and even offers customer financing to help you unlock new revenue.
Automatically match incoming payments to outstanding invoices, and easily sync with your ERP and accounting software.
Support any payment type including ACH, checks, and cards along with external processors like Bill.com and Stripe.
Offer your customers 60-90 day finance with Sherpa Flex, while still getting paid upfront.
Easily create a custom branded payment portal for your customers to view and pay invoices.
All your payments are automatically categorized and synced up with your accounting software.
Sherpa AI automatically matches incoming and outgoing payments to outstanding receivables and bills.
Generate monthly, quarterly, and annual financial statements. Automate quarterly and annual reporting.
Sherpa’s robust reporting and analytics tools give you accurate and clear insights into your key revenue metrics. Easily exportable in any file format.
Visualize revenue, DSO, and other key metrics by time period, customer, segment, and more.
Easily generate and export any revenue reports your business needs, including A/R Aging Reports, Revenue Waterfalls, and more.
Sherpa helps you predict future cash flow more accurately by analyzing payment history, contract data, and collection rates.
Visualize revenue, DSO, and other key metrics by time period, customer, segment, and more.
Easily generate and export any revenue reports your business needs, including A/R Aging Reports and Revenue Waterfalls.
Sherpa helps you predict cash flow more accurately by analyzing payment history, contract data, and collection rates.
