Financial Operations,
Simplified

iPaymer is the primary system for managing receivables, payables, cash flow, and financial reconciliation — giving your finance team a single source of truth for every dollar in and out.

Everything your finance team
needs in one place

Revenue & Receivables

Monitor revenue streams, track receivables aging, and maintain full visibility over outstanding invoices. Know exactly what is owed, by whom, and when it is due.

Subscriptions & Recurring Billing

Manage subscription lifecycles, retainer agreements, and recurring billing schedules. Automate renewals, proration, and payment retries with zero manual effort.

Vendor Bills & Payouts

Oversee accounts payable from a centralized dashboard. Record vendor bills, schedule payouts, and track disbursements to maintain tight control over outflows.

Cash Position & Banking

Control your cash position with real-time bank balance visibility. Connect bank accounts, monitor inflows and outflows, and make informed decisions with up-to-date data.

QuickBooks & Xero Sync

Sync financial data bi-directionally with QuickBooks and Xero. Invoices, payments, and journal entries flow automatically, eliminating duplicate data entry and reconciliation headaches.

Audit-Ready Records

Maintain a complete, timestamped trail of every financial transaction. From invoice creation to payment receipt, every action is logged and exportable for audits and compliance.

The Finance & Accounting
workflow in iPaymer

A step-by-step process that keeps your financial operations organized, accurate, and always up to date.

1

Review the Financial Dashboard

Start each day by reviewing the real-time dashboard for revenue totals, outstanding receivables, upcoming payables, and current cash position across all accounts.

2

Process Incoming Payments

Match incoming payments to open invoices. iPaymer automatically updates invoice statuses, applies partial payments, and flags discrepancies for review.

3

Manage Recurring Billing Cycles

Review and approve upcoming subscription renewals, retainer invoices, and recurring charges. Handle exceptions, adjust billing schedules, and process proration as needed.

4

Record and Approve Vendor Bills

Enter vendor invoices and bills into the system, route them for internal approval, and schedule payouts. Track every payable from receipt through disbursement.

5

Reconcile Accounts

Run reconciliation between iPaymer records and connected bank accounts. Identify and resolve mismatches, then confirm that all transactions are accounted for.

6

Sync to Accounting Software

Push verified financial data to QuickBooks or Xero. Invoices, payments, credits, and journal entries sync automatically, keeping your general ledger current without manual entry.

7

Generate Reports & Maintain Audit Trail

Pull financial reports — revenue summaries, aging reports, cash flow statements, and transaction logs. Every record is timestamped and audit-ready for compliance and period-end close.

Ready to streamline your
financial operations?

Give your finance team the tools to manage receivables, payables, cash flow, and reconciliation from a single platform.

No credit card required. 14-day free trial.