Close Your Books Faster with Self Service!

Self Service provides customers with immediate access to make payments, reconcile their statements, download important documents, and export accounting data.

Close your books faster while improving the customer and vendor experience, for free!





Improved Efficiency and Enhanced Visibility

Whether you’re a team of one or ten, Self Service makes it faster and easier to work with your customer and vendors, delighting them in the process.

Payment
Platform.

Connect customers directly to their accounts online to make payments with Stripe and PayPal, accelerating payment timeliness and accuracy.

Self Service
Manager.

Real-time user and payment data at your fingertips to make follow-ups, reconciliation, and identifying the next best activity a breeze.

Statement
View.

Access open invoices and bills in real-time, removing obstacles from your accounting and period-end processes.

Invoice
Details.

Provide customers easy access to data and documents at the click of a button, in a single application, saving time and eliminating customer frustration from your AR workflows.

Document
Downloads.

Save time and accelerate time-to-pay by providing a secure portal for customers to download invoices and financial documentation with 24/7 access.

Bill
Details.

Provide vendors easy access to core data and documents at the click of a button in a single application, saving time and eliminating vendor frustrations from your AP workflows.