SoarOne is the compliance-first, AI-driven AR automation platform built for CPAs and the businesses they serve. Connect QuickBooks, run AI-reviewed dunning sequences, and collect overdue invoices — without exposing yourself or your clients to liability.
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Integrates With
Set it up in under 5 minutes. No code required.
One-click OAuth connection. SoarOne syncs your overdue invoices automatically every 45 minutes.
Set dunning tiers, tailor the tone to your brand, and review higher-risk language before a template goes live.
Emails dispatch automatically. Track opens, deliveries, and recovered revenue in real-time analytics.
Every feature is designed around protecting you and your clients — not just sending emails faster.
CAN-SPAM safeguards, FDCPA frequency caps, dispute holds, and GDPR data tools are built into every workflow — not add-ons. You and your clients are covered by design.
Before any template goes live, AI reviews it for risky language and rewrites it in a tone that's firm but empathetic. We don't send debt-collector blasts — we send reminders that preserve the client relationship.
CPAs and bookkeepers: connect up to 10 QuickBooks companies under one dashboard. One login, full visibility across all clients, per-client branding on every email.
Send dunning emails from your own domain. Customers see accounting@yourcompany.com — not a third-party sender. Your brand stays intact at every touchpoint.
Track total AR portfolio, at-risk capital, delivery rates, and collection performance across every client. Export to CSV anytime.
Scheduled jobs handle token refresh, invoice sync, email dispatch, and log cleanup automatically. You sleep, SoarOne works.
When you manage accounts receivable for your clients, you absorb a significant amount of liability over how debtors are contacted. SoarOne is built to protect you — and them.
Switch between client QuickBooks connections instantly. No separate logins, no juggling tabs. Full AR visibility across your entire book of business in one place.
Each client gets their own SMTP sender, templates, and branding. Their customers receive emails that look like they came from the client's team — not from a collections platform.
FDCPA frequency caps, CAN-SPAM unsubscribe links, GDPR erasure tools, and AI-reviewed templates ensure that every communication going out under your name meets compliance standards — automatically.
We think you should be able to connect QuickBooks, run your first AI-reviewed template, and see the dashboard — in under 5 minutes, without talking to anyone.
How most AR tools work
How SoarOne works
14-day free trial on every plan. No credit card required. Cancel anytime.
Most AR automation tools start at $259/mo or more — and require a sales call to even see the product.
For small businesses managing their own collections.
For growing businesses that need full control over their brand.
For accountants and bookkeepers managing multiple clients.
See how much SoarOne can recover for your business.
Additional Cash Recovered / Year
Sign up and get full Pro-level access for 14 days — no credit card required. Connect your QuickBooks, set up templates, and watch invoices get collected. After the trial, you choose a plan or stay on Starter.
Not with the Pro or CPA plan. Custom SMTP lets you send from your own email address. Your customers see emails from you, not from us. On Starter, emails are sent from a SoarOne system address.
Yes. Every email includes a physical mailing address, unsubscribe link, and List-Unsubscribe headers. We enforce frequency caps, dispute holds, deterministic content guardrails, and AI-assisted semantic review for template language.
Yes. Pro supports up to 3 connections and CPA supports up to 10. Each connection syncs independently — perfect for bookkeepers managing multiple clients.
Most users see their first overdue invoice paid within 7–14 days of activating their first dunning sequence. The system works best with at least 2–3 escalation tiers over a 60-day window.
Most AR tools treat collections as a marketing function — they focus on sending more emails faster, often through SMS blasts or automated phone calls. SoarOne is built around compliance first: FDCPA frequency caps, CAN-SPAM safeguards, GDPR tools, and AI-reviewed templates are core features, not add-ons. We also offer transparent self-serve pricing — no sales call required to see the product or start a trial. And we're the only platform with a dedicated multi-client plan built specifically for CPAs and accounting firms.
The CPA / Agency plan is built for you. It supports up to 10 QuickBooks connections under one login, with per-client SMTP branding, per-client analytics, and bulk template management. Every client's dunning emails go out under their own brand — not yours and not ours. If you're managing fewer than 3 clients and don't need per-client branding, the Pro plan also covers up to 3 connections at a lower price point.
Every dunning email includes a dispute link. When a customer files a dispute, all automated emails for that invoice are immediately paused. You can review and resolve disputes from your Compliance dashboard.
Join CPAs and businesses recovering overdue receivables — compliantly, automatically, and without a single sales call.
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