SoFlo360SoFlo360
AP & AR Support · Service 03

AP & AR support to keep bills, invoices, and payments organized.

Cash in, cash out — organized and on schedule.

SoFlo360 Accounting Services helps startups and small businesses track money coming in, money going out, vendor records, customer payments, invoice activity, bills, and aging reports in a clearer system.

The Problem

Untracked bills and unpaid invoices can quietly hurt your cash flow.

A business doesn't usually fail because of one big mistake — it fails because of dozens of small ones that pile up. Past-due invoices nobody followed up on. Vendor bills that surprised the bank account. Customer payments sitting un-applied. SoFlo360 organizes the AP and AR side of your business so cash flow is visible — and predictable.

Who This Is For

Built for businesses with real money moving in and out.

Service businesses that invoice

Recurring or project-based invoicing, customer payments, and follow-up on outstanding balances.

Product-based businesses

E-commerce and product businesses managing vendor bills, supplier payments, and product cost tracking.

Owners losing track of cash flow

Businesses where receivables and payables stopped getting reviewed regularly — and the books reflect it.

What's Included

What's included in AP & AR support.

AP and AR support is scoped to your business — your customer base, vendor list, and invoicing volume. The core work stays consistent.

Invoice tracking

Every customer invoice tracked from issue date to payment, with past-due invoice review built in.

Bill tracking

Vendor bills entered, tracked by due date, and prepared for payment with no surprises.

Vendor & customer record organization

Clean vendor and customer lists with contact info, payment terms, and supporting documentation in one place.

Customer payment tracking

Payments received, applied to the right invoice, and reconciled against your bank — so balances are always accurate.

Aging reports — AP & AR

Accounts receivable and accounts payable aging reports so you see, at a glance, who owes what and what's coming due.

Year-end vendor & contractor records

Vendor and contractor record organization for year-end reporting — clean lists, complete addresses, and accurate totals.

AR vs AP

Money coming in, money going out.

Both sides matter. SoFlo360 organizes accounts receivable and accounts payable in one connected system — so customer payments, vendor bills, and cash flow line up.

Money coming in

Accounts Receivable (AR)

Send invoices, track payments, and stay on top of who owes what — so revenue actually shows up in the bank.

  • Customer invoice creation and tracking
  • Customer payment tracking
  • Past-due invoice review
  • Customer balance review
  • Accounts receivable aging reports
  • Deposit tracking against invoices
Money going out

Accounts Payable (AP)

Track what you owe, when it's due, and to whom — without bills falling through the cracks.

  • Vendor bill entry and tracking
  • Bill due date tracking
  • Payment status organization
  • Vendor balance review
  • Accounts payable aging reports
  • Vendor and contractor record organization
Cash Flow Visibility

Cash flow visibility — finally.

Most small businesses don't lack revenue — they lack visibility. AP/AR records connected to bookkeeping give you a real picture of cash position: what's coming in, what's going out, and what's pending. SoFlo360 builds that visibility into every engagement.

What you're owed

A current view of every open invoice — by customer, by age, and by amount.

What you owe

Outstanding bills tracked by vendor and due date — so payments don't surprise the bank account.

What's coming next

A forward-looking view of cash flow — pending receivables and payables — so the next 30 days aren't a guess.

How It Works

A simple AP / AR process.

01

Free consultation

We learn about your invoicing, billing, and where receivables or payables are getting stuck.

02

Cleanup & onboarding

Existing invoices, bills, and customer / vendor records reviewed and organized into a clean starting point.

03

Recurring AP / AR cycle

Each cycle: invoices tracked, bills tracked, payments applied, aging reports reviewed.

04

Connected to your books

AP/AR records connected to bookkeeping — so cash flow visibility lives in your reports, not in your inbox.

AP & AR FAQ

AP and AR questions, answered.

Yes — invoice creation and sending is part of AR support. The exact workflow depends on your business: some clients want SoFlo360 to send every invoice, others prefer to send invoices themselves and have us track and reconcile the activity.
SoFlo360 tracks bills, organizes due dates, and prepares payments for review — but actual fund movement and payment authorization stay with the business owner. We organize the AP side; you stay in control of the bank.
We provide vendor and contractor record organization for year-end reporting — clean vendor lists, complete W-9 / address information, and accurate annual totals. Final tax filing happens with your CPA or tax preparer.
Sometimes, but it's usually better to combine them. AP/AR records connected to bookkeeping is where cash flow visibility actually comes from — disconnecting them limits the value of both.

Want bills, invoices, and payments in one organized system?

Book a free consultation. We'll review your current AP/AR setup and recommend the right level of support for the way money actually moves through your business.

Related Services

More ways SoFlo360 can help.

01

Bookkeeping

Monthly bookkeeping, catch-up cleanup, reconciliations, and clear financial reports.

View Bookkeeping
02

Payroll Support

Payroll setup, runs, employee payment tracking, and payroll-related bookkeeping.

View Payroll Support
04

QuickBooks Cleanup

Turn a messy QuickBooks file into a clearer bookkeeping system that's easier to maintain.

View QuickBooks Cleanup