A client dashboard
your clients will use.
The Client Dashboard is your client’s home for everything billing-related: open invoices, payment history, disputes and one-click pay. Adopted because it’s simpler than the email thread or paper invoice it replaces.
Everything they need. Nothing they don’t.
- Open invoices and aging
- Payment history with searchable receipts
- Open dispute tracking
- One-click pay by ACH or credit card
- Download invoices as PDF
- Mobile-friendly
See exactly what your client sees, and how they use it.
A real-time view of who has received, viewed, paid, opened a dispute or downloaded an invoice. Every reminder, every payment, every action timestamped.
Why clients use this and not their inbox.
Most staffing clients dislike AR communication, and ignore it. The Client Dashboard wins adoption because the alternative is one more thread, one more attachment, one more reply-all.
Frequently asked questions
Yes, where it earns its place. ReceiveUp uses AI for cash application matching, cross-system data reconciliation and forecasting. ReceiveUp doesn’t use AI to post to your GL, generate invoices or autonomously resolve disputes. Your finance team owns those decisions.
Every AI action (match, reminder, data pull) is logged and reviewable. Your team can audit, override and turn off any AI behavior at any time.
Preview the portal in your demo.
30 minutes, tailored to your vertical, team size and biggest AR pain.
What to expect
- Live in 4–8 weeks
- No new systems
- Hands-on onboarding