# WorkflowAR Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is WorkflowAR the right Accounts Receivable solution for you? Explore 18 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/141101/WorkflowAR/reviews

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WorkflowAR

4.7 (18)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of WorkflowAR

Ease of use

4.6

Customer Service

4.9

## Showing most helpful reviews

Showing 1-18 of 18 Reviews

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Rating

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Reviewer's Role

Length of Use

Frequency of Use

Cindy B.  
Director, Accounts Receivable  
Apparel & Fashion  
Used the software for: 6-12 months

### "WorkflowAR is our new value added tool"

August 3, 2018

5.0

As mentioned, we have much better efficiency and better visibility to where the issues are, such as deductions by reason code, customer, etc. My managers and I can now track our team's performance and easily share results with our senior management. We can respond more quickly to our customers and send them automated payment reminders. This will result in improved cash flow, lower DSO, and decreases in our deductions since we now have a better tool to identify where the root causes are. My team learned the system quickly as it is very user friendly and a tool every employee enjoys using. Honestly, it has everything an AR/Credit professional can ask for in a system.

Pros

WorkflowAR has helped our company to improve productivity and cash flow as well as increase our efficiency. We are now able to set up tasks, parent/child accounts, and easily query any information we need very quickly. This tool provides us everything we need to prioritize our deductions and collections and provide metrics and reporting our senior management team is very happy with. Now we can share our results and everyone in the company can see the metrics and how productive our team is. We were not able to pull this information before WorkflowAR. My team enjoys their job much more and they look forward to using this system since it is so user-friendly and makes their job much easier.

Cons

We will be utilizing another vendor to work with WorkflowAR to automate our invoicing to our customers and add a payment portal in the near future.

Review Source

Response from WorkflowAR

August 7, 2018

Thank you for the kind words Cindy!

MH

Marc H.  
Accounts Receivable Manager  
Health, Wellness and Fitness  
Used the software for: 2+ years

### "Want Your AR Team To Be More Efficient?"

November 22, 2016

5.0

As an AR Manager, I am constantly asked by management to do more with less. The days of adding additional collections staff are over, and I needed to find a way to be more efficient despite the fact that my company was growing rapidly. Enter WorkflowAR. In the past, my collection team was managing their aging reports using Excel, and spreadsheet prep time alone was taking hours. Further, once the spreadsheet was created, within a day the data was stale, missing any recently applied cash. Needless to say, it was very inefficient. I did some research on AR collection software and came across WorkflowAR. The team did a great job of understanding our challenges and showing us where we could benefit from the software, and after getting a demo, we knew it would be a huge improvement over our spreadsheet process. It was an easy "sell" to my management team as the benefits of DSO improvement and increased efficiency greatly outweighed the reasonable cost. After using WorkflowAR for over 2 years, we couldn't be happier. Stan, Jim, Beth, and Cathy are the pinnacle of customer service, always quick to help with any questions or revisions to our customized interface. Bottom line: if you are looking to do more with less with your AR collections, LOOK NO FURTHER.

Pros

Easy to use interface Workflow task lists Query reports Outstanding customer service

Review Source

JB

Judy B.  
  
  
Used the software for:

### "Collections Powerhouse"

December 19, 2016

4.0

This software is a real powerhouse for business collections and AR personnel which I have not completely unleashed. There is great flexibility especially in the queries to allow you to tailor the program to work like you do and for you, giving you visibility to your open accounts and open balances in a way you want to see them to best work your open items. It is a great way to document all correspondence with your customers so that you can always have at hand previous correspondence during a call with a customer and a history for each open item and account. Everyone at WorkflowAR is very eager to help you make the most of this program and to support you in the learning process. Wonderful folks! When you consider the cost of hiring additional personnel, this program is a great value for the money expended plus being customized to your specific business needs. The capability to program the system to automatically email out a variety of correspondence to your customers is a tremendous time saver with the bonus that it is customized to initiate a conversation with your customers as you would if you were to contact them individually. I am anxious to utilize this program to the full for my satisfaction and joy in my work as well as for the benefit of my Company.

Review Source

kM

kayla M.  
Manager of Accounts Receivables  
  
Used the software for: 2+ years

### "AMAZING TOOL"

December 6, 2016

5.0

The support that you receive from the entire team is beyond any IT support that I have ever received. They respond with accurate information. They listen to what you want and they help resolve and or improve on any functions that you need.

Pros

The customization of the query. The management tools for reporting how you are able to drill down to the details. comments, each department can place their own resolved item on the level header. I am able to add on special leaders to use the tool.

Cons

The only con is that we didn't get the most updated tool. So our open items will reflect the time of the morning current day, it's not showing in real time balances.

Review Source

Response from WorkflowAR

December 6, 2016

Kayla, Thank you for the kind comments. The system can be updated multiple times per day if set up with your IT staff. Not a limitation for WorkflowAR. Please let them know if you want this to happen and we can help to coordinate this. Thank you, Stan Dumoch

JR

Jennifer R.  
Controller  
Wholesale  
Used the software for: 2+ years

### "Workflow AR Review"

November 22, 2016

5.0

The accounting software we used was very limited for the credit and collections department. Workflow AR was able to fill the gap of tools the department needed in order to do their job more efficiently. Our AR is updated into the Workflow AR software every night, so my team is working with current data. We are able to set up task lists, which the managers create, in order to have their team focus on the areas needing to be addressed. My team was mainly focused only on customers who placed orders that went into credit hold. Workflow AR has allowed my team to be more proactive in their jobs instead of reactive.

Pros

Task Lists for my Team to know what needs to be accomplished for the day, and the Dashboard looks for Management.

Cons

Sometimes thinking about the Hierarchy can be a bit challenging. The Hierarchy you set up during implementation affects everything you do within the software.

Review Source

JL

Joanne L.  
VP Accounts Receivable, Credit & Compliance  
Apparel & Fashion  
Used the software for: 2+ years

### "Big Fan of WFAR"

November 9, 2016

4.0

I have been involved with transitioning multiple teams in various instances of WFAR. Aside from being a very effective A/R tool, the ease of use makes transitioning to WFAR straightforward with minimal knowledge curve drawback. I can't say enough about the support from Cathy and Stan received over the years. The Global Visions team takes the time to understand the needs of the customer and work tirelessly to deliver workable solutions.

Pros

Speed/ease of installation, ease of use, user friendly, flexible, compatible.

Cons

some limitations to reporting

Review Source

PM

Patrick M.  
Director, Customer Financial Services  
Aviation & Aerospace  
Used the software for: 2+ years

### "WorkFlow and Legacy Systems"

November 9, 2016

5.0

The individuals at WorkFlow AR were a pleasure to deal with on the installation and were proactive in finding solutions to fit our specific need. Further, any issues that were encountered after our "go-live" have been met professionally and swiftly. Would recommend WFAR to any organization seeking to better manage their AR portfolio.

Pros

Ease of use.

Cons

Not real time due to our legacy system interfaces

Review Source

LS

Leonard S.  
Credit & Collections Manager  
Construction  
Used the software for: 2+ years

### "WFAR Eval"

July 31, 2018

5.0

It has been awesome and the customer support received from the WFAR team is excellent.

Pros

Cost, Ease of Use, Access to Data and Easy to Follow

Cons

Not much I don't like about the tool. I would like to see an invoice sum feature in the History tab similar to the one available for the open items.

Review Source

KM

Kayla M.  
Manager of Accounts Receiables  
Facilities Services  
Used the software for: 2+ years

### "Work Flow AR Keeps me Organized"

November 9, 2016

5.0

I have had work flow AR for 4 years now. I absolutely love it. I am able to place Manager comments and this allows me to communicate with the team. I can send management summaries to other departments.

Pros

the customization of the quires and amazing WFAR team.

Review Source

HH

Helene H.  
Manager A/r  
Pharmaceuticals  
Used the software for: 2+ years

### "Workflow A/r"

November 9, 2016

5.0

Would not know how the team would manage their collections without this tool. We are moving to the SAP in August 2017 and nervous on how we will manage.

Pros

Ease of running queries

Cons

n/a

Review Source

MJ

Matt J.  
Senior Accountant  
Consumer Goods  
Used the software for: 1-2 years

### "Great Customer Service"

November 9, 2016

5.0

The group supporting Workflow AR truly exemplify customer service. From implementation to follow-up questions and concerns the team has been truly responsive and helpful. The software has done exactly what we needed it to do.

Pros

Flexibility--Can configure for your needs.

Review Source

RR

Rob R.  
  
  
Used the software for:

### "Add more functionality to Deduction processing. "

February 10, 2017

4.0

We use WorkflowAR for deduction processing, more functionality around functionality will help R1. I would think this would benefit other customers as well.

Pros

Cloud base visibility. custom reporting tool.

Cons

built in reporting is very limiting but, is getting better

Review Source

Response from WorkflowAR

March 31, 2017

Reporting is all query based with download to spreadsheets and drill down to supporting customer data.. External Reporting is now made available via access to the WorkflowAR files for the User company to now build reports with external tools such as Hyperion, Access, Crystal Reports, etc.

MR

Michelle R.  
AR Manager  
Apparel & Fashion  
Used the software for: Less than 6 months

### "WorkflowAR Review"

August 6, 2018

4.0

Still new in deciphering but what I have worked on, has been a lot easier for information purposes.

Pros

I like that our customers can be viewed together or separately. Also making up reports that fit our needs.

Cons

None so far as we have been only live for a couple of weeks.

Review Source

JM

Jorge M.  
  
  
Used the software for:

### "Great deduction/chargeback management tool"

November 9, 2016

5.0

Since we started using WorkflowAR a little over a year ago we have seen a tremendous improvement in the way deductions are being manage. We have a better visibility, tracking history, metrics and reporting tools that we had no access to prior to this implementation. Although the initial purpose of getting Workflow was purely to mange deductions we have seen additional benefits that improved collections and overall reports. Stan and team have been very supportive and flexible in order to adjust the software to our needs.

Review Source

TD

Tiffany D.  
  
  
Used the software for:

### "Control over queries and information"

December 16, 2016

5.0

I love being able to create queries on any of my information. The system is very easy to use and being able to make adjustments to existing queries and then save later versions is very helpful. Options of just viewing the results or exporting them to excel are very easy. And as always, if I ever have any questions, the assistance is always very timely and personal. Customer service is excellent.

Review Source

AP

Amey P.  
  
  
Used the software for:

### "WFAR - a great tool"

November 10, 2016

4.0

Have been using it over 4 years. Great tool for AR - Collections Management. Have been able to automated a lot of collections & dispute resolution efforts thru the system making a cost effective and efficient credit & collections department.

Review Source

NJ

Nazaire J.  
  
  
Used the software for:

### "Great system and Amazing support team!"

November 9, 2016

5.0

The system is amazing and user friendly. The support team are available when needed and quick to response to fix any issues or problems with the system. I love WorkflowAR in a cloud base environment!

Pros

Simple and user friendly!

Cons

N/A

Review Source

JK

Jon K.  
  
  
Used the software for:

### "Jon A Kerr"

November 9, 2016

4.0

Integration was initially difficult due to our in house systems. The product overall is stable and issues are usually do to hardware performance. Jim and Stan are very responsive to issues with the product or questions on the setup.

Review Source

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