--- title: "WorkflowAR Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is WorkflowAR the right Accounts Receivable solution for you? Explore 19 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/141101/WorkflowAR/reviews/" page_type: "reviews" language: "en" --- WorkflowAR 4.7 (19) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated August 26th, 2026 # Reviews of WorkflowAR Ease of use 4.6 Customer Service 4.9 ## Showing most helpful reviews Showing 1-19 of 19 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Jodi W. Treasurer, Sr. Manager AR and AP Paper & Forest Products Used the software for: 2+ years ### "Best Software Decision I've Ever Made!" July 23, 2026 5.0 We have been using WorkflowAR for over six years, and it has become an essential tool for managing our Accounts Receivable and Collections operations. Prior to implementing WorkflowAR, our credit and collections team relied heavily on aging reports and Excel spreadsheets, which were time-consuming to maintain and quickly became outdated. We needed a solution that would allow us to work more efficiently, stay focused on priorities, and support our growing business without continually adding staff. WorkflowAR filled that gap perfectly. The nightly integration with our ERP ensures our team is always working with current customer and receivable data. Instead of spending hours preparing spreadsheets and manually tracking accounts, our collectors can immediately focus on the activities that drive results. The ability to create customized task lists and workflows has helped managers direct resources where they are needed most and has transformed our collections process from reactive to proactive. One of the biggest benefits has been the increased efficiency and visibility the platform provides. Our team is no longer focused solely on customers whose orders are already on credit hold. WorkflowAR allows us to identify issues earlier, prioritize collection efforts, and proactively manage risk before it impacts the business. This has improved productivity, enhanced accountability, and helped us better support our internal customers. What truly sets WorkflowAR apart, however, is the people behind the software. Throughout our six-year partnership, the WorkflowAR team has been incredibly responsive, personable, and accommodating. They take the time to understand our business needs and are always willing to listen to feedback, answer questions, and make recommendations. Their customer service is second to none, and they consistently go above and beyond to ensure we are getting the most value from the platform. As organizations continue to face pressure to do more with less, WorkflowAR has provided us with the tools needed to scale our collections efforts efficiently while maintaining high levels of effectiveness. The combination of a powerful, easy-to-use platform and an exceptional customer support team has made WorkflowAR an invaluable partner in our Accounts Receivable operations. Bottom line: After six years of use, WorkflowAR continues to deliver meaningful value to our organization. If you are looking for a solution to improve collections efficiency, increase visibility into receivables, and partner with a team that genuinely cares about your success, WorkflowAR is an outstanding choice. Pros WorkflowAR is extremely easy to use and has helped our team become more efficient and proactive in managing Accounts Receivable. The cloud-based platform gives our team access to current information from anywhere, and the nightly data updates ensure we are always working with accurate customer data. The task management and workflow tools help us prioritize collection efforts and improve productivity without adding headcount. The value the software provides is exceptional, but what truly stands out is the WorkflowAR team. We have been using the platform for over six years, and their customer service has always been responsive, personable, and accommodating. They are committed to understanding our needs and helping us get the most out of the system. Cons We have not experienced any major issues with WorkflowAR. The platform is user-friendly, reliable, and delivers strong value. When questions or enhancement requests arise, the WorkflowAR team is always responsive and accommodating, making it difficult to identify any significant areas for improvement. Alternatives considered [Cforia.autonomy](https://www.capterra.com/p/143036/Collections-Management/)[HighRadius Accounts Receivable](https://www.capterra.com/p/127948/ReceivablesRadius/) Reason for choosing WorkflowAR We chose WorkflowAR because of its ease of implementation, ease of use, and overall value. The platform was straightforward to deploy, and our team was able to adopt it quickly with minimal disruption to our existing processes. Compared to other solutions, WorkflowAR offered the functionality we needed without unnecessary complexity. The software provides real-time visibility into our receivables, intuitive workflow management tools, and cloud-based access, making it easy for both managers and collectors to stay productive. Just as importantly, the WorkflowAR team took the time to understand our business needs and was extremely responsive throughout the implementation process, helping ensure a smooth transition and long-term success. After more than six years of use, we continue to see strong value from our investment. Review Source 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! JB Judy B. Credit and Collections Printing Used the software for: 2+ years ### "WorkflowAR is powerful." July 22, 2026 4.0 My experience has been very positive. Workflow has helped me to hone in my collections process and to keep readily available and exportable dunning history when needed. I have also used it to build and add to management reports which are valued by our internal team. Pros I like that it is not just an out of the box rigid tool. I can set up my own queries if I am looking for certain data or want to parse out a category of open balances like prepayment customers with open balances or promises to pay. The programming piece is very powerful and allows for a lot of flexibility. I also like that I can include fields of data that are not in our business system. I keep customer Tax ID numbers so when they are acquired or change their name, I can more easily determine if a new account should be created due to an entity change. I like, also, that the folks at WorkflowAR are very willing to help with special requests and additional business needs like dealing with foreign currency on aging statements for customers. They are also very attentive to the daily uploads for those who are not using the Cloud and quickly communicate if there is a file problem so the data can be kept as current as possible. Their customer support is terrific. They are truly want you to successfully use the software to your advantage and to is full capability as much as you are able. Cons I love the ability to program but I simply do not have the time to learn it well to be agile enough to quickly execute what I want to do. A reference sheet and explanation of commands would make the program faster to learn and easier to execute your own queries, mass emails, operation changes and additions. It would also make it easier to pick up again when you have not had created new functions recently. Review Source 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 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 Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.