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How Cartwheel Works

Cartwheel automates your accounts receivables processes across your current tools to help you capture the value of automation without painful, expensive, and slow change management.  

Seamless Automated AR 

 

Cartwheel partners with your organization to understand your business goals and objectives and how your AR processes are currently supporting them.

We work to map your current AR process, starting with identifying each technology and understanding its role: ERPs, CRMs, ATS', HCMs, accounting software, payroll software, financial software, timekeeping software, and VMS'.

Cartwheel integrates with each technology to capture and automate your process and rules, ensuring a clean and clear flow of data across your tech stack.

How Cartwheel Works

Work With Us

The Cartwheel Difference

Let us make your life and accounts receivable easier.  Our team and technology are here to make you and your organization successful. 

Cartwheel takes the time to understand your organization's processes

Understand Your Organization

We take the time to understand what's working for you and what isn't. We understand, capture, and map your organization's tools, processes, and rules. 

Cartwheel Communicates with its customers

Open Communication

Cartwheel is here to regularly check in on your progress, suggest improvements, and troubleshoot. We want to talk to you and you won't get caught in a phone tree. 

Cartwheel's High-Quality Integrations

High-Quality Integrations

We want you to have a seamless AR process with Cartwheel. We build, test, and test again, every one of our integrations–ensuring you don't have to deal with downtime.

Cartwheel's Clear and fast implementation

Clear Implementation 

Quickly realize the advantages of AR automation with Cartwheel's clear and quick implementation. Clear milestones and deliverables mean you can be up in six weeks.

No Change Management with Cartwheel AR automation

No Change Management

Enjoy the advantages of automation immediately. With Cartwheel, you don't have to rip out any existing technology or endure lengthy user training. 

Cartwheel is Secure and Compliant

Secure & Compliant

We take the security of your financial processes seriously. We have secure, compliant processes, credentialing, and permissions. We do not store or hold any of your financial data. 

Cartwheel integrates with the software you use

 

Cartwheel is configured to work with your current tools and processes. Cartwheel will integrate with your:  

  • ERP
  • Payroll software
  • Accounting Software
  • Financial Software
  • HCM
  • Time tracking software
  • CRM
  • ATS, and more

We integrate with software like

Cartwheel Data Sheet

About the whitepaper

Everything you need to know about Cartwheel 

Download the Cartwheel Accounts Receivable Automation whitepaper and have everything you need to know about Cartwheel at your fingertips. From who we are to how we integrate, this whitepaper includes valuable information as you decide if automating your accounts receivable is right for you. 

Cartwheel delivers a clear, impactful, and complete accounts receivables automation for staffing agencies and EORs that helps them get paid faster, stop manual processes, and deliver clear and actionable insights. Cartwheel customizes its solution to automate your existing processes and integrate with your current technologies–no downtime or change management required.

 

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