Armatic

Automation, insights and best practices to grow a business.

About Armatic

1. Finance & Billing Automation (AR, AP, Invoices, Subscriptions, Payments):

Fully automated AR Collections drastically reduces time to payment (DSO). Our advanced rules engine delivers the right message at the right time automatically, ensuring the highest likelihood of payment, while enabling prompt, efficient customer communication.

Never have another vendor payment not accounted for, assign vendor bills for review and approvals. Leverage our workflow automation and approval engine to route all your bills for optimized payments.

Enable subscription/recurring billing, progress billing, invoice creation, automatic payments, payment plans, late fees, coupons, online billing and interactive customer portals, all integrated and synced with your current accounting and CRM systems.

Payment tokenization and automated failed payment recovery ensures no payment is missed and all data is secure.

2. Sales & Success Automation (QTC, CPQ, NPS, eSign):

Automate quotes for prospects, control your pricing and close deals faster with our QTC and CPQ features. Everything from creating a quote to collecting cash from customers. Empower your sales and success team to handle the QTC process and remove departmental bottlenecks.

No more second-guessing, let your sales team handle all aspects of new contract creation within a clearly defined framework - from quote to eSignature and payment.

Share all historical communication data, files, documents, invoices and contracts across your whole team from the customer manager. Use Armatic's build in contact center to communicate with your customers.

Leverage the Armatic Net Promoter Score engine to join companies that have grown 2x faster vs the competition. Empower your teams to make better decisions backed by customer feedback.

3. Human Capital Automation (eNPS, Employee Advocacy, Contracts, eRecords):

Measure and improve your employee satisfaction with the Armatic employee NPS. Create communication feedback loops with your employees to drive loyalty and employee engagement.

Amplify your companies social reach with Employee Advocacy. Leverage the social networks of your employees, by providing them an easy way to share approved company information. Your companies social posts reach a magnitude of prospects and potential new hires.

Provide your HR team and managers across your organization a solution to eSign, store and manage securely all employee contracts. Share all historical communication data, files, documents, employee contracts and NDAs across your whole team.

The Armatic employee contact manager provides your team instant and easy access to all employee relevant information, including communication data, contracts, and HR related notes.

Designed to help users manage the entire revenue lifecycle, Armatic provides users with the tools to manage everything from quotations through to contract signatures, invoice creation and automated customer follow-ups. Armatic allows users to connect their accounting system and add their finance, sales and support teams, as well as view all of their email and phone communications, invoices, and customer contracts, from the same centralized platform.

Armatic synchronizes seamlessly with accounting systems such as Xero and QuickBooks, allowing users to create invoices and subscriptions easily from their accounting connected price tables. Armatic supports customizable invoice reminders which users can personalize to their needs, so that customers receive reminders about invoice due dates and payment options automatically. Customers can view and download invoices or make payments on their own from Armatic’s customer portal.

Dynamic assignment rules and triggers help ensure efficient customer communication, enabling users to create and send communication automatically by email, phone, mail, chat or notification. Other Armatic features include tasks, roles, and document management. Document management tools allow users to upload, share and store customer documents such as marketing documents, eSigned contracts, product guides, and more.

Key benefits of Armatic

  • The Armatic rules engine enables users to configure and automate accounts receivable communication on multiple channels, including email, phone, mail, and chat.

  • Streamline the billing process with a self-service customer portal which allows customers to pay invoices and balances, as well as update billing information and view documents on their own, from a centralized location.

  • Armatic integrates with multiple payment processors such as Stripe, Authorize.Net, Payline, and more, enabling users to accept all forms of payments, from credit card payments to ACH.

  • Users can send contracts and documents to be signed electronically with eSignature technology.

  • The Armatic template editor allows users to create proposals, quotes, contracts, and statements of work (SOWs).

  • Devices

    Business size

    S M L

    Markets

    Australia, Brazil, Canada, China, Germany and 5 others, United Kingdom, India, Japan, Mexico, United States

    Supported Languages

    English

    Images

    Reports give users valuable insight into invoices, payments, revenue and projected cashflow
    Manage custom workflows and set up automated payment reminders
    Manage subscription information and set up recurring billing
    Customers can pay invoices and balances, as well as update billing information and view documents from the customer portal
    Create and send professional, custom Invoices
    Track customer subscriptions and statuses from a centralized location, and search by customer to find a specific subscription plan
    View 7 more
    Armatic screenshot: Reports give users valuable insight into invoices, payments, revenue and projected cashflow Armatic screenshot: Manage custom workflows and set up automated payment reminders Armatic screenshot: Manage subscription information and set up recurring billing Armatic screenshot: Customers can pay invoices and balances, as well as update billing information and view documents from the customer portal Armatic screenshot: Create and send professional, custom Invoices Armatic screenshot: Track customer subscriptions and statuses from a centralized location, and search by customer to find a specific subscription plan

    Features

    Total features of Armatic: 156

    • ACH Payment Processing
    • API
    • Access Controls/Permissions
    • Accounting Integration
    • Alerts / Escalation
    • Alerts/Notifications
    • Approval Process Control
    • Approval Workflow
    • Archiving & Retention
    • Assignment Management
    • Audit Trail
    • Authentication
    • Automated Quoting
    • Automated Scheduling
    • Batch Processing
    • Benchmarking
    • Billing & Invoicing
    • Billing Portal
    • Buy Side (Suppliers)
    • Calendar/Reminder System
    • Call Recording
    • Campaign Management
    • Cancellation Management
    • Cash Management
    • Cataloging/Categorization
    • Chat/Messaging
    • Check Processing
    • Client Portal
    • Collaboration Tools
    • Collections Management
    • Communication Management
    • Completion Tracking
    • Compliance Management
    • Compliance Tracking
    • Contact Database
    • Contact Management
    • Content Library
    • Content Management
    • Contingency Billing
    • Contract Drafting
    • Contract Lifecycle Management
    • Contract/License Management
    • Customer Segmentation
    • Customizable Branding
    • Customizable Fields
    • Customizable Invoices
    • Customizable Templates
    • Dashboard
    • Data Extraction
    • Data Import/Export
    • Data Migration
    • Data Security
    • Data Synchronization
    • Debit/Credit Card Processing
    • Deferred Billing
    • Digital Signature
    • Discount Management
    • Document Analytics
    • Document Automation
    • Document Capture
    • Document Generation
    • Document Management
    • Document Storage
    • Dunning Management
    • Duplicate Payment Alert
    • Electronic Signature
    • Email Marketing
    • Email Tracking
    • Engagement Analytics
    • Enrollments/Onboarding
    • Event Tracking
    • Event Triggered Actions
    • Feedback Management
    • File Sharing
    • Full Text Search
    • Gamification
    • Government Contracts
    • Guided Selling
    • Hourly Billing
    • Interaction Tracking
    • Invoice History
    • Invoice Management
    • Invoice Processing
    • Knowledge Base Management
    • Lead Management
    • Mobile Payments
    • Mobile Signature Capture
    • Multi-Channel Distribution
    • Multi-Currency
    • Multi-Party Signing
    • Multi-Period Recurring Billing
    • Multiple Payment Options
    • Online Invoicing
    • Online Payments
    • Optical Character Recognition
    • Partial Payments
    • Payment Processing
    • Pipeline Management
    • Pre-built Templates
    • Predictive Analytics
    • Price and Cost Calculations
    • Pricing Management
    • Product Catalog
    • Product Configurator
    • Project Billing
    • Proposal Generation
    • Prospecting Tools
    • Pulse Surveys
    • Purchasing & Receiving
    • QuickBooks Integration
    • Quotes/Estimates
    • RFP Management
    • Real Time Data
    • Receipt Management
    • Recurring Invoicing
    • Recurring Tasks
    • Recurring/Subscription Billing
    • Refund Management
    • Reminders
    • Renewal Management
    • Reporting & Statistics
    • Reporting/Analytics
    • Resource Management
    • Revenue Management
    • Revenue Recognition
    • Rewards Management
    • Role-Based Permissions
    • Sales Pipeline Management
    • Search/Filter
    • Segmentation
    • Self Service Portal
    • Sell Side (Customers)
    • Shared Contacts
    • Specialty Contracts
    • Subscription Plan Management
    • Survey/Poll Management
    • Surveys & Feedback
    • Task Management
    • Task Progress Tracking
    • Task Scheduling
    • Tax Calculation
    • Tax Management
    • Team Collaboration
    • Template Management
    • Templates
    • Third Party Integrations
    • Time & Expense Tracking
    • Timesheet Management
    • To-Do List
    • Trend Analysis
    • Usage Tracking/Analytics
    • User Management
    • Vendor Management
    • Version Control
    • Workflow Management
    • eCommerce Management

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    Reviews

    Overall rating

    5 /5
    (5)
    Value for Money
    5/5
    Features
    5/5
    Ease of Use
    5/5
    Customer Support
    5/5

    Already have Armatic?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 5
    Jake S.
    Overall rating
    • Company size: 11-50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Makes AR sooo much easier, beyond that the CUSTOMER SERVICE IS EPIC.

    Reviewed on 2018/05/02

    Pros

    Seamless sync with QBO
    Easy to create reminder profiles
    Removed 10 - 20 hours of AR work a week from my life.
    Average delinquency times have dropped significantly.

    WAY WAY Better then invoicesherpa, Armatic is bug free and CS is excellent.

    Cons

    They could improve the HTML editor for emails and add a clone feature for email templates, but these are not anything core to the app, just easier for setup purposes.

    Nathan H.
    Overall rating
    • Industry: Internet
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    When I first contacted Aromatic I was struggling to bill manually and they were the solution

    Reviewed on 2018/01/23

    Lower overhead costs and less mistakes

    Lower overhead costs and less mistakes

    Pros

    It is easy to use and scalable. It didn't take my onboarding team hours and hours to impliment like other software. They are always adding updates and features to reduce the manual time that we spend.

    David M.
    Overall rating
    • Industry: Management Consulting
    • Company size: 2-10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 9.0 /10

    More Functionality - Less Cost/Hassle

    Reviewed on 2018/07/06

    We've been thrilled by the service and capabilities of ARMatic. They have been able to provide...

    We've been thrilled by the service and capabilities of ARMatic. They have been able to provide functionality within Intacct which Intacct itself has not made available. When we were seeking an integration for Intacct to allow non-Intacct user employees to record payments on invoices, ARMatic gave us months of free use to try their system, and ultimately provided an exceptional service at a rate tens of thousands of dollars cheaper than Intacct's own solution. Their technical team is willing to take the time to consider needs, develop solutions, and at a fraction of the cost of other Professional Services. They are a fast growing company with mounting capabilities. If you're looking for a way to provide employees with read/write access to Intacct without the huge expense of multiple business license, look no further. ARMatic has not only created a ready made, simple solution for you to use, but they are already prepared to develop new solutions to meet your needs.

    I'm grateful to say I have not yet experienced any major issues with their platform. Though it's not perfectly responsive to a mobile browser, it is very usable from iOS and Android browsers making it mobile-user friendly.

    Pros

    We've been thrilled by the service and capabilities of ARMatic. They have been able to provide functionality within Intacct which Intacct itself has not made available. When we were seeking an integration for Intacct to allow non-Intacct user employees to record payments on invoices, ARMatic gave us months of free use to try their system, and ultimately provided an exceptional service at a rate tens of thousands of dollars cheaper than Intacct's own solution. Their technical team is willing to take the time to consider needs, develop solutions, and at a fraction of the cost of other Professional Services. They are a fast growing company with mounting capabilities. If you're looking for a way to provide employees with read/write access to Intacct without the huge expense of multiple business license, look no further. ARMatic has not only created a ready made, simple solution for you to use, but they are already prepared to develop new solutions to meet your needs.

    Cons

    I'm grateful to say I have not yet experienced any major issues with their platform. Though it's not perfectly responsive to a mobile browser, it is very usable from iOS and Android browsers making it mobile-user friendly.

    Nick D.
    Overall rating
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

    Great product fixing a real issue = cashflow!

    Reviewed on 2016/12/07

    Armatic has been great in providing an easy to use, fully automated solution to address the ongoing...

    Armatic has been great in providing an easy to use, fully automated solution to address the ongoing problems we run into in operating a subscription based business. Monthly declines quickly build up and create issues with cash flow and up until now, the only answer has been to pay someone to follow up and resolve these issues. Now with an actual system/process in place, we are more efficient, organized and proactive with how these accounts are handled.

    Mark T.
    Overall rating
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

    Love it- Been using it for my small business

    Reviewed on 2016/12/14

    I run a women's bathing suit company and have been using it. Works great and saves me tons of time....

    I run a women's bathing suit company and have been using it. Works great and saves me tons of time. When you are a small business owner time is your most valuable asset.

    Showing 5 reviews of 5 Read all reviews

    Armatic FAQs

    Below are some frequently asked questions for Armatic.

    Armatic offers the following pricing plans:

    • Starting from:
    • Pricing model: Subscription
    • Free Trial: Available

    Startup: $49/month Growth: $199/month Business: $399/month Enterprise: Contact Armatic for detailed pricing information.

    We do not have any information about Armatic features

    Armatic has the following typical customers:

    Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    Armatic supports the following languages:

    English

    Armatic supports the following devices:

    Armatic integrates with the following applications:

    Authorize.Net, Braintree, ChartMogul, FreshBooks, Gmail, Google Workspace, HubSpot CRM, HubSpot Marketing Hub, HubSpot Sales Hub, Microsoft 365, NetSuite, PaySimple, QuickBooks Online Advanced, Quickbooks Online, Recurly, Sage Business Cloud, Salesforce Platform, Salesforce Sales Cloud, Stripe, Xero

    Armatic offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

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