AR automation for HVAC
Warranty and return credits always lag the deduction that anticipates them, so your aging flags accounts that are square. Monk matches each pending credit to its deduction, so you stop chasing money you already owe.
The fastest, most hands-on team in accounts receivable automation
Live in under a week
The fastest onboarding in accounts receivable
Support 24/7
A team that moves at your pace, not a ticket queue
AI-native agents
Agents that learn every client and contract
Companies turn AR balance into cash
Keep service moving. Plan seasonal cash
Keep service invoices moving at service speed
A service call should collect quickly, but it sits in the same ledger as a commercial project running 45 to 55 days, so the fast invoices inherit the slow cadence. Warranty calls stall longer, because the invoice waits while someone decides whether the job is billable at all. Monk runs the follow-up on each invoice by its own clock and surfaces the warranty holds before they age.
Fund the shoulder season, not your customers
Revenue arrives in two peaks while payroll and material costs run flat across twelve months, so cash is thinnest exactly when the backlog looks strongest. At 2.5 to 5% net margin, financing 60 days of customer float leaves nothing behind it. Monk forecasts collections against the seasonal curve so you can plan the gap instead of drawing on the line.
From invoice to cash, without the chase
Connect your systems once, put collections playbooks to work, and let Monk learn every account it touches
Maintenance agreement billing
Runs renewals, prorations, and recurring invoices on schedule, so recurring revenue arrives on a recurring cycle
AI cash application
Matches incoming and partial payments to the right ticket, invoice, and site, including blank memos, multi-invoice remittances, and warranty credits
Warranty hold tracking
Flags every invoice waiting on a billable-or-covered decision, so nothing sits in limbo while the clock runs
How it works
Connect your billing and ERP
Link Sage, Foundation, QuickBooks, or your ERP in days. Monk imports invoices, contracts, schedules of values, and contacts. CSV export works too, no direct integration required
Start on a collections playbook
Monk runs sequences that already work and tunes based on how you currently interact with your clients
Cash starts moving
manual collections and cash application are completed on your behalf so your team's focus is on higher leverage activities
See Monk in action
How a scaling staffing agency reclaimed 22 hours a week per AR staff member and cut overdue AR by 20% in month one.
The numbers
Integrates with your existing business
SOC 2 Type II compliant. Your data is secure.
How much cash is trapped in your AR?
Frequently asked questions
Can Monk handle service work orders and project billing together?
Yes. Monk runs a work-order cadence on service invoices and a milestone cadence on project billing, so neither one sets the pace for the other
Does Monk submit invoices to facilities management platforms?
Yes. Monk submits to the portals your commercial customers require and flags rejections the same day, so a missing work order number does not cost you a month
What happens when a job runs past its not-to-exceed limit?
Monk flags the overage before you invoice and follows up on the change authorization, so the work is approved rather than rejected after the fact
Can Monk handle milestone billing and retainage?
Monk runs a milestone cadence on project billing and tracks each milestone and its terms, so follow-ups stay aligned with the contract.
Does Monk forecast cash behind the backlog?
Monk forecasts collections against the seasonal curve so you can plan cash gaps against payroll and material costs.
How does Monk deal with pay-when-paid delays?
Monk tracks each milestone and its terms and keeps outreach firm but on schedule, so you collect as early as the contract allows
How does Monk help reduce DSO?
Monk reads why each invoice is unpaid, follows up with intent-aware outreach, submits to customer portals, and applies cash
How does pricing work?
Flat and predictable. We do not charge a percentage of collections
Manual HVAC AR is death by a thousand cuts. Deploy Monk on your toughest AR problems
Bring your AR aging report to a demo. We will walk through exactly what Monk would automate on day one and what your DSO looks like 90 days from now