Easy Integration: Connect Oplin to your accounting software. It automatically tracks late invoices and payments. Connect Oplin to your AR email through Gmail or Outlook to communicate with customers and track history.

Automate with Intelligence: Oplin offers tools to speed up collection for AR teams. Using AI, automate the hours of manual work so you get paid. 

Smart insights: Oplin tracks AR trends so you always know where you stand. Detect issues before they happen.

With Oplin, you're always in control of your AR process.

Step 1: Connect Oplin to your Accounting Provider 

Connect Oplin to your accounting system, and we'll fetch only the essential data like your invoices and payments. 

Step 2: Automate your AR collection process

Setup your automated reminder flow. Customize the automated task manager and notifications so the system knows when to create tasks and alert you when needed.  

Step 3: Manage tasks and customer activity

Every AR team tracks their daily tasks to ensure they are on top of the collection process. Oplin auto-creates tasks based on outstanding invoices and customer activities. 

Manage your tasks in the task manager or assign them to another team member. 

Communicate with customers directly from Oplin via email so that conversations are not siloed in your team's email.

To integrate QuickBooks Online with Oplin:

Step 1: Go to the 'Settings' tab on your Oplin Dashboard. 

Step 2: Select QuickBooks Online and click 'Connect to QuickBooks'.

Step 3: Enter your QuickBooks credentials and choose your company. 

Oplin currently supports Quickbooks Online, Gmail, and Outlook.

If you use another accounting provider and would like to use Oplin, submit a request to us here.

No Third-party Vendors

Oplin connects directly with the Quickbooks API. Your account data will never be passed through 3rd party vendors that you don’t trust.

Security Protocols at Oplin

Multi-Factor Authentication (MFA)

Oplin uses automated systems to guard against unauthorized access and other suspicious requests. MFA is mandatory for all accounts, which involves verification through a phone number. 

SAML SSO for Account Security

We support Single Sign-On (SSO) using trusted identity providers like Google or Okta with SAML technology for secure, streamlined access.

Encryption Measures

We employ encryption-in-transit, such as HTTPS, to safeguard the transmission of your data. Additionally, all stored data benefits from encryption-at-rest using AES-256 or superior encryption standards. For extra sensitive data within databases, we apply in-field encryption where applicable.