



Daniel Cuervo
Daniel Cuervo is a Lead Fintech Content Writer at EBizCharge a payment processing company with 20+ years in embedded B2B payments. He specializes in payment processing, surcharging, accounts receivable automation, ERP integrations, and fintech trends for B2B finance/accounting teams. Daniel turns complex payment topics into clear, practical guidance for CFOs, controllers, and AR managers. He holds a Bachelor's in Communication from San Francisco State University and is bilingual in English and Spanish. Off the clock, you'll find him on a rock wall or camping under the stars, coffee in hand.
Recent posts published:
Recent posts published:
Accounts Receivable Automation Best Practices: How to Get the Most Out of AR Automation
AR automation isn’t a switch you flip. It’s a process you implement, and how well you implement it determines how much value you actually get out of it. Many [...]
AR Automation for Microsoft Dynamics: Automating Accounts Receivable in Dynamics GP and Dynamics 365
Microsoft Dynamics is one of the most capable ERP ecosystems available to mid-market and enterprise finance teams. Dynamics GP has served manufacturing, distribution, and professional services companies for decades. [...]
AR Automation for QuickBooks: Automating Accounts Receivable Beyond QuickBooks Payments
QuickBooks is one of the most widely used accounting platforms in the country, and for good reason. It handles bookkeeping, invoicing, reporting, and basic payment collection in a familiar environment [...]
AR Automation for Sage: Automating Accounts Receivable in Sage Intacct and Sage 100
Sage is a capable ERP platform. It gives finance teams solid visibility into open invoices, customer balances, and aging data. But like most ERPs, Sage tracks accounts receivable without [...]
AR Automation for NetSuite: A Practical Guide for Finance Teams
NetSuite is one of the most widely used ERP platforms for mid-market B2B companies, and for good reason. It handles a lot of ground: general ledger, inventory, procurement, project [...]
AP and AR Automation: Automating Both Sides of the Ledger
Most finance teams automate in pieces. An approval workflow gets added to the AP process. A payment portal gets bolted onto AR. Invoices start going out automatically. Collections reminders [...]
What Is AR Automation? How Accounts Receivable Automation Works
Most finance teams know their AR process has friction in it. Payments that take too long to apply, aging reports that don’t quite reflect reality, collections activity going out [...]
Cash Application in Accounting: Automating Payment Matching and Reconciliation
Most people outside of finance have never heard the term "cash application." But if you work in AR, you know exactly what it means and how much of your [...]
Automated Cash Application Software: How It Works and What to Look For
There’s a specific kind of frustration that AR managers know well. A payment comes in for $47,000. No remittance. No invoice numbers. Just a lump sum wire transfer from [...]
Accounts Receivable Automation: The Complete Guide for B2B Businesses
There's a version of AR management that most B2B finance teams know well. It looks like this: someone on the team spends a large portion of their day manually [...]
