COMPANY SNAPSHOT

Industry

Renewable Energy

Headquarters

Santa Cruz, CA

Business

Installs residential, commercial
solar systems statewide.

Founded

2004

Finance Team

2 people

$135K

Saved in payment and operational costs

30%+

Reduction in DSO

85%

Less reconciliation work

150+

Hours saved annually

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The Challenge

Manual payment processing created bottlenecks across AR and AP

As Allterra Solar grew, its finance team faced increasing operational complexity. With over 400 projects and $7M in annual payments managed by just two people, manual payment processes created bottlenecks across both accounts receivable and accounts payable.

The company was losing margin to credit card fees, slowing collections with paper checks, and spending hours on manual reconciliation across disconnected systems. Traditional payment systems were not built for modern B2B operations, making it difficult to scale financial workflows efficiently.

Spend visibility was also limited. A shared corporate credit card meant one compromised transaction could disrupt operations, with no way to control or track spend by employee or purchase type.

Key challenges:

High credit card fees eroding margins on large installations
Heavy reliance on paper checks slowing cash collection
Manual invoice processing across disconnected systems
Limited visibility into cash flow
No employee-level spend control or visibility

The Solution

Digital payment infrastructure modernizes Allterra Solar's AR and AP

Paystand deployed a fully digital payment infrastructure to modernize Allterra Solar's financial operations across accounts receivable and accounts payable.

The platform introduced embedded payment links in invoices, a branded digital payment portal, automated invoice processing and reminders, virtual cards for secure vendor payments, eCheck and zero-fee payment options, and real-time QuickBooks sync for automatic reconciliation.

This end-to-end automation dramatically simplified both accounts receivable and accounts payable workflows — eliminating manual entry and accelerating cash collection.

On the spend side, virtual cards gave Allterra Solar the ability to assign secure, trackable cards to individual employees and accounts, with transactions syncing automatically to QuickBooks — replacing a shared card and closing a major security gap.

Solution:

Embedded payment links in invoices
A branded digital payment portal
Automated invoice processing and reminders
Virtual cards assigned by employee for spend control
Automatic card transaction sync to QuickBooks
Real-time QuickBooks sync for automatic reconciliation

Customer Results

Allterra Solar saves $135K with Paystand
Allterra Solar
"Our clients and vendors are no longer confused at the critical moment when they're ready to pay. Paystand made the entire process simple — for us and for them." 
James Allen
CEO, Allterra Solar
$135K
saved in payment and operational costs
30%+
reduction in DSO
85%
less reconciliation work
150+
hours saved annually

Hear It From Allterra Solar's CFO

How AP & AR Automation Saved Weeks of Work Every Year

Micah Breedan, CFO at Allterra Solar, walks through how automating accounts payable and receivable transformed the company's finance operations — from eliminating manual reconciliation to accelerating revenue realization and improving spend control.

Ready to make payments
the easy part?

Bring Allterra Solar's AR and AP automation story to your QuickBooks. Talk to a
Paystand specialist about your receivables.

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