Accounts Receivable Automation Phase Gate Approval Form

Streamline AR Automation Project Approvals with Paperform

Implementing accounts receivable automation is a critical financial transformation project that requires rigorous phase gate approvals to ensure each milestone meets operational and compliance standards. This Accounts Receivable Automation Phase Gate Approval Form template gives finance teams, controllers, and project managers a structured framework to review invoice processing workflows, validate payment matching accuracy, verify exception handling protocols, and secure formal controller sign-off before advancing to the next phase.

Built specifically for finance departments, accounting firms, and enterprise organizations managing AR transformation projects, this template ensures nothing falls through the cracks. Each section guides reviewers through critical checkpoints—from invoice ingestion accuracy and workflow routing validation to payment reconciliation testing and exception escalation procedures. The built-in conditional logic adapts the form based on test results and findings, ensuring appropriate stakeholders review issues before final approval.

Why Paperform for Financial Milestone Approvals?

Paperform makes it simple to create professional, branded phase gate forms that integrate seamlessly into your project management workflow. Capture detailed test results, upload supporting documentation, route approvals based on responses, and trigger next-step actions automatically. Use Stepper (stepper.io) to automate downstream workflows—send approval notifications to project teams, update your project management system, create audit trail records, or trigger the next phase kickoff without manual handoffs.

For organizations requiring formal documentation and audit trails, Papersign (papersign.com) enables you to convert approved phase gate submissions into legally binding eSignature documents, ensuring controllers and stakeholders provide formal, trackable approval that meets compliance requirements.

With SOC 2 Type II compliance, role-based permissions, and integration with tools like Slack, Airtable, and your ERP system, Paperform ensures your AR automation project maintains momentum while preserving the financial controls and documentation standards your organization demands.