Choose a feature by the work your team needs to do

Bring one overdue invoice and one paid or queried invoice to the discussion. Ask the team to show how your accounting data reaches the workflow and how exceptions are reviewed. Confirm your exact accounting edition, permissions and update frequency before rollout.

Discuss your AR workflow or review current US plans.

Decide whether another tool is justified

Use an illustrative go/no-go record during the evaluation: name the manual handoff you want to improve, ask to see the available action and note the setup dependency. For example, have a colleague show how an account note and next task remain visible when the usual owner is absent. Record which role can assign the task and who checks completion.

Compare that workflow with what your accounting package and existing team process already provide. If the present approach covers the need, another subscription and connection may add work without enough benefit. If the handoff remains unclear, resolve the requirement before choosing a plan. This is an evaluation method, not a demonstrated product outcome.