Does Billtrust train AI on customer data?

Billtrust's policy says customer data is used in some form to train or improve its models. Billtrust's trust page says it never uses customer data to train foundational AI models and that its insights come from anonymized, aggregated patterns across its network. Its AI pages say its model is trained on B2B payment behavior data from its buyer network and that feedback loops train AI models to each customer's financial practices. No opt-out is described.

Does Billtrust have SOC 2?

Billtrust states that it holds a SOC 2 Type II report.

Which accounting systems does Billtrust integrate with?

Billtrust does not document an integration with QuickBooks Online, Xero, NetSuite, Sage Intacct or Microsoft Dynamics on its site.

How much does Billtrust cost?

Billtrust does not publish prices; pricing is by quote.

What are alternatives to Billtrust?

Other AR & collections tools in this directory include Chaser, Esker, HighRadius, Invoiced and Kolleno.

Record verified October 30, 2026

Billtrust

Billtrust is accounts receivable software for mid-market and enterprise B2B suppliers, covering invoicing, payments, credit, collections and cash application. Its AI drafts and prioritizes collections email, recommends the timing and tone of payment reminders, matches incoming payments to invoices using confidence scores, and forecasts cash flow from buyer payment behavior. EQT took the company private in 2022.

Vendor site: billtrust.com (opens in a new tab)Compare with another tool Embed this tool’s facts

SOC 2: Type II
Trains on customer data: Yes
Human review: Configurable
Pricing: Quote only
Ledgers: None documented

What the AI does

Agentic Email sorts and prioritizes collectors' inboxes, summarizes threads and drafts replies in the user's voice for the collector to review
Agentic Procedures segments customers by risk and recommends reminder timing and tone, which collectors can accept, reject or change
Cash application matches payments to invoices with confidence scores, sends low-scoring items to manual review at an adjustable threshold, and learns from resolved exceptions
Insights360 analyzes buyer payment behavior and forecasts cash flow, showing the data behind each recommendation
MCP Server gives Claude and Microsoft Copilot read-only access to invoicing, payments, cash application and AR analytics data

Summarized from billtrust.com.

Facts, checked against the source

Category: AR & collectionsSource: billtrust.com (opens in a new tab)
Built for: Mid-market, EnterpriseSource: billtrust.com (opens in a new tab)
Ledger integrations: None documented among QuickBooks Online, Xero, NetSuite, Sage Intacct and Microsoft DynamicsAlso documents: SAP, Oracle E-Business Suite, Oracle JD Edwards, Oracle PeopleSoft, Infor, Epicor, QAD, Acumatica, Microsoft (product not specified), SAP Ariba, Coupa, Claude, Microsoft Copilot.
Pricing: Not publishedThe vendor does not list prices publicly; pricing is by quote or sales contact.
Free plan: UnconfirmedPricing is not public or does not say.
SOC 2: Type IISource: billtrust.com (opens in a new tab)
Trains on customer data: YesBilltrust's trust page says it never uses customer data to train foundational AI models and that its insights come from anonymized, aggregated patterns across its network. Its AI pages say its model is trained on B2B payment behavior data from its buyer network and that feedback loops train AI models to each customer's financial practices. No opt-out is described.Source: billtrust.com (opens in a new tab)
Human review: ConfigurableCollectors review and refine Agentic Email drafts and can accept, reject or change Agentic Procedures recommendations. Cash application applies matches automatically, and customers adjust the confidence threshold that decides which items go to manual review.Source: billtrust.com (opens in a new tab)
Company: Privately held. Founded 2001Source: billtrust.com (opens in a new tab)
Funding: Last round: Take-private acquisition, December 16, 2022Investors named: EQTSource: sec.gov (opens in a new tab)

Checked against the linked official source on the date shown.
Unconfirmed: we could not find an official statement.

Funding rounds

Rounds announced by the company or its lead investor. Amounts in US dollars.
Announced	Round	Amount	Led by	Source
December 16, 2022	Take-private acquisition	Undisclosed	EQT	sec.gov

Sources

Official pages read for this listing on October 30, 2026. Vendors change their sites; if a page no longer says what we report, tell us and we will recheck it.

1 logged change to this listing, most recently October 30, 2026. See the changelog.

Billtrust questions

Does Billtrust train AI on customer data?: Billtrust's policy says customer data is used in some form to train or improve its models. Billtrust's trust page says it never uses customer data to train foundational AI models and that its insights come from anonymized, aggregated patterns across its network. Its AI pages say its model is trained on B2B payment behavior data from its buyer network and that feedback loops train AI models to each customer's financial practices. No opt-out is described.
Does Billtrust have SOC 2?: Billtrust states that it holds a SOC 2 Type II report.
Which accounting systems does Billtrust integrate with?: Billtrust does not document an integration with QuickBooks Online, Xero, NetSuite, Sage Intacct or Microsoft Dynamics on its site.
How much does Billtrust cost?: Billtrust does not publish prices; pricing is by quote.
What are alternatives to Billtrust?: Other AR & collections tools in this directory include Chaser, Esker, HighRadius, Invoiced and Kolleno.