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Collections desk
Example records only Request a 10-account comparison

Accounts receivable collections automation

Work the right overdue accounts first.

See what changed, why an account is next, and which action is safe before another message leaves your team.

Request a 10-account comparison

Synthetic account records. No live connection. Trial requests are reviewed; if the case fits, we agree the bounded scope before any data is shared.

Sample interface

One queue. Every reason visible.

Today's worklistThree fictional accounts · sample data

Ledger refreshed Sep 4, 2026 at 09:00 UTC Fictional AR-CONTACT-v2

Priority queue

Ranked from example records
Priority Account Current signal Next handling
01 Sample account 03Invoice EX-1048 · $12,400 example amount Promise missed18 days overdue · no dispute Review follow-upReason available
02 Sample account 01Invoice EX-1093 · $4,800 example amount Dispute openOwner assigned Route to ownerNo reminder
Stop Sample account 02Invoice EX-1102 · $7,250 example amount Payment matchedPosted yesterday Close outreachDo not contact

Before the message

Collections starts with state, not copy.

A polished reminder is still wrong if the payment posted, a dispute opened, or the recipient is not authorized.

01

Confirm truth

Read the current invoice, payment, promise, dispute, contact, and exclusion state.

02

Explain priority

Show why this account is next and which evidence would change that rank.

03

Bound the action

Use the approved cadence, sender, channel, tone, owner, and escalation path.

04

Record the state

Close on matched payment, a dated promise, or an acknowledged dispute with an owner.

The useful stop button

Some of the best collection actions are no action.

Paid

Match the payment, close outreach, and preserve the receipt.

Disputed

Route the full account context to the named owner. Do not keep dunning.

Unauthorized

Hold when the recipient, sender, or contact policy cannot be verified.

A bounded first test

Compare the same overdue cases, side by side.

Bring a small redacted batch, the authorized contact policy, and the current source-of-truth process. A supervised trial compares inappropriate contact, state classification, ownership, payment matching, elapsed time, and human minutes.

Request a 10-account comparison Applications are reviewed. Do not send customer documents through the request form. A request is not product access or acceptance.

Free operating resource

Accounts receivable prioritization template

Create one row per open invoice or approved account-level case. Preserve source-system values, separate facts from operator judgment, and assign a next action with a stop condition.

Open the guide and fictional template

Take the sample apart

Compare the untouched packet with the review copy.

These files are fictional and safe to inspect. They show the exact export and source trail a trial would need to produce.

CSV Fictional AR prioritization template

Ledger state, promises, disputes, contact authority, stop rules, and accountable next state.

Download

Inspectable sample run

See why each account moved, routed, or stopped.

Every field below belongs to the fictional sample shown on this page. It shows the output we would evaluate in a bounded trial; it is not a customer result.

Source input
Fictional ledger state refreshed 2026-09-04, customer reply, dispute state, and contact policy v2.
Applied rule
Payment, dispute, exclusion, or unauthorized-recipient signals stop or reroute outreach before copy is prepared.
Resulting state
One account enters a dated-promise path, one routes to dispute, and one stops after payment match.
Human checkpoint
An authorized sender reviews the action after a final ledger refresh.
Sample receipt
AR-EX-038, fictional queue run, no message or ledger change.
Freshness
Fictional sample v2, updated 2026-09-04.