Receivables Dashboard
Accounts Receivable Dashboard with Aging Buckets. See what clients owe, how old it is, and who pays slow. Aging buckets, days sales outstanding and follow ups. Free to clone.
Receivables Dashboard is a Taskade app kit built from one prompt: 5 projects that remember, 2 AI agents that think, and 4 automations that run on their own.
Category: Invoices
This Taskade Genesis app includes 5 projects, 2 AI agents, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Receivables Guide and Ledger Clerk. Its automations include Ledger Clerk client review, Monday aging email and Collections client summary.
by @taskade
What you can do with Receivables Dashboard
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Receivables Dashboard works
- Ledger Clerk client review: Ask Ledger Clerk.
- Monday aging email: when Every Monday at 8 AM, then Prepare Monday aging review and Send weekly aging email.
- Collections client summary: when a client moves to Collections, then Read invoice ledger and Read payment ledger.
Built with Taskade Genesis
- Category: Invoices
- AI agents: Receivables Guide, Ledger Clerk
- Automations: Ledger Clerk client review, Monday aging email, Collections client summary
- Workspace: 5 projects, 2 AI agents, 4 automations