How do I use Client Statements?

Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.

What's included in this kit?

This app ships with 6 projects & knowledge bases, 1 AI agent, and 3 automations & workflows — ready to run or customize after you clone.

Who created Client Statements?

John Xie published this finance app in the Taskade Community Gallery.

Client Statements - Download Finance App by @john

Client Statements with Ageing Buckets. Build a monthly statement per customer with ageing buckets, unapplied payments and a call list for old balances. A public calculator shows the buckets. Free to clone.

Questions

: Client Statements with Ageing Buckets. Build a monthly statement per customer with ageing buckets, unapplied payments and a call list for old balances. A public calculator shows the buckets. Free to clone.
: Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.
: This app ships with 6 projects & knowledge bases, 1 AI agent, and 3 automations & workflows — ready to run or customize after you clone.
: John Xie published this finance app in the Taskade Community Gallery.

Client Statements

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