Finance teams and bookkeepers get a clear view of who owes what and for how long, so they can chase overdue payments before they become bad debt.
What's Included
- Aging buckets: Invoices grouped by current, 30, 60, and 90+ days overdue.
- Client totals: Outstanding balances summarized per customer.
- Follow-up flags: AI agents prioritize which accounts to chase first.
- Scheduled delivery: Reports compile and send to finance on schedule.
How To Use
- Connect your accounting or invoicing tool to a Taskade project.
- Define the aging buckets and clients you want tracked.
- Let an AI agent rank overdue accounts by amount and risk.
- Schedule the report to deliver weekly to your finance team.
Combine this with a finance agent that drafts payment reminders, or see more reporting automations to keep cash flowing.