Get paid for the work you already did. Clone the live Finance & Admin app and every invoice carries three numbers that matter: what you billed, what actually landed, and how many days the gap has been open.
The scene this fixes: a strong month on paper, a bank balance that disagrees, and one client who is ninety days out because the reminder was always going to happen tomorrow. Here the aging bucket sorts itself and the follow-up is already drafted.
What's Included
- Aging buckets: Current, 30, 60, and 90+ days, calculated from the due date so nobody has to count
- Billed vs collected: The two figures next to each other per client, per month, in Table view
- Escalation ladder: Friendly reminder, firm follow-up, then a call — each step dated and owned
- Client payment history: Who pays on time, who always needs two nudges, visible before you quote them again
- Automated chasing: Triggers fire the reminder at day 7, 30, and 60 without you holding the calendar
- AI collections agent: A custom agent drafts each follow-up in a tone that keeps the relationship
How To Use
- Clone the app and load every open invoice with its due date
- Let the aging buckets sort themselves, then work 90+ first — that is where the real money is
- Switch on the reminder ladder so chasing stops depending on your memory
- Review the billed-vs-collected gap monthly and tighten terms where the history justifies it
Pair with the Invoice Tracker for invoice status and the Cash Flow Dashboard so collected cash flows straight into your forecast.
