Accounts Receivable Aging & Collections Automation
Automatically generate AR aging reports, send escalating payment reminders, and flag high-risk accounts — keeping cash flow healthy.
Daily AR Sync
QuickBooks / Xero invoices pulled
Aging Buckets
Current / 30 / 60 / 90+ classified
Escalating Reminders
Email cadence by aging bucket
Collections Letter
GPT-4o formal demand for 90+ days
Weekly CFO Report
AR dashboard + cash flow impact
Trigger
Daily AR Sync
QuickBooks / Xero invoices pulled
Action
Aging Buckets
Current / 30 / 60 / 90+ classified
Output
Escalating Reminders
Email cadence by aging bucket
AI
Collections Letter
GPT-4o formal demand for 90+ days
Output
Weekly CFO Report
AR dashboard + cash flow impact
Late payments are a cash flow crisis in slow motion — the average SMB has 45+ days outstanding on 30-day invoices. This workflow automates the complete AR collections cycle: daily it syncs invoice data from QuickBooks or Xero, generates a current aging report (current, 30, 60, 90+ days), and triggers the appropriate collections action based on aging bucket. 30-day overdue invoices receive a polite payment reminder with invoice PDF attached. 60-day invoices get a firmer follow-up with payment link and late fee notice. 90+ day accounts trigger a Slack alert to the CFO and a formal collections letter generated by GPT-4o. Each week the CFO receives a full AR dashboard: total outstanding, weighted average days outstanding, top 10 overdue accounts, and cash flow impact analysis.
- Systematic collections cadence ensures no overdue invoice is forgotten
- Escalating communication tone matches invoice age — firm but professional
- 90+ day accounts flagged immediately before write-off risk increases
- DSO (Days Sales Outstanding) tracked weekly — improvement measurable
- CFO visibility into cash flow impact enables proactive financial planning
CFOs, controllers, and accounts receivable teams at B2B companies with 20+ outstanding invoices at any time who are losing cash flow to slow-paying customers and manual collections follow-up.
Template
$89
One-time · you import & run it
- n8n workflow JSON file
- Setup documentation
- Video walkthrough
- Free bonus workflow included
Done for you
from $999
I configure & install it on your accounts
- Set up on your own accounts
- Configured for your business
- Video walkthrough + written docs
- 30-day support after go-live
Want this running on your accounts?
Book a free 20-minute audit — complete the call and the full gift bundle is yours, whether or not we work together. Or grab the template and self-install.
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