From aging report to next action.

Representative workflow
  1. 01ImportDaily AR data
  2. 02PrioritizeAging + rules
  3. 03DraftEmail + invoice
  4. 04TrackInbox responses
  5. 05ReportDashboard status
Follow-up draftRepresentative email

Good morning,

Our records show the attached invoice remains outstanding. Please confirm receipt and advise expected payment timing.

Thank you,

Invoice 910016046.pdf
A clear next step

Know where
every invoice stands.

Customer
ABC Services
Invoice
910016046
Aging
67 days
Next action
Follow-up drafted

See the last contact, customer response, and escalation status in the same place.

Accounts receivable automation / One process automation example