How it works
A report you already have, turned into money in the bank.
No new software to learn, no process to build. You send one file; we handle the reviewing, prioritizing, and drafting. Here's exactly what happens.
Send your aging report
Export it from QuickBooks, Sage, Xero, or wherever you keep your books, and email it over. That is the whole setup — no onboarding calls, no integrations, no new login to remember. Most clients are done in about five minutes.
Any format works — CSV, PDF, or a screenshot of the report.
We prioritize and draft
Every open invoice gets ranked by risk — how old it is, how large, and how the account has paid before. Then every overdue invoice gets a follow-up email drafted and ready to send, with the tone matched to how late it is: gentle at 15 days, firmer at 90.
You get a clean, prioritized worklist plus a draft for each account.
You review, send, and track
Nothing goes out without your review — you stay in control of every message and every relationship. Send with one click, or hand the whole thing off with Fully Managed. We refresh the list weekly as accounts age into the next tier or clear entirely.
Weekly refresh keeps the list current without any effort from you.
What stays true
Simple to start, steady once it's running.
Three-day turnaround
From the moment your report lands, drafts come back within three business days — usually sooner.
You approve everything
We draft; you decide. Your name, your voice, your call on every follow-up that reaches a client.
Weekly, not one-and-done
On the Monthly AR Desk, the list stays alive — re-ranked and re-drafted every week as accounts move.
See it on your own numbers.
Send your aging report and get real drafts back — free, with no commitment.