Keep finance teams on top of aged receivables

Finance teams miss aged-receivables contacts when report exports get overlooked. A weekly scheduled run creates contact records for collections so finance initiates reminders and keeps invoices on the radar.

Overview

Overdue invoices get missed when aged receivables sit in exported reports. This workflow turns weekly reports into actionable contact records and priority flags, transforming collections from reactive to proactive so finance can begin reminders and eliminate missed follow-ups.

Notable Features

Extract aged receivables weekly
Create contact records for collections
Alert finance to start reminders