Keep project managers informed of upcoming client payments

Project managers miss upcoming client payments across disparate tools, causing delayed collections and stalled project cash flow. Keep a single payments spreadsheet updated for timely outreach.

Overview

Project managers risk stalled projects when payment dates are scattered across systems. Centralizing upcoming payments into a single, always-updated spreadsheet gives operations and collections one source of truth, eliminating missed outreach and ensuring follow-ups happen on accurate dates.

Notable Features

Create or update spreadsheet rows
Format payment amounts and dates
Notify assignees for follow-up