Custom build · Real client deployment

AR Desk

Receivables, turned into today's follow-up queue.

POC · Built May 2026

The Problem

Benri built AR Desk for a recurring-invoice business whose collections work was eating hours every week and still letting balances go stale. The owner was importing accounting reports into spreadsheets, sorting them manually, drafting follow-up emails one at a time, and losing track of which customers had been chased recently versus which were quietly aging out.

The System

AR Desk turns a Collections Report export into a customer-level follow-up queue. Open invoices roll up by customer, age into brackets (30, 45, 60, 75+ days), and surface a prioritized chase list. Each customer gets a workspace with promise-to-pay tracking, blocker tags, copy-ready email templates, and an event timeline. Customers past 365 days get flagged for accounting cleanup review instead of follow-up.

Live demo

Try AR Desk yourself ↓

Click an aging bracket, select a customer, switch the email template — everything works. Sample data only.

AR Desk

Manual receivables workspace

Benri AR Desk

Outstanding invoices, turned into today's action list.

Track recurring overdue invoices manually, record what happened, and copy friendly follow-ups without digging through your accounting software, inboxes, or spreadsheets.

AR health score

34

At risk

Based on overdue balance, aging severity, untouched accounts, blockers, and promise-to-pay coverage.

2

Blocked

1

Promised

1

Untouched

Open overdue

$97,000

Cash recovered

$9,800

Customers overdue

4

Oldest invoice

88 days

Ready to send

2

Northstar Analytics

Ready

Maya Chen · maya@northstaranalytics.example

Recommended next action

Send firm notice and flag for review

Invoice(s)

INV-2041

Customer balance

$16,800

Open months

2 recurring

Days overdue

56 days

Aging bracket

45-60 days

Cleanup review

No cleanup flag

Last follow-up

Apr 18, 2026

Promise to pay

Track verbal or email payment commitments here.

Blocker

Current blocker: No blocker

Copy-ready email

Friendly templates filled with customer-level balance details.

Customer timeline

Friendly reminder sent

Apr 18, 2026

Accounts payable confirmed they would review the invoice.

Invoice became overdue

Apr 1, 2026

Recurring subscription invoice moved into the follow-up queue.

Live receivables workspace

The Result

One screen replaces three tools. The owner opens AR Desk in the morning, sees which customers are ready to chase, copies a friendly reminder in under a minute, and moves on. Stale balances stop slipping through the cracks because they get visually flagged in the queue. A 237-customer Collections Report imports and groups in under two seconds.

Why It Matters

Every element of AR Desk was designed around one client's recurring-invoice workflow — their terms, their templates, their blocker categories, their definition of "cleanup" vs. "chase." Nothing off-the-shelf.

Benri builds similarly tailored systems for other operations. Your system would be different in every detail, but built to the same standard: purpose-built for how your business actually runs — not how a generic platform thinks it should run.

This is a demonstration with sample data. All customer names, balances, and timelines shown in the demo above are fictional.

Want one built for your business?

We'll talk through your workflow and map what a custom system would look like for you.

Book a Free Discovery Call

Free. 30 minutes. No payment until we agree on scope.