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
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
ReadyMaya 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.