Aging queue
$86K needs action
Customers are grouped by 30, 45, 60, 75+ days, with disputed and cleanup accounts separated.
18 accounts
Template demo
AR Desk V2
A receivables follow-up workspace for teams that need more than an aging report but less than a heavy finance platform.
Free. 30 minutes. No payment until we agree on scope.
Template-readyBilling & Receivables
Receivables follow-up depends on spreadsheets and memory
Disputes and promises-to-pay are hard to see from an aging report
Reminder emails are drafted manually one customer at a time
Demo surface
A product-shaped starting point.
This is a template demo, not a live client system. The point is to show the shape of a focused custom tool before we scope the real workflow.
Benri demo console
Sample data only
Customer workspace
Promise-to-pay overdue
The workspace shows balance, last touch, notes, payment promise, and recommended reminder.
Follow up today
Reminder draft
Friendly payment note
A follow-up email is drafted from the customer status, invoice list, and selected tone.
Dispute flag
Hold automated chase
A disputed invoice is routed to human review so the system does not send the wrong reminder.
Review first
Workflow
The template only matters if the handoffs are clear.
Import
Bring in aging data, open invoices, customer notes, and previous follow-up.
Prioritize
Group customers by age, balance, dispute, promise-to-pay, and stale follow-up.
Follow up
Draft reminders, flag disputes, update notes, and create review tasks.
Problem
Aging reports show what is late, but they rarely show who was contacted, what was promised, which accounts are disputed, and what should happen next.
System
The demo groups invoices by customer, age, balance, dispute status, last touch, promise-to-pay, and recommended follow-up.
Result
Collections work becomes a visible queue with draft reminders, customer notes, dispute flags, and cleanup paths for stale balances.
Why it matters
The existing AR Desk proof shows the core idea. A V2 build can become a template for businesses that need receivables follow-up without adopting a large, expensive platform.
Use it as a starting point
Your version would be scoped around your tools, rules, and review path.
Book a Free Discovery Call
Free. 30 minutes. No payment until we agree on scope.