Piece 1
Aging queue
Group invoices by customer, age, amount, status, and follow-up priority.
Billing and receivables automation
Receivables should not live in an export nobody checks.
Benri builds AR and billing workflows that surface the right accounts, create follow-up queues, draft reminders, and give owners a clearer view of what is late, large, disputed, or stuck.
Free. 30 minutes. No payment until we agree on scope.
What this service should create
Aging lists turned into usable work queues
Follow-up drafts created from balances, dates, and customer status
Exceptions surfaced for large, late, disputed, or sensitive accounts
Owner dashboard across customers, invoices, notes, and next actions
Receivables surface
Aging becomes a follow-up queue.
The workflow should show who owes what, what stage they are in, what should be sent, and what needs owner review.
Import
Invoices grouped by customer
Accounting exports or API data become a customer-level AR view.
Grouped
Stage
Follow-up changes by age
30, 45, 60, and 75+ day balances get different drafts and escalation rules.
Prioritized
Blocker
Disputes and cleanup get separated
The system flags stale, disputed, or cleanup balances before sending reminders.
Flagged
Starter build preview
An AR desk that turns aging reports into action.
The build can group customers, bucket balances, draft reminders, and flag exceptions so receivables work is easier to review and act on.
Aging reports are exported but not worked consistently
Follow-up copy is rewritten manually every week
Owners cannot quickly see which accounts need attention
Workbench flow
Template-readyImport
Invoices, customers, balances, and due dates are grouped
Prioritize
Aging, size, notes, and dispute status shape the queue
Follow up
Drafts, tasks, and owner views support the next action
B2B servicesWholesaleField service
Build pieces
The tool gets shaped around the work.
Piece 2
Reminder drafts
Generate polite, accurate reminders based on balance, invoice age, account notes, and tone.
Piece 3
Exception routing
Flag disputed, sensitive, high-balance, or long-overdue accounts for human review.
Piece 4
Owner dashboard
Show what is current, late, promised, disputed, and waiting on an internal owner.
The first build
Start with the report your team already exports by hand.
Receivables automation is strongest when the data source is known and the first version focuses on visibility, prioritization, and safe follow-up.
01
30/45/60/90-day aging queues
02
Customer-level invoice grouping
03
Payment reminder drafts
04
High-balance exception alerts
05
Dispute and promise-to-pay tracking
06
Weekly AR owner dashboard
Your stack stays useful
Build around the accounting source of truth.
Benri can work from accounting software, spreadsheets, exports, or a custom database depending on what the business actually uses.
Tools Benri connects to
Accounting
QuickBooks
Xero
CSV exports
Tools Benri can extend
Work queue
Airtable
Google Sheets
Custom dashboard
Tools Benri can replace with custom software
Follow-up
Gmail
Outlook
SMS
Service signals
The service is scoped around real operating pressure.
56%
of surveyed US small businesses reported being owed money from unpaid invoices.
Intuit QuickBooks 2025
$17.5K
was the average amount owed to US small businesses with outstanding invoices.
Intuit QuickBooks 2025
47%
reported that a portion of their invoices were overdue by more than 30 days.
Intuit QuickBooks 2025
Payment follow-up needs accuracy and restraint.
Benri keeps payment messaging tied to the actual balance, invoice status, and review rules. The system should not send aggressive or inaccurate collection messages.
Sensitive accounts, disputes, and high-dollar balances can be routed to a person before anything is sent.
Proof fit
Proof should match the workflow.
Benri only shows proof here when the build actually relates to this service. Otherwise, the service page keeps a placeholder until a better demo or case study is ready.
Relevant proof
AR Desk
POC / receivables workflow
AR Desk is the clearest proof for receivables automation: aging queues, customer follow-up, reminder templates, and cleanup flags.
Open proofHelpful guides
Read before you scope the first build.
Questions
The service should be understandable before the sales call.
Can this connect to QuickBooks?
Usually yes, depending on the exact workflow and permissions. The audit confirms the safest data path.
Can payment reminders be draft-first?
Yes. Receivables follow-up is often best as draft-first with approval rules for sensitive accounts.
Can this handle disputes?
Disputed accounts should be flagged separately so the system does not keep sending the wrong follow-up.
Does this replace accounting software?
No. Benri usually builds the workflow and visibility layer around the accounting source of truth.
Start with the audit
Bring the workflow. We will tell you what service fits.
Thirty minutes. We will map what is worth automating, what needs human review, and what should go first.
Map a receivables workflow
Free. 30 minutes. No payment until we agree on scope.