A calm receivables follow-through tool for small operators—not a debt-collection system.
Invoice follow-up tracking for solo operators$5.99 / month after a 7-day free trial · Eligible new members · Cancel online in one click
Receivables by due datePRIVATE WORKSPACE · MEMBERS ONLY
A receivables landscape showing aging concentration, held balances, and review priority.
See membership and trialEach capability has its own job, inputs, method, and reviewable output. Your member workspace keeps the work, its assumptions, and its next step together.
Plot the full aging ladder, held balances, and largest-account concentration in one receivables landscape. The review path prioritizes reconciliation and pauses disputed cases.
Receivable TideMatch the invoice to cleared payments and credits before aging it. A balance/status conflict or dispute pauses the reminder workflow until reconciled.
Invoice agingChoose the stage and tone; get a factual draft with the invoice reference, remaining balance, agreed due date, and a simple way to resolve a mismatch.
Considerate reminderEstimate cash timing from reconciled open invoices, keeping held or disputed balances out of the collection scenario. Use your own historical rate; this is not a promise that a customer will pay.
Collection scenariosSubtract verified payments, credits, and write-offs from the invoice face value; route disputes, holds, and unallocated payments away from automatic follow-up.
Balance checkSummarize balances across aging buckets, compare the largest account with total exposure, and prepare a review order based on amount and age—not assumptions about a customer.
Portfolio agingThese are static demonstrations using invented sample details. The interactive tools, saved analyses, and account history live inside the paid workspace.
ILLUSTRATIVE EXAMPLE · NOT LIVE DATA
$8,325.00 across 18 accounts · 14.4% entered largest-balance concentration.
RECEIVABLE TIDE As-of aging buckets: Not yet due: $4,800.00 1–30 days: $2,100.00 31–60 days: $950.00 61–90 days: $300.00 90+ days: $175.00 Total entered: $8,325.00 Overdue: $3,525.00 Amount-weighted midpoint age: 14 days (descriptive estimate) Largest account concentration: 14.4% Held/disputed accounts: 2 / 18 Review reconciled balances, unapplied cash, agreements, and dispute status first. Aging and concentration do not judge creditworthiness or determine a collection action.
ILLUSTRATIVE EXAMPLE · NOT LIVE DATA
Issued 2026-09-01 · due 2026-09-15 · 18 days since due · state Open.
RECONCILIATION CHECK [ ] Match the current invoice copy and customer account. [ ] Subtract cleared payments and credits. [ ] Confirm the agreed terms and due date. [ ] Check whether a dispute, hold, or payment promise is open. [ ] Record the next action and date. Last contact recorded: 2026-09-18 · promise date: 2026-10-02
ILLUSTRATIVE EXAMPLE · NOT LIVE DATA
Stage First overdue check-in · remaining balance must be verified immediately before sending. This tool does not send.
Hi A. Client, I’m following up on invoice INV-104 for $325.00, due 2026-09-15. Could you let me know whether you need another copy or have a question? Reply if you need another copy PRE-SEND REVIEW No last-contact date in the aging review. Verify the current conversation thread for a reply or newer contact, recheck cleared payments, invoice status, terms, and permission, then decide whether to use this draft. Nothing is sent automatically. Thank you.
ILLUSTRATIVE EXAMPLE · NOT LIVE DATA
Excluded $0.00 held / disputed / unverified balance. At the owner-entered 40% collection assumption, estimated cash is 212% of the stated $350.00 near-term gap.
RECONCILED OPEN TOTAL: $1,855.00 Held / disputed / unverified (excluded): $0.00 Eligible open balance for this scenario: $1,855.00 Owner-entered collection sensitivity: 40% Illustrative selected share: $742.00 Known cash gap: $350.00 Coverage of stated gap: 212% Difference after illustrative share: $0.00 This is a sensitivity calculation, not a collection forecast. Reconcile invoices, cleared deposits, and credits. Verify each expected receipt and obligation before any cash decision; held or disputed amounts stay excluded.
ILLUSTRATIVE EXAMPLE · NOT LIVE DATA
INV-208 - due 2026-09-15 - status Open - unallocated cash $0.00.
BALANCE CHECK - Example account - INV-208 Invoice face: $940.00 Cleared payments: -$400.00 Approved credits: -$0.00 Approved write-offs: -$0.00 Remaining: $540.00 Unallocated payments: $0.00 Agreed due date: 2026-09-15 If appropriate, compare this balance with the source ledger, then draft a factual reminder for human review. No message is sent automatically.
ILLUSTRATIVE EXAMPLE · NOT LIVE DATA
$8,325.00 total open across 18 account(s) - largest entered balance share: 14.4% - 2 held/disputed account(s).
AGING REVIEW - 2026-09-29 Not yet due: $4,800.00 1-30 days: $2,100.00 31-60 days: $950.00 61-90 days: $300.00 Over 90 days: $175.00 Total open: $8,325.00 Overdue: $3,525.00 Amount-weighted age estimate: 14 days Largest account / total: 14.4% Held or disputed accounts: 2 Review source balances, unapplied cash, payment plans, and hold status. Start with accurate reconciliation and agreed terms; concentration is descriptive and not a credit or customer-quality score.
Reconcile what is actually open before contacting anyone. Separate a dispute or payment promise from an ordinary overdue balance.
Use the numbers, dates, choices, and context specific to the decision in front of you.
Every tool explains its calculation or sorting method and flags assumptions that need a human check.
Members can save results to their private workspace, revisit past work, and build a repeatable process.
Membership includes all 6 specialist tools, the service-specific Operations Desk, account-synced work queues, saved analysis history, service insights, and a field method guide.
Import a supported file or start with your service details, then generate a prioritized, service-specific action pack you can review, save, and export.
A payment method is collected at secure checkout. Trial eligibility and the exact renewal date are shown before checkout. Cancel from Account before the trial ends to avoid the first monthly charge.
Eligible new members receive seven days of access. Checkout displays the renewal date and monthly price before a payment method is submitted.
Yes. Sign in, open Account, and use the cancellation control. Renewal turns off in one step; access continues through the current paid period.
No. Every public example uses illustrative data. Your saved analyses are private to your account.
Review the calculation, save it with related service history, and export a service-specific action pack. You choose what to apply next.