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1
Connect QuickBooks
Your open invoices come in automatically.
AR REPORTING FOR CONTRACTORS AR REPORTING
Know who owes you. And who is chasing it.
BUILT FOR
General contractors Subcontractors Roofers Specialty trades Restoration
INVOICE #4190
PAID$12,413.99
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Every touch logged to the invoice
CONTRACTORS ALREADY GETTING PAID FASTER
Helping 3,200+ Contractor Users Collect Payments Faster
THE PROBLEM
Your aging report shows the balance. It doesn’t show the follow-up.
QuickBooks tells you who owes you money. It can’t tell you who is chasing it, what was said last, or which invoices nobody has touched in weeks.
So the answers live in spreadsheets, inboxes and someone’s memory. When that person is busy or out, follow-up slips, and invoices drift into the 60 and 90+ day buckets.
“Has anyone called the carrier on this one?”
“Which invoices have no follow-up at all?”
“How much is stuck with homeowners vs. adjusters?”
AR Workflow puts the balance and the follow-up in one report.
HOW IT WORKS
Up and running in three steps.
2
Set the rules
Choose the invoices, channels, tone, and how often customers hear from you.
3
Let AI follow up
AI handles the routine. Your team handles the exceptions.
Works with QuickBooks Online
Payments powered by Finix
Start with one invoice
ONE SCREEN, EVERY MORNING
See what is covered. See what is slipping.
ON A WORKFLOW
Protected AR
Followed up automatically
Aging by customer, job and carrier- Activity logged on every invoice
- Performance by AR team member
UNPROTECTED
No follow-up yet
- Invoices with no workflow
- Promises to pay coming due
- Disputed balances
Example view. Your dashboard shows your own QuickBooks data.
BUILT FOR CONTRACTORS
Every customer pays differently. Follow up accordingly.
Persistent doesn’t have to mean aggressive.
GCs & AP Departments
Clear, professional, persistent.
Homeowners
Friendly, never like a collection agency.
Property Managers
Job context across multiple properties.
Commercial & Developers
Consistent through long payment cycles.
Insurance-Paid Jobs
Carrier payments, supplements, and deductibles.
Customers You Want to Keep
Well-timed reminders that protect the relationship.
YOU’RE IN CONTROL
AI does the follow-up. You make the rules.
Less manual work. Not less control.
Start with one invoice and add more when you’re ready
Choose the contacts, channels, tone, and frequency
Review AI-drafted replies before they’re sent
Pause or stop any workflow at any time
Pause
YOUR INVOICE, NOT A FEATURE TOUR
Bring us one overdue invoice. We’ll show you how AI would chase it.
No generic feature tour. You’ll see:
- 1What AI would send, and when
- 2What happens when your customer replies
- 3How they’d pay
YOUR OVERDUE INVOICE
47 days past due[$ AMOUNT]
Tomorrow, 9:00 AMEmail
Day 4Text
Day 8Voicemail
Customer pays by ACH or card
Paid in full
Synced to QuickBooks
What AR reports does AR Workflow include?
Standard reports include A/R overview with DSO, aging detail, collections, cash collected, promise-to-pay, call talk time and team activity. You can also build custom reports and schedule them to your inbox.
Does it replace QuickBooks reporting?
No. Keep QuickBooks for your accounting. AR Workflow syncs both ways with QuickBooks Online and adds what accounting reports don’t cover: follow-up activity, unchased invoices and team performance.
Can I see aging by job or insurance carrier?
Yes. Customers can be grouped under a parent account, such as a carrier with many jobs, so you can see the total owed and drill into each job, with adjuster, homeowner and project manager contacts on the account.
How do I see which invoices nobody is chasing?
The dashboard shows the open balance with no workflow on it and the share of invoices that are covered. One click puts those invoices on a follow-up workflow.
Can I see how each person on my AR team is doing?
Yes. AR Performance shows open AR, cash collected and average days to get paid for each team member, with their full activity history and call recordings.
Does it work for roofing and other trades?
Yes. Any contractor that invoices from QuickBooks Online can use it: restoration, roofing, general contractors and specialty trades.
Know who owes you. Know who is chasing it.
AI writes the emails, sends the texts, and leaves the voicemails. Your team handles the conversations that matter, and your cash keeps moving.
Keep QuickBooks- Start Today
- Stay in Control