Today · accounts receivable
What this is Who owes you money and who it's safe to ask to pay today . The system decides on its own who must not be chased (already paid / disputing / asked us to stop) — those stay out of your work list.
How to use it The list is sorted by days overdue. Click a row to see the invoices, message history and payments. The AI writes the reminder — you approve it under “Reminders”.
Safe to ask to pay
USD 22,325.00
3 invoices we can safely remind about
Autopilot status
DSO ?Days Sales Outstanding — the average number of days it takes customers to pay you. Lower is better: cash arrives faster.
gathering data
Sales, 30 days
USD 21,400.00
Collection rate CEICollection Effectiveness Index — how effectively you collect what's overdue (0–100%). Higher is better.
gathering data
Sending is paused: approving a reminder queues it — nothing is emailed automatically.
1 reminder(s) waiting for your approval
Reminders →
Age of debt ?A breakdown of “owed to you” by how overdue each invoice is. Red = long unpaid. Click a segment to filter the list.
USD 9,400.00
USD 6,200.00
USD 12,800.00
USD 8,900.00
USD 10,900.00
Not yet due
1-30 days
31-60 days
61-90 days
91+ days
Not chasing · mistake protection (2 invoices, USD 0.00)
INV-2044 Paid in full USD 0.00
INV-2031 Credited USD 0.00
Short-paid (deductions) ?Invoices the customer paid part of — the residual shown is still legitimately owed and stays collectable.
USD 6,400.00
1 invoices still owed · USD 3,600.00 already paid
All 7
Overdue 3
Safe to chase 1
Held 2
Disputed 1
Customer · invoice
Amount
Days overdue
Risk
Next action
Owner
customer_hash:7f3a · INV-2048
Overdue
USD 12,800.00
78
High
Send reminder
—
customer_hash:91c2 · INV-2041
short-paid
Overdue
USD 6,400.00
USD 3,600.00 paid
44
Medium
Send reminder
—
customer_hash:1b8e · INV-2037
Overdue
USD 3,125.00
12
Low
Send reminder
—
customer_hash:4d5f · INV-2052
Safe to chase
USD 2,100.00
0
Low
Send reminder
—
customer_hash:a2c0 · INV-2033
Held
Payment in flight
USD 5,400.00
51
Medium
Review
—
customer_hash:e7b1 · INV-2029
Held
Unmatched lump-sum payment
USD 2,250.00
83
High
Review
—
customer_hash:c4a9 · INV-2018
Disputed
Disputed
USD 10,900.00
121
High
Review
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