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A clearer path
to getting paid.

Know what’s owed. Follow up at the right time. Keep every customer conversation connected.

Accounts receivable, built around your QuickBooks.

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Workspace ReceivablesSample workspace

Receivable accounts

QuickBooks connected
Outstanding$48,250 USDAcross 8 accounts
Overdue$18,6504 accounts to follow up
Promised this week$12,4001 open promise
CustomerBalanceNext step
NSNorthline Studio3 invoices$12,400Promise to pay
ASAtlas Supply2 invoices$8,65032 days overdue
FCFieldwork Co.1 invoice$6,200Reply received

Explore a sample workspace. Select a view above.

Works with your ledger.
Fits into your day.

QuickBooks Online
QuickBooks Desktopvia Web Connector
Your AI toolsvia MCP

The whole account.
The next move.

From the first reminder to the latest reply, work with the balance, history, and controls in front of you.

Start with what’s
actually owed.

See invoices, payments, and credits together. QuickBooks Online updates automatically, so your team works from current ledger facts.

  • Aging by customer and business unit
  • Payment promises and disputed amounts
  • Retainage and expected release dates
Sample account view

Receivable accounts

QuickBooks connected
Outstanding$48,250 USDAcross 8 accounts
Overdue$18,6504 accounts to follow up
Promised this week$12,4001 open promise
CustomerBalanceNext step
NSNorthline Studio3 invoices$12,400Promise to pay
ASAtlas Supply2 invoices$8,65032 days overdue
FCFieldwork Co.1 invoice$6,200Reply received
Connected to QuickBooksYour ledger stays the source of truth.

Follow up. Without
starting from scratch.

Schedule emails around invoice dates. Reuse customer and balance details, set policy priorities, and pause a workflow when you need to.

Invoice follow-upActive
  1. 3 days before dueSend a friendly reminder

    Include the invoice and current balance.

  2. On the due dateSend a due-date reminder

    Recheck payments and credits before sending.

  3. 7 days overdueFollow up on the balance

    Send only when collection is allowed.

Example workflow

Put your next step
into words.

Ask AI about an account, draft a follow-up, or record a promise. Use the built-in chat or a compatible MCP client, with your existing permissions.

What needs attention on Atlas Supply?

Atlas Supply owes $8,650. Its oldest invoice is 32 days overdue. There are no open promises or disputes.

Atlas Supply 2 invoices
Draft a follow-up for me.
Email draftFor your review
Following up on your outstanding invoices

Hi Alex, just checking in on the $8,650 outstanding balance. Could you confirm when we can expect payment?

Example conversation

Every reply, in context.

Send statements and attachments. Read replies on the account and track delivery, bounces, and failed sends. Use your own verified sending domain.

Promises you can track.

Record amounts and payment dates. Review promises and disputes proposed from replies, and hold collection on disputed invoices.

One team. Clear access.

Give collectors and managers access to the business units they work with. Share workflows across teams, then customize each unit’s copy.

Room to grow.
A price you can see.

Start with a 14-day trial.

Monthly billing · USD

Freelancer

Your own collection desk.

$49/ month
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  • 1 user
  • 1 business unit
  • 50 active invoices
  • Standard Support

Growth

More teams. More business units.

$699/ month
Start free trial
  • 25 users
  • 5 business units
  • 1,500 active invoices
  • 3 QuickBooks Desktop connections included
  • Priority Support

Enterprise

Unlimited users, business units, and active invoices.

Custom pricing

Make your next move.

Your ledger. Your customers. One collection desk.

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