finance

ar-followup

Drafts AR follow-ups from Gmail and invoice records, tracks outstanding invoices, and prepares payment reminders.

Obsidian-native accounts receivable management. Track invoices from creation through collection, send payment reminders, and never lose sight of outstanding money.

Difficulty: beginner
Input: data
Output: spreadsheet
Needs: none
Used by: Finance Manager

What it needs

request — What to produce
scope — Company or client-id
client-profile — loaded from your vault context
invoices — loaded from your vault context

What you get

ar-aging (markdown)
ar-summary (markdown)
output (markdown)

Ask it like this

Log a new invoice for client Acme Corp — $5,000 due in 30 days
Send payment reminders for all overdue invoices
Run an AR aging report for this quarter
Check which invoices are still outstanding