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AR Aging & Collections Cockpit

See who owes you what, and how late.

Dashboards
Prompt
Build an accounts receivable aging dashboard for a small business: 1. Invoice ledger stored in SQLite, seeded with 25 realistic invoices across 8 customers in various states (paid, due, 30/60/90+ days overdue) 2. Aging buckets view: current, 1-30, 31-60, 61-90, 90+ with totals and customer drill-down 3. Collections queue sorted by risk (amount x days overdue) with a follow-up log per invoice (called, emailed, promised date) 4. A printable monthly AR summary a bookkeeper could hand to an owner 5. CSV import so real invoice exports from any accounting tool can replace the seed data Professional finance-tool look, print-friendly summary.
Use this

Why this exists

Every small business has the same blind spot: money already earned but not yet collected. The receivables live in an accounting tool built for recording, not chasing, so the "who owes us what, and how late" question gets answered with an export, a pivot table, and an hour that disappears every week. This blueprint builds the chasing tool: an AR cockpit whose whole job is making the next collection call obvious.

What the agent builds

An accounts receivable dashboard with standard aging buckets, current, 1–30, 31–60, 61–90, 90+, with totals, customer drill-down, and a collections queue sorted by risk (amount × days overdue). Every invoice carries a follow-up log: called, emailed, promised date. There's a printable monthly AR summary a bookkeeper can hand to an owner, and CSV import so a real export from any accounting tool replaces the seeded demo data.

It arrives seeded with 25 realistic invoices across 8 customers in varied states, so every view renders with life the first time you open the preview, you evaluate the tool, not an empty screen.

Make it yours

  • "Import this CSV from QuickBooks, map the columns."
  • "Add a promise-to-pay date field and flag broken promises in red."
  • "Weight the risk score by customer payment history, not just amount."
  • "Add a one-click 'copy dunning email' button per invoice."

FAQ

Does it connect to my accounting software? Out of the box it imports CSV exports, which every accounting tool produces. Deeper integrations (like Stripe payout reconciliation) exist as separate blueprints.

Is my customer data safe? The app runs in your sandbox and lives in your repository. Your receivables never touch a third-party analytics service.

Can my bookkeeper use it? That's who it's for, the monthly summary is print-ready specifically so it can go into an owner meeting unchanged.

AR Aging & Collections Cockpit | OutcomeDev Use Cases