Classify the receivable
Separate normal aging from documentation holds, approval delays, disputes, missing waivers, and customer inaction.
All 20 solutions
System 15 · Revenue & Closeout
Accounts Receivable & Collection Follow-Up
Stop letting completed work sit unpaid.
Tracks outstanding invoices and automatically generates professional, timed payment follow-up and escalation.
The operational problem
Why this system exists.
Collection work is often reactive. Accounting sees an aging invoice but lacks the project context: whether the pay application was approved, a waiver is missing, a change order is disputed, closeout is incomplete, or the customer simply needs follow-up. Generic reminders do not resolve project-specific blockers.
What you are buying
A functioning operating system—not a prompt, chatbot, or generic workflow.
The system combines accounting status with project documentation and customer requirements. It identifies why payment is stalled, prepares the correct follow-up with supporting records, schedules escalation, and keeps the PM and accounting team aligned until the receivable is paid or formally disputed.
BUILT FOR
Contractors with meaningful receivables trapped in slow follow-up, unclear payment blockers, or inconsistent escalation.
How it works
From raw project information to controlled action.
The exact integration changes by contractor. The operating sequence and accountability do not.
Prepare the follow-up
Generate a project-specific message with invoice, submission, approval, and required support attached.
Escalate intelligently
Increase cadence and management visibility based on age, value, customer response, and contractual milestones.
Resolve the blocker
Assign the project or accounting action required to turn the receivable into collected cash.
System inputs
What it monitors and reads.
Invoice and pay-app ledgerCustomer correspondenceApproval statusLien-waiver statusCloseout statusDispute and change-order records
Operational deliverables
What your team actually receives.
Aging action queueBlocker classificationProfessional follow-up draftEscalation scheduleSupporting payment fileCollection status dashboard
Business outcome
Improved cash flow and fewer dollars trapped in accounts receivable.
Performance is measured
This implementation is managed against operating indicators—not whether the automation merely runs.
- Days sales outstanding
- Receivables over 60/90 days
- Follow-up completion
- Cash collected
Commercial structure
$15,000 implementation. $2,500/mo ongoing management.
Implementation covers discovery, system architecture, configuration, integration, testing, controlled rollout, and team adoption for the agreed scope. Ongoing management covers monitoring, exception handling, optimization, reporting, and operational support.
$10,000 operations assessment
Find the most expensive gap first.
We analyze your current operation, quantify revenue leakage and administrative drag, then build a custom implementation roadmap. The assessment fee may be credited toward a larger implementation.
See the assessmentNo generic AI pitch. We start with the costliest operational problem.