Accounts receivable

Every account understood. Every follow-up prepared.

See whom to follow up with, understand why and prepare the right message. Finaxis helps your team move accounts receivable forward with the context behind each account.

Book a demo See the workflow

Initech Inc.

$30,970

3 overdue invoices

$9,870 over 90 days past due

The context, made clear.

Invoice 1086: 104 days overdue
Payments: After the due date
Internal note: Firm date requested

Reminder ready for review

You review. You decide when to send.

Atelier Boréal

$12,000

Payment arrangement

An agreement found in the notes

Honor the agreement.

Internal note: 4 agreed installments
Next installment: $3,000 on Friday
Next follow-up: Remind before due date

Installment reminder drafted

Based on the agreement. For review.

Nordik Inc.

$18,400

Construction · Invoice C-204

A contact out on the job site

Choose the right channel.

Industry: Construction
Internal note: Contact on the job site
Noted preference: SMS rather than email

An SMS ready for review

A short message suited to the contact.

Studio Forma

$7,500

Balance due · Invoice F-318

A partial payment, then silence

Follow up on the balance.

Original invoice: $12,000
Already received: $4,500
Last payment: 68 days ago

Follow up on the $7,500 due

The payment received is accounted for.

Groupe Lumen

$22,600

A relationship worth considering

The history is recorded in the notes

Suggest the right sender.

Internal note: 3 CEO reminders
Paid after: Within a few hours
Proposed sender: The CEO

A draft for the CEO

To be approved before sending.

Horizon Bâtiment

$15,000

Initial deposit unpaid

Work advances. Deposit unpaid.

Spot the gap early.

Project note: Progress: 35%
At signing: Still unpaid
Noted condition: Pause if unpaid

Pause notice for review

With the project manager.

Work moving forward

From a list of invoices to the next follow-up.

See the priorities

Identify the balances and overdue invoices that need your attention.

Understand the account

Bring together invoices, payments, notes and the available history.

Prepare the next action

A message with context, a suitable channel and approval from your team.

From context to the right action

Who should you follow up with first, and why?

Finaxis Reminder draft

Your portfolio

Customer balance

$186,420

Overdue

$98,760

Recommendations

By age, then by amount owed.

01 Initech Inc. $30,970 $9,870 over 90 days past due

02 Hooli Inc. $20,040 $14,440 over 90 days past due

03 Acme Inc. $4,280 $4,280 at 12 days past due

Initech first: same aging bucket, higher total balance.

Selected account

Initech Inc.

3 overdue invoices

$30,970

Invoice 1086$9,870

104 days overdue

Invoice 1102$14,200

75 days overdue

Invoice 1115$6,900

42 days overdue

AI account analysis

Understand before you follow up.

Invoices: 3 unpaid invoices. Invoice 1086 is 104 days overdue.
Payments: Recent payments arrived past due.
Internal note: Obtain a firm payment date.

Recommended next action

Ask for a payment date, then document the follow-up.

Reminder ready for review

To Sophie Martin · Initech Inc.

From julie@yourcompany.com

104 days overdue. A payment date to confirm.

Hi Sophie, could you confirm a payment date for the $30,970 overdue, including invoice 1086 for $9,870? Thank you, Julie.

You review. You decide when to send.

Illustrated walkthrough of several product views.

AI that also reaches out to you

Billie, where you work.

Ask questions in natural language. Billie answers in your tools and highlights what needs your attention. Request a change, then authorize sending with a simple reply, without opening Finaxis.

Email
Slack
Google Chat
Microsoft Teams

Finaxis – Billie

You9:41

Billie, summarize Initech and draft a reminder for invoice 1086.

Finaxis – BillieAPP9:41

The account has three overdue invoices. A note asks for a firm payment date.

Initech: overdue balance review

Invoice 1086 · $9,870 · 104 days past due
Initech total balance · $30,970 · 3 overdue invoices

The next action

Follow up with Initech on invoice 1086 and ask for a firm payment date.

Draft: “Hello, could you confirm the payment date for invoice 1086 for $9,870?” Ready for review before sending.

Initech · Reminder for invoice 1086

Billie · Finaxis

to you

8:30

Hi Alex,

Invoice 1086 is 104 days past due. I’ve drafted a reminder asking Initech to confirm a payment date.

Why now?

A payment date to confirm

Invoice 1086 · $9,870 · 104 days past due
Initech total balance · $30,970 · 3 overdue invoices

Your reminder

Subject : Invoice 1086 · Payment date

Hello, could you confirm the expected payment date for invoice 1086 for $9,870? Thank you.

Reply to this email to adjust the message or authorize sending.

You Keep the tone friendly and ask for a reply by Friday. 8:32

Billie · Finaxis

to you

8:33

Here is the revised reminder, asking for a reply by Friday.

Revised draft

Hello, could you let us know by Friday when you plan to pay invoice 1086 for $9,870? Thank you for your help.

Reply to this email to adjust the message or authorize sending.

You I approve this version. Send the reminder to Initech. 8:34

Billie · Finaxis

to you

8:35

Understood. I’ll send this version to Initech for invoice 1086.

Sending approved

Hello, could you let us know by Friday when you plan to pay invoice 1086 for $9,870? Thank you for your help.

ToBillie · FinaxisRe: Initech · Reminder for invoice 1086

Send BIU

In your daily work

Follow-ups that keep the full context.

From the portfolio overview to an individual message, your team can understand the situation and decide what comes next.

Dashboard

See where to focus your attention.

Find outstanding balances, overdue invoices and payments in an overview informed by your accounting data.

Accounts receivable indicators
Overdue amounts and aging
Data from your accounting sync

Finaxis / Dashboard JT

Hello Julie

Here's where your receivables stand

Customer balance

Total due

Overdue balance

All buckets

Average delay

days

All customers

91 days and over

2 accounts

AI recommendations

Actions suggested by the agents

You have 8 items to review, 3 of them critical.

View recommendations

Overdue accounts by priority

Hooli Inc. $20,040 Dangerous

Initech Inc. $30,970 Critical

Pied Piper Inc. $12,000 High

Accounts receivable

Clear priorities, invoice by invoice.

Group balances by age, filter your portfolio and examine priority accounts. Daily recommendations are based on overdue age and amounts.

Aging breakdown
Portfolio filters and views
Daily recommendations

Finaxis / Accounts receivable JT

Accounts receivable

Total portfolio

$186,420

91+ days overdue

$24,310

At-risk accounts

All accounts Critical accounts 91+ days

Customer 1-30 31-60 61-90 91+ Total Risk

Acme Inc. $4,280 -- -- -- $4,280 Moderate

Globex Inc. $12,400 $8,150 -- -- $20,550 Moderate

Initech Inc. -- $6,900 $14,200 $9,870 $30,970 Critical

Vandelay Industries $3,100 -- -- -- $5,400 Low

Hooli Inc. -- -- $5,600 $14,440 $20,040 Dangerous

Pied Piper Inc. $7,800 $4,200 -- -- $12,000 High

Account and history

Keep the thread of every relationship.

Review invoices, payments, notes and available account history. Your next follow-up starts with an understood situation.

Invoices and open balances
Payment history
Account notes and information

Finaxis / Customers JT

Acme Inc.

Moderate risk QuickBooks Default plan

Send a reminder

Total due

$4,280

Invoices

1 overdue

Average delay

12 days

Synced just now

AI assistant View analysis

Acme Inc. has one overdue invoice of $4,280.00, 12 days past due. This customer usually pays a few days late, so a friendly reminder should do.

Suggested actions:

Send a reminder with the overdue invoice

1-30 days 100%

$4,280

1 invoice

31-60 days 0%

0 invoices

61-90 days 0%

0 invoices

91+ days 0%

0 invoices

AI analysis

Ask the question. Examine the reasons.

Ask the assistant about your portfolio or request an account analysis. It explains the available information and suggests next actions for review.

Natural-language questions
Situation summaries
Recommendations with context

Finaxis / Recommendations JT

Recommendations

0 / 8 actions completed 0 %

All 8 Critical 3 Moderate 3 Low 2

Initech Inc. Critical

0/3

Steps

Total due

$30,970

31-60 d

$6,900

61-90 d

$14,200

91+ d

$9,870

3 steps required · Critical account

Send a follow-up email

Follow-up drafted with the 3 overdue invoices

Prepare Sent

Log a call

Call your customer and log how it went

Draft Logged

Case summary

Summarize where the account stands

Draft Written

Complete the 3 steps to continue

Message preparation

Bring the context into your follow-up.

Prepare a draft using invoices and account information. Review the content, adjust the tone and approve sending.

Email and SMS drafts
Adjustable tone and content
Review before sending

Finaxis / Actions JT

Acme Inc.

Payment reminder

From julie@yourcompany.com

Subject Invoice 1042: a quick follow-up

Invoice data Invoice 1042 $4,280.00 Due September 12

Hi Marc, A friendly reminder that invoice 1042 for $4,280.00 has been past due since September 12. Let me know if you have any questions at all. Thanks, and have a great day, Julie

Send Tone : Friendly

Rewrite with AI

Tone Friendly

Friendly Neutral Assertive

Try: + Add a firm deadline + Mention the due date + Keep it brief

Generate

Put it into practice

Start with a first follow-up.

Connect your data

Connect QuickBooks or Acomba, use Xero in beta or import your data by CSV.

Set your rules

Choose the channels, tone and approvals that work for your team.

Start your follow-ups

Review priorities, prepare your first message and approve sending.

Within the hour

Your first reminder goes out within the hour. Signed by you.

It leaves from your own Outlook, Gmail or IMAP mailbox, with your name and signature, not from a generic address. When your customer replies, the reply lands in your inbox.

In Finaxis

Acme Inc.

Payment reminder

From

Julie Tremblay <julie@yourcompany.com>

Marc Gagnon <marc@acme.com>

Subject

Invoice 1042: a quick follow-up

Hi Marc, Just a quick follow-up on invoice 1042 for $4,280.00, past due since September 12. Could you confirm when payment is scheduled? Thanks, and have a great day, Julie

Reminder sent

Send Sent Schedule

AI is drafting… Drafted by AI

What your customer sees

Inbox marc@acme.com

Julie Tremblay · Your company 10:38 AM

Invoice 1042: a quick follow-up

Hi Marc, just a quick follow-up on invoice 1042…

Sent from julie@yourcompany.com

Sophie Lavoie 9:05 AM

Quote for the warehouse project

Project team Yesterday

Notes from Monday's meeting

What if your next payment reminders worked like this?

Schedule a Demo

Move your accounts receivable forward.

See how Finaxis supports follow-ups with your data and your way of working.

Book a demo View plans

Illustrated scenarios use fictional data.

Your tools

Your objectives

Accounts receivable in detail

By role

Every account understood. Every follow-up prepared.

From a list of invoices to the next follow-up.

See the priorities

Understand the account

Prepare the next action

Who should you follow up with first, and why?

Recommendations

Understand before you follow up.

Reminder ready for review

Billie, where you work.

Follow-ups that keep the full context.

See where to focus your attention.

Clear priorities, invoice by invoice.

Keep the thread of every relationship.

Ask the question. Examine the reasons.

Bring the context into your follow-up.

Start with a first follow-up.

Connect your data

Set your rules

Start your follow-ups

Your first reminder goes out within the hour. Signed by you.

Move your accounts receivable forward.