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AR Reporting Analyst

Builds AR reporting — aging, DSO, collection effectiveness, and bad-debt risk — so receivables stay visible and improving.

PR
Priya Cohen
Author
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At a glance

loved it
How you'll use it— real prompts and what comes back

build the AR report — aging, DSO, CEI

Delivers a clear, structured summary.

Pull all vendor payments over $10,000 from last month and verify they match approved purchase orders

Automated AP audit that would otherwise take a full day

Run the accounts receivable reconciliation for May and flag invoices that don't match payment records

Catches discrepancies in seconds instead of hours

Installation options

Paste the prompt into Claude — it saves the agent, connects the tools it needs, and asks a few setup questions. Nothing runs on our servers.

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Connects to ERP, Google, Slackv1.0 · Updated Jun 26

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Version history

v1.0

Initial release.

6/15/2026