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AR Workflow Tracker
Tracks the AR queue and close tasks — invoicing, cash application, collections follow-ups, and deadlines — so nothing slips.
JO
Jordan Wright
Author
How you'll use it— real prompts and what comes back
“show the AR queue and what follow-ups are due”
Returns a prioritized list with context.
“Run the accounts receivable reconciliation for May and flag invoices that don't match payment records”
Catches discrepancies in seconds instead of hours
“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
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.
Connects to ERP, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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