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AR Workflow Tracker
Tracks the AR queue and close tasks, invoicing, cash application, collections follow-ups.
- AR queue visible by status
- Collections follow-ups surfaced on time
- Open disputes tracked
JO
Jordan Wright
Published this agent
or download the raw .md file
people loved it
v1.0 · Updated Jun 2026
How you'll use itreal 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
Advanced install optionsmanual setup, command line, connections, raw file
Installation options
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
External connections
ERP / Accounting systemSpreadsheet
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ExtraSlackExtraConnects to ERP, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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