The Monday triage that used to take three or four hours takes three or four minutes. A ranked to-do list, a cashflow verdict, and a drafted reminder for every invoice worth chasing...
Dozens of invoices are unpaid. A few are chronically late. Payroll is due Friday. Rent is due Monday. The bank balance is not comfortable but not alarming. Somebody has to decide, before lunch, which customers to chase today, which bills to pay now and which to delay, and whether the week is going to end tight.
Right now that decision sits in one person's head, made from a spreadsheet, an accounting screen, and a mental model built up over years. It takes hours. It is stressful. It slips when that person is on holiday.
So we built the tool we wished existed. It reads every unpaid invoice, every bill due soon, and the bank balance. It follows the finance priorities you set. It hands your team a ranked to-do list, a cashflow verdict for the week, and a drafted reminder email for every invoice worth chasing. Minutes, not hours. Every Monday.
"The bottleneck was never the AI. It was reading every invoice by hand every Monday."
The idea behind this build
This is not one more accounting screen to log into. It changes how the finance team spends Monday morning, who else in the business can cover when someone is on holiday, and whether the CEO hears about a tight week on Monday or Wednesday. The points below come from the live demo, so you can try it on synthetic data and see for yourself.
Four steps, on your terms. The whole run takes a few minutes. Your finance team reviews the output and sends. The rules stay in your team's hands, in plain language.
Every open invoice, every bill due in the next 14 days, and the current bank balance. The tool reads both sides of the business at once, not just money coming in or just money going out.
Never delay salaries, tax, rent, or insurance. Protect key vendors. Be tougher on repeat late payers. Warn on customer concentration. Your rules, in plain language, toggled on or off. Add your own in a sentence.
The tool hands you one ranked list, biggest impact first, with the dollar at stake on every line. Chase, reminder, escalate, batch, pay now, pay on time, delay short, renegotiate. And a cashflow verdict for the week.
Every invoice worth chasing comes with a personalized reminder email, signed from your team. Need a follow-up? The tool reads the earlier email and writes the next one. Same tone or one step firmer.
Paste your ledger into a chat tool and you get a polite, generic answer. It never reads both sides of your business at once, never keeps your finance rules, and forgets everything by tomorrow. The difference is not the model. It is that this one reads your ledger and follows your priorities.
Every open invoice on one side. Every bill due soon on the other. And the bank balance in the middle. The tool weighs all three together, so the recommendation is grounded in what the week actually looks like, not a partial view.
On top of the ranked list, a one-line read for the week: healthy, tight, or shortfall. Backed by the numbers behind it. Your finance lead knows on Monday morning whether Friday looks comfortable, so you never scramble on Wednesday.
The output is not a spreadsheet you have to sort. It is a sorted list, biggest impact first, with the dollar at stake on every line and a plain-English reason. Your team starts Monday knowing what to do first.
Every invoice worth chasing comes with a full reminder email written for you, addressed to the customer's contact person by name. Warm tone for a first nudge, firm for a chase, formal for a final notice. Signed off from your team.
One reminder is not always enough. The tool reads the email you already sent, the customer's payment history, and this invoice's notes, then writes a fresh follow-up that references what came before. Same tone, or one step firmer. Nothing sounds robotic.
Never delay salaries, tax, rent, or insurance. Protect key vendors. Be tougher on repeat late payers. Warn on customer concentration. Toggle each one on or off. Add your own in a sentence. The rules stay yours, in words your team understands.
Salaries, tax, rent, insurance. The tool marks these as always pay on time, no matter how tight the week looks. Cashflow gets balanced against the other side, never at the expense of the bills that hold the business together.
Not a one-off answer somebody has to remember to ask for. It runs on a schedule, every Monday morning is typical, from your live ledger. The finance lead walks in to a ready-to-review list. Yesterday's stale spreadsheet is gone.
The ranked list does not sit in another dashboard nobody opens. It lands where the work happens: as an email digest for the finance lead, a Slack message for critical alerts, or drafted reminders in the outbox ready to send.
Finance is one job. The way this tool works (read the input, follow your rules, hand back the output) is the same way every custom AI tool we build works. Swap the input and the output and the same shape helps marketing, support, onboarding, or any team that starts with reading and ends with an output.
Most AR tools chase invoices. Most AP tools schedule bills. Neither sees the other. Your finance lead is the one who has to hold both in their head every Monday. This tool reads both sides together, so the recommendation on any single line reflects the whole week, not half of it.
The most useful sentence in the whole run is one line: is this a healthy week, a tight one, or a shortfall. The tool answers it up front, in plain English, before you scroll into the action queue. Your finance lead knows the shape of the week before the coffee is finished.
Nobody wants to write the same reminder email seventy times a year. Chat tools give you a generic template you still have to customize. This tool writes each email addressed to the customer's contact person by name, in the tone the action needs, signed off from your team.
A single reminder rarely closes the loop. The follow-up is where the tone shifts and where teams usually give up. This tool reads the email you already sent, the customer's payment history, and the invoice notes, then drafts a fresh follow-up that references what came before.
The rules your finance lead follows every Monday are usually in one person's head. Nobody has ever written them down. This tool turns them into a small set of plain-English toggles anybody can read. Add a rule in a sentence. Change one anytime. The knowledge stops being fragile.
The way this tool works (read the input, follow your rules, hand back the output) is the same way every custom AI tool we build works. Finance is one job. The same shape helps marketing, support, onboarding, or any team whose work starts with reading and ends with a specific output.
The public demo runs on a synthetic ledger. A custom build connects the tool to your real accounting software and delivery tools, so the ranked list and drafted reminders land where the finance team already works.
Your ledger and your rules sit at the center. Every step is small and clear, and you can change what happens at any layer without rewriting the rest.
Your accounting software connects once. Nothing is exported by hand, nothing is copy-pasted, and the source of truth stays where your accountant already works.
The finance lead sees "open, review, send". Underneath, four small steps make the output land right, every week.
The live demo proves the loop on a synthetic ledger. A real build starts with the tool wired into your accounting software, then adds the outputs your finance team actually uses.
Toggle finance priorities, click Analyze. Get a ranked to-do list, a cashflow verdict, and a drafted reminder for every invoice.
Every reminder addressed by name, in the tone the action needs. Follow-ups read the earlier email and step the tone up if you ask.
Bank right now, expected cash-in, must-pay bills, projected balance. Ranked as healthy, tight, or shortfall, with a chart of the week.
Wire in QuickBooks, Xero, Tally, or Zoho Books. The tool reads your real ledger every Monday, no manual export required.
Approve the drafted emails in a review outbox, or let them send straight through. Slack alert on any shortfall week.
Beyond AR and AP. Bill-check-before-you-pay, expense sorting, cashflow forecasting, payment matching across currencies. One custom workflow at a time.
Open the demo, toggle your finance priorities, click Analyze. Watch the tool read a synthetic ledger and hand you a ranked to-do list, a cashflow verdict, and a drafted reminder for every invoice worth chasing. Then tell us how your finance team spends Monday morning today, and we plan the custom workflow around it.
We built this for Entexis. We can build it for you, same rigour, your domain.
No spam. Just a conversation about your project.
Hope that was helpful. Reach out anytime.