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Finance Ops Systems
AR Reminders Automation Kit
$99
Invoice → reminder → escalation. Stop when paid. Escalate to a human when it matters. A DIY automation cadence you wire once and own — Make, Zapier, or n8n.
Get it — $99Who it's for
- Controllers and AR owners who invoice in a sheet, QuickBooks/Xero, or billing tool
- Teams who want a reliable reminder cadence without babysitting a spreadsheet
- DIY operators — not teams looking for collections outsourcing
What's inside
- Setup guide: prerequisites, field map, delay ladder, go-live checklist
- Workflow blueprint: tool-agnostic node list (Make / Zapier / n8n)
- Reminder ladder (e.g. T−3 friendly, T+1 firm, T+7 escalation)
- Stop-on-payment path
- Human escalation by days or dollar threshold
- Branch email vs Slack by amount, tier, or days past due