Chris Couch
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Finance Ops Systems

Cash Digest Automation Kit

$99

Weekly cash + AR aging digest to Slack / email from Sheets or an accounting export. Same shape every Monday — without rewriting the message by hand.

Get it — $99

Who it's for

  • Controllers who already refresh a cash or AR sheet weekly
  • Teams who want a repeatable Monday (or Friday) digest for leadership
  • DIY operators — not real-time treasury platform buyers

What's inside

  • Setup guide: source sheet layout, schedule, thresholds, sample digest
  • Workflow blueprint: schedule → pull → format → send (with alert branch)
  • Pull cash, runway proxy, AR aging buckets, top overdue accounts
  • Fixed digest template (Slack mrkdwn or HTML email)
  • Optional red-flag path when cash or 90+ AR crosses thresholds