Accounts Receivable Specialists: The All-in-One AI Plugin

Skills for accounts receivable specialists 16

• invoice chaserPulls overdue invoices into an aging report and drafts the chase email, like a 45-day reminder to Acme for invoice 4471.
• payments receivedLogs each incoming payment with method, withholding tax, and receipt status, such as a $2,000 wire from Acme on May 3.
• invoices billingKeeps the invoice register with due dates, balances, and aging, so you can see invoice 4471 still owes $4,200.
• clients accountsTracks client contacts, terms, and outstanding balance, so you know Acme pays in 30 days and owes $12,400.
• office invoice automationGenerates, sends, and tracks invoices across your accounting platform, cutting manual entry for a 200-invoice month.
• party ledger reconciliationMatches a party ledger to their statement and flags differences, like a $500 gap from a duplicate credit note.

Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.

Ready-made prompts 24

• Invoice Drafting Basics3 prompts, like Draft a Polite Invoice Email
• Overdue Payment Reminders3 prompts, like Draft First Overdue Payment Reminder
• Collections Call Prep3 prompts, like Build a Collections Call Script
• Cash Application Help3 prompts, like Match Payments to Invoices
• Payment Reconciliation Checks3 prompts, like Build A Payment Reconciliation Checklist
• Aging Report Priorities2 prompts, like Summarize Aging Report Priorities
• Credit Memos And Disputes2 prompts, like Draft Credit Memo Justification

Apps you can build with AI 3

• Polite Payment Recovery AgentBuild this to send polite, human chase emails that pause for your approval before anything leaves the building. Demo included.
• Cash receipt allocation preparationBuild this to review candidate invoice matches before posting cash, so wrong allocations never hit the ledger. Demo included.
• Receivables dispute-to-cash resolverBuild this to turn a documented dispute into a clear action list that unblocks the payment. Demo included.

Your Grok Bot team 6

• Invoice ChaserTracks unpaid invoices and writes the follow-up that gets you paid without burning the client.
• Invoice OrganizerReads messy invoice files, renames them consistently, and sorts them into tax-ready folders.
• Cash Flow ForecasterBuilds a 13-week cash flow forecast from your bank, AR, AP, and payroll data, flagging crunch weeks.
• Expense Folder AuditorAudits expense folders: reconciles receipts to statements, flags issues, and reports.
• Customer Report GeneratorGenerates, customizes, and tracks customer reports from data collection to delivery.
• Stripe AutomationAutomate Stripe payment operations via Rube MCP: customers, charges, subscriptions, invoices, products, refunds. Always search tools first for current