Practical thinking on cash collection, DSO, and accounts receivable automation for mid-market finance teams.
Days Sales Outstanding is the single number that tells you how healthy your cash conversion is. Here is how to read it, calculate it, and what to do when it starts climbing.
Your AR team sends 400 follow-up emails a week. The labor cost is visible. The relationship damage, the delayed escalations, and the cash stuck in limbo — those aren't on any spreadsheet.
Most "AR automation" tools just schedule emails. Real automation predicts late payers, personalizes communication, and knows when to escalate. Here is how to tell the difference before you buy.
NetSuite does a lot. AR follow-up automation is not its strength. A look at where the built-in tools fall short and what mid-market teams add to fill the gap.
Generic payment reminders are ignored. Emails that reference the specific invoice, the customer's payment history, and the right tone get opened, responded to, and paid.
Most companies with $20M-$200M in revenue run AR with 1-3 people and a spreadsheet. Here is the common breakdown pattern — and why it gets worse as revenue grows.
A regional building materials distributor in Tampa came in with 580 invoices in the 30-day bucket. Here is a detailed look at what changed — and what their AR manager stopped doing.
Not every overdue invoice deserves a phone call. Not every slow payer responds to email. The difference between good and great AR teams is knowing which accounts need human attention.
CFOs don't have time for 12-tab AR spreadsheets. The report that actually gets read every Monday is one page: aging bucket change, top 10 risks, collection rate, DSO trend. Here is the format and how to build it.
Xero is powerful for small and growing businesses. Its AR automation gaps are real. A practical guide to what Xero handles natively and where specialized tools fill the gap.
Your accounts receivable data contains the best forward-looking cash signal your finance team has. Here is a practical method for turning payment pattern data into a weekly cash forecast.
We get it — 'AI' has been attached to every finance tool for three years. Here is what AI actually does (and doesn't do) in collections automation, without the marketing language.
