Premium Build Playbook
Build a production-grade, end-to-end accounts receivable system with Claude: live dashboards, honor-rate-weighted cash forecasts, relationship-aware collections, and the integration architecture to run all of it without breaking your billing system.
Already have the $10 starter guide? This is the next layer up: from copy-paste prompts for one workflow to a connected, production-hardened system across all four core AR workflows.
Part 1 · Foundation
Why end-to-end automation beats point prompts
The case for one connected system instead of four disconnected copy-paste sessions
The AR automation architecture
Data, Claude, and the human-in-the-loop gate - the shape every workflow in this playbook follows
What "good" looks like: the DSO opportunity
Where each system acts on the collection timeline, so you build the highest-leverage piece first
Part 2 · Build the four core systems
Build a live AR aging dashboard
The full 7-sheet schema, the exact build prompt, and a real worked example
Build an honor-rate-weighted cash forecast
Why a naive forecast overstates near-term cash by ~2x, with real numbers
Automate dunning with judgment, not templates
The six-stage cadence, plus side-by-side real examples of relationship-aware tone
Wire it into the rest of Q2C
Contract review, quote generation, invoice QA, and RevRec first-pass analysis
Part 3 · Production hardening
Human-in-the-loop: what to gate, automate, or never hand off
A concrete table, not vague advice, for every system in the playbook
Error handling, audit trail, and compliance
What a first prototype skips that a production AR system can't
Monitoring and KPIs after launch
The five metrics to track, with realistic 60-day targets
Part 4 · Reference
The full prompt library
Every build and production prompt from Parts 2-3, copy-paste ready
Appendix for builders
Metering AI agent-loop usage at volume - idempotency, attribution, event sourcing
Your 30/60/90-day rollout checklist
A concrete sequence, not "it depends"
The $10 guide is a starter: copy-paste prompts for one person to run manually on one workflow. This playbook is the full production build - the shared data schema, all four core AR systems connected, human-in-the-loop and compliance hardening, and the integration architecture to run it as one system.
A 13-chapter, image-rich playbook across four parts: architecture, building the four core systems (dashboard, forecast, dunning, Q2C integration), production hardening, a full prompt library, a technical appendix for builders, and a rollout checklist.
No, for the core build. Chapters 4-7 use Claude Cowork, no code required. Chapter 12 is an optional appendix for teams wiring Claude into production infrastructure, written for developers, and can be skipped entirely if you stay at the Cowork level.
Premium Build Playbook
$79
One-time payment. Instant PDF delivery.
Written by the team behind RevExOS, who build AR automation software daily - the same architecture behind our own product, not a generic AI-prompting course.