Free Template
A 9-sheet Google Sheets template for running AR collections: aging buckets, cadence stages, promise-to-pay tracking, and a daily action queue. Built for a real multi-client accounting firm - not a generic template.
Invoices
Open invoices with aging days, collection stage, priority, last contact, and next follow-up - formula-driven from a single As_Of_Date
Customers
Client master list: contact details, risk tier, payment terms, preferred channel, and best call window
Call_Log
Every outreach attempt with channel, outcome, sentiment, intent detected, and an AI-written summary
Promises_to_Pay
Commitments captured from calls, with promise date, amount, honor/broken status, and AI confidence score
Follow_Up_Cadence
The rule engine - which stage triggers which channel, tone, and escalation at how many days past due
Payment_Patterns
Per-client behavioral data: avg days to pay, P2P honor rate, best contact window, dispute history
Dashboard
Formula-driven KPI summary - the data source for the Claude Cowork Live Artifact dashboard
Pair it with the AR Prompt Playbook and the walkthrough on building a live dashboard with Claude Cowork.