RevExOS Blog
Insights on revenue management, pricing strategies, and business optimization for agencies and consultants.
How to Build a Live Accounts Receivable Dashboard with Claude Cowork
Claude Cowork's Live Artifacts turn a plain AR spreadsheet into an interactive collections command center - aging buckets, cadence stages, P2P tracking, and a daily action queue.
RevExOS
How to Build a Cash Collection Forecast from Your AR Aging Data with Claude Cowork
An AR aging report tells you what's owed. It doesn't tell you when you'll actually get paid. Here's how to build an honor-rate-weighted cash forecast on top of the same AR tracker, using Claude Cowork's Live Artifacts.
RevExOS
How to Build a Deferred Revenue Waterfall Tracker with Claude Cowork
A step-by-step guide to turning a contracts spreadsheet into a live, interactive deferred revenue waterfall using Claude Cowork's Live Artifacts, including how to handle mid-term contract modifications under ASC 606.
RevExOS
How Claude AI Automates Collections Emails and Dunning Cadences
Rigid dunning tools send the same email to every customer at the same day threshold. Claude reasons about two things a template can't: how overdue the invoice is, and how much the relationship is worth protecting. Here's how that actually works, with real examples.
RevExOS
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