Free Playbooks

Learn to automate quote-to-cash with Claude

Copy-paste prompts, templates and checklists from real AR and billing work. All free.

Prompt Playbook

AR Prompt Playbook

15 copy-paste prompts for running accounts receivable inside Claude Cowork: live dashboards, cadence-matched outreach, call log analysis, dispute briefs, and cash forecasts.

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Google Sheets Template

AR Calling Tracker

A 9-sheet 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.

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Checklist

DSO Reduction Checklist

A 30-point checklist across invoice terms, dunning cadence, payment methods, and dispute resolution: the four levers that actually move Days Sales Outstanding.

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Start with these guides

Step-by-step, one finance task each.

See who owes what

Build a live AR dashboard

Uses Claude Cowork

Forecast cash

Turn AR aging into a cash forecast

Uses Claude Cowork

Chase late invoices

Automate collection emails and dunning

Uses Claude

Read invoices

Pick the right AI model for invoice parsing

Uses Claude, GPT, Gemini

Bill from your CRM

Automate AR in HubSpot, with or without an ERP

Uses HubSpot + automation

See the whole cycle

Where Claude fits from quote to cash

Uses Claude

Use it inside Claude

MCP connector

RevExOS tools inside Claude

Add RevExOS as a custom connector and generate AR collection emails from a Claude chat, no browser tab needed.

Claude Code plugin

Quotient: quote-to-cash skills

Open-source skills for quote building, contract handoff, billing setup, collections and revenue recognition, plus a Q2C process audit.

Playground

Structured AI decisions

Try typed AI decisions on real quote-to-cash text: discount approvals, PO vs invoice checks, dispute replies.

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