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.

Get it free

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.

Get it free

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.

Get it free

Start with these posts

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 MCP server

Add one URL to Claude, ChatGPT or Codex and get 8 tools: invoice and PO parsing, PO vs invoice matching, collection emails, proration, revenue recognition, late interest and due dates.

Claude plugin

RevExOS Q2C Kit

Open-source plugin with 9 quote-to-cash skills and 5 slash commands: quotes, contract handoff, PO to invoice, three-way match, billing, collections and revenue recognition.

Claude skill

Invoice Parser skill

Open-source skill that turns invoice PDFs and images into structured data with totals checks, then CSV or JSON.

New posts go out in the newsletter.