Free Tools

Q2C & AR Tools for Finance Teams

Free calculators, quizzes, and diagnostics to benchmark your AR process, audit your stack, and find where revenue is being lost — plus downloadable templates and playbooks. No signup required.

Tools

New
PDF + image
up to 5 pages

Invoice Parser

Upload invoices (PDF or image) and extract header and line-item data automatically. Review, fix anything, and export as many as you need to one CSV with customizable columns.

Parse an invoice →
New
4-stage
cycle model

Q2C Cycle Simulator

See where your deals get stuck between close and cash. Simulate your full Q2C cycle, compare manual vs. automated timelines, and calculate the cash tied up in each stage.

Simulate my cycle →
Popular
9 industries
covered

Payment Terms Benchmarker

See how your payment terms and DSO compare to verified benchmarks for your industry and size. Select your industry — results are instant.

Benchmark my terms →
Popular
Instant
gap analysis

Q2C Stack Checker

Map your current Quote-to-Cash tools — CRM, quoting, contracts, accounting, collections — and instantly see every integration gap and revenue risk.

Check my stack →
Free
6 stages
dunning cadence

AR Collections Email Generator

Pick how overdue an invoice is, fill in the details, and get a ready-to-send follow-up email, tuned by stage and by how much you want to protect the relationship.

Generate an email →
Quiz
6 questions
2-minute quiz

Merchant of Record Selector

Six questions about how and where you sell. Get a specific recommendation: Merchant of Record, direct processor, or hybrid — plus which platform to look at.

Take the quiz →
Quiz
6 questions
2-minute quiz

Billing Platform Selector

Six questions about your ARR, stack, and billing complexity. Get a specific recommendation between SAP BRIM, Zuora, Salesforce Revenue Cloud, Stripe Billing, or DIY.

Take the quiz →
Live data
5,000+
verified companies

Startup Revenue Intelligence

Browse verified MRR and growth data for 5,000+ startups. Filter by category and size. See how fast-growing companies structure their revenue.

Explore data →

Resources

PDF
30-point
checklist

DSO Reduction Checklist

30 specific checks across invoice terms, dunning cadence, payment methods, and dispute resolution — the four levers that actually move Days Sales Outstanding.

Get the checklist →
PDF
15 prompts
Claude Cowork

AR Prompt Playbook

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

Get the playbook →
Template
9-sheet
Google Sheets

AR Calling Automation Tracker

A 9-sheet Google Sheets template for running AR collections: aging buckets, cadence stages, promise-to-pay tracking, and a daily action queue.

Get the template →
New
MCP
connector

Use RevExOS Tools Inside Claude

Connect RevExOS as a custom MCP connector and generate AR collection emails directly inside your Claude conversation, no browser tab required.

Set up the connector →

Want a human to look at your actual numbers?

These tools give you benchmarks. A free revenue audit gives you a specific diagnosis — every handoff where you are losing days and dollars.

Book a Free Revenue Audit →
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