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ar-chaser

Official

Automate AR aging follow-ups from QuickBooks, manage client invoices.

Finance & Accounting#quickbooks#client relationship#aging follow-up#ar management#invoice draft
Authorventurecrane
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill automates the drafting of AR aging follow-ups from QuickBooks for owner review, ensuring timely invoicing and client follow-up management.

Core Features & Use Cases

  • Automated AR Follow-up: Drafts polite AR aging follow-up messages based on QuickBooks data.
  • Owner Review: Invoices are reviewed by the owner before sending, reducing the risk of error.
  • Integration: Integrates with QuickBooks Online, Gmail, and Slack for seamless follow-up.
  • Use Case: Every morning, the owner reviews 3-8 pre-tuned drafts and ships them from their inbox to keep aging under control.

Quick Start

Run the 'ar-chaser' skill daily to manage your aging receivables.

Dependency Matrix

Required Modules

quickbooksgmailslack

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: ar-chaser
Download link: https://github.com/venturecrane/ss-console/archive/main.zip#ar-chaser

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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