AP/AR + Collections Desk
AP/AR + collections desk that gets SMBs paid faster, systematic invoice follow-up, dispute tracking, and weekly AR reporting without burning customer relationships.
Ideal Customer Profile
- •B2B SMBs ($2M-$50M) with 30-90 day terms and rising overdue invoices
- •Buyer: CEO/Controller; champions: finance manager, ops manager
- •Trigger: cash crunch, AR aging out of control, founder doing collections
Offer + Pricing Shape
- •Monthly retainer by invoice volume + complexity; optional success fee for recovered AR
- •Includes: dunning sequences, dispute workflow, call scripts, weekly AR dashboard
- •Rules-based: escalation thresholds, write-off policy alignment
90-Day Execution Plan
0-30 Days
Build scripts + dashboard, sign 3 pilots from IT services/manufacturing/agency niches
31-60 Days
Deliver AR reduction results, convert to retainers, hire 2 collectors + QA
61-90 Days
Scale to 10 accounts, standardize dispute playbook, partner with bookkeepers/CPAs
Scoreboard (Weekly KPIs)
DSO
% AR >60 days
Cash collected/month
Dispute cycle time
Client retention
Margin %
Build CollectIQ
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