Home Library AR & Collections Dashboard
ConstructionFinanceDashboard

Get paid faster, chase less.

Construction lives and dies on cash flow, but unpaid invoices pile up and reminders fall through the cracks. This shows every outstanding invoice and aging bucket in one place, and automates the reminders so the money comes in without you hounding anyone.

AR & Collections Dashboard
Sound familiar?

From cash-flow guessing to getting paid.

Right now

  • You don't know what you're owed without digging
  • Reminders go out late, or not at all
  • 90-day invoices quietly become bad debt
  • Cash gets tight even when the work is done

With this build

  • Every unpaid invoice and its age, in one view
  • Polite reminders fire automatically on schedule
  • Overdue accounts surface before they go bad
  • Cash comes in faster and more predictably
How the system works

The data flow.

Straight from your accounting system into a live aging view, with reminders that fire on their own.

Your source

QuickBooks / Sage invoices Customer contacts Payment status
Aging dashboard + auto reminders We surface every overdue invoice and send timed, polite reminders until it's paid.

You get

Live AR dashboard Automated reminders Overdue Slack alerts
How we build it

Live in about two weeks.

No long project. A focused sprint with you in the loop, then it's yours.

1
Days 1-2

Connect

We connect your accounting system and customer contacts.

2
Days 3-7

Build

We build the aging dashboard around your terms and buckets.

3
Days 8-11

Automate

We automate the reminder cadence and overdue alerts, then test it.

4
Days 12-14

Hand off

We hand it off so collections run themselves.

What it centralizes

Your cash position, clear.

  • Every outstanding invoice
  • Aging buckets (30 / 60 / 90+)
  • Payment status per customer
  • Reminder history and next send
  • Days-sales-outstanding trend
  • Top overdue accounts
What it looks like for you

The Friday you stopped chasing checks.

It’s Friday. Instead of digging through QuickBooks, you open one dashboard: $84k outstanding, $12k now overdue, and the three accounts to watch are flagged. The reminders already went out on their own this week, and two clients paid because of them.

You spend two minutes instead of two hours, and the money that used to sit at 60 days is landing at 30. That's real cash flow, back in your business.

The outcome

Cash in the door, sooner.

4
Saved every week on collections admin
Faster
Cash collection and lower DSO
0
Overdue invoices that slip through
Connects to

Built around the tools you already use.

QuickBooksSageFoundationGoHighLevelStripe
Ready to see it?
Book a KeyBuild Review

Walk through this build live with our team and we'll map it to your exact setup and goals.

Book a KeyBuild Review

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