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A receivables team that keeps cash moving — aging turned into priorities, statements and dunning drafted for review, cash applied to the right invoices, and disputes routed, with approval on every send and every change.
From aging to applied cash, run by a coordinated AR team. Install an AR workforce: a lead AR Officer plus specialists for aging analysis, customer statements, cash application, and dispute triage. Team: Accounts Receivable · Type: Team pack

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What’s included

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Agents

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Runs in sequence

  1. Aging analysis — AR Aging Analysis
  2. Statements — Customer Statement Runner
  3. Cash application — AR Cash Application
  4. Dispute triage — Dispute Triage

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Bundled skills

  • AR Aging Analysis & Commentary
  • AR Unapplied Cash & Credits
  • Collections Priority Ranker
  • Dunning Email Drafter
  • DSO Calculator
  • Customer Credit Risk Monitor
  • Bad Debt Reserve Estimator
  • Customer Payment Behavior Analyzer
  • Excel Workbook Builder

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Bundled prompts

  • AR aging report for CFO
  • Collections priority worklist
  • Dunning email draft
  • DSO trend & drivers
  • Bad-debt reserve estimate
  • Customer credit risk scorecard
  • Customer payment behavior
  • Unapplied cash & credits

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Trust and governance

This team can take action in NetSuite through er_ns_email_send, er_ns_tasks_create — and every write is approval-gated. Nothing is created, updated, or sent until a human approves it. Reads and analysis run without interruption. Ranks and drafts collections work, but never sends outreach or changes credit without approval. All activity is captured in a full audit trail, agents use your existing NetSuite roles and permissions, and your data is never used to train models. Works with: NetSuite