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Install in OpenClaw
/install afrexai-accounts-receivable
Description
Automate accounts receivable: aging reports, prioritize collections, draft payment reminders, match payments, track DSO, and forecast bad debt exposure.
README (SKILL.md)
Accounts Receivable Manager
Automate AR workflows: aging analysis, collection prioritization, payment follow-ups, cash application, and bad debt forecasting.
What It Does
- AR Aging Report — Bucket outstanding invoices by 0-30, 31-60, 61-90, 90+ days with risk scoring
- Collection Priority Queue — Rank overdue accounts by amount × days × risk for optimal follow-up order
- Payment Reminder Drafts — Generate professional escalation emails (friendly → firm → final notice → collections)
- Cash Application Matching — Match incoming payments to open invoices with variance handling
- Bad Debt Forecasting — Predict write-offs using historical payment patterns and aging trends
- DSO Tracking — Calculate Days Sales Outstanding with trend analysis and benchmarks by industry
How to Use
Tell your agent what you need:
- "Run an AR aging analysis for our open invoices"
- "Prioritize our collection queue — what should we chase first?"
- "Draft a 60-day overdue reminder for [client name]"
- "Our DSO is 47 days — how does that compare to SaaS benchmarks?"
- "Forecast bad debt exposure for Q1"
AR Aging Buckets
| Bucket | Risk Level | Action |
|---|---|---|
| Current (0-30) | Low | Monitor |
| 31-60 days | Medium | Friendly reminder |
| 61-90 days | High | Escalation call + written notice |
| 90+ days | Critical | Final demand → collections/write-off review |
Collection Priority Formula
Priority Score = (Invoice Amount × 0.4) + (Days Overdue × 0.3) + (Customer Risk Score × 0.3)
Customer Risk Score (1-10) based on:
- Payment history (avg days to pay)
- Number of past-due invoices
- Credit limit utilization
- Industry default rates
Payment Reminder Escalation
Day 1 (Invoice Due)
Subject: Invoice #[NUM] — Payment Due Today Tone: Friendly, informational
Day 7 (1 Week Overdue)
Subject: Friendly Reminder — Invoice #[NUM] Past Due Tone: Warm but clear
Day 30 (1 Month Overdue)
Subject: Payment Required — Invoice #[NUM] Now 30 Days Past Due Tone: Professional, firm
Day 60 (2 Months Overdue)
Subject: Urgent — Invoice #[NUM] Significantly Overdue Tone: Serious, mention late fees / service impact
Day 90+ (Final Notice)
Subject: Final Notice — Invoice #[NUM] Requires Immediate Payment Tone: Formal, mention collections referral
DSO Benchmarks by Industry
| Industry | Good DSO | Average DSO | Poor DSO |
|---|---|---|---|
| SaaS / Software | \x3C30 | 30-45 | >60 |
| Professional Services | \x3C35 | 35-55 | >70 |
| Manufacturing | \x3C40 | 40-60 | >75 |
| Construction | \x3C45 | 45-70 | >90 |
| Healthcare | \x3C35 | 35-50 | >65 |
Bad Debt Forecasting Model
Estimate write-off probability by aging bucket:
- Current: 1-2% default rate
- 31-60 days: 5-8%
- 61-90 days: 15-25%
- 90-120 days: 30-50%
- 120+ days: 50-80%
Apply to outstanding amounts for expected loss provision.
Cash Application Rules
- Exact match — Payment amount matches one open invoice exactly
- Combination match — Payment matches sum of multiple invoices
- Short payment — Payment \x3C invoice amount → flag for dispute/deduction review
- Overpayment — Payment > invoice → apply to oldest open balance or issue credit
- Unidentified — No match found → hold in suspense, research within 48 hours
Output Format
When generating AR reports, include:
- Total AR outstanding
- Aging distribution ($ and %)
- Top 10 overdue accounts by priority score
- DSO current vs. 3-month trend
- Estimated bad debt exposure
- Recommended actions (who to call, what to send)
Take It Further
This skill handles AR analysis and workflows. For full financial operations automation:
- AI Agent Context Packs — Industry-specific agent configs for Fintech, Professional Services, SaaS, and more ($47 each)
- AI Revenue Leak Calculator — Find where your business is losing money to manual processes
- Agent Setup Wizard — Get your AI agent configured in minutes
Built by AfrexAI — operational AI for businesses that run on results, not hype.
Usage Guidance
This skill appears coherent for AR tasks, but it is a high-level, instruction-only template from an unknown source. Before installing or using it: 1) do not upload real financial data until you confirm where processing happens (local vs external) and how data is stored/retained; 2) provision only the minimal connectors/credentials the agent needs, using least privilege and rotation; 3) ensure the agent cannot auto-send emails or change accounting records without an explicit, auditable human approval step; 4) test on synthetic or redacted data first; 5) verify the publisher (the homepage links in the README point to afrexai-cto.github.io) and review any paid add-ons before providing payment or credentials. If you want stronger assurance, ask the publisher for a provenance statement or a code-backed implementation that declares required connectors and data flows.
Capability Analysis
Type: OpenClaw Skill
Name: afrexai-accounts-receivable
Version: 1.0.0
The skill bundle provides instructions and documentation for an AI agent to manage Accounts Receivable workflows. All content, including the SKILL.md and README.md, is descriptive and functional, outlining legitimate business processes like AR aging, collection prioritization, and bad debt forecasting. There are no instructions for the agent to perform malicious actions, exfiltrate data, execute arbitrary commands, or engage in prompt injection to subvert its purpose. The external links present in the documentation are passive marketing links and do not instruct the agent to interact with them in any active or harmful way.
Capability Assessment
Purpose & Capability
Name, description, README, and SKILL.md are consistent: all content focuses on AR aging, prioritization, reminders, cash application, DSO and bad-debt forecasting. The skill is instruction-only and does not request unrelated binaries, environment variables, or system paths.
Instruction Scope
The runtime instructions stay within AR workflows (reports, scoring, email templates, cash-application rules). However the SKILL.md is high-level and does not specify how the agent should access invoice/payment data or what connectors to use. That vagueness could lead an agent to ask for or attempt access to financial systems or files unless the user provides explicit constraints.
Install Mechanism
No install spec and no code files — this is instruction-only, so nothing is written to disk or downloaded by the skill itself.
Credentials
The skill declares no required credentials or env vars, which is proportionate to an instruction-only template. In practice, to run on real company data you will need connectors/credentials for accounting/ERP/CRM systems; those are not declared here and must be provisioned separately with least privilege.
Persistence & Privilege
always is false and there is no install or configuration writing. The skill does not request persistent system presence or attempt to modify other skills or agent-wide settings.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install afrexai-accounts-receivable - After installation, invoke the skill by name or use
/afrexai-accounts-receivable - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.0
- Initial release of Accounts Receivable Manager skill.
- Automates AR workflows: aging analysis, collection prioritization, payment reminders, cash application, bad debt forecasting, and DSO tracking.
- Provides actionable AR reports, collection queues, risk scoring, and industry benchmarks.
- Supports natural language requests to run reports, prioritize collections, draft reminder emails, and forecast bad debt.
- Includes detailed escalation templates, priority formulas, and cash application rules for streamlined AR operations.
Metadata
Frequently Asked Questions
What is Accounts Receivable Manager?
Automate accounts receivable: aging reports, prioritize collections, draft payment reminders, match payments, track DSO, and forecast bad debt exposure. It is an AI Agent Skill for Claude Code / OpenClaw, with 595 downloads so far.
How do I install Accounts Receivable Manager?
Run "/install afrexai-accounts-receivable" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Accounts Receivable Manager free?
Yes, Accounts Receivable Manager is completely free (open-source). You can download, install and use it at no cost.
Which platforms does Accounts Receivable Manager support?
Accounts Receivable Manager is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Accounts Receivable Manager?
It is built and maintained by 1kalin (@1kalin); the current version is v1.0.0.
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