Create intermediate Works with: Any AI

Accounts Receivable Aging Review

Table output Has example

Read an aging report and decide what to do.

The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.

[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.

Analyze my accounts receivable aging. Aging data (customer, invoice, amount, days outstanding): [AGING_DATA]. Monthly revenue: [MONTHLY_REVENUE]. Payment terms: [PAYMENT_TERMS].

Compute and show arithmetic for: total outstanding; amount and share in each bucket (current, 1 to 30, 31 to 60, 61 to 90, over 90); the five largest overdue balances; days sales outstanding (DSO = receivables / revenue x days in period); and the percentage of receivables over 60 days.

Return a bucket table, a short interpretation (what is healthy, what is not, using plain language), and a prioritized collection list with the next action for each. Describe common ways to estimate a bad-debt allowance (for example by aging bucket) without recommending a percentage, and mark it as a judgment for my accountant [VERIFY]. Finish with three process changes that would reduce DSO, and a one-page monthly review layout. Use only my data; if the buckets do not sum to the total, say so before continuing.

Present the bucket table first, then the narrative in under 150 words. If one customer makes up more than 25 percent of the overdue total, call that out as concentration risk and suggest a separate plan for it.

Fill in before use

Optional: type your details and the prompt above updates. Nothing is saved or sent.

Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.

Outstanding total 48,200. Current 28,000 (58.1 percent); 1 to 30 days 9,500 (19.7); 31 to 60 days 6,200 (12.9); 61 to 90 days 3,000 (6.2); over 90 days 1,500 (3.1). Check: 28,000 + 9,500 + 6,200 + 3,000 + 1,500 = 48,200.
Monthly revenue 36,000, so DSO = 48,200 / 36,000 x 30 = 40.2 days against net 30 terms.
Over 60 days: 4,500, or 9.3 percent of receivables.
Action: call the two largest overdue accounts this week; review credit terms for the 61 to 90 day customer.
Bad-debt allowance is a judgment for your accountant [VERIFY].

• aging-report