Tech for CFO
Receivables

InflowWatch — Accounts receivable automation for QuickBooks

Accounts receivable automation for QuickBooks that chases invoices automatically, pulls cash in faster, and brings DSO down.

Works with QuickBooks Online

The problem

  • Collections run on memory and sticky notes, so invoices slip.
  • DSO climbs and nobody owns the follow-up.
  • Cash that is already earned sits uncollected for weeks.

How InflowWatch fixes it

Accounts receivable automation for QuickBooks that chases invoices automatically, pulls cash in faster, and brings DSO down.

What you get

A prioritized worklist of who to chase and when.

Outcome 1

Automated, polite reminders that get invoices paid sooner.

Outcome 2

A measurable drop in days sales outstanding.

Outcome 3

InflowWatch vs a spreadsheet

Most finance teams run collections from a manually-filtered AR aging export: sort by days overdue, copy the worst offenders into an email, repeat next week. It works until the list gets long and follow-ups slip.

AreaSpreadsheetInflowWatch
Who to chaseRe-sort the aging report by hand each weekA prioritized worklist ranked by amount and days overdue
Follow-upRemember to send each reminder yourselfAutomated, scheduled reminder sequences per customer
Promise-to-pay trackingA note in a cell you may not re-readTracked with a follow-up date that resurfaces
DSORecomputed manually when someone asksTracked continuously as invoices clear
Cash appliedStale the moment a payment postsReflects QuickBooks payments in near real time

Illustrative example

Say you carry $180k in receivables at a 52-day DSO. Pulling that to a 38-day DSO frees roughly $48k of cash — but only if follow-ups actually go out on schedule. A spreadsheet depends on someone remembering; an automated worklist does not.

Hypothetical figures to show the arithmetic, not customer results.

How it connects to QuickBooks

  1. 1.Connect QuickBooks Online with a secure, read-only authorization. InflowWatch never writes to your books.
  2. 2.InflowWatch reads the accounts and transactions it needs and builds its analysis from your live ledger.
  3. 3.Results stay current as your books change. Disconnect at any time to revoke access.

Frequently asked questions

Does InflowWatch work with QuickBooks Online?

Yes. InflowWatch connects to QuickBooks Online through a secure, read-only connection and builds its analysis directly from your live ledger. There is nothing to export or re-key.

How long does it take to get started?

Connect QuickBooks Online and InflowWatch produces its first results in minutes. Setup does not require an implementation project or a spreadsheet import.

How much does InflowWatch cost?

Plans start at $49/mo (Starter: one tool, one company). The $199/mo Suite includes every Tech for CFO tool, and every plan starts with a 14-day free trial.

Is my financial data safe?

InflowWatch uses a read-only connection to QuickBooks Online and does not write to your books. Your data is encrypted in transit and at rest.

Is there a free way to try it first?

Yes. The free DSO & AR Aging Calculator runs InflowWatch-style analysis on numbers you enter, no account required, so you can see the value before connecting QuickBooks.

Is InflowWatch better than a spreadsheet?

A spreadsheet is flexible, but it has to be rebuilt every period and breaks easily. InflowWatch connects to QuickBooks Online and stay current as the books change, which removes the manual rebuild and the formula risk.

Can I keep using my spreadsheet too?

Yes. InflowWatch reads from QuickBooks Online and does not change your books, so a spreadsheet for one-off analysis can sit alongside it.

Does InflowWatch send emails to my customers automatically?

Yes — you set the reminder cadence and tone, and InflowWatch sends the follow-ups on schedule so nothing slips. You stay in control of the sequence.

Will it change anything in my books?

No. InflowWatch reads QuickBooks Online over a read-only connection to build the worklist and track DSO. It never writes to your ledger.

How is DSO calculated?

From your live QuickBooks receivables and credit sales, so the figure updates as invoices are raised and paid rather than being recomputed by hand.

Ready to put InflowWatch on your numbers?

Start a 14-day free trial, no credit card required.