Receivables for agencies
Accounts receivable for agencies
Agencies bill in chunks and wait. A prioritized collections worklist with automated reminders pulls that cash in sooner and keeps DSO from quietly climbing.
The situation
Agencies bill in lumps — a retainer here, a project milestone there — and then wait. Collections usually fall to an account manager already busy with client work, so follow-ups slip, and cash that is already earned sits in receivables while the agency floats payroll and contractor costs.
How InflowWatch works for agencies
- 1Connect QuickBooks Online and let InflowWatch build a prioritized collections worklist from your open invoices.
- 2Send automated, on-brand reminders on a schedule, so no invoice waits on someone remembering.
- 3Track promise-to-pay dates that resurface, instead of a note in a cell nobody re-reads.
- 4Watch DSO trend down as the worklist keeps the oldest invoices moving.
Illustrative example
An agency billing $150k a month — $90k in retainers on the 1st, $60k in project milestones — carries about $247k in receivables at a 50-day DSO ($150k × 12 ÷ 365 ≈ $4.9k of billings a day, × 50). Cutting DSO to 35 days brings receivables to about $173k, freeing roughly $74k: about half a month of billings that is already earned and currently funding clients instead of payroll. The gain comes from milestone invoices getting chased the day they fall due, not three weeks later when someone notices.
Hypothetical figures to show the arithmetic, not customer results.
Questions
- How does InflowWatch help agencies?
- Agencies bill in chunks and wait. A prioritized collections worklist with automated reminders pulls that cash in sooner and keeps DSO from quietly climbing.
- Does it work with QuickBooks Online?
- Yes. InflowWatch connects to QuickBooks Online with a read-only connection and builds its analysis from your live ledger.
- Is there a free way to start?
- Yes, try the free DSO & AR Aging Calculator first, then connect QuickBooks when you are ready.
- Will automated reminders feel impersonal to our clients?
- You control the tone, cadence, and wording, so reminders read as your agency's voice. Most clients simply appreciate a clear, consistent nudge — and the ones who always pay late are exactly the ones worth automating.
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