Tech for CFO

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

  1. 1Connect QuickBooks Online and let InflowWatch build a prioritized collections worklist from your open invoices.
  2. 2Send automated, on-brand reminders on a schedule, so no invoice waits on someone remembering.
  3. 3Track promise-to-pay dates that resurface, instead of a note in a cell nobody re-reads.
  4. 4Watch DSO trend down as the worklist keeps the oldest invoices moving.

A worked example

An agency running $220k in receivables at a 55-day DSO has real cash tied up in slow payers. Getting DSO to 40 days frees roughly $90k of working capital — enough to stop floating contractor invoices on a credit line. The gain comes almost entirely from follow-ups going out on time, which is exactly what automation guarantees and a busy account manager cannot.

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.

Compare options: InflowWatch vs spreadsheets · best QuickBooks receivables tool · free DSO & AR Aging Calculator