← Alle skills & workflows

finance

ar-followup

Obsidian-native accounts receivable management. Track invoices from creation through collection, send payment reminders, and never lose sight of outstanding money.

Nodig

  • request — What to produce
  • scope — Company or client-id
  • client-profile — loaded from your vault context
  • invoices — loaded from your vault context

Zo vraag je het

  • Log a new invoice for client Acme Corp — $5,000 due in 30 days
  • Send payment reminders for all overdue invoices
  • Run an AR aging report for this quarter
  • Check which invoices are still outstanding

Oplevert

  • ar-aging (markdown)
  • ar-summary (markdown)
  • output (markdown)
Niveaubeginner
Invoerdata
Uitvoerspreadsheet
Vereist[none]
Rollen[Finance Manager]