AR Follow-up Automation

Create consistent customer follow-up emails from Excel data and Outlook drafts

A practical Excel-based tool that helps finance teams review customer balances, validate data, create follow-up drafts, and track AR actions without manually preparing every email

Free Trial

Manual AR follow-up takes time and is hard to keep consistent

Too much time spent preparing emails manually

Warning icon for time spent preparing follow-up emails manually.

Different follow-up wording between users

Warning icon for difficulty tracking previous follow-up actions.

Hard to track what was sent and when

Warning icon for inconsistent customer follow-up wording.

Risk of using incomplete or incorrect invoice data

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A structured follow-up process inside Excel

The tool turns exported customer and invoice data into a controlled follow-up workflow, using setup rules, validation checks, customer summaries and Outlook draft creation.

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1

Import customer and invoice data from Excel or CSV.

Paste or load customer and invoice data from Excel or CSV

Import Data

2

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Run validation checks on customer, invoice and setup data

Run validation checks before creating emails

Check Setup

3

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Review customer balances, aging and outstanding invoices.

Review Customers

View the customer summary, aging and outstanding balances

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4

Create Outlook follow-up email drafts for selected customers.

Prepare Follow-Ups

Create Outlook drafts for your review. You can optionally choose sending mode, which requires confirmation.

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5

Track accounts receivable follow-up activity and customer actions.
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Close-up of a black swoosh logo on a black background.
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Close-up of a black and white illustration of a face with a hat.
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A stylized black outline of a bird's head, possibly a raven or crow, with a curved beak and a pointed crest on top.
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Black brushstroke logo on a white background

Track Follow-Up

Keep a log of drafted, skipped and Outlook-accepted follow-ups. A log entry is not proof an email was delivered.

What it helps improve

  • Reduce manual effort and repetitive tasks

  • Automate email preparation and tracking

  • Ensure consistent follow-up messages

  • See what was sent and what needs attention

  • Review drafts before sending

  • Keep a clear record of follow-up actions, dates and email status.

Key Features

Excel-based Workflow

Uses familiar Excel sheets for customer data, invoice data, setup and review

Validation checks

Highlights missing or incorrect setup, customer and invoice information

Smart follow-up logic

Handles overdue invoices, payment plans, disputes, advance payment terms and do-not-email rules. Keeps each currency separate without conversion, with a configurable follow-up cooldown.

Outlook draft creation

Creates email drafts ready for review before sending

Customer summary

Gives a clear customer-level view before follow-up action

Follow-up log

Records actions, dates, customers, amounts and draft status for future reference

Free Trial

Your customer and invoice records are processed in your Excel workbook. Follow-up drafts are saved in your Outlook. FASTools does not receive your customer list or invoice data through the workbook.