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

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

Too much time spent preparing emails manually

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Different follow-up wording between users

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Hard to track what was sent and when

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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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Paste or load customer and invoice data from Excel or CSV

Import Data

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Run validation checks before creating emails

Check Setup

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Review Customers

View the customer summary, aging and outstanding balances

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Create Drafts

Generate Outlook drafts for the selected customers for your review

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Track Follow-Up

Keep a log of follow-up activity and skipped customers

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 all actions and responses

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

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

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