AR Aging Analysis & Collection Priority Automation
Automate AR aging analysis and prioritize collections with risk scoring
What You Can Do
You can automatically calculate aging buckets (Current, 30/60/90+ days overdue), identify high-risk accounts requiring immediate attention, and generate prioritized collection lists with risk scoring. This skill transforms raw AR data into strategic collection intelligence, reducing manual spreadsheet work by 70-80% while improving accuracy and enabling proactive credit decisions.
Features
Instantly categorizes invoices into Current, 30, 60, 90+ days overdue with zero manual sorting
Assigns risk levels based on aging patterns, payment history, and concentration to flag priority accounts
Ranks customers by collection urgency and recovery potential to focus your efforts
Projects collection timing and estimated cash inflows based on aging trends
Highlights anomalies, payment pattern changes, and accounts requiring immediate escalation
Identifies deteriorating aging patterns and potential problem accounts before they become write-offs
Handles high-volume AR data sets across hundreds or thousands of customer accounts efficiently
Example Output
Example 1: Aging Summary Report
HIGH PRIORITY (Risk Score 80+)
• Customer XYZ Corp - $45,000 | 120+ days overdue | Collections hold | Recommend legal referral
• Acme Industries - $28,500 | 90+ days overdue | Pattern: Quarterly 60-day delays | Call today
MEDIUM PRIORITY (Risk Score 50-79)
• Tech Solutions Inc - $12,000 | 60 days overdue | First overdue invoice | Send final notice
Total AR: $450,000 | Overdue: $185,000 (41%) | At Risk: $89,500
Example 2: Collection Action Plan
Week 1: Contact 8 accounts in 90+ bucket (potential recovery: $156,000)
Week 2: Follow up on 60-day overdue accounts before aging to 90+ (potential recovery: $67,000)
Forecast: 35% collection rate within 30 days = ~$78,000 cash inflow expected
What's Included
- SKILL.md instruction file with prompts and configuration:
- AR Data Template: Standardized invoice-level format (customer, amount, due date, days overdue)
- Aging Bucket Framework: Predefined calculation rules and aging category thresholds
- Risk Scoring Checklist: Criteria for assigning high/medium/low priority ratings
- Collection Action Workflow: Step-by-step process for converting analysis into collection calls and follow-ups
- Exception Report Template: Format for flagging anomalies and escalations for management review
Who It's For
- AR Managers & Coordinators — Accelerate month-end aging reports and collection prioritization
- Credit Analysts — Support credit decisions and customer limit reviews with risk scoring
- Controllers & Finance Managers — Monitor cash flow health and collection performance trends
- Collections Specialists — Focus outreach on highest-probability recovery opportunities
- Finance Teams at Mid-Market Businesses — Manage high-volume AR efficiently without additional headcount
Best For
- Monthly/Quarterly aging reports — Generate complete AR aging analysis in minutes vs. hours
- Collection campaign planning — Identify and prioritize accounts for call campaigns
- Cash flow forecasting — Project collection timing and expected cash inflows
- Credit risk assessment — Evaluate customer payment patterns before approving new orders or credit limits
- Dunning strategy reviews — Support decisions on collection holds, payment plan negotiations, and escalations
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