InvoiceHeat turns your aging reports into a prioritized action plan with heat-scored urgency and always-friendly collection emails.
Import. Score. Collect.
Heat Queue
3 accounts need attention
Northgate Building Co.
4 invoices • oldest 91 days
$11,740
Lakewood Partners LLC
2 invoices • oldest 62 days
$6,350
Redwood Services Group
1 invoice • oldest 38 days
$2,780
Showing 3 of 18 accounts • sorted by heat score
You're spending hours in spreadsheets tracking who owes what
Copy-pasting aging reports, color-coding rows by hand, rebuilding the same view every week.
Your team doesn't know who to call first — so they guess
Whoever calls someone first sets the pace. There's no system, so effort isn't going where it matters most.
Collection emails feel awkward, and customers stop responding
You don't want to damage the relationship, so follow-ups get softer and softer — until they go silent.
InvoiceHeat fixes all three.
Drop in your AR aging report from any accounting software — QuickBooks, Xero, FreshBooks, or a plain spreadsheet. PDF, CSV, or Excel. Our AI parses everything automatically.
Configurable rules assign a heat score to every customer. Overdue balances, aging buckets, invoice counts — it all stacks up.
Your team gets a ranked worklist. Hottest accounts first. No spreadsheets. No guessing. Just open it and start calling.
Generate ready-to-send collection emails that escalate detail, never tone. Four tiers from gentle nudge to let's-figure-it-out.
Every customer gets a heat score based on rules you define — aging buckets, balance thresholds, invoice counts, customer type. The hottest accounts rise to the top. Your team always knows where to focus.
Score Breakdown — Northgate Building
Your Worklist — Today
Northgate Building Co.
$11,740 • 4 inv.
Lakewood Partners LLC
$6,350 • 2 inv.
Redwood Services Group
$2,780 • 1 inv.
21 more accounts below...
No more scrolling aging reports. The Heat Queue is a prioritized worklist sorted by urgency. Each entry shows the customer, their score, total balance, aging breakdown, and quick actions. Open it and start working — in the right order, every time.
Four email tiers — Gentle Nudge, Helpful Reminder, Concerned Check-In, Let's Figure It Out — escalate in detail and urgency, never in tone. Auto-selected based on how overdue the account is. Every email includes invoice details so customers can act immediately.
Email Tiers
Tier 1 — Gentle Nudge
1–30 days overdue
Tier 2 — Helpful Reminder
31–60 days overdue
Tier 3 — Concerned Check-In
61–90 days overdue
Tier 4 — Let's Figure It Out
91+ days overdue
Tone stays professional across all tiers
Import Preview
Ready to confirm
Upload an AR Aging report from any accounting software — QuickBooks, Xero, FreshBooks, Sage, NetSuite, or a plain spreadsheet. PDF, CSV, or Excel. Our AI parser reads the document, extracts invoices, customers, and aging buckets automatically. Preview everything before confirming.
Your AR aging report goes from a wall of numbers to a ranked, actionable worklist in seconds. No reformatting. No manual sorting.
Our emails are crafted to preserve customer relationships. Firm when they need to be, always professional, never adversarial. You collect — they stay.
Define what matters to your business. Balance thresholds, aging windows, customer types — the scoring adapts to you, not the other way around.
Try it free. $19.99/month after your trial. Cancel anytime.
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