01
Northgate's invoices
Dan asks what makes up the £14,280. Three invoices, the oldest due 23/08, 64 days.
Every figure traced to an invoice
Teams, on the oldest customer
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Centrus AIChatAboutToday
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finance
Past their terms, listed from Sage.
Ask who is late and Centrus reads the open invoices in Sage Intacct, compares them with each customer's terms, and lists them oldest first. It can put the list in a workbook and draft a chase in Outlook for someone in your field service office to send. Sage Intacct is only read. Nothing in it changes.
Centrus chat, with finance
KLKate LoweFinance
Today
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- who asks
- Finance
- works with
Sage Intacct- how it runs
- Asked in chat, on WhatsApp or in Teams.
how it runs
Behind the overdue list.
Kate asked at 14:20 on Mon 26/10. This is Northgate's three invoices, the workbook, and the note drafted for Paul.
01
Northgate's three invoices
Dan asks what makes up the £14,280. Three invoices, the oldest due 23/08, 64 days.
Every figure traced to an invoice
Works with Teams, Sage Intacct02
The 11, in a workbook
Kate asks for a workbook, oldest first. The 11 invoices and the £42,600 go into the sheet.
Oldest first, in the sheet
Works with Sage Intacct, Excel, Google Sheets03
A chase, drafted
Kate asks for a note to Paul Grant on INV-2289. It's drafted in Outlook for her to send.
Drafted, and Sage unchanged
Works with Sage Intacct, Outlook
Teams, on the oldest customer
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before and after
The same overdue list, two ways.
Kate's question at 14:20 on Mon 26/10: 11 Sage Intacct invoices past their terms, £42,600.
The list
Without Centrus: The aged report run in Sage and exported
With Centrus: Asked in chat, the overdue invoices read from Sage Intacct
Northgate
Without Centrus: The three invoices added up by hand
With Centrus: £14,280 traced to INV-2289, INV-2290 and INV-2291
The sheet
Without Centrus: Last month's workbook with the old figures
With Centrus: A new workbook, oldest first, £42,600
The chase
Without Centrus: Written once someone finds the oldest
With Centrus: Drafted for Paul Grant, and Sage left unchanged
keep going
More in finance and cash flow.
Invoices chased, matched, checked against the contract and sent.
- Overdue invoices chased every MondayPulled from your job system, spreadsheet or Xero. Anyone already replying is skipped, the rest are chased in your tone.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel, Xero
- Raise and send an invoice from chatAsk for the invoice. It's raised in your job system or Xero, or sent as a branded PDF.AskWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Xero
- Invoices checked against the contractBefore it goes, the invoice is reconciled with the POs and timesheets on the job and billed at the contract rates.AutomationWorks with BigChange, Joblogic, Simpro, SharePoint, OneDrive, Google Drive
- Supplier invoices matched to the POEvery line is checked against the PO. Matches update the job cost, and anything out is queried with the supplier.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail
- On stop? Checked before the quote goesAsk on WhatsApp. Centrus checks the account and the aged debt, and holds the quote if they're on stop.AskWorks with BigChange, Joblogic, Simpro, WhatsApp, Xero, Sage Intacct
- Aged debt by client from Xero in a workbookThe credit control meeting starts with the sheet already built.AskWorks with Excel, Xero
Centrus AIin the 30 minutes
- 01We start with how your operation actually runs, on the desk and in the field.
- 02We show "Sage Intacct invoices past their terms" on a setup that matches yours.
- 03We pick out the admin that should run itself first.
Book 30 minutes. Bring a real question.
Ask this every week, or need something that isn't on the list? Bring the question the way your team would put it, and we will show it on a setup like yours. You leave with a plan.
30 minutes / UK team / No lock-inOr see pricing