Excel
Xero
01
Who's replied
Kate asks if any of the three have replied. Centrus searches the accounts inbox and finds Paul Grant's answer.
Replies checked before the chase
Centrus chat, with finance
KLKate LoweFinance
Today
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Ask
finance
Aged debt by client, in a workbook from Xero.
Ask for the aged debt and Centrus reads every open invoice in Xero, sorts them by client into current, 30, 60 and 90 days, and answers with the Excel workbook. For a field service finance team, credit control starts with the sheet built.
Centrus chat, with finance
KLKate LoweFinance
Today
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how it runs
Behind the aged debt.
Kate built the sheet at 08:40 on Mon 26/10, before the 09:30 credit control meeting. This is what came next.
01
Who has already replied
Kate asks if any of the three have replied. Centrus searches the accounts inbox and finds Paul Grant's answer.
Replies checked before the chase
Works with Xero, Outlook, Gmail02
Asked in the meeting
Dan asks on Teams what City Medical owes. Centrus lists the two invoices behind the £3,240, with their ages.
Every figure traced to an invoice
Works with Teams, Xero03
Every Monday at 08:00
Kate saves it as an agent in Agent Builder. From Mon 02/11 the workbook is in her and Dan's inbox at 08:00.
Built before anyone asks
Works with Xero, Excel, Outlook, Gmail
Centrus chat, with finance
KLKate LoweFinance
Today
Type a message…
01 / 03
01 / 03
before and after
The same aged debt, two ways.
Kate's sheet for the 09:30 credit control meeting on Mon 26/10, with £6,520 over 30 days.
The figures
Without Centrus: Exported from Xero and pasted into last week's sheet
With Centrus: Read live from Xero into a new workbook
By age
Without Centrus: Sorted into 30, 60 and 90 days by formula
With Centrus: Bucketed by client and age in the reply
Who replied
Without Centrus: Found by searching the inbox client by client
With Centrus: Paul Grant's reply found in the accounts inbox
In the meeting
Without Centrus: Dan's question waits until someone checks Xero
With Centrus: Answered on Teams with the invoices behind it
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
- Bulk expenses turned into purchase ordersA batch of POs raised in one message instead of keyed one at a time.AskWorks with BigChange
Centrus AI
in the 30 minutes
- 01We start with how your operation actually runs, on the desk and in the field.
- 02We show "Aged debt by client from Xero in a workbook" 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