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I will create an excel accounts receivable aging and collections tracker
Accounts receivable reporting and automation with Excel, Power BI, Python
I'm a Senior Credit & Collections Analyst with 10+ years in multinational companies. I build the tools I used to wish I had: AR aging reports, collections dashboards in Power BI, and Excel VBA or Pyth...
About this Gig
Still sorting invoices by hand to see who is overdue? Without a clear aging report, collections become reactive: you call whoever shouts loudest, not whoever owes the most.
I'll build an Excel workbook that organizes your open invoices into aging buckets and helps you track every follow-up.
WHAT YOU GET
- Aging report from your open invoices: Current, 1-30, 31-60, 61-90, 90+ days (custom buckets available)
- Summary by customer with totals and overdue %
- Collections log: status, contact date, promise to pay, next action (Standard and Premium)
- Color alerts for overdue and broken promises
- KPI sheet with DSO and overdue trend (Premium)
- Formula-based and editable, no add-ins needed
WHY ME
I'm a Senior Credit & Collections Analyst with 10+ years managing receivables in multinational companies. This is the kind of tool I built and used in my own work, adapted to your data.
GOOD FIT FOR
Small and mid-sized businesses, bookkeepers and finance teams that manage receivables in Excel.
Not included: data entry of paper invoices, contacting your customers, or legal collection advice.
Send me a sample of your invoice list before ordering.
Technology:
Excel
Analysis type:
Quantitative analysis
•
Descriptive analysis
Expertise:
Alerts
•
Business Insights
•
Trends
Programming language:
Other
Tools:
Microsoft Excel
My Portfolio
FAQ
What data do I need?
A list of open invoices with customer, invoice number, invoice date, due date and amount. Any Excel or CSV export works.
Will it work with my accounting software?
If your software exports to Excel or CSV (QuickBooks, Xero, SAP and similar), yes.
Can I reuse it every month?
Yes. Paste the new export into the data sheet and the report updates. Premium includes a button that does it for you.
Does it work in Google Sheets?
Basic and Standard can be adapted to Google Sheets on request. The Premium macro needs Excel for Windows.
How do revisions work?
Changes to layout, buckets or labels within the agreed scope. New features are extras or a custom offer.
Is my data private?
Yes. I use your file only for this project and delete it after delivery on request. Anonymized data is fine.
