AR Review for Accounting Firms, Automated

OCTA Flow runs a complete accounts receivable review: aging analysis, collection status, bad debt assessment, and recommended next actions, without manual customer-by-customer checking.

Watch the demo

Watch on YouTube: https://www.youtube.com/watch?v=am5qxOD6uQw

Who this skill is for

Made for accounting firms and bookkeeping practices that run AR reviews across many clients, and for in-house AR leads who want the same rigor internally. If your reviewers spend hours per client opening customer accounts, judging bad debt exposure by feel, and rebuilding aging views for each engagement, this skill standardizes the whole exercise.

How it works

• Point the skill at a client's AR ledger, open invoice list, and payment history.
• OCTA Flow builds the aging analysis and assesses collection status for every customer.
• It scores bad debt risk and drafts a recommended next action per account.
• The output is a single review pack per client that a partner or manager signs off in one pass.

The impact of this skill

• Aging, collection status, and bad debt exposure are assessed for every customer in one pass.
• Each finding comes with a recommended next action, so the review ends with a plan, not a list.
• Firms run the same review consistently across clients instead of depending on who does the work.

Customer story

See how Monily broke its capacity ceiling with OCTA Flow: https://weareocta.com/resource/customer-stories/monily

Try it yourself

This skill is ready to use in OCTA Flow, with no setup projects and no code. Start free at flow.weareocta.com.