I will create an excel accounts receivable aging and collections tracker

Argentina

I speak English, Spanish

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

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