AR & collections
Review AR aging and prioritize collections
Imagine pulls your AR aging from your accounting system and ranks open invoices by amount, days overdue, payment history, and collection risk, so you know exactly who to chase first. Instead of reading a static aging report, you get a prioritized worklist with the context behind each account. The list refreshes continuously, and the follow-up happens once you decide how to act.
The manual reality today
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01
The aging report is a wall of numbers
A standard AR aging summary shows balances by bucket but not which accounts actually need attention today. Owners and AR leads end up guessing where to focus.
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02
Risky accounts hide behind big balances
The largest invoice is not always the one most likely to slip. Without payment history and patterns in view, slow-paying or at-risk customers get missed until the balance is badly overdue.
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03
Priorities go stale the moment you set them
Payments land and new invoices age every day, so a list built on Monday is wrong by Wednesday. Re-running and re-reading reports by hand eats time you do not have.
How Imagine handles it
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01
Connect your accounting and payment data
A connection to QuickBooks Online, Xero, NetSuite, or Sage Intacct pulls every open invoice, credit, and recent payment into one current view.
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02
Score and rank every open account
Balance, days past due, prior payment behavior, and customer relationship are weighed together to produce a ranked collections worklist rather than a flat report.
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03
Surface the context behind each invoice
For each account, the aging, recent contact, promised-to-pay notes, and any disputes appear together so you can decide quickly and confidently.
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04
Trigger the right next step
Once you approve the approach, the appropriate follow-up or escalation is queued, and the worklist keeps updating as payments arrive.
Works with the tools you already run
- QuickBooks Online
- NetSuite
- Xero
- Sage Intacct
- Stripe
- Bill.com
What changes
Focus on the accounts that move cash
Your team spends its first hour on the invoices most likely to bring money in, instead of scrolling a report deciding where to start.
Fewer overdue invoices slip through
Risk-aware ranking catches slow-aging and historically late accounts before they become write-off conversations.
An always-current picture of receivables
The prioritized list refreshes as data changes, so you trust it without re-running reports or reconciling versions by hand.
Frequently asked questions
How does Imagine decide which invoices to prioritize?
Imagine ranks open invoices using balance, days past due, each customer's payment history, and signals like prior disputes or broken promises to pay. The accounts most likely to affect cash flow surface first, and you can adjust the weighting to match how your firm thinks about risk.
Does this replace my accounting system's aging report?
No. The same data is read from QuickBooks Online, Xero, NetSuite, or Sage Intacct, and those stay the source of truth. A prioritized, context-rich worklist sits on top so you act on the report instead of just reading it.
How current is the prioritized list?
It refreshes continuously as new invoices age and payments post, so the worklist reflects today's reality rather than a snapshot from when a report was last run. You always see who needs attention now.
Can I see why a specific account was flagged?
Yes. Every ranked account shows the underlying factors, including aging, payment history, and recent activity, so the prioritization is transparent. Nothing is a black box, and the reasoning is logged for review.