How it runs: Scheduled. An automation runs every Monday at 9am, posts the aging summary and drafted reminders and updates the aging Table. You can also ask Hops any time.
What it does
- Builds an aging view of receivables. Hops reads open invoices in Xero, QuickBooks or NetSuite and groups them by age bucket, customer and amount.
- Lists bills due soon. It pulls payables due in the next 7 days with vendor, amount and due date.
- Drafts polite reminders. Each overdue invoice gets a reminder email draft in Gmail, written for that customer. Nothing is sent without your approval.
- Flags the biggest exposures first. Customers with large or long-overdue balances are ranked at the top so you chase the right ones.
- Keeps one aging table current. Each run updates the same Table, so you can see what changed since last week.
Ask Hops
Copy a prompt into any chat with Hops, or mention@Hops in a Space.
AR and AP this week:
- $84,200 overdue across 7 invoices; reminders drafted.
- 3 bills due Friday totaling $21,500.
- Aging table updated.
What you get
- An answer in chat, in the same thread, whenever you ask.
- A weekly Slack post in the finance channel with the aging summary and a link to the drafted reminders.
- An updated aging Table in Tables of the Space, refreshed on every run.
- Reminder email drafts in Gmail, ready for you to review and send.
Connections needed
Connect these apps. Each card opens Connections in the app.Xero
Invoices, bills and aging (or QuickBooks or NetSuite).
Gmail
Drafts reminder emails for approval.
Slack
Posts the weekly summary to the finance channel.
Set it up
1
Create the Space
Create a finance Space. Pin your collections policy in Space context.See Spaces and Space context.
2
Connect your apps
Connect the apps above in Connections.See Connections.
3
Add the skill
4
Schedule it
Every Monday at 9am Hops posts the aging summary and drafted reminders to the finance channel and updates the aging Table.See Automation.