The problem
Office staff spent 12+ hours a week copying past-due balances from QuickBooks into reminder emails — and still missed accounts.
What we built
We connected QuickBooks Online, Gmail, and their job-cost codes. AI drafts tiered reminders (friendly → firm), queues them for one-click send, and logs every touch in the same place.
- QuickBooks Online
- Gmail
- Google Sheets
Results
14 hrs / week
Admin hours saved
−11 days
Days sales outstanding
−38%
Past-due over 60 days
“We didn't buy new software — The Punchlist wired AI into what we already had. AR stopped being a part-time job.”
Live preview
- Westside Medical$4,280
- Harbor Retail$1,940
- Linden Apts$8,120
AI draft · Reminder #2
Hi Sarah — following up on invoice #8842 ($4,280) from the panel upgrade at Westside Medical. Happy to resend the PDF or split payment if that helps…
Interactive walkthrough
Office staff spent 12+ hours a week copying past-due balances from QuickBooks into reminder emails — and still missed accounts.
- 14 hrs / week — Admin hours saved
- −11 days — Days sales outstanding
- −38% — Past-due over 60 days