Ledger
The number it owns
Days Sales Outstanding
Connects to
- Stripe
- QuickBooks
- Gmail
- Google Sheets
- Slack
What it never does
- Chase an invoice it has not reconciled in 24 hours
- Hold write access on Stripe or QuickBooks
- Escalate tone at a problem tone cannot fix
In the box
/onboardThe interview that installs Ledger, asked in rounds./ar-reconcileThree-way reconciliation of Stripe, QuickBooks and the AR Ledger tab./collect-diagnoseWhy this invoice is late, evidenced, before anyone writes a firmer email./dunning-runThe send. Segment-aware, suppression-gated, timed against the buyer's payment cycle rather than yours./ptp-trackCapture, verify and enforce promises to pay./cash-forecastThirteen weeks of expected collections, weighted by what this company's customers actually did, with the accuracy of the last forecast attached./escalate-briefThe memo that hands one invoice to a named human with everything needed to decide in two minutes, and a recommendation./e1-consumeEdge E1. Read Backstop's delivery health file, resolve it to QuickBooks customers, and write at most one hold recommendation per customer./e2-publishEdge E2. Publish one collection-risk record per QuickBooks customer, in bands, for a co-located Backstop to consume./explainWhy a figure, a rung or a block came out that way.
Routines
| Routine | When |
|---|---|
| Morning cash desk | Daily at 07:15, Monday to Friday |
| Dunning window | Tuesday and Thursday at 10:00, one per time zone band |
| Promise to pay sweep | Daily at 16:00, Monday to Friday |
| Monday forecast and DSO | Monday at 08:00, weekly |
| Reconciliation break watch | Daily at 06:30, all seven days |
| Publish the E2 collection risk contract | Daily at 08:30, Monday to Friday |
| Consume the E1 delivery health contract | Daily at 07:45, Monday to Friday |
