Get a demo

Accounts receivable aging

Refresh AR aging dashboards across regions and entities, calculate days past due automatically, and flag accounts that cross your credit insurance threshold before they become write-offs.

Get a demo

The prompt

I want to automate AR aging. Build me a flow that pulls open invoices from my ERP, calculates days past due, bucket them into aging buckets, flags any account that crosses a credit insurance coverage threshold, and routes a CL1/CL2/CL3 collections list to the right AR specialist.

Just copy and paste the prompt into a new Parabola flow to get started.

What Parabola builds

A workflow with six steps you can edit:

1. Pull open AR. Every unpaid invoice from your ERP with customer, amount, invoice date, and due date.

2. Calculate days past due. Compare each invoice's due date to today. Bucket into 0-30, 31-60, 61-90, 90+, or whatever buckets your team uses.

3. Layer credit insurance coverage. If an account crosses its coverage threshold, flag it before the next aging slips into write-off territory.

4. Sort to the right rep. Each AR specialist gets the accounts assigned to their region or book.

5. Refresh the dashboard. A live aging table per region, per entity, per rep. Updates run daily.

6. Output the collections list. A CL1/CL2/CL3 list ready for upload to your collections system or for the AR team to work directly.

Why teams stop doing this manually

AR aging is built on a stack of exports. Open invoices from the ERP, customer master from another tab, credit insurance limits from a spreadsheet the credit team maintains. Every week, someone exports the data, runs the lookups, calculates days past due, and stitches the views together.

The job is permissions-sensitive. The export only works for the person with ERP access. Training a teammate to cover takes weeks. When that person is out, the weekly file stops getting produced, the credit insurance check stops happening, and the collections team works from stale data.

The work also has a cliff. A receivable that crosses its credit insurance coverage threshold without the credit team requesting a higher limit becomes a write-off. The flow should catch that. The manual version often doesn't, because the trigger lives in someone's head.

Automating the aging removes the bottleneck. The dashboard refreshes daily regardless of who is at their desk. The credit insurance check runs every period without anyone having to remember.

How it works

Step 1. Paste the prompt.

Open Parabola, paste the prompt in section 2, and let it ask follow-up questions about your aging bucket definitions, your credit insurance carrier, and how collections gets the data.

Step 2. Connect your data.

API connections to your ERP, your customer master, and the credit insurance reference table. Plus rep assignment rules if territories are sliced by customer.

Step 3. Run it daily.

The flow refreshes the aging dashboard, recalculates days past due, runs the credit insurance check, and routes the collections list to each rep. New invoice? It shows up the next day.

Related prompts

FAQ

Does this work across multiple regions and currencies?

Yes. Each region's dashboard runs on the same logic with its own currency, due-date conventions, and rep assignments. Multi-entity is the default pattern.

How does the credit insurance check work?

Configure the coverage limit per customer in a reference table. The flow flags any account whose open AR balance crosses that threshold. Optional Slack alert to the credit team.

Can the flow integrate with HighRadius or other collections tools?

Yes. The output is a structured CL1/CL2/CL3 list in the format your collections tool expects. Some teams push it via API; others drop a CSV.

What about disputes and short-pays?

Add a dispute table as a side input. The flow excludes disputed amounts from the aging or breaks them into a separate bucket, depending on policy.

How is this different from a NetSuite native aging report?

The native report shows the current state. This flow refreshes on a schedule, layers credit insurance logic, routes by rep, and outputs a collections-ready file. The native report still works on top.
Refresh aging on a schedule, not when someone is at their desk.
Paste the prompt, point it at your ERP, and let the aging refresh and credit-insurance check run on their own.
Start for free