The AR Aging Report that earns its keep

The follow-up? Sent.
The reply? Already read.

Take your payment reminders one step further with AriBooks. Ari sends friendly follow-ups, understands client responses, and then decides when to follow up next based on what was said — not just a fixed schedule. Every payment update, promise date, and next step is organized on your client aging report. Know where every account stands without digging through emails. And if a client ever needs a past invoice, statement, or banking details, it's just a click away in their Billing Portal.

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Secure sign-in to QuickBooks® Online accounting software (OAuth 2.0) · Read-only, never writes to your books

An accountant who hated the chasing. An engineer who hated the mess.

Luke

Co-founder · The Accountant

Xiaobo

Co-founder · The Engineer

Built by a Certified QuickBooks® ProAdvisor.

Join now and we'll set it up with you ourselves — free, white-glove, optional.

The reminder has already been sent. The problem is what happens next.

A client replies. Maybe they promise to pay mid-month. Then those details get buried, and your aging report still only shows the balance — not what's been discussed. Ari changes that. Every client has their story attached.

Your AR aging report tells you what's overdue. Ari tells you what's happening.

Why this isn't "just reminders"

Your current setup reminds. Ari follows through.

A reminder pokes the client and forgets about it. The real work is what happens next — reading the reply, noting what they said, knowing when to circle back. That's the part Ari handles.

Basic accounting reminders

AriBooks

One email per invoice, on a timer, whether or not it makes sense

Invoices for the same client grouped into one message, on your rules, and it knows when to stop

A reply lands in someone's inbox, or nowhere

The reply is kept, and summarized right next to that client's balance

You reread the thread to remember what was said

"Paying next week." "Back in office Monday." Right there, summarized clearly

Someone manually decides what to do next

Next Follow-Up or Circle Back is set automatically from what the client said

The status lives in one person's inbox

Anyone with access sees current status on the report. No separate AR file

Same fixed schedule for everyone, no matter what the client says

The schedule adapts to each client — it pauses when they give a date, then picks back up when it passes

Clients email you for a copy of an invoice or their balance

Clients self-serve their Billing Portal — past invoices, downloads, and a statement on request — instead of interrupting you

Every client chased the same way, blind to who actually needs a nudge

Routine accounts run themselves; the ones that need a human rise to the top

What it actually does

The chasing, the reading, the follow-up dates — handled before you open the report.

Every overdue client tells their story

Open your aging report and instantly see every follow-up, customer reply, payment promise, and next step. No detective work required.

Every conversation stays with the client

Replies don't disappear into inboxes. Every customer update is captured, summarized, and attached to the client it belongs to.

Always know what happens next

Whether it's a scheduled follow-up, a promised payment date, or a reminder to circle back, the next action is always visible—and you can override it anytime.

The AR spreadsheet, retired

No side spreadsheet. No "did they ever reply?" No asking around. Your aging report becomes the single source of truth for every overdue account.

Routine work stays routine. Exceptions come to you.

Ari follows your rules, pauses when customers respond, circles back when they ask, and flags disputes, bounced emails, and anything else that needs a real person.

Your clients get a Billing Portal, too

Need a past invoice, a statement, or have a billing question? Your clients can pull it up themselves in their Billing Portal — instead of it landing in your inbox.

See the Billing Portal →

Your first follow-up could go out this week.

The Ari Aging Report

Open the report. Know everything.

This is the screen you'll actually live in. Every overdue client already has their story attached. Follow-ups, replies, payment promises, internal notes, and next actions appear beside each client, so you know exactly what's happening without digging through old email threads, asking around, or just hoping to remember.

For your clients

Modern billing, without the enterprise software.

If a client ever needs a past invoice, a statement, or has a billing question, it's theirs to grab in their Billing Portal — nothing to chase, nothing filling your inbox.

Pull up any past invoice

On demand. No more emailing to ask you for a copy.

Request a statement anytime

A full statement of account, emailed to you in moments — no spreadsheet needed.

Not a payment processor

Keep using the payment methods you already have. Ari links your existing payment options inside the Billing Portal, so clients can pay the same way they always have — without a new setup or new logins.

Drop the back and forth

Clients can flag an invoice as disputed directly from the Billing Portal. The issue comes straight to you, and Ari pauses follow-ups until it's resolved — so you're not sending reminders while trying to figure out what went wrong.

The cost of waiting

How much of your cash is stuck in unpaid invoices?

Every day an invoice sits unpaid is a day your money is in someone else's account. Put in your numbers and see what steady follow-up could free up.

You invoice per year

Days until you're paid 45 days

Paid faster by 6 days

In a Billtrust study of 500 finance leaders, 75% of teams that automated AR got paid six or more days faster.

Cash tied up in unpaid invoices right now

$30,822

Working capital you'd free up

$4,110

back in your account, by getting paid 6 days sooner.

That's the cash. Never sending another "just circling back" email? That part's free.

An illustration based on your inputs, not a guarantee.

Setup

Connected in minutes. Or we'll do it with you.

No implementation calls, no CSV imports, no IT ticket — sign up, set your policies, opt in your clients, and you're running. Prefer a hand? Free, white-glove onboarding is one message away, entirely optional.

Step 1

Sign up

Tell us about your business and we'll set up your account, including your own AriBooks billing address. We'll email you your login as soon as it's ready.

Step 2

Log in & set up

Connect QuickBooks Online by signing in on the official Intuit® page — your password never touches AriBooks, and access is read-only. Then set your follow-up policies and opt in the clients you want Ari to handle.

Step 3

You're up and running

Your invoices sync, the Ari Aging Report fills itself in, and follow-ups go out to your opted-in clients under your rules. Works with QuickBooks Online today, with more coming soon.

Security, plainly: Intuit Developer platform member — designed to work with QuickBooks Online | OAuth 2.0, no stored passwords | Read only, never writes to your books

FAQ

Questions worth asking.

How does AriBooks use AI? +

Ari uses AI in one place: reading what comes in. When a client replies, Ari summarizes it onto your aging report and pulls out any date they mention — "paying Friday," "back Monday" — so follow-ups pause and resume on their own. It never uses AI on outbound messages; those are configurable templates you control, not AI-generated. And nothing your clients send is ever used to train AI models.

What gets said to my clients? +

Polite follow-ups sent from your own billing address, shown as "Your Business." Ari doesn't write anything itself — it sends templates you control. The defaults work out of the box, and you can edit the wording, tone, and timing anytime. Your clients see a message from you, not from a tool.

Do all my clients get contacted? +

No — only the clients you opt in. They get Ari's follow-ups and a secure Billing Portal to view invoices and pay the way they always have. Everyone else stays exactly as they are today. And you can hold any single invoice to skip follow-ups on it, even for an opted-in client.

What happens when a client replies? +

Ari summarizes the reply onto that client's timeline and pulls out any date they mention, so follow-ups pause and resume on their own. A reply from an address Ari doesn't recognize is forwarded to an inbox you choose, off your timeline.

What if I need to reply to a client email? +

When you're viewing any reply Ari has captured, you can forward it to yourself or to any team member you've invited to AriBooks, then reply from your own inbox as usual. Think of Ari as the first line — it catches and summarizes what comes in. Once a conversation moves off Ari, it's yours to handle privately, and Ari doesn't track what happens after the handoff.

Is my accounting data safe? +

Yes. We connect through the official, secure Intuit sign-in (OAuth 2.0), so AriBooks never sees or stores your password. Access is read-only — Ari reads your invoices but never writes to your books. AriBooks was built by a Canadian accountant and a data engineer who handle this data the way they'd want their own handled. More detail is in our Privacy and Terms.

Do you only connect to QuickBooks Online? +

For now, yes — it's where we started. We're actively building more integrations, so if you use something else, just reach out and we'll see what we can work out.

Can I invite my team members to join? +

Yes — up to 15 people. The account owner holds the Owner role and can add Admins (who can change settings) or Staff (who can do everything except change settings). Need more seats? Just reach out and we'll sort it out with you.

The follow-up? Sent.The reply? Already read.