The AR Aging Report that earns its keep

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

Your AR aging report tells you what's overdue. Ari tells you what's happening. Every follow-up, every reply, every promise to pay, and every next step lives on that client's record. Open the report and know exactly where every overdue account stands.

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Free for your first 30 days · no credit card required

Then $49/mo — our founder rate for early users.

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

We're taking on a small group of early users to shape what Ari does next.

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

You know exactly who's late. You just hate being the one who has to say something.

So the reminder waits. The reply sits in someone's inbox. And the next time you open your aging report, you still don't know what's happening. Ari changes that. Every overdue client already has their story attached.

Ari plays bad cop — politely.

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 a 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

Opted-in clients get a secure portal to pull up past invoices, request a statement of account, and download what they need — instead of emailing you for a copy.

See the 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.

Click a client to see every reply they've sent. Sort by any column. Opt a client in or out, hold an invoice, or edit a date by hand, and nothing gets emailed just because you touched it.

For your clients

"Can you resend that invoice?" Never again.

Every client you opt in gets their own secure Billing Portal — their invoices, their statement, and the payment details they need, all in one place. Nothing sensitive floating around in email.

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.

Pay safely

A secure link to pay the way they always have — no new setup, no new logins. Or download your banking details safely instead of over email.

Clients can also flag an invoice as disputed right from the portal — it comes straight to you, and follow-ups on it pause until you clear it.

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 | A secure link to pay as usual — or bank details in the portal, never over email

FAQ

Questions worth asking.

Is my QuickBooks Online 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. More detail is in our Privacy and Terms.

What does Ari send my clients, and does it write the emails itself? +

Polite follow-ups from your own billing address, shown as "Your Business via AriBooks." Ari never writes anything itself — it sends templates you control, not AI-generated messages. Default templates work out of the box, and you can edit the wording, tone, and timing anytime.

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.

Who does Ari contact? +

Ari works with each client's QuickBooks Online contact automatically — they get the follow-ups and access to a secure billing portal. You can add more people to any client too, like a billing contact or their accounts team: they get portal access and can reply into the client's timeline, and if you CC them, they'll also receive the follow-up emails and documents.

What happens when a client replies? +

Ari summarizes the reply onto that client's timeline and pulls out any date — "paying Friday," "back Monday" — so follow-ups pause and resume on their own. This is the one place AriBooks uses AI: to read what comes in, never to write what goes out. A reply from an address Ari doesn't recognize is forwarded to an inbox you choose, off your timeline.

What if a client disputes an invoice? +

Clients can flag an invoice right from their billing portal. It comes straight to you, follow-ups on that invoice pause while it's open, and you clear it once it's sorted out.

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.

How many users can I have? +

Up to 5. The account owner is a Super Admin, who can add Admins (can change settings) or Staff (everything except settings). Need more? Just reach out and we'll sort it out with you.

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