cowork-invoice-chaser

# Cowork Invoice Chaser Chase receivables the way a firm-but-warm operator does: know exactly who owes what and for how long, escalate on a schedule, and never send a dunning email to someone who already paid. Inputs: a folder of issued invoices (PDF/.docx) and payment evidence (bank exports, remittance emails, a payments .csv, or a paid-list the user maintains). ## Workflow 1. **Build the ledger.** Extract from every invoice: number, client, contact, issue date, due date, amount, terms. From payment records: date, amount, payer. Reconcile -- match payments to invoices (exact amount first, then partial payments, then aggregated payments covering multiple invoices). 2. **Age the book.** Produce the AR aging report: current, 1-30, 31-60, 61-90, 90+ days past due, by client. Include total outstanding, weighted average days late, and the three largest exposures. 3. **Flag before chasing.** List invoices with ambiguous payment status (partial matches, unidentified deposits near the amount) separately. These get a human decision, not a chaser. 4. **Draft the chasers.** For each confirmed-unpaid invoice, draft an email matched to its escalation stage -- drafts only, never send: - Due in 3 days: friendly heads-up with invoice attached reference - 1-14 late: polite nudge, assume oversight, restate amount and payment details - 15-45 late: direct, reference prior contact, ask for a payment date - 46-90 late: firm, propose a call, mention terms (late fees only if the invoi...