Enjoy complimentary data migration when switching from your existing bookkeeper or CPA to Institution.
Institution
Accounts Receivable

Give receivables a consistent follow-up rhythm.

Invoice visibility, qualitative aging, follow-up cadence, and reconciliation — without inventing collection metrics or overstating what a follow-up can do.

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Operating flow
  1. 1Issued
  2. 2Current
  3. 3Follow-up
  4. 4Escalation
  5. 5Payment record
  6. 6Reconciliation

Invoice lifecycle

Responsible party
Client
Output
Invoice recorded in the receivables ledger.

Aging structure

Current
Within the agreed terms window.
Approaching due
Approaching the terms window, subject to a soft follow-up.
Past due
Beyond the terms window, subject to a documented follow-up cadence.
Escalated
Routed to the client owner for a decision on next steps.

Boundaries

  • Institution does not guarantee collection outcomes.
  • Legal-collection activity requires appropriate professionals.
  • Disputes and credits require client decisions.

Connected services

Bookkeeping & Close
Receivables tie directly into the monthly close.
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CFO Advisory
Receivables inform cash planning.
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Financial Reporting
Aging context in management reporting.
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FAQ

Frequently asked

  • Invoicing typically remains with the client. Institution can coordinate cadence and post follow-ups where authorized.