Email to you
Receivables aging
Groups open invoices into current, 1-30, 31-60, 61-90, and 90+ days and emails you the totals. It does not write to customers. The same buckets are not sent again until they change.
What it reads
Emails you open invoices grouped into current, 1-30, 31-60, 61-90, and 90+ days. It does not email customers.
Who hears about it
Email to you. This one never emails your customers or vendors.
Which plans
One of 30 built-in automations. Starter runs 2 from spreadsheets. Growth runs all 30 plus 10 you build, with live connections. Scale and Firm run all 30 plus 40 you build. A custom automation uses one plan slot.