Agent Workflows

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A/R Tracker Maintenance

Woodrow keeps your aging and collections trackers up to date by pulling payment status, invoice updates, and customer communication history from your ERP and email—so the team always sees a current view.

A/R Tracker Maintenance: Execution Plan

step 1

Pull Latest Data

Sync payment status, invoice updates, and customer communication history from your ERP and email on the schedule you set.

step 2

Update the Tracker

Match records to each account, refresh balances and aging buckets, and write the latest status into your aging or collections tracker.

Output

Surface Changes for Review

Flag new payments, overdue accounts, and status changes so the team sees what moved since the last update, at a glance.

A tracker that’s always current

Woodrow connects to your ERP, inbox, and supporting systems to keep your A/R trackers current. It pulls payment status, invoice updates, and communication history, then updates aging and collections views, so your team can spend less time on manual data pulls.

Docusign

+ Outlook, Gmail, Slack, CSVs, and any other tool your team uses.

Automated data sync

Pull payment status, invoice updates, and communication history from your ERP and email on a set schedule.

Live aging view

Refresh balances and aging buckets so the team always sees an up-to-date collections and aging picture.

Change highlights

Flag new payments, overdue accounts, and status changes since the last update for quick review.

HOW WOODROW WORKS

Automate your processes with enterprise AI

Woodrow helps teams automate cross-system workflows with the accuracy, auditability, and controls enterprise work requires. Connect your systems, describe the process, and Woodrow runs the workflow while keeping every step visible and reviewable.

01

Describe your workflow

Tell Woodrow what you want to automate in natural language. AI maps the necessary steps, systems, rules, and review points, then builds the complete workflow for you.

02

AI works across your stack

As payroll volume grows, your team can handle more runs, more entities, and more complexity—without adding headcount.

03

Woodrow keeps the workflow current

As your process changes, Woodrow updates the steps behind the scenes so the workflow stays accurate without manual rebuilds or constant maintenance.

Auditable and secure

Woodrow is SOC 2 Type II certified. Every workflow runs with scoped permissions, clear review steps, and an audit trail of the actions taken. PII stays within your environment and is never used to train any model.

Learn more about security

Common questions

EXPLORE MORE WORKFLOWS

More ways to automate AP/AR

A/R email inbox triage

Monitor the A/R inbox, categorize incoming emails, pull account and invoice context from the ERP, and draft responses for your team to review and send.

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Payment remittance extraction

Read incoming remittance emails and documents, extract invoice numbers, amounts, dates, and payer details, and structure the data for cash application or reconciliation.

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Bulk invoice downloads

Download invoices in bulk from portals and systems, organize them by customer and period, and make them available for reconciliation or audit.

View workflow →