Company Seat
For a single small business
$79/ company / month
or $790 per year (2 months free)
- Uploads, aging, and the letter schedule
- Holds and do-not-contact
- Notes and comments
- “What cleared” upload-to-upload comparison
- Friday snapshot
AR Collections Desk · by Gleeson & Co.
Collect your receivables from last week’s QuickBooks export.
AR Collections Desk turns your A/R aging report into a scheduled series of collection letters sent from your own mailbox, plus a one-page Friday snapshot of what’s open, promised, and paid. No QuickBooks connection required. Built and backed by Gleeson & Co., an advisory firm founded by senior finance executives.
Start with a 14-day free pilot.
The problem
Receivables get chased when someone has time.
For bookkeepers, fractional CFOs, and small businesses with thin accounting staff, collections usually happen between other jobs.
- Follow-up is inconsistent. Reminders go out when someone has time, and the oldest invoices get the least attention.
- Most tools want into your books. Typical collections apps need a live QuickBooks Online connection or an app installed in the client’s file. Many clients and their advisors won’t grant that access.
- Native reminders stop short. QuickBooks reminders are a short sequence with no holds, dispute tracking, or owner reporting.
- Owners lack a weekly answer. What’s open, what’s promised, and what came in? It shouldn’t take a spreadsheet to find out.
How it works
Three steps, once a week.
-
Upload
Upload your QuickBooks aging export, as Excel or CSV.
-
Review
Review the schedule. Put disputes, promise-to-pay dates, or legal holds on any invoice, and mark any customer do-not-contact.
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Send
Send letters from your own mailbox, then re-upload next week to see what cleared.
What you get
Controller-grade discipline, without the integration.
No connection to your books
Upload the A/R Aging Detail, Invoice List, or Customer Balance Detail you already export from QuickBooks, as Excel or CSV. Nobody needs your QuickBooks login, and nothing gets installed in your file.
A/R Aging DetailExcel or CSV export from QuickBooks
Invoice ListExcel or CSV export from QuickBooks
Customer Balance DetailExcel or CSV export from QuickBooks
Not requiredYour QuickBooks login, a live connection, or an app in your file
Every invoice followed up, on schedule
Every open invoice is aged and scheduled for letters at the due date and at 7, 14, 30, and 45 days past due. The tone moves from a friendly reminder to a final notice, so nothing sits for 60 days without a word.
- Duedue date
- 7days past due
- 14days past due
- 30days past due
- 45days past due
Letters in your name, from your mailbox
Letters go out from your company’s Gmail or Microsoft 365 account, signed by you, with your payment instructions and pay link on every one. If a send fails, it stays on the desk with the reason so you can fix it.
You connect your mailbox by signing in with Google or Microsoft. We never see or store your mailbox password, and the permission only allows sending.
Know what came in every Friday
Each upload is compared invoice by invoice with the last one, recording what was paid in full and what was paid down. The owner gets a one-page Friday snapshot: still open, on schedule, promised, disputed, on hold, do-not-contact, and collected this week.
Software with an advisory firm behind it
AR Collections Desk is built and supported by Gleeson & Co., a family-owned advisory firm founded by senior finance executives, including a CPA who oversees a shared-services group for AP/AR, credit, collections, and cash. When an account needs judgment rather than another reminder, you can talk to someone who has run collections at scale.
About Gleeson & Co.Who it’s for
- Bookkeepers and fractional CFOs who manage receivables for several small-business clients from weekly exports and want one consistent process across all of them.
- Small businesses with thin accounting staff, such as trades and services companies where the owner or a part-time bookkeeper chases invoices between other jobs.
Pricing
Simple, per-company pricing.
Pay monthly, or pay annually and get two months free.
Firm Plan
For firms that run collections for several clients
$59/ company / month
5-company minimum ($295/month) · or $590 per company per year
- Everything in Company Seat, for each client company
- All client companies managed by one firm
- Pilot firms that convert by day 14 lock this rate for 12 months
Desk Service
By Gleeson & Co. · for owners who want collections handled
$449/ company / month
Includes the seat · or $4,490 per year
- Our team runs the desk for you
- Weekly upload and letter review
- Hold and dispute upkeep
- Friday snapshot delivered to you
- Monthly review of your 10 worst invoices with a Gleeson & Co. CPA
All prices in US dollars, per company. Annual plans are billed at ten months’ price.
Pilot offer
14-day free pilot. Send last week’s aging report and we’ll set up your desk with you.
- Up to 3 companies per firm
- Convert by day 14 to lock Firm Plan pricing ($59/company) for 12 months
- Seats lock if unpaid after the pilot
Do I need to connect QuickBooks?
No. You upload an export you already run: A/R Aging Detail, Invoice List, or Customer Balance Detail, as Excel or CSV. There’s no live connection and no app in your QuickBooks file.
Who do letters come from?
From you. Letters send from your company’s own Gmail or Microsoft 365 mailbox, in your company’s name, with your payment instructions and pay link.
What about disputes?
Mark the invoice as disputed and it comes off the letter schedule until you clear the dispute. Holds stay in place when you upload a new report.
What if a customer promises to pay?
Record the promise-to-pay date. Letters pause and the invoice returns to the schedule automatically if that date passes. You can also place a legal hold on an invoice, or mark a customer do-not-contact for all future uploads.
What happens to my data?
We only see what’s in the export you upload: customer names, contact details, invoice numbers, dates, and balances. We never ask for your QuickBooks login.
[Before publishing: add specific hosting, encryption, access, and data-retention statements confirmed with the developer.]
Can I manage several clients? Who’s behind this?
Yes. The Firm Plan is built for bookkeepers and fractional CFOs who run collections for multiple companies from weekly exports. The software is built and supported by Gleeson & Co., an advisory firm in Atlanta founded by senior finance executives.
See it with your own numbers
Send us last week’s aging report.
We’ll show you which invoices would get a letter this week, and what they would say.