This workflow pulls your accounts receivable (money clients owe you) data from QuickBooks Online into Metabase (a reporting tool) and breaks it down by practice area — litigation, family law, estate planning, and so on. You see exactly where money is stuck and how old each balance is. No more digging through reports to find out who owes what.
Connect QuickBooks Online to your database using n8n-io on a nightly sync schedule
Map invoice fields — client, matter, practice area, amount, due date, paid date — to a database table
Connect Metabase to your database as a data source
Build a dashboard in Metabase with AR aging buckets (0-30, 31-60, 61-90, 90+ days)
Add a filter so partners can slice the view by practice area or individual attorney
Set Metabase to email the dashboard to partners every Monday at 8am
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCut the time you spend on weekly AR reporting and spot overdue trends instantly.
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Run this in your main platform instead? Check how it connects first: its API, native apps, Zapier or Make, and the plan each one needs.
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