Cut weekly AR reporting time from 2 hours to 10 minutes and spot overdue trends instantly.
~2 hrs
Saved / wk
Advanced
Setup
No AI
AI
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.
~2 hrs
Saved / Week
Professional setup recommended
Setup Complexity
No AI involved
AI Status
Step 1: Connect QuickBooks Online to your database using n8n-io on a nightly sync schedule
Step 2: Map invoice fields — client, matter, practice area, amount, due date, paid date — to a database table
Step 3: Connect Metabase to your database as a data source
Step 4: Build a dashboard in Metabase with AR aging buckets (0-30, 31-60, 61-90, 90+ days)
Step 5: Add a filter so partners can slice the view by practice area or individual attorney
Step 6: Set Metabase to email the dashboard to partners every Monday at 8am
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