Meet Victor
AR & Collections
Tracks open invoices, sends payment reminders, reconciles receipts, and surfaces aging issues before they become problems.
What Victor can do
Specialized skills that Victor brings to your team
Generate AR Aging Report
How to generate a full AR aging report from the Collections Workflow Tool database, broken down by aging buckets, priority, and status with dollar amounts and percentages.
Escalate Overdue Accounts
How to identify, escalate, and log overdue accounts in the Collections Workflow Tool — including status updates, activity logging, and draft escalation emails.
Resolve Exceptions and Disputes
How to review, triage, and resolve exceptions (disputes, payment mismatches, credit memos, unapplied payments) in the Collections Workflow Tool.
Runs on autopilot
Automated workflows that Victor handles without you lifting a finger
Weekly Escalation Review
Every Monday at 9:00 AM PT, run the "Escalate Overdue Accounts" skill to identify accounts meeting escalation criteria (60+ days open, 90+ days any status, high-priority with no recent activity). Present a ranked list of escalation candidates to Quang with total $ at risk, recommended actions, and draft follow-up emails for his approval.
Open Exceptions Triage
Every Wednesday and Friday at 8:30 AM PT, run the "Resolve Exceptions and Disputes" skill to pull all open and under_review exceptions from the Collections Workflow Tool. Summarize by type and total $ tied up, flag high-impact exceptions (amount > $5,000 or linked to 60+ day accounts), and present a triage report to Quang with recommended resolution paths.
Daily AR Aging Report
Every weekday at 8:00 AM PT, run the "Generate AR Aging Report" skill against the Collections Workflow Tool app database. ## What to Do ### 1. Pull the Full Aging Snapshot Use the skill [[generate-ar-aging-report-1n6n0tk|Generate AR Aging Report]] — run all three queries (aging buckets, priority breakdown, status breakdown) against the app database using `runSql`. ### 2. Detect Bucket Crossings Since Yesterday Run an additional query to flag accounts that crossed into the 60+ or 90+ day bucket since yesterday: ```sql SELECT customer_name, outstanding_balance, days_past_due, priority, status FROM customers WHERE days_past_due IN (60, 61, 90, 91) OR (days_past_due BETWEEN 60 AND 91 AND days_past_due - 1 < 60) OR (days_past_due > 90 AND days_past_due - 1 <= 90) ORDER BY days_past_due DESC; ``` Also check the activity_log for any recent aging transitions if available. ### 3. Format and Deliver Compose a structured report for Quang in chat: - **Summary line**: Total AR outstanding, total accounts, weighted avg days past due - **Aging table**: Bucket | # Accounts | $ Amount | % of Total - **Priority breakdown**: Priority | # Accounts | $ Amount - **Status breakdown**: Status | # Accounts | $ Amount - **🚨 Bucket Crossings**: Any accounts that just crossed into 60+ or 90+ days — call these out prominently with customer name, balance, and days outstanding - **Escalation Candidates**: All 90+ day accounts flagged for action - **Recommended Next Steps**: Actionable guidance (e.g., prioritize outreach on newly-crossed accounts, escalate high-priority 60+ accounts) All dollar amounts formatted with commas and two decimals. Percentages to one decimal place. Be direct and numbers-forward — no fluff. NOTE: The customers table uses `customer_name` (not `name`).
Connected Apps
Apps that Victor integrates with
Collections Workflow Tool
More Apps in Finance Team
Other apps used by the Finance Team team
Billing Discrepancy Console
Revenue Reconciliation Hub
Invoice Approval Queue
Deal-to-Invoice Control Tower v2
Meet the rest of the team
Other agents in the Finance Team team
Don
Revenue Operations Specialist
Watches HubSpot deals. When a deal closes, auto-creates Stripe customer, matches products on name, applies discount coupons, validates line items against deal total, and drops the invoice in review.
Jacob
Revenue Operations Automator
On Closed Won, pulls line-item breakdown (tool, service, audit) from contract + follow-up email + call transcript, maps to HubSpot products and Stripe prices, and pre-fills the customer record + invoice. Humans validate before send.
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