Upload a draft ledger CSV Or paste CSV here

Short-draft threshold percent

Settlement risk window (days)

Reference date

Outreach text is a neutral reminder only. It uses no collection tactics. Synthetic clients only.

Runs 100% in your browser. Your files never leave this device.

How it works

Per-client drift flags: missed drafts (blank or zero actual amount), short drafts beyond a configurable threshold percent, and balances below the next settlement amount.

Settlement funding risk: flags a projected shortfall by the settlement date, assuming no further drafts, when the settlement falls inside a configurable days-ahead window.

Save-the-settlement work queue ranked by days to impact (days until the next settlement), not by balance, each with neutral, polite outreach task text.

Weekly summary stats: draft success rate, total expected versus actual drafts, and the count of at-risk settlements, plus a downloadable work-queue CSV.