Monday, November 2, 2026
Needs a decision
- Outstanding
- —
- Every unpaid balance
- Past due
- —
- Past the due date, not disputed
- Disputed
- —
- Any age. Reminders paused
- Received, last 7 days
- —
- Recorded payments
Where the outstanding balance sits
Not due + past due + disputed = outstanding. Nothing is counted twice.
Receivables
Invoices
Every fictional invoice in one place. Open any record to see its history, why it is or isn’t in your queue, and what you can do next.
| Invoice | Customer | Due | Days past due | Status | Balance |
|---|
Receivables
Customers
Balances rolled up by customer, using the same definitions as the dashboard. Payment timing comes only from paid invoices in these fictional records.
Receivables
Aging & cash insights
The outstanding balance split by age. Disputed invoices sit in their own row, so every dollar appears exactly once.
Aging report
Select a row to see the invoices in it.
Total
Not-yet-due balances by due date
Grouped by the week each invoice comes due. This is a schedule, not a prediction of when customers will pay.
Workflow
Automation rules
Rules decide what TALVEN//QUO proposes. They never act on their own: every reminder still needs your approval, and in this demo nothing is ever sent.
Propose routine reminders
Draft a reminder from your approved template when an invoice is past due, undisputed, and hasn’t had a reminder in 7 days.
Past this age, routine reminders stop and the invoice becomes an owner decision.
Wait for promise-to-pay dates
If a customer committed to a payment date, hold reminders until that date passes.
Prepare the weekly summary
Build a Monday summary of balances, payments, and decisions. Preview only in this demo.
Pause reminders on disputed invoices
Always on. A dispute moves the invoice out of aging and blocks every reminder until you resolve it.
Trace an invoice through your rules
See exactly which check decides what TALVEN//QUO proposes. Change a rule above and the trace updates.
Before any reminder could be sent for real
Roadmap- Verified sending from the business’s own email domain
- Templates reviewed and approved by the business
- Suppression for disputes, payments, and unsubscribes, checked at send time
- Approval and audit trail stored server-side
- Security review and your written authorization
Workflow
Weekly summary
The note an owner would get every Monday, built from the same records as the dashboard. Take actions elsewhere in the demo and this preview changes.
Workspace
Setup & integrations
Getting started works in this demo. Connections to real systems are planned and stay off until they are separately authorized and security reviewed.
Get to know your workspace
Progress is tracked in this browser tab only.
Connections
- Roadmap
Accounting system
Read-only import of customers, invoices, and payments. Candidates under evaluation: QuickBooks Online and Xero.
Requires: OAuth with read-only scopes, encrypted token storage, security review
Not connected - Roadmap
CSV import
Upload an invoice export when an accounting connection isn’t available.
Requires: File validation, server-side storage policy, data retention rules
Not connected - Roadmap
Email sending
Send owner-approved reminders from the business’s own domain.
Requires: Domain verification, suppression rules, approval audit trail
Not connected - Roadmap
Payment notifications
Mark invoices paid when a processor reports a payment.
Requires: Signed webhooks, reconciliation checks, no card data handled by TALVEN//QUO
Not connected
Connect buttons are disabled on purpose. This demo never asks for credentials or connects to outside services.
Workspace
Settings & security
Workspace name, appearance, and demo data work now. Team permissions and security controls are shown as the planned design.
Workspace
Working demoAppearance
Working demoSaved in this browser so it’s remembered on your next visit.
Team & permissions
Planned roles. Not active in this demo.
| Permission | Owner | Bookkeeper | Field manager |
|---|---|---|---|
| View balances and aging | Allowed | Allowed | Allowed |
| Approve reminders | Allowed | Allowed | Not allowed |
| Record or resolve disputes | Allowed | Allowed | Not allowed |
| Record payments | Allowed | Allowed | Not allowed |
| Change automation rules | Allowed | Not allowed | Not allowed |
| Manage team and integrations | Allowed | Not allowed | Not allowed |
Security controls
Roadmap- Sign-in with multi-factor authenticationRequired for every accountPlanned
- Session timeoutAutomatic sign-out after inactivityPlanned
- Audit logEvery action, who took it, and when, exportablePlanned
- Data encryptionIn transit and at restPlanned
- Least-privilege integrationsRead-only accounting access by defaultPlanned
Demo data
Working demo- Where it lives
- This browser tab (session storage). Closing the tab clears it.
- Sent anywhere?
- No. The demo makes no network requests with your actions.
- Records
- Fictional companies and invoices created for this concept.