MSP Quote-to-Cash AR Anomaly & Dunning Engine with Human-in-the-Loop Governance (Kaseya + Stripe + QuickBooks + Gmail)
The missing server fetches open quotes from ConnectWise CPQ and unpaid invoices from /stripe, then uses reasoning to detect quote-to-invoice mismatches, flag overdue accounts by aging bucket (30/60/90 days), segment customers by risk tier, and draft personalised dunning emails. The output is a prioritised collections queue with anomaly flags delivered to the MSP's ops team, closing the full quote-to-cash loop without any manual AR reconciliation.
Tools connected
- Google OAuth2
- Datto Commerce
- Kaseya Quote Manager
- Stripe
- Microsoft 365
- Oakallow dashboard
- MFA systems
- SQLite
What it automates
1) Fetch open quotes and line_items from /wyre-technology/connectwise-cpq-. 2) Fetch corresponding invoices and payment status from /stripe. 3) joins quote-to-invoice data, detects anomalies (quote approved but invoice not created, invoice amount differs from quote, payment overdue >30/60/90 days). 4) segments overdue accounts by risk tier (strategic customer vs. at-risk vs. chronic late-payer) using payment history. 5) drafts personalised dunning email per segment. 6) Push prioritised collections queue + email drafts to CRM/Slack.
Want this one built?
Schedule it and we'll build it in the next 24 hours — you'll get an email the moment it goes live.