Secondary segment
Consultancies may also fit when overdue follow-up is damaging cash control
AR Desk is being built first for agencies, but consultancies with recurring invoice volume, Xero-based finance workflows, and messy overdue follow-up may also be strong pilot candidates. The key issue is not industry label. It is recurring receivables pain with no clean workflow.
Where consultancies usually leak time and cash
Partners step in only when an invoice has already aged badly.
No one owns the follow-up workflow end to end.
Disputes and payment dates stay informal instead of operationally tracked.
Finance visibility is weak until the month-end pain arrives.
Where fit is strongest
- Xero is already the system of record
- Invoice volume is recurring and meaningful
- Partners, ops, or finance still chase manually
- Relationship-sensitive overdue workflow matters more than aggressive collections tactics