Balance âgée Excel from Pennylane

Pennylane customer invoices — buckets 1–30 / 31–60 / 61–90 / 90+ in Excel on schedule.

Set up scheduled reportsUse templateSource integration

Close cycle fit

Cabinets and finance teams paste a read-only Company API token, choose Aged receivables, lock the layout, and schedule deliveries for collections follow-up.

Reconciled monthly Excel packs for fractional CFOs and accounting firms — figures copied from the source, never retyped by AI.

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