Automation kit

Collections Kit

Planned: an ageing list from your accounting export, checked reminder drafts, promise-to-pay tracking, and payments marked only from the bank statement.

Try the sample demo Ask for setup or customisation

Interactive demo availablePrices are not published yet. The kit is not on sale until it passes a supervised pilot.

Everything below describes the planned kit. The demo shows these ideas with a simulation. Nothing in this kit has yet been installed and tested in a real business; that is the next step.

The problem

Nobody has a clear list of who owes what, for how long, and who promised to pay when.

Who it is for

Businesses chasing overdue invoices from customers

Designed for (to be confirmed in pilot)

Google Sheets
Google Apps Script
CSV or Excel export from your accounting software

CSV import and export are file transfers, not a live connection to Tally, Zoho, Busy or any other software.

Planned first-release scope

Import of outstanding invoices from a CSV or Excel export
Rows with missing data listed for correction, never guessed
Ageing buckets: 0–30, 31–60, 61–90 and over 90 days
Reminder drafts with the tone for each bucket, checked by a person
Promise-to-pay dates and broken-promise flags
Payment marked only by the accountant, from the bank statement
Manager summary: total outstanding, over 60 days, broken promises

Not planned for the first release

Marking invoices paid from a WhatsApp or email message
Live connection to Tally, Busy, Zoho Books or a bank
Automatic sending of reminders
Legal notices or debt collection
Interest or penalty calculation

Planned setup steps

1.Copy the Sheet template into your business Google account.
2.Export outstanding invoices from your accounting software as CSV or Excel.
3.Import the file and fix any rows the kit lists.
4.Write your reminder wording for each bucket.
5.Run one reminder and one promise end to end.

You need

• A Google account owned by your business
• Someone comfortable following a step-by-step setup guide
• An accounting export of outstanding invoices

Support

Support terms will be published with the first installable release.

Questions

Is this available to buy today?: Not yet. Today you can try the interactive demo. The installable kit is being prepared and will be tested in a supervised pilot before it is sold.
Where is my data stored?: The plan: in your own Google account and Sheet, with Google processing it as your service provider. Saran Labs AI would not receive your invoices or customer data. This will be confirmed in the pilot.
Can it mark an invoice paid when the customer says so?: No. A message is logged as a claim. Only the accountant marks an invoice paid, after seeing the money in the bank statement.
Does it send reminders by itself?: No. It drafts them. Your accountant checks each one and sends it from your own email or WhatsApp.
Is this AI?: The core kit is rule-based automation: checks, routing and reminders you configure. Optional AI features would be separate, clearly labelled add-ons.

Pending

What the pilot will confirm

These points are not decided or proven yet. They will be settled with a supervised pilot in a real business before the kit is offered.

Package contents
Which Sheet tabs, import formats and guides are delivered.
Accounting exports
Which software exports import cleanly, and how often to refresh them.
Reminder wording
Tone and wording for each bucket that suit your customers.
Matching payments
How full payments are matched to invoices. Part payments and credit notes need assessment; the demo shows full settlement only.
Use on phones
Whether the accountant can comfortably update records from a phone.
Backup and export
How data is backed up, exported and restored.
Support terms
Support period, response times and what setup help includes. Pending founder decision.

For larger teams and organisations

Need multiple departments, approval levels or connections to existing systems?

We can assess a tailored implementation. Scope, security requirements and integrations are agreed before delivery.

Path 1

Standard kit

A planned, customer-owned Google Sheet configuration with documented limits, for small teams.

Path 2

Tailored implementation

Discovery first: we map your process, systems and requirements, then agree scope in writing before any build.

Demonstrated in this simulation	Planned for the standard kit	Needs assessment / custom development
• CSV import with a bad row listed, not guessed • Ageing buckets • Reminder approved and sent by a person • Promise to pay and broken-promise flag • A “paid” message not treated as payment	• Customer-owned Google Sheet and script • CSV or Excel import • Configurable buckets and wording • Owner escalation list • Documented limits	• Part payments and credit notes • Multiple companies or branches • Role-based access and approval levels • Single sign-on (SSO) • ERP or CRM integration • Deployment and data-location requirements • Support and service-level expectations

Items in the last column are discovery topics, not available features. Nothing here claims enterprise readiness, certification or existing integrations.

Want it set up for your team?

Tell us how you track dues today and who follows up. We will tell you honestly whether this kit fits.

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