Step 01
Cash-application drafting
Match incoming ACH, check, and card batches to open invoices, draft short-pay splits, and surface only the unmatched or ambiguous items for your review.
For HVAC accounts receivable clerks
Manage the money. Skip the re-keying.
Mission matches payments, chases the aging report, and uploads to AP portals so you work receivables instead of re-typing them.
Your day
You’re the one who knows where every dollar is
You decide who to push and who to hold — but most of the day is keying payments, reconciling two systems, and logging into portals one account at a time.
65%Keying, matching, reconciling, and chasing
Cash application, ServiceTitan↔QuickBooks fixes, dunning emails, AP-portal uploads, and lien-waiver packets.
35%Real receivables judgment
Negotiating payment plans, working genuine disputes, deciding credit holds, and coaching sales on declines.
What it costs
The aging report is always a day behind
When payments don’t tie out and AR goes negative, you stop trusting your own reports — and the oldest receivables are the first to slip.
~65%
of the day is admin tax
Keying, matching, reconciling, and chasing — not collections skill.
Net 60–90
plus retainage
Commercial PMs and REITs stretch terms; manual chasing adds days to DSO.
4×
touches per account
Email day 1, call day 5, statement day 10, second call day 15 — across hundreds of accounts.
Cash applicationPortal uploadsWith Mission
With Mission: The keying and chasing run on a schedule; you work the calls and disputes that need you.
What Mission does
It carries the keying, matching, and chasing
Mission drafts the matches, runs the cadence, and assembles the packets on a schedule — and surfaces only the items that need your call.
The result
A clean aging report you can actually trust
The keying and chasing run themselves, so cash comes in faster and you spend your day on the accounts that need judgment.
Collector and data-entry clerk
- Swivel-chairing between ServiceTitan and QuickBooks to fix payments that don’t tie out
- Logging into customer portals to re-key the same invoices one account at a time
- Chasing the same net-90 account a fourth time while real disputes pile up
Receivables manager again
- Payments matched and reconciled overnight, with only the ambiguous ones waiting for you
- The dunning cadence runs on every account; you take the calls that need a human
- Portals uploaded and waivers pre-filled — you verify amounts and sign
Lower DSO
cash comes in sooner
A cadence that never skips a beat shortens the stretch on net-60/90 accounts.
Zero re-keys
into AP portals
Coupa, Ariba, and proprietary portals filled from the invoice you already have.
Trusted reports
no surprise negative AR
Reconciliation watch catches duplicates and unapplied payments before they hide a balance.
Safe by default
Every judgment call stays yours
Mission drafts, matches, and chases — but credit holds, payment plans, disputes, and final approvals never move without you.
Connected
Works inside the tools you already run on — email, calendars, sheets, your CRM, your portals.
Approved
Anything risky or off-mission is held for your sign-off before it touches data or goes out the door.
On mission
You set the assignment once. The work stays on it for days and weeks without drifting.
Observable
You always have a clear view of what ran, what changed, and what needs a call — no transcript spelunking.
Let the keying and chasing run themselves
Mission carries the cash application, reconciliation, dunning, and portal uploads so you can manage receivables — not re-type them.