Receivable Tracker & CRM

Why This Is Actually Free — Not a Trial

Search for "free accounts receivable software" or "free CRM for small business" and almost everything you find is a trial, a freemium plan with a row/customer limit, or a lead-gen form asking for your email before you see pricing. This isn't that. There's no account, no upgrade prompt, no feature locked behind a paywall, and no expiration date. It's free because it's a genuinely simple tool — no servers to run, no support team to fund — and we'd rather you find real value in it and think of FinanceBridge when you need actual collections help.

What You Get

• Excel import — upload whatever invoice data you already have; missing columns are fine, every field is editable afterward
• Live KPI dashboard — total outstanding, collected, current vs. overdue, at-risk (90+ days)
• Aging breakdown — visual bucket view (current, 1-30, 31-60, 61-90, 90+ days)
• Fully editable ledger — every customer, invoice, amount, and note can be edited inline
• Follow-up reminders — a lightweight CRM-style to-do list for chasing specific customers
• Search & filter — by customer, invoice number, or status
• Export back to Excel — take your updated data with you anytime

How It Works

1. Download the file above and open it in your browser (double-click it, or open via File → Open)
2. Download the sample template inside the tool, fill in your invoices, and upload it — or start blank and add rows yourself
3. Your data auto-saves to that browser as you work
4. Click "Save Backup" periodically to save a portable copy to your own computer — this is your real backup, and how you'd move your data to another device

Why It's Different From a Cloud Tool

Most free trackers require an account and store your data on someone else's server. This one doesn't — it's a single file that runs locally, which means no signup friction, no monthly fee, and your customer and invoice data never leaves your computer unless you choose to export or share it yourself.

The tradeoff: it's single-user and doesn't sync automatically across devices. If you need a real multi-user, always-synced system, that's exactly what our finance operations service sets up and manages for you.

Frequently Asked Questions

Is this really free forever, or will you charge later?

It's free, full stop — no trial period, no feature limits, no future upgrade prompt. There's no account system to even bill you through. If you later want a managed, multi-user collections system with a real team behind it, that's a separate paid service — but this tool itself stays free.

Is my data sent to FinanceBridge's servers?

No. This tool runs entirely inside your own browser. Your invoice and customer data is saved to your browser's local storage and, optionally, to a backup file you choose on your own computer. Nothing is uploaded to FinanceBridge or anyone else.

Do I need to install anything?

No installation needed. Download the single HTML file and open it in any modern browser (Chrome, Edge, Firefox, Safari) — it works immediately, like opening a document.

What happens if I close the browser or restart my computer?

Your data stays saved in that browser's local storage automatically. For extra safety — or to move your data to another computer — use the "Save Backup" button to save a portable backup file you can reopen anytime with "Load Backup".

Can multiple people on my team use this together?

Not simultaneously — this is a single-user, local tool, not a shared cloud system. To hand off between people, save a backup file and share it (or use FinanceBridge's managed collections service for a real multi-user system).

What if I need help setting this up with my actual data?

We offer a low-cost setup service (from $25) where we take your existing records and configure a ready-to-use copy of this tool for you. Get in touch if you'd like that instead of doing the Excel upload yourself.