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FinanceBridge — Receivable Tracker & CRM v1.0
Ready

Set Up Your Tracker

Upload your invoices from Excel, or start blank and add them yourself. Everything stays on this computer — nothing is sent to FinanceBridge or anyone else.

Need the template?

Download it, fill in what you have, upload it back. Missing columns are fine — every field is editable later.

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Drop your Excel file here, or browse

.xlsx, .xls, or .csv

Your Collections
Everything below is saved automatically to this browser, and to your backup file when you save one.
Aging Breakdown
Current 1-30 days 31-60 days 61-90 days 90+ days
CustomerEmailInvoice #AmountPaid Due DateDays LateStatusNotes
Follow-Up Reminders