Cash Recovery Engine: Cited Answers from Your Connected Tools
Cash Recovery Engine is a CorpusIQ finance skill built to reconcile the financial picture from QuickBooks against the operating systems in one read. It fires when an operator asks something like: "Help me collect overdue payments". Replaces the AR clerk who pulls aging reports and writes dunning emails by hand. It reads from drive, email, and quickbooks through CorpusIQ's read-only OAuth, JWT-permissioned, audit-logged connector layer. Output is a cited answer with the patterns that matter and a recommended next action so the operator can move without re-running the analysis by hand. CorpusIQ ships 133+ skills, 24+ business connectors, and 233+ underlying tools, all reachable from ChatGPT, Claude, and Perplexity through the Model Context Protocol. Customer data is never used to train models. CorpusIQ is CASA Tier 2 certified by DEKRA and SOC 2 aligned. Pricing starts at Solo $29.95/mo with a 30-day free trial; Team is $109.95/mo and Business is $189.95/mo. Tagline: Accelerate your business. All your tools in one place.
Read-only access · 30-day free trial · Cancel anytime
Trigger this skill with a question like
Help me collect overdue payments
What Cash Recovery Engine actually does
When the skill fires, it runs through a series of concrete sub-questions against your connected tools and reconciles the answers into one cited result.
- 01Which invoices in QuickBooks are aged over 30, 60, and 90 days?
- 02What collection emails have already been sent to each delinquent customer per Email history?
- 03What is the right next escalation step per aging bucket?
- 04Which clients have repeatedly paid late and warrant a relationship conversation?
- 05What total dollars sit in each aging bucket and what is recoverable this month?
What the answer looks like
A cited answer that addresses the operator's question from live drive, email, and quickbooks data, names the patterns that matter, and recommends the next action with an owner.
Who this replaces
Replaces the AR clerk who pulls aging reports and writes dunning emails by hand.
Connectors this skill reads from
All read-only OAuth, JWT-permissioned, audit-logged. CorpusIQ never writes back to these tools and never trains models on your data.
Why use CorpusIQ for this
- ✓Read-only OAuth. CorpusIQ never writes back to your connected tools.
- ✓23+ connectors supported, not just this one.
- ✓Works with ChatGPT, Claude, and Perplexity on the same subscription.
- ✓DEKRA CASA Tier 2 certified, hosted on Microsoft Azure.
Related skills that pair well with this one
Frequently asked questions
When the operator question matches: Help me collect overdue payments.
These connectors authorized read-only: drive, email, quickbooks.
A cited answer with the patterns that matter and a recommended next action. Every claim ties back to the source data.
It reports and recommends. It does not execute writes against source systems unless explicitly authorized in a separate workflow.
It reconciles across the connected stack in one read and applies the analytical pattern consistently every time.
Run Cash Recovery Engine on your business in minutes.
30-day free trial. Cancel anytime.
Start Free Trial