Inflow – Accounts Receivable Automation MVP

At Blume, I worked on Inflow, an MVP designed to help businesses manage accounts receivable more efficiently. Our goal was to reduce manual work in tracking invoices, sending reminders, and submitting to customer procurement portals.

My Role

I led the product design process for the MVP: defining scope, prioritizing features, and working with the team to build a clickable demo.

What We Built

Invoices Dashboard

Clear tracking across "To Send," "Awaiting Payment," and "Overdue" states.

Automated Email Campaigns

Follow-ups triggered by invoice status (e.g., overdue by 7 days).

Coupa & Ariba Integrations

Direct portal submissions instead of manual uploads.

Analytics Dashboard

Metrics on AR aging, DSO, and campaign effectiveness.

Agentic AI Workflow

Salesforce Contract
Invoice Draft in ERP (NetSuite / Intacct)
Validation Step (PO Match)
Submission via Coupa/Ariba Portal
Status Updates in Inflow Dashboard
Automated Follow-ups (Email Campaigns)
Cash Application / Reconciliation

Testing & Feedback

We shared the MVP with AR professionals from mid-sized companies. Their feedback shaped next steps:

High priority

Portal integrations (Coupa/Ariba) were the most valuable feature.

Useful, but needed refinement

Email campaigns required different tones (friendly vs. formal).

Gap

Users wanted better visibility into cash forecasts tied to invoice statuses.

Outcome

The MVP was built and tested with AR professionals, giving us clear validation of the opportunity and sharpening the product direction. Through this process, I scoped and prioritized the MVP, collaborated on execution, and gathered real user feedback that directly shaped next steps. The project demonstrates my ability to take an idea from concept to tested prototype, and to translate user pain points into product strategy.

Screenshots

Home dashboard showing comprehensive AR metrics including $611,200 total outstanding AR, $130,200 overdue amount, 8 invoices due next 7 days ($481,000), current DSO of 42 days, AR aging chart, and cash forecast with no upcoming invoices

Home dashboard with NetSuite integration and overview metrics

Analytics dashboard showing advanced reporting with DSO trend of 45.5 days, collections rate at 0%, aging trend stacked bar chart showing AR buckets over time, and campaign impact metrics for recent email campaigns with 95 total recipients

DSO trends, collections rate, and campaign impact metrics

Invoices Dashboard showing invoice management interface with To Send tab, summary metrics showing 4 invoices ready to send totaling $88,000, and detailed invoice table with customers like Acme Corp, Globex Inc., Horizon Systems, Bluewave Tech, and TechFlow Solutions with various submission methods including Coupa, Email, and Ariba

Invoice management with To Send tab and portal submission options

Awaiting Payment dashboard showing 8 invoices totaling $481,000 with summary metrics including total outstanding, acknowledged invoices, due this week, and average days to pay, plus detailed invoice tracking table with customer payment status

Invoices submitted and awaiting customer payment with detailed tracking

Overdue Invoices dashboard showing 3 overdue invoices totaling $130,200 with summary metrics including total overdue, high risk invoices, average days overdue, and largest invoice amount, plus detailed overdue invoice table with risk assessment

Overdue invoices with aging buckets and follow-up actions

Email Campaigns dashboard showing campaign management interface with summary metrics (2 active campaigns, 80 total recipients, 73 emails sent, 18% response rate) and campaign table with performance data

Automated email campaign management and performance tracking

Create New Campaign modal showing campaign setup form with fields for campaign name, trigger settings, email template selection, and description over the Email Campaigns dashboard background

Campaign creation modal with trigger settings and email templates

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