Chase aged receivables before EOFY: a insurance broking playbook

Invoicing & Collections

The EOFY crunch

EOFY is when aged receivables matter most: every dollar you collect before 30 June lands in this financial year.

Debtors that have quietly aged all year suddenly need chasing, and doing it by hand in the final weeks is a scramble.

And it lands at the worst possible time — the same weeks you're being asked to lock in next year's budget and strategy.

What good looks like

The system runs the whole debtor-cleanup loop — identifies what's overdue, drafts escalating reminders and follows up until it's paid — all before the cut-off.

In practice, the system:

• Identifies every overdue account before the 30 June cut-off
• Drafts escalating reminders in the right tone
• Follows up until it's paid, so revenue lands in this FY

Closing this year strong

With two weeks to 30 June, overdue accounts are already drafted into reminders and going out in priority order. Your broker approves a batch, and money that would've slipped into next year lands in this one.

How it works on your stack

Working across Insight, SVU, it knows exactly what's outstanding and chases it in priority order, so you close the year with a cleaner ledger.

A human still owns every decision that matters. The AI drafts and chases; your broker approves anything client-facing, with an audit trail on every action.

Setup is light and there's no rip-and-replace — it sits across the tools you already run, so even a partial rollout takes pressure off this EOFY.

Budgeting it into FY27

Here's why June is the moment, not just a deadline: while you close FY26 you're also setting FY27's budget. Automation scoped now can be funded from the first month of the new year, instead of becoming a mid-year scramble for unbudgeted spend.

The teams that pull ahead treat it as a line item, not an experiment. They look at where this year's hours and renewals and claims leaked, cost it, and allocate next year's budget to fix it — so FY27 compounds savings from week one.

AutomationOffice.ai pricing is flat and monthly, with no per-seat or setup fees, which makes it easy to slot into a FY27 budget and forecast the return.

Where to start before 30 June

If it can be stood up in days — debtor cleanup, reconciliation, lodgement drafting — get it live now and take pressure off the close. Anything bigger, scope this month and fund it for day one of FY27.

Run a short listen-only phase so your team trusts the output, give the workflow one named owner, then go live with one-tap approval. The businesses that win with this are simply the ones that start.