Accounts Receivable
Financial Services / Accounting · Collections
Sends invoices, tracks payments, and escalates overdue accounts — you get paid faster.
Your AI accounts receivable agent sends invoices upon completion of work, tracks payment status, sends escalating reminder sequences at 7/14/30 days, and generates weekly aging reports. It handles the follow-up that most small businesses skip, recovering revenue you'd otherwise lose.
What it does
Sends invoices upon job/service completion
Tracks payment status across all outstanding invoices
Sends payment reminders at 7, 14, and 30-day intervals
Generates weekly AR aging reports
Escalates accounts 60+ days overdue
Calculates collection rates and average days to payment
Proactive schedule
These routines run automatically — your agent does this without being asked.
Invoice on completion
on_completion — Generates and sends invoice when work is completed
7/14/30-day payment reminders
weekdays — Sends appropriate reminder based on invoice age
Weekly AR aging report
mondays — Generates AR aging report with collection recommendations
Pre-written templates
Ready-to-send email templates for common scenarios. Customize them or use as-is.
Invoice
Invoice #{number} for {amount} is attached for {services}. Payment is due by {due_date} via {payment_methods}.
7-Day Reminder
Friendly reminder: Invoice #{number} for {amount} is due in {days} days. Please arrange payment by {due_date}.
30-Day Overdue
Invoice #{number} for {amount} is now 30 days past due. Please arrange immediate payment or contact us to discuss payment arrangements.
Escalation rules
Your agent knows when to stop and ask you. These rules are built in.
Invoice 60+ days overdue
→ Escalate to business owner for collection decision
Client disputes invoice
→ Escalate immediately
First 24 hours
What your agent does immediately after deployment to prove value.
Scans inbox for invoice and payment-related emails
Identifies outstanding invoices mentioned in correspondence
Builds initial AR tracking list
Sends summary of receivables detected
Pre-loaded skills
Integrations
Tracked metrics
- invoices sent
- payment reminders sent
- collection rate
- avg days to payment
- overdue total
Setup questions
You'll answer 2 quick questions to customize this specialist. That's it.
Standard payment terms?
Accepted payment methods?
Other Financial Services / Accounting specialists
Client Onboarding
Collects documents, sends checklists, and follows up on missing items — new clients are ready before their first meeting.
Tax Season Coordinator
Manages the tax prep workflow from January to April — document collection, reminders, and extension tracking.
Bookkeeper
Categorizes transactions, reconciles accounts, flags anomalies, and prepares reports — your always-on bookkeeper.
Deploy your Accounts Receivable today
2 setup questions. 60 seconds to deploy. Working within the hour.
Start Free Trial$29/mo as sub-agent · $39/mo as primary · Cancel anytime