Finance
Invoice capture and posting
Supplier invoices are read from the inbox, matched to the right supplier and account, and drafted as bills in Xero or QuickBooks for a person to approve.
Automation
Finance · Agent
Collections follow-up by risk
AI accounts receivable follow-up for small businesses
Overdue invoices are sorted by risk and each customer gets a reminder that fits their history, written in your tone and sent after a person signs off.
01 today
The problem
Chasing payment is the job nobody wants, so it happens in bursts when cash gets tight. Every late customer gets the same template, good customers feel nagged, and the accounts that really need a call get the same polite email as everyone else.
02 the run
What the AI does
- Step 1: Reads open invoices and payment history from Xero, QuickBooks or NetSuite every day.
- Step 2: Groups overdue accounts by risk using days overdue, amount, past payment habits and any open disputes noted in the CRM.
- Step 3: Drafts a reminder for each account that matches its group, from a light nudge for a reliable payer to a firm note for a repeat late payer.
- Step 4: Attaches the invoice and a payment link from Stripe or GoCardless so the customer can pay straight away.
- Step 5: Logs every reminder and reply against the customer record and suggests who should get a phone call this week.
paused: waiting for a person to approve
03 human in the loop
Where a person approves
Your finance lead or account owner reviews the drafted reminders in a daily batch and approves, edits or holds each one before it is sent. Any account marked as in dispute or on a payment plan is held for a person to handle.
04 after
What changes
Follow-up happens every week instead of whenever someone finds time. Good customers get a lighter touch, and the team puts its phone time into the accounts that matter most.
Results from a real build
[CASE STUDY] We only publish results we can name and check with the client.
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Agent
Tell us how your business runs. We'll tell you where AI fits.
A free 30-minute call. You talk, we ask questions, and you leave with a few concrete ideas — or an honest answer that AI isn't the right fix yet.
Working with teams in the United States, United Kingdom and Australia.