Friendly reminder prepared
Human reviewAI Accounts Receivable Assistant
Keeps track of what is owed and drafts the reminders nobody enjoys writing.
Unpaid and overdue invoices, plus the reminder sequence that usually gets skipped when you are busy.
Does automatically
- Build an ageing view of outstanding invoices
- Prepare the reminder sequence at your chosen intervals
- Match a received payment note to the right invoice for review
- Flag disputed or partially-paid invoices
- Prepare a weekly receivables summary for the owner
Needs your approval
- Every reminder before it is sent to a customer
- Any mention of late fees, interest, or collection
- Writing off or adjusting a balance
Hard blocked
- Taking, storing, or processing payment details
- Issuing refunds or credits
- Contacting a collections agency or threatening legal action
Connections are scoped and agreed during onboarding. Nothing is connected without your written approval, and read-only access is used wherever it is enough.
A day in the queue
Synthetic example. Not real customer activity.
Ageing report rebuilt across 38 open invoices
Internal report only.
Second reminder drafted for a 45-day invoice
Tone set to firm-but-friendly per your rules.
Customer disputed line items on an invoice
Disputes always go to a person immediately.
Attempted late-fee wording detected in a draft
Fee language requires owner authorship.
What we would measure
Every open one
Invoices reviewed daily
Sample operating standard
94%
Reminder coverage
Demo figure — drafts prepared on schedule
0
Autonomous financial actions
Hard blocked, always
These numbers are sample and demonstration values used to show what we track — not results you are promised. Your own baseline is measured during the pilot before anything is claimed.
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