AI accounts receivable clerk that chases late payments for you
Knows who owes you, how much and since when. Every day it matches your bank statement against open invoices, marks what’s been paid and sends a polite reminder to anyone running late. If a customer stays quiet for a long time, it suggests what to do next.
Tell us what you needA typical day
Matches the bank statement
Applies the morning’s payments to invoices. If a payment has no invoice number, it finds the match by amount and customer name.
Updates the overdue list
Who is late, by how many days and for how much.
Sends reminders
The first polite reminder goes out on its own, using a template you’ve approved. The second and any after that wait for your “Approve”.
Sends a daily summary
How much money came in, who promised to pay and by when.
Handles on its own
- Applies payments from the statement to invoices
- Keeps the list of overdue customers and due dates
- Sends the first reminder from an approved template
- Notes who promised to pay and when
Sends to you for approval
- Second and later reminders
- Putting shipments on hold for a customer who owes you
- A payment plan or an early-payment discount
- Handing a debt over to a lawyer or a collection agency
Software it works with
- Bank statements, from online banking or as a file
- QuickBooks or Xero
- Your customers’ email and chat threads
- Excel and Google Sheets, if that’s where you track who owes what
Tell us which work you’d like to hand off
We’ll get on a call for an hour, look at your software and tell you honestly which parts it can take on.
Tell us what you needOther roles on the staff
- Order manager
Reads orders in your email and messaging apps and creates the invoice in your accounting software. Sends it when you say so.
- Buyer
Watches your stock. When something drops below the minimum, it puts together a supplier order and waits for your yes.
- Analyst
At 8 am, one message: sales, cash, what’s running low. You can ask a follow-up right away, like who bought the most.
- Marketplace manager
Keeps prices and stock on Amazon, eBay and your other marketplaces in line with yours. Replies to reviews within the hour, not next week.
- Inbox and customer replies
Sorts your incoming email. Hands orders to a colleague, answers simple questions itself and drafts the tricky ones for you to check.
- Pricing manager
Reads new supplier price lists and spots where your margin got squeezed. Suggests new prices.