AI Accounts Receivable Assistant
Get paid without chasing every invoice by hand.
The AR Assistant watches your receivables, drafts the right follow-up for each overdue account, and keeps your aging picture current — while your team approves every message before it reaches a customer.
3 reminders awaiting approval
Illustrative example
- Awaiting approval
Friendly first notice
Invoice #1042 · 7 days overdue
- Awaiting approval
Second reminder
Invoice #1031 · 21 days overdue
- Awaiting approval
Final notice
Invoice #1007 · 45 days overdue
Collections shouldn't depend on someone remembering.
When reminders are manual, they're late, inconsistent, or skipped when the team gets busy. Meanwhile, cash sits in receivables and nobody has a clear view of who owes what.
What the AR Assistant handles
Monitors open invoices and due dates from your accounting system.
Drafts reminders matched to how overdue an account is and your preferred tone — friendly first notice through firm final notice.
Personalizes each message with invoice numbers, amounts, and payment links from your records.
Flags accounts that need a person: disputes, large balances, key customers, or repeated non-response.
Logs every reminder and reply so your team can see the history.
Summarizes AR status weekly for the owner or controller.
Workflow
- 01
New day → assistant checks open invoices.
- 02
Overdue invoice found → assistant drafts a reminder using your templates and rules.
- 03
Checkpoint: your AR lead reviews, edits, approves, or skips.
- 04
Approved reminder sent.
- 05
Reply received → assistant summarizes it and routes disputes or promises-to-pay to a person.
- 06
Weekly AR summary drafted → Checkpoint: reviewed before sharing.
Approvals you control
- Require approval on every reminder, or only on final notices and balances above a threshold you set.
- Exclude specific customers from automated reminders entirely.
- Nothing is ever written back to your accounting system without approval.
Works with
Accounting system + email + (optional) CRM. See the platforms we've tested
Good fit if…
- You send more than a handful of invoices a month and follow-up is inconsistent.
- One person “owns” collections on top of another job.
- You want a clearer weekly view of receivables without building a spreadsheet.
What we'll measure together
Before launch, we set a baseline — for example, time spent on follow-ups each week and how many overdue invoices get a timely reminder. After launch, we report against it. We don't promise a number in advance.
FAQ
Will customers know it's automated?
Messages are sent from your business, in your voice, after your team approves them. You decide what disclosure to include.
Does it handle disputes?
No. It flags them and routes them to a person.
Can it take payments?
It can include your existing payment link. It does not process payments itself.