Internal operations · Worked example
Overdue invoice chaser from your accounting data
Works through overdue invoices in your accounting system with polite emails and calls, and logs every promise to pay.
The problem
Chasing money is uncomfortable, so it gets put off, and cash flow suffers. When it does happen, nobody keeps a clear record of who promised what.
How it works
- Reads overdue invoices and contact details from your accounting software
- Sends a friendly reminder email with the invoice and payment link
- Calls if the invoice is still unpaid after the agreed number of days
- Records promise-to-pay dates and notes against the invoice
- Hands disputes and payment plan requests to you or your bookkeeper
What it connects to
- AgentHi, is that Paul? I'm calling from the accounts team about invoice 2041 for 3,200 dollars, which was due on the 5th.
- ClientAh, yes. Sorry, it's sitting with our accounts payable.
- AgentNo problem. Do you know when it's likely to be paid?
- ClientOur next pay run is Friday.
- AgentGreat, I'll note Friday. I'll email you a copy of the invoice now in case AP needs it.
Illustrative conversation. Names, numbers and details are made up.
Live demo of this agent
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