How do you chase every overdue invoice without nagging good customers?
An accounts receivable AI Employee that works the full receivables list every morning. It finds overdue and soon due invoices in Billing, sends the right reminder by email based on balance and days late, logs every touch, and reconciles when payment lands. Sensitive accounts pause for a named human before anything goes out.
×Receivables slip because no one has time to work the list every day. An invoice goes a week late, then two, and the reminder that should have gone out on day one never does. The chasing is steady, repetitive work that still needs judgment: the timing, the tone, and the escalation all depend on how late the balance is and how large it is. The common fixes are incomplete. Billing's built in reminders send on a fixed cadence regardless of context. Spreadsheets depend on manual work that competes with everything else. Generic automation sends an identical email to every account with no risk differentiation, and some accounts are sensitive enough that no automated email should go out without a person looking first.
On a daily schedule the accounts receivable AI Employee works the full receivables list from scratch. It reads invoices from Billing and the ledger, finds the overdue and soon due ones, determines the right reminder based on balance and days late, sends it by email, logs every touch, and reconciles payments as they land. Sensitive accounts pause for a named human before anything is sent.
See exactly how the work gets done.
Runs on a daily schedule
A run fires once a day and starts clean inside your own environment. Each run processes the full receivables list from scratch, with nothing carrying over between days.
Carries your collections playbook
The reminder cadence by days overdue, the escalating tone from a first notice to a final notice, the balance thresholds that change the approach, and which accounts are flagged disputed or sensitive travel with it as a skill.
Connects to Billing, email, and the ledger, with permissions you set
It reads invoices from Billing, reads the accounting ledger, sends reminders by email, and logs every touch and status note. Credentials stay in memory, never written to disk, never exposed to the model.
Read mostly by design
It reads Billing and the ledger; the only writes it makes are reminder emails and status notes. It has no path to change an invoice, issue a credit, or move money.
Sensitive accounts pause for a signature
Large balances, disputed invoices, and legal accounts pause for a named human's signature before any reminder is sent. Routine reminders go out automatically.
Works the list each morning
Each daily run finds the overdue and soon due invoices, sends the appropriate reminders, logs the touches, and reconciles payments as they land. Routine reminders go out on their own; large or disputed balances wait for approval.
Runs in your environment
Every run is isolated inside your own infrastructure with scoped access to Billing, email, and the ledger. Your data never leaves it.
Permissions you set
Billing, email, and ledger credentials stay in memory, injected at run time, never written to disk, never exposed to the model or the logs.
Read mostly, never a payment rail
It reads Billing and the ledger; its only writes are reminder emails and status notes. Nothing lets it change an invoice, issue a credit, or move money.
Sensitive accounts pause for a signature
Large balances, disputed invoices, and legal accounts wait for a named human before any reminder is sent.
You own the rules
The collections policy, cadences, thresholds, and permissions are yours, versioned and changed on your terms, not in a vendor dashboard.
Overdue invoices get the right reminder on schedule, every touch is logged, and payments reconcile as they land. The routine collection work runs on its own, while the sensitive accounts still get a person's eyes before anything goes out.
Every morning
The full receivables list is worked on schedule
Read mostly
Only reminders and status notes are written
3 systems
Billing, email, and the ledger in one AI Employee
Our free AI audit shows you where AI fits, what your security risks are, and gets your first AI employee working.
How do AI Employees process invoices the moment they land?
Extracts every invoice, matches it against POs and prior invoices, flags duplicates and overcharges, and routes for approval. It records, it never pays.
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How does YP get month end close started before your team sits down?
Walks the close checklist monthly, reconciles Billing revenue against the ledger, flags anomalies and missing docs, and posts the open items to Slack. It assembles and flags; a named human closes the books.
×How do AI Employees recover failed payments before they become churn?
Works every failed invoice through a fixed escalation ladder of smart retry, reminder, update card, and final notice, alerts the revenue team on Slack, and stops the instant it's paid. It never cancels a subscription, issues a credit, or refunds; those stay with a named human.
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