AI Agent
AI accounts receivable agent:
get paid without chasing
Our AI accounts receivable automation handles the follow-up nobody enjoys: it sends invoices, chases overdue payments with polite persistence, reconciles what comes in, and flags real disputes to a human. Your cash flow improves; your relationships don't pay for it.
The problem, flipped
Sound familiar?
Chasing clients for money feels awkward, so follow-ups happen late or never.
The agent follows up on schedule, every time, in a tone you approved — awkwardness eliminated.
Overdue invoices pile up and your team plays collections agency every month-end.
Escalating sequences run automatically from day one overdue; humans only see exceptions.
Payments arrive unlabeled and reconciliation eats a day per month.
Incoming payments are matched to invoices automatically; mismatches get flagged, not buried.
From kickoff to running
How it works
01Connect your accounting stack
QuickBooks, Xero, or Stripe invoicing — the agent reads invoice status directly, so it always knows what's owed, by whom, since when.
02Set the tone and the ladder
You approve the message sequence: friendly nudge, firm reminder, escalation. Different ladders for different client tiers if you want them.
03Follow up relentlessly, politely
Reminders go out on schedule with the invoice attached and a payment link. Replies with questions or disputes route straight to your team.
04Reconcile and report
Payments are matched automatically. A weekly summary shows what's collected, what's aging, and which accounts need a human call.
In the wild
Where it pays off
Freight and 3PL invoices followed up across hundreds of accounts — detention and accessorial charges included, nothing forgotten.
Patient-responsibility and B2B billing followed up consistently and respectfully, with sensitive cases routed to staff.
Net-30 B2B invoices chased before they become net-90 — renewals flagged when payment behavior turns risky.
What teams typically see
Typical results
Ranges reflect what systematic AR follow-up typically achieves versus ad-hoc chasing; your client mix and payment terms drive the actual numbers. Most of the gain comes from consistency, not aggression.
Case study: DSO down 11 days for a freight brokerage clientFAQ
Common questions
The opposite, usually. Late follow-up feels personal; consistent, polite, on-schedule reminders feel like process. You approve every template, and high-value accounts can get gentler ladders or human-only handling.
Whenever a reply contains a question, a dispute, or a hardship signal — the agent routes it to your team with full context instead of replying. You also set an escalation point (say, 45 days) where a human call takes over.
Partial payments are logged against the invoice and the reminder ladder adjusts to the remaining balance. Disputes pause the sequence immediately and open a task for your team.
QuickBooks, Xero, and Stripe natively; other systems connect through n8n. The agent works from your ledger's live state, so a payment this morning stops this afternoon's reminder.
Usually 1–2 weeks: connect the ledger, approve the message ladders, run a supervised cycle on a subset of accounts, then go fleet-wide.
See what this agent would do in your business
Start with a free AI audit: we map your workflows and show you exactly where this agent — and any other — pays for itself.
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