Prioritise the ledger
Identifies invoices needing action and applies your timing, value and account rules.
Finance operations
The accounts receivable agent
Payment Follow-up Coordinator
Keep overdue invoices moving with consistent, customer-aware follow-up.
A finance operations agent that monitors due dates, drafts or sends appropriate reminders and keeps your team informed when an account needs attention.
Customisable for your workflow
More consistent chasing, better visibility and less manual effort spent on routine reminders.
The opportunity
Good people should not spend their day moving information between systems.
Invoice follow-up is repetitive but sensitive. The right message depends on customer history, the age of the debt, known disputes and the relationship your team wants to protect.
What this agent does
From incoming request to useful outcome.
The agent works inside a process designed around your team. It handles the repeatable path and brings people in when judgement, approval or a relationship matters.
Personalise the follow-up
Prepares the right reminder using invoice details and previous correspondence.
Escalate with context
Flags disputes, promises to pay and higher-risk accounts with a concise history.
Connected to your world
Built around the tools you already use.
- Accounting platform
- CRM
- Shared finance inbox
- Payment links
Control stays with you
Automation with boundaries.
- Configurable approval and send thresholds
- Disputed invoices automatically paused
- Complete communication history retained
Make Payment Follow-up Coordinator yours