For business owners & operators
Stop chasing invoices yourself.
The AR Agent follows up every overdue invoice, deals with the replies and keeps after each promise until you’re paid. More cash in, more hours back.
Watch it work
From overdue to paid, without you in the middle.
Connect your books and email. The agent picks up every overdue invoice and works it through to payment.
Connect your tools
Pick your accounting system and the inbox you chase from.
Accounting
QuickBooks
Connect
Xero
ConnectInbox
Gmail
Connect
Outlook
ConnectHow much is chasing invoices costing you?
Answer a few quick questions and see how much time and money The AR Agent could save your business.
Calculate my savings8 hours a week chasing, at $40 an hour
- Costs now
- $1,387/mo
- Time freed at 50%
- 17.3 hours/mo
An example, not a promise. Your report uses your own answers.
Owners and operators
What we hear from business owners.
The work is done and invoiced. Getting paid for it takes up the evenings.
Owner
I end up chasing invoices at ten at night.
“The day goes on the work. The chasing gets done when everyone else has gone home, if it gets done at all.”
Operator
I don’t want to be the one asking for money.
“I know these people. I’d rather the reminder came from the business than from me on the phone.”
Owner
Payroll doesn’t wait for net 60.
“We’re profitable on paper and still moving money around on a Thursday to cover wages.”
What customers write back
The replies you no longer have to answer.
A reminder gets an answer, and the answer needs doing something about. This is what the agent does with the ones that usually land on your desk.
Accounts payable, Harbour Fitouts
“We need a PO number before we can pay this.”
What the agent does
- Asks whoever in your office has the PO
- Adds it to the invoice in your books
- Sends the corrected invoice back in the same thread
Office manager, Elmwood Dental Group
“Can you send this to our accounts team instead?”
What the agent does
- Updates the billing contact in your books
- Sends the invoice to the new address
- Chases them from now on, not the old contact
Director, Pinecrest Builders
“We’ll pay it at the end of the month.”
What the agent does
- Records the promise and the date
- Checks the books the day after
- If it hasn’t landed, follows up in the same thread
Owner, Copperleaf Interiors
“We’re not happy with part of the job.”
What the agent does
- Stops chasing that invoice
- Tells you what they said and asks how to respond
- Writes the reply you choose, for you to approve
Invented companies. Every email the agent writes waits for your approval unless you switch on Autopilot.
How it works
Get set up in minutes.
Accounting
- QuickBooks
- Xero
AR inbox
- Gmail
- Outlook
The AR Agent1Connect your systems
Connect QuickBooks Online or Xero, and your business email. The AR Agent reads your open invoices and sees who is behind.
- Harbour FitoutsINV-4120
- Invoice 31 days unpaidMon
- Follow-up sentMon
- Reply: “Paying on the 30th”Tue
- Promise tracked, check on the 1stTue
2The agent gets to work
It follows up overdue invoices, reads the replies, tracks payment promises and sorts out what’s holding up payment.
- Needs youINV-4093
Copperleaf Interiors is unhappy with part of the job and is holding the invoice. How should I respond?
Chasing paused until you decide
Offer a callAsk what needs fixing3You step in when needed
Disputes and anything that needs your call come to you. Everything else it keeps following up.
Want your evenings back?
The AR Agent does the chasing and brings you in only when a decision is needed. Tell us about your invoices and we will show you how it would work for you.
FAQ
A few things you might want to know.
Which accounting software does it work with?
QuickBooks Online and Xero, plus your business email. It reads your open invoices and works the overdue ones from the mailbox your customers already know.
Does it email customers on its own?
Only once you say so. Every email waits for approval until you switch on Autopilot, and you can switch it on one customer at a time.
Will it upset my customers?
It writes in your name, from your mailbox, in the same thread as the invoice. It is polite, specific about the invoice and the date, and it stops chasing the moment a customer raises a problem.
I don’t have a finance team. Is it for me?
Yes. Most owners who use it were doing the chasing themselves. The agent takes that on, and asks you only when something needs a decision.