For CFOs & finance teams
Lower DSO without adding headcount.
The AR Agent works every overdue invoice: the follow-ups, the replies, the PO requests and the payment promises, all recorded against your books. Your team handles the exceptions.
Watch it work
Every overdue invoice worked, every day.
The agent reads your ledger and your mailbox, chases what is overdue and clears what is in the way, so collections no longer depend on who has time this week.
Connect your tools
Pick your accounting system and the inbox you chase from.
Accounting
QuickBooks
Connect
Xero
ConnectInbox
Gmail
Connect
Outlook
ConnectWhat is late payment costing your business?
Answer a few quick questions about your ledger and see the time and cash The AR Agent could free up.
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.
CFOs and finance teams
What we hear from finance teams.
The process is clear. Keeping it running when the team is stretched is the hard part.
CFO
Collections only happen when someone has time.
“Month end, audit, a hire leaving. Every time the team is stretched, the chasing stops and DSO goes up.”
Finance Director
I can’t forecast cash from a spreadsheet of who said what.
“Promises live in people’s inboxes. By the time I hear one was broken, the week has already gone.”
Credit Controller
Half my week is the same five replies.
“Send the PO. Send it to the portal. Send it to someone else. Resend the invoice. None of it needs me.”
What customers write back
The replies that tie up your team.
Most of collections is answering the same requests. This is what the agent does with the ones your team sees most.
Accounts payable, Northgate Logistics
“This invoice is missing our PO number.”
What the agent does
- Asks whoever in your team has the PO
- Adds it to the invoice in your books
- Sends the corrected invoice back in the same thread
Finance, Westbrook Health
“Please send invoices to our AP mailbox from now on.”
What the agent does
- Updates the billing contact in your books
- Sends the invoice to the new address
- Chases there from now on
Accounts, Riverbend Manufacturing
“We paid this last week.”
What the agent does
- Checks the payment against the invoice
- Finds $3,400 of $3,900 arrived
- Asks politely about the $500 still open
Controller, Ashford Retail Group
“It’s scheduled for our run on the 15th.”
What the agent does
- Records the promise and the date
- Checks the books on the 16th
- If it hasn’t landed, follows up in the same thread
Invented companies. Every email the agent writes waits for 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 ledger and mailbox
Connect QuickBooks Online or Xero, and the mailbox your customers already write to. The AR Agent reads your open invoices and the threads behind them.
- Northgate LogisticsINV-7731
- Invoice 42 days unpaidMon
- Follow-up sentMon
- Reply: “Paying on the 30th”Tue
- Promise tracked, check on the 1stTue
2The agent works the ledger
It follows up every overdue invoice, reads the replies, records each promise with its date and clears the requests holding up payment.
- Needs youINV-7702
Westbrook Health disputes 2 line items on INV-7702 and will pay the rest. How should I respond?
Chasing paused until you decide
Credit the 2 linesAsk for detail3Your team handles exceptions
Disputes, credits and anything that needs judgement go to the right person with the thread attached. Everything else keeps moving.
Want collections that run every day?
Tell us how your team works today and we will show you how the agent would run your overdue ledger.
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.
Does it change anything in our books?
Only what a collections conversation needs: adding a PO number to an invoice, or the billing address a customer asks you to use. Changing an existing billing contact always waits for a person, even on Autopilot. It does not create, void or credit invoices.
Can my team see what it has done?
Yes. Every email sits in your own mailbox in the customer’s thread, and each case shows what the customer said, what was promised and what happens next.