Human handoff
Your team stays in control
Disputes, payment plans, repeated late payment, and valued customer exceptions are handled by your accounts team.
AI agent for service businesses
Automated invoice reminders that stop when payment arrives
Automated invoice reminders check payment status, follow up overdue accounts, and alert your team when an invoice needs personal attention. AI handles language and variable requests, while fixed rules control approvals, system updates, stopping conditions, and handover to your team.
Book a Free Workflow AuditThe problem
Why enquiries and routine work get missed
Late invoices restrict cash flow, but checking due dates and sending reminders takes time. Inconsistent follow-up can also make customer conversations harder.
What it does
- ✓Checks invoices against agreed due dates
- ✓Sends reminders using your preferred timing and tone
- ✓Stops automatically when payment is recorded
- ✓Creates a task when an invoice needs personal follow-up
Example
How it could work
An invoice passes its due date. A friendly reminder is sent with the invoice details. When payment reaches Xero, further reminders stop and the customer record is updated.
Clear boundaries
AI where it helps, fixed rules where they are safer
The AI agent can understand language or prepare a response, while approvals, data access, stopping rules, and escalation paths remain explicit. Read about our AI integration services and workflow automation services.
Works with the tools you already use
We connect the agent to suitable systems in your current setup. You do not need to replace everything to get started.
Choose the support that suits you
Fixed-price setup
We agree on the process, build it, test it, document it, and hand it over.
Ongoing support
We monitor the service, handle changes, and improve it as your process develops.
Common questions
Yes. You can start with approval required and move routine reminders to automatic sending later.
Yes. A confirmed payment in the connected accounting system stops the reminder sequence.
Yes. Timing, wording, and escalation can vary by customer group or invoice value.
See where this could save time in your business
Tell us how work moves through your team. We will identify the best place to start and explain what a practical setup would involve.
Book a Free Workflow Audit