Operations
On demand
Receivables Follow-up Agent
Follow up on the right balances.
Draft polite reminders for overdue invoices after checking recent payments and disputes.
Prepare follow-up for Harbour invoice AR-91.
- Read Xero AR-91
What it does
Follow up with the right accounts at the right time.
Draft polite reminders for overdue invoices after checking recent payments and disputes. Built for accounts receivable teams.
Reconcile open balances
Choose overdue invoices and provide payment records and customer correspondence. Payment promises and dispute history can make reminders more accurate and considerate.
Select eligible accounts
Calculate the unpaid balance and avoid reminders for disputed, paid or already-promised amounts.
Review accurate reminders
Get reminder drafts and a list of accounts that need a personal review.
How it works
Draft polite reminders for overdue invoices after checking recent payments and disputes. Built for accounts receivable teams.
- Approved documents and context
- Receivables communication and dispute policy Settlement timing and reminder approval rules Optional: attributed payment promises, dispute correspondence and approved payment plans, to tailor the next reminder. Optional: recent settlement records and prior reminder history, to avoid chasing money already paid or repeating a message.
- Prepare accurate reminders sooner
- Review polite payment reminders using the correct outstanding balance and agreed follow-up timing.
- Keep sensitive accounts with a person
- Separate disputed amounts, payment mismatches and previous promises for personal review before further follow-up.
- Xero · Read receivable balances (read)
- Resolve due invoices and credit notes.
- Stripe · Read payment settlements (read)
- Check recent payments and timing.
- Gmail · Read payment promises and draft reminder (read)
- Respect disputes and confirmed follow-up dates.
- Human review and permissions
- Receivables owner approves current balance and reminder.
01Gather the context
Bring together the relevant information from Xero, Stripe, Gmail.
02Check what matters
Calculate the unpaid balance and avoid reminders for disputed, paid or already-promised amounts.
03Prepare the result
Reconciled balance, suppression reason and eligible reminder. Exact outstanding amount and considerate customer wording.
04Review proposed changes
Receivables owner approves current balance and reminder.
Integrations
Accounting
Xero
QuickBooks
Payments & billing
Stripe
Adyen
Gmail
Microsoft Outlook
Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.
What you get
Keep overdue payment follow-up moving with less drafting effort and clearer handling of disputed accounts.
- Prepare accurate reminders sooner
- Review polite payment reminders using the correct outstanding balance and agreed follow-up timing.
- Keep sensitive accounts with a person
- Separate disputed amounts, payment mismatches and previous promises for personal review before further follow-up.
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Check incoming business documents for missing details, mismatches and duplicates before they move to the next team.
Start with a blueprint. Build it around your business.
We’ll adapt it to your workflows, connect your systems and build an agent your team can put to work.
30 minutes. One bottleneck. Leave with a clear system concept.