Chase the Invoice Without Being the One Who Chases
It knows who is fifteen days late and who is the client you do not push.
It runs in the systems you already have
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Stripe -
Slack -
QuickBooks -
Microsoft Teams -
Xero
Invoice and Receivables Chasing, once it is built.
You ask in your own words. It does the work in the systems that already hold it, and tells you what it changed.
Where is the ageing this morning?
Nine invoices past terms. Handled to your rules:
- 4 at 15–30 days — reminder sent, your standard wording
- 3 at 30–60 — escalated to the named contact
- 2 flagged, not chased — Cassia and Brennan, both marked handle-with-care
Nothing awkward went out on its own. The two flagged ones are waiting on you.
Connect, describe, run.
The same three steps whatever the process is.
- 01
Connect
The agent is wired into the systems the work already lives in. Nothing moves and nobody learns a new tool.
- 02
Build
The rules are described rather than drawn, in the words you already use to make the call.
- 03
Run
It runs on its own and hands back the decisions that need a person. The handover is designed, not left over.
More of the work this frees up.
Deal Intake and Document Parsing
The pipeline stops being a thing you maintain and becomes a thing you read.
Go to use caseVendor Coordination
Twelve moving parts watched continuously, with only the exceptions reaching you.
Go to use caseMonth-End Close Chase
The gaps found on the second of the month rather than the ninth, and chased with whoever owns them.
Go to use case
Questions