Accounts Receivable
An invoice goes out, and this agent starts tracking it — due date, terms, who owes what. As payments come in, it matches them against open invoices and clears them. As they age past due, it drafts the follow-up: a reminder email, a statement, a note to whoever owns that customer relationship. You approve what goes out and how firm the tone gets — it never sends a collections notice or writes anything off on its own.
Yours outright — no required subscription.
Every agent is built for your business — your systems, your approval chain, your way of working. We scope it on the call.
If this sounds too technical, don't worry. We take care of everything for you.
- Private VPS deployment. This agent runs on a server that belongs to you, not a shared cloud tenant.
- A technician agent alongside it. Every hire ships as a pair: the Accounts Receivable Agent that tracks and drafts, and a VPS-technician agent that lives on the same box keeping it patched, backed up, and monitored. Two agents, one hire.
- Communication channel connection. Wired into your invoicing system and the inbox where payment confirmations and customer replies actually land.
- Security hardening. Private VPN, firewall, and encryption configured before anything goes live.
- A live walkthrough of both agents , so you see exactly how the AR agent tracks invoices and how the technician agent keeps the box running.
- 14 days of priority support after launch.
- You own everything — the server, the agent, the code it runs on.
Not sure it fits? Check fit in 90 seconds in the free assessment chat.
Who this is for
- You're running a 10–50 person company that invoices customers regularly, and someone is manually tracking who's paid, who hasn't, and who needs a nudge — usually in a spreadsheet that's a week out of date.
- You've got aging receivables that nobody has time to chase consistently, so the squeaky-wheel customers get followed up and the quiet slow-payers just... age.
- You want collections follow-up to happen on a schedule, not whenever someone remembers to check the aging report.
- You already know who should approve a write-off or a payment plan — you just want the tracking and the drafting off your plate.
How it earns trust
Collections is where automation earns or loses trust fast — send the wrong tone to the wrong customer and you've damaged a relationship for a spreadsheet error. This agent is built to keep a human in that decision.
You set the escalation path, it follows it
Reminder cadence, tone, and who gets looped in at each aging stage are configured to match how you already run collections — the agent doesn't invent a policy.
A stamped audit log
Every match, every aging calculation, every drafted follow-up is recorded against the source invoice and payment, so a disputed balance is traceable back to exactly what happened and when.
Drafts, not sends
The agent prepares the reminder, the statement, the follow-up — a human reviews and sends it, unless you explicitly configure a low-risk tier (like a first-reminder-at-30-days) to go out automatically after the walkthrough confirms you're comfortable with it.
Deployments like this one typically cut the time a team spends manually tracking and chasing receivables substantially — the estimate depends on your invoice volume and payment mix, and we'll size it together on the call.
Pairs well with
These share a workflow with this role. Tick any to add them to your setup.
Can this match my actual payment terms and customer tiers?
Yes — terms, aging buckets, and which customers get which tone of follow-up are configured during setup around how you already run AR, not a generic 30/60/90 template.
What happens on the 15-minute call?
We walk through your invoicing system, your current collections process, and who owns the customer relationships that need a human touch versus which follow-ups can be more automatic. You leave knowing the scope.
How long until it's tracking real invoices?
Typically around seven days from kickoff to the agent live against your invoicing system, including the walkthrough.
What does "I own it" actually mean?
You own the server, the code, and the keys. We keep the recipe we used to cook it. Nothing about the agent depends on bebuilt staying involved.
What's covered under the $1,997 setup, and what isn't?
One company, one accounting/invoicing system, one approval chain for anything that leaves the building. Multiple entities or invoicing systems get scoped on the call rather than priced differently.
Hiring more than one? A department on tap — the subscription puts a build team behind every request, agent after agent.