Collections
An invoice ages past due — this agent tracks it, drafts the next step in your collections process, and escalates it up the chain as it ages further. It never sends a collections notice, applies a late fee, or refers an account to a third party on its own. Every step is drafted for a human to review and clear.
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 Collections Agent tracking and drafting, and a VPS-technician agent maintaining the server it runs on. One hire, two agents.
- Communication channel connection. Wired into your invoicing system and the inbox where customer replies and payments land.
- Security hardening. Private VPN, firewall, and encryption configured before launch.
- A live walkthrough of both agents , so you see exactly how it tracks aging and drafts each escalation step.
- 14 days of priority support after launch, to tune the escalation path against real accounts.
- 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 a company with real accounts receivable exposure, and past-due follow-up happens inconsistently — whenever someone remembers to check the aging report.
- You want a clear, repeatable escalation path (reminder, statement, phone-call flag, hard escalation) instead of ad hoc follow-up that depends on who's available.
- You've got customers who need a firmer tone and others where the relationship matters more than speed, and you want that judgment kept in human hands.
- You want the tracking and drafting off your plate, without losing control over what actually gets sent to a customer.
How it earns trust
The risk in automated collections isn't a badly worded reminder — it's an account climbing the ladder on a schedule, past the point where you would have picked up the phone. A customer who already paid, or who is mid-dispute, doesn't care that the timing was technically correct. This agent keeps the clock visible and the escalation manual.
Nothing escalates on its own
Each step up the aging ladder is drafted and then waits. The agent can tell you an account is sixty days out and ready for the next notice; it cannot decide that today is the day to send it.
The aging math is shown, not asserted
Which invoice, which payments were applied, what date it counted from, and which bucket that puts the account in. A customer disputing a balance gets answered from the record rather than from someone's memory of the account.
Accounts you handle personally stay yours
Any customer you mark as handled by a person drops out of the automated ladder entirely and stays out until you put them back. The list of who is excluded is yours to read and edit, not a setting buried in the agent.
Which customers get a firmer hand and which get a call from you is a policy decision, scoped on the 15-minute call — the agent follows it rather than forming one.
Pairs well with
These share a workflow with this role. Tick any to add them to your setup.
How does this get set up for our collections process?
This agent is assembled for your stack when you hire it. We scope it together on the 15-minute call — your invoicing system, your aging buckets, and what tone and timing each escalation step should have — and first delivery is typically about seven days from kickoff.
What happens on the 15-minute call?
We walk through your current collections process, which customers get white-glove treatment versus a firmer hand, and where follow-up currently falls through, then scope the setup around that.
How long until it's tracking real accounts?
Typically around seven days from kickoff to it running against your real aging receivables, 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. It keeps working even if bebuilt is never involved again.
What's covered under the $1,997 setup, and what isn't?
One company, one invoicing system, one escalation path with a human sign-off before anything goes out. Multiple entities or collections policies get scoped on the call, not priced as one setup.
Hiring more than one? A department on tap — the subscription puts a build team behind every request, agent after agent.