Collections & AR Follow-Up Agent
Professional, consistent accounts receivable follow-up that protects your cashflow without burning relationships.
The Problem
Why this matters
- Outstanding invoices pile up because follow-up is manual and inconsistent
- Admin staff spend hours chasing payments instead of doing higher-value work
- Late follow-up means late payments — and it compounds every month
- Inconsistent tone in collections communications can damage customer relationships
What It Does
How the agent works
- Monitors your AR aging report and identifies overdue invoices
- Triggers structured reminder sequences based on aging buckets (30/60/90+ days)
- Sends professional, relationship-appropriate follow-up at each stage
- Escalates through defined tiers: friendly reminder → firm follow-up → escalation notice
- Flags exceptions for human review: disputes, partial payments, key accounts
- Logs every touchpoint to your accounting or CRM system
- Generates weekly AR follow-up reports with status updates
- Adapts messaging tone based on customer relationship tier and history
Deliverables
What you get
Reminder Sequences
Multi-step follow-up triggered automatically by invoice age
Escalation Logic
Professional tone progression from friendly to firm
Exception Flags
Disputes, key accounts, and edge cases surfaced for human decision
Weekly AR Report
Status of active follow-ups, payments received, outstanding balances
How It Works
From setup to running
- 01
Connect AR Data
We connect to your accounting system or AR data source
- 02
Configure Escalation
Rules and tone tiers are set to match your business relationships
- 03
Daily Follow-Up
The agent runs daily, sending the right message at the right time
- 04
Handle Exceptions
Your team handles only the exceptions — everything else is managed
Example Outputs
What this looks like in practice
Explore
Other use cases
- 01
Project & Bid Intelligence
Monitors DOT bids, municipal agendas, permits, and industrial projects in your territory. Delivers a weekly opportunity brief with target accounts and context.
Learn more - 02
Stale Lead & Quote Reactivation
Re-engages cold leads and expired quotes with automated sequences. Flags intent signals and surfaces a priority queue for your reps.
Learn more - 03
Instant Inbound Triage
Responds to new inbound leads immediately. Asks qualification questions, routes to the right rep, and logs everything — no lead sits unanswered.
Learn more - 04
Fleet Replacement & Service Triggers
Tracks install dates, warranty expiry, and service milestones. Sends timely touchpoints so you capture service revenue and replacement cycles.
Learn more
FAQ
Common questions
Will this damage our customer relationships?
The sequences are professional at every stage. Tone is configurable and escalation is gradual. Key accounts can receive extra care or route to a human earlier.
Does it handle disputes or partial payments?
It flags these as exceptions for human review. The agent doesn't make judgment calls on disputes — it surfaces them so your team can.
Put your operations on autopilot
Let's map out which agents make the most impact for your business.
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