What this agent does
Day-to-day tasks
Sends invoices automatically after service delivery
Follows up on overdue payments via email and WhatsApp
Reconciles payments against invoices
Generates financial summaries and aged debtor reports
Escalates high-value overdue accounts to your team
Capabilities
Key features
Automated invoice generation and delivery
Multi-channel payment reminders (email, WhatsApp, SMS)
Payment reconciliation and tracking
Aged debtor reporting and cash flow insights
Integration with Xero, QuickBooks, and Sage
Results
Real-world impact
A professional services firm reduced overdue invoices by 55% with automated payment reminders via WhatsApp.
A construction company deployed a finance agent that chases 500+ invoices monthly — zero manual effort.
A recruitment firm cut their average payment collection time from 45 days to 28 days.
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