Most small offices chase invoices from memory. Reminder one goes out; reminder two is 'I think so.' This agent keeps the schedule, drafts each reminder in your tone with the right invoice details, and queues it for your approval — so the follow-up never slips and the relationship stays yours.
Request my free audit → See the live demoOpen invoices, due dates and payment history from your accounting system. It knows who's 31 days out and who paid early last time.
You set the tone once — gentle for good customers, firmer for repeat late payers. The agent writes each reminder that way, with the invoice number, amount and days outstanding filled in.
Each morning the drafts wait in one queue. Approve, edit, or hold. Nothing is sent to a customer without a person's click.
Agents can only address contacts on your approved list. It's a feature you'll see working, not a limitation.
In our own back office, department agents handle around 144 items a week — reminders, status checks, reconciliations — with minutes a day of human approval time. The relationship stays with the person; the remembering moves to the agent.
Figures come off our own agent system's meter, running in production at an 80-person AS9100 precision CNC manufacturer. Results for your business are measured against a baseline your team countersigns — never promised in advance.
About three hours of your time. We map where the hours go, dollarize it, and rank what to automate first. You keep the 90-day roadmap whether or not you build. Free for five companies through December 1.
One agent, one fixed quote before we start. If the build comes in under it, you pay the lower number. It runs on a computer you control, in Shadow mode first, so you see every proposal before anything is live.
Monthly, per agent, first 90 days included. We watch it, repair it, and improve it; you approve what matters. Walk away any time and everything you own keeps working.
Your columns, your views, your words for things. Each agent is built around how your business actually runs — that is the point, not a nicety.
They'll read an email from you, in your words, that you approved. Whether you tell them how it was drafted is up to you.
You mark them, and the agent never drafts for them. Anything unusual — a disputed invoice, a payment plan — routes to you as a decision, not a reminder.
No. It reads from a copy of your data on a computer you control, with read-only access set up during the audit.
Two weeks, remote, about three hours of your time. A 90-day roadmap you keep either way.
Also automated