AI accounts receivable automationWho owes you money.
And a reminder ready for each.
Your AI assistant reads your books and lists every customer who owes you, how much and how late, biggest first. Then it drafts a friendly reminder for each one in your words. You read them and send the ones you want. It never changes an invoice.
Run the aging report. Sort by days late. Check who already paid. Look up each contact. Find the invoice. Write the reminder. Soften the tone. Or just ask.
Who owes us money? Draft reminders for anyone over 30 days.
People call this accounts receivable automation: the repetitive part of getting paid, done for you. Your assistant reads who owes what from QuickBooks or Xero, checks Stripe or Square for recent payments and sorts what's left by amount and days overdue. Then it drafts a reminder for each customer, worded for how late they are. Deciding who to chase, and sending, stays with you.
A list and the drafts, for you to send.
You see who owes what before you see a single draft, so you decide who to chase. Each reminder names the invoice, the amount and the due date. Only the people you choose can ask, and bank and routing numbers are never shown.
A friendly payment reminder schedule. Four touches, getting firmer.
Assume a late payment is a forgotten one until you learn otherwise. A steady schedule with a friendly tone gets you paid without souring the relationship. Adjust the days to your payment terms.
- 01 A few days before it’s due
“Just a heads-up that invoice [#] for [amount] is due on [date].” No pressure, just a nudge.
- 02 On the due date
“Invoice [#] is due today. If it’s already on its way, thank you.”
- 03 About a week late
“Invoice [#] for [amount] was due on [date]. Could you let me know when we can expect it?” A question gets a reply.
- 04 Two weeks or more
Pick up the phone, or have the owner write. Agree a date or a plan, and confirm it in writing.
Subject: Invoice [#number]: a friendly reminder Hi [first name], A quick note that invoice [#number] for [amount] was due on [date]. I've attached a copy in case it got buried. If it's already been paid, thank you, and please ignore this. If anything's holding it up, just reply and let me know. Thanks, [Your name]
Your assistant drafts each step in your wording. You choose who gets which, and you send them.
Who to chase, and how hard, is your call.
Sending the reminder
Every reminder is a draft. You or your bookkeeper read it and send it.
Customers you treat differently
Your best customer ten days late may need a call, not an email. You know who they are; the list only shows the numbers.
Fees, write-offs and collections
Adding a late fee, writing off a debt or passing it to a collector are decisions for the owner. Nothing in your books changes.
Your rules, written down. Then followed every time.
Set up for you as part of the Finance package, typically in one to two weeks. No technical staff needed: one person who knows how the work flows, plus logins to your apps.
What your assistant learns
Rules we write down with you
Shortcut · for this job
Use Chase late payers. It lists customers who owe you and drafts friendly reminders for the ones you pick.
Works with
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Can AI chase unpaid invoices?
It can do the legwork: find who owes you, check for recent payments, sort by amount and lateness and draft a reminder for each customer. We set it up so you send them. A person deciding who gets a reminder, and when, protects relationships a blanket rule could damage.
What is accounts receivable automation?
It means software handling the repetitive parts of getting paid: tracking what’s owed, spotting what’s late and writing reminders. It can be set up to send reminders on a schedule by itself. Ours prepares everything and leaves the send to you.
How do I write a polite payment reminder?
Keep it short. Name the invoice, the amount and the due date, then attach a copy. Assume it was missed, not refused, and ask a simple question like when you can expect payment. Get firmer gradually, and switch to a phone call after a couple of weeks.