Finance
AI Revenue Recovery Assistant
Find revenue slipping through the cracks.
Follow up with prospectsSend payment remindersSend reminders+1
Starts at$599/mo
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Finance
AI Billing Follow-Up Assistant
Recover unpaid invoices and missed payments.
Stops leaving money on the table. Detects overdue invoices, drafts firm-but-friendly reminders, runs follow-up sequences, escalates high-value accounts, and updates payment status as collections come in.
Send payment remindersSend remindersDraft emailsEscalate urgent issuesTrack customer status
What this AI employee does
- Send payment reminders
- Send reminders
- Draft emails
- Escalate urgent issues
- Track customer status
Daily workflow
- 01Pulls overdue invoice list daily
- 02Drafts reminder based on days overdue
- 03Sends or queues for approval
- 04Escalates high-value or repeat-overdue accounts
- 05Updates payment status when received
Sample proof log
- 8:00 AMIdentified 17 overdue invoices ($23,400 total)
- 8:02 AMDrafted 17 reminders
- 8:05 AMSent 14 reminders, escalated 3 to owner
- 2:30 PMRecorded 4 payments received ($6,200)
What gets tracked
Payment reminders drafted
Overdue accounts flagged
Payments recovered
Escalations created