Receivables agent
The reminder goes out on day one, not when someone remembers.
- Drafts the reminder in the tone you already use
- A different note at fifteen, thirty and forty-five days
- A person sends it; nothing leaves on its own
AI employee · Finance & accounts
An AI employee for the money that leaks while nobody is looking.
Overdue invoices, deals won but never billed, subscriptions nobody uses, filing dates that arrive as a scramble — watched every day, prepared for a person to approve.
- Works in your ledger
- Read-only by default
- Nothing sent unapproved
- CERT-IN certified
finance · 10:00 ISTFinance agent
35+
AI agents running in our own production
- Day-15 reminder drafted for an overdue invoiceReady to send
- Invoiced and pending totals written to customer recordsSynced
- Won deal with no invoice — flagged to a personHeld
Read-only by default. Nothing is sent, credited or filed without a person.
The everyday problem
Nobody is paid to notice.
The invoice that was never raised, the reminder that went out three weeks late, the tool still billing a team that left — none of it is anyone’s job until the quarter closes and the number is short.
What it does
Six agents, one role
Invoice-to-deal reconciliation
Every won deal has an invoice, or a name beside the gap.
- Won deals with no invoice, invoices with no deal
- Invoiced and pending totals written to the customer record
- Doubtful matches asked about, never guessed
Vendor & SaaS spend audit
The subscription nobody uses stops renewing quietly.
- Recurring charges listed against who still uses them
- Duplicate tools and unused seats flagged
- Renewals surfaced before the date, not after
Discount & pricing control
A discount past policy reaches finance before the customer.
- Every quotation checked against the discount policy
- Exceptions routed to finance with the deal beside them
- The policy is yours; the agent only applies it
GST & filing calendar
The filing date arrives with the workings attached.
- GST and TDS return data assembled on the calendar
- Missing inputs named, not silently skipped
- Your accountant files; the agent prepares
Cash position digest
Monday’s cash position, in sentences, before the meeting.
- What is due in, due out, and who has slipped
- Ageing computed from your records, shown with the working
- One page, the detail linked beneath
Ready to see it in action?
Send us an export of your open invoices — we’ll show you what should have been chased, and when.
Or call +91 95525 86428
What changes
Before and after
| Today | With the agent | |
|---|---|---|
| Collections | Chased when remembered | Drafted on day one |
| Books vs CRM | Two different numbers | One, written back |
| Spend | Found at renewal | Flagged before renewal |
| Filing | A scramble the week before | Prepared on the calendar |
How the work moves
Who does which step
- 1AI agent
Read
Ledger, CRM and bank feed, read-only.
- 2AI agent
Match
Invoices to deals, payments to invoices.
- 3AI agent
Flag
Overdue, unbilled, past policy, due to file.
- 4AI agent
Draft
The reminder, the escalation, the return data.
- 5Your team
Approve
A person sends, signs and files.
Where it stops Read-only against your ledger by default. It never sends a reminder, applies a credit or files a return on its own — it prepares, and a person approves. Where a match is doubtful it asks rather than writes.
The ladder, drawn
What happens after day zero
Day 0
Invoice raised and matched to its deal.
Day 15
A gentle reminder, drafted in your tone.
Day 30
Statement drafted, a call requested.
Day 45
Escalated to your director with the history.
Beyond
Off the ladder. A person takes it over.
35+
AI agents running in our own production
- 500+
- Customers worldwide
- 100%
- Platform uptime
- 17+
- Countries served
Questions we are asked
Before you commit
Does it send reminders to our customers on its own?
No. It drafts the reminder in the tone of the ones you already send, with the invoice and the days overdue filled in, and a person sends it. Escalation follows the ladder you set — a different note at fifteen, thirty and forty-five days — and each step is still a person’s click.
Which accounting systems does it work with?
The ledger you already run — Zoho Books, Tally or an ERP with an interface — plus your CRM and, where you allow it, the bank feed. It reads by default. Write-back into named fields is a separate permission.
What happens when an invoice and a deal do not obviously match?
It asks. Names in a ledger and names in a CRM rarely agree, so it matches by evidence, writes only the confident matches, and puts the doubtful ones in front of a person with its candidates listed. In case of doubt it never picks.
Does an AI model produce the figures?
No. Totals, ageing and pending amounts are computed from your records, the same way every run, and the working is shown. A model writes the reminder and the digest around them. Nothing numeric is generated.
Can it handle GST and TDS filing?
It prepares. The return data is assembled on the calendar with the inputs it could not find named, and your accountant or CA files it. It replaces the scramble the week before, not the professional who signs.
Where does our financial data sit?
In your systems, on your infrastructure or a cloud region you choose. Bank-feed and ledger credentials never leave your estate, and write-back is scoped per field — an agent allowed to update an invoiced total cannot touch a payment.
Where to go next
Reporting
AI employee for MIS reports
Reports that consolidate figures across accounting and CRM, write the result back to the system of record, and flag only what breaks a threshold.
AI agents
Agents for enterprises
Sales, HR, finance and IT agents plus WhatsApp, chat, email and voice — branded as yours, connected to the systems you already run.
Start here
Agent Readiness Sprint
Two weeks, one working agent on your own data, and a costed plan for the rest — before you commit to a programme.
Start with the money already owed to you.
One export, your ledger, a list of what to chase. That is a small enough first step to say yes to.
Book an Agent Readiness Sprint
Or call +91 95525 86428