Receivables agent
The reminder goes out on day one, not when someone remembers.
How it works
- 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 agents for invoice reconciliation and payment follow-ups.
Track overdue invoices, reconcile deals and review recurring spend. Prepare reminders and reports for your finance team to approve.
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.
Six agents, one role
Invoice-to-deal reconciliation
Every won deal has an invoice, or a name beside the gap.
How it works
- 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.
How it works
- 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.
How it works
- 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.
How it works
- 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.
How it works
- 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
Before and after
Today
Collections
Chased when remembered
Books vs CRM
Two different numbers
Spend
Found at renewal
Filing
A scramble the week before
With the agent
Collections
Drafted on day one
Books vs CRM
One, written back
Spend
Flagged before renewal
Filing
Prepared on the calendar
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.
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.
The scale behind these agents
120+
AI agents and automations running in our own production
- 500+
- Customers worldwide
- 100%
- Platform uptime
- 17+
- Countries served
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
Free presentation · 13 slides · PDF
Take the deck to your leadership team
The presentation we walk boards and CXOs through — thirteen slides on what deploying AI agents actually involves, from the roles to the guardrails to the commercials.
- 22 AI employee roles across 9 departments
- Eight department packs, and the agents inside them
- One day from first conversation to one agent live
- Three commercial models, and what each includes
Download the deck
No cost. Work email and organisation only.
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