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Invoice AR Assistant

Get paid on time without chasing every customer

Process-aware AR assistant that understands the invoice collection lifecycle, assesses payment risk, and proposes the right action at the right time.

Every week it does for you:

  • Finds overdue invoices and drafts reminders at the right escalation level
  • Ranks which customers to call first by aging and risk
  • Flags retainers running low and missed recurring invoices
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AR Collector — assistant output panel
AR Collector — assistant output panel

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Skills

7 skills

  • Invoice CollectorProposes · needs approval

    Tracks overdue invoices and proposes escalating payment reminders on the schedule you configure.

  • AR Aging Intelligence

    Groups receivables into aging buckets, prioritises collection work and flags high-risk debtors.

  • Dunning Effectiveness

    Measures dunning run outcomes, spots invoices that resist collection and suggests how to escalate.

  • Customer Concentration Risk

    Watches how much revenue depends on individual customers and warns when exposure passes safe thresholds.

  • Credit Note

    Follows each credit note through its lifecycle and flags drafts that were never issued.

  • Retainer Utilization

    Tracks retainer balances, flags near-depleted or over-used retainers and reminds you of renewal dates.

  • Recurring Billing Health

    Catches recurring invoices not generated on time, expiring subscriptions and stale recurring templates.

In chat

Sample questions on live data

Every answer is a proposal inside the asker’s permission scope. Writes still wait for an authorised person.

1

Which invoices are over 30 days overdue?

AR Aging Intelligence

  1. 1.Reads open invoices in the caller’s data scope
  2. 2.Buckets by ageing and flags high-risk debtors
  3. 3.Drafts a reminder ladder — nothing is sent yet

A ranked list with proposed reminders waiting for approval.

2

Is dunning actually collecting?

Dunning Effectiveness Monitor

  1. 1.Compares reminder runs against cash received
  2. 2.Finds invoices that ignore the current policy
  3. 3.Proposes an escalation path per stubborn invoice

A shortlist of accounts to escalate, not a mass mail.

3

Which retainers are about to run out?

Retainer Utilization Advisor

  1. 1.Reads retainer balances and burn rate
  2. 2.Flags near-depletion and over-use
  3. 3.Drafts a renewal note for the owner

A proposal the account owner confirms before anyone is emailed.

See also

Nearby apps and assistants

The person decides, not the AI

Every write an assistant proposes waits for an authorised human to approve it. Nothing executes on its own.

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