Tracks unpaid invoices, sends payment reminders, and keeps cash flow visible. Your AR is always current and nothing falls through the cracks.
Capabilities
Monitors all outstanding invoices and due dates daily
Sends payment reminders at Day 0, Day 7, Day 14, and Day 30
Flags overdue invoices with escalation to the account owner
Maintains a real-time aging report, current, 30, 60, 90+ days
Reports weekly on cash collection performance and DSO
Identifies patterns in late payments by client or segment
Goal example
"DSO under 35 days. Zero invoices over 60 days without escalation. 95%+ invoices paid on time."
That's the entire setup. No prompts. No workflows.
Differentiators
Your AI AR clerk sends polite, escalating reminders at the right intervals, automatically. No invoice gets forgotten, no matter how many you have outstanding.
Not a monthly snapshot. Your aging report updates daily, so your finance team always knows exactly where cash stands.
At Day 14, the account owner gets alerted. At Day 30, it escalates further. Your AI clerk follows the escalation path you define, consistently, every time.
Some clients are chronically late. Your AI clerk learns payment patterns and starts reminders earlier for slow payers, improving collection rates over time.
FAQ
It monitors all outstanding invoices, sends payment reminders on a schedule, escalates overdue invoices to account owners, and maintains real-time aging reports, all autonomously.
No. It sends reminders and tracks payments. Any negotiation, extended terms, payment plans, write-offs, is handled by your team. The AI clerk flags the situation and your team decides.
It integrates with Stripe, Chargebee, QuickBooks, Xero, and other major billing platforms. It reads invoice data and sends reminders through your existing email workflows.
Other workers
Categorizes every transaction, spots anomalies, and prepares clean books for your accountant. Month-end close starts on Day 1, not Day 28.
Generates your weekly and monthly financial dashboards so leadership always knows the numbers. Revenue, burn, runway, always current.
Your first Shadow Worker is ready in 30 seconds. No contracts, no workflows to build, no AI to babysit.