Payment-Reminders Agent
An automated collections agent that optimises payment chasing with personalised messages and smart escalation, cutting time-to-cash and protecting client relationships.
- SAVED / MONTH — SMALL TEAM
- 15–25h
- SAVED / MONTH — MID MARKET
- 60–100h
- SAVED / MONTH — HIGH VOLUME
- 200–300h
- TIME-TO-CASH ON RECEIVABLES
- faster
What it automates
- C·01
Personalised reminders
Messages adapt to the client profile and the invoice, so a chase reads like your team wrote it.
- C·02
Progressive escalation
Tone steps up automatically over the follow-up sequence, from friendly nudge to formal notice.
- C·03
Accounting integration
Invoice status is read from your accounting system, so only genuinely overdue items are chased.
- C·04
Engagement tracking
Open and reply tracking shows who's engaging and who needs a call.
- C·05
Credit scoring
A simple credit score prioritises where the collections effort should go first.
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Strategic whitelist
Key accounts can be whitelisted so the agent never chases the wrong relationship.
A chasing flow that reads your ledger before it writes a word.
The agent reads invoice status straight from your accounting system, so it only chases genuinely overdue items and stops the moment one is paid. Each reminder is personalised to the client and steps up in tone on the sequence you set; whitelisted accounts are never touched, and formal notices are held for your review before anything goes out.
- invoice goes overdue
- ledger status verified
- personalised reminder sent
- escalation stepped up
- payment logged, chase closed
Measured in hours saved.
The agent chases on the rules and tone you set; strategic accounts can be whitelisted and formal notices held for review. Invoice data stays in your accounting system.
- 15–25hSAVED / MONTH — SMALL TEAM
- 60–100hSAVED / MONTH — MID MARKET
- 200–300hSAVED / MONTH — HIGH VOLUME
- fasterTIME-TO-CASH ON RECEIVABLES
How we take it to production
STEP 1 Pre-design
Discovery call and a technical audit of your invoicing, aging and current chasing process.
STEP 2 Rules and tone
We map the escalation sequence, tone, whitelist and the accounting system to read from.
STEP 3 Pilot
We run the agent on live receivables — real reminders, real escalation, drafts reviewed first.
STEP 4 Rollout
We measure time-to-cash and hours saved, then scale across your ledger.
01Does it send chases automatically?
You choose. It can send approved sequences automatically or hold each message for review — most teams auto-send the early nudges and review the formal notices.
02Will it damage client relationships?
The opposite is the aim: consistent, professional, on-time reminders. Strategic accounts can be whitelisted, and tone is set by you before anything goes out.
03Does it know which invoices are overdue?
Yes. It reads invoice status from your accounting system, so it only chases genuinely open items and stops the moment one is paid.
04Who stays in control?
You do. The agent handles the routine chasing; escalation rules, tone and whitelist are yours.
05How long to a live pilot?
A first ledger segment is usually live within a few weeks of pre-design.
Pre-design is free.
Before you commit to anything, we analyse the process, size the return, and design the agent around your team.
- Discovery call and a demo of the solution
- Technical audit of the current workflow
- Return-on-investment estimate
- Third-party accounts and access planning
- Operating flows designed around your team
- Data and database requirements analysis
- 01Map the workflow
- 02Estimate hours saved
- 03Scoped proposal
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Put this agent to work.
Book a 30-minute scoping call: we map the workflow, the tools it needs from your system, and the hours it returns.