core agent
an AI cash collector that chases so you don't have to
It matches bank payments to invoices, chases late payers politely by email, message and finally a call, and stops the moment the money arrives.
what it does
- Reads invoices and the bankEvery morning, from your accounts package and bank feed.
- Matches what came inIncluding part payments and payments with the wrong reference.
- Chases on your scheduleA friendly reminder, then a firmer one, then a call. You set the steps and the tone.
- Stops when paidAs soon as the money lands, it stops and thanks the customer.
- Reports every weekA short list of who owes what, and who is getting slower.
what lands on your desk
- Money in sooner
- A weekly list of who owes what
- No awkward chasing calls for you
works in your tools
Xero, QuickBooks or Sage, your bank feed, email, WhatsApp and a phone line.
you stay in charge
You set the tone and the steps. It never threatens, adds charges or changes terms unless you tell it to.
where it runs today
Bank-to-invoice matching was built for a facade contractor's accounts. The chasing sequence is new and ready for its first pilot.
questions
Will it upset good customers?
No. It knows who always pays late and who simply forgot, and you choose the tone for each.
Does it make calls?
Only to customers who owe you money, as the last step, and it says it is your AI assistant.
Can it handle part payments?
Yes. It matches them, updates the balance and adjusts the next reminder.
Inbox and document agent
Voice agent
Payment applications agent
tell us where the hours go.
A 30-minute call. We show you an agent working live, and tell you honestly whether one would pay for itself in your business.