AR Agent
The AR Agent watches your receivables and runs the follow-up you keep postponing: polite reminders before due dates, firmer sequences after, payment links attached, and every touch logged — escalating to you only when a client goes quiet or disputes an invoice.
Setup from CAD $2,500+ Care from $495/mo
What it handles
- Send due-date reminders and overdue sequences on your tone rules
- Attach payment links and confirm receipts automatically
- Log every touch and promise-to-pay in your books
- Flag disputes and 60+ day accounts to a human with full history
Where it stops
Disputes, hardship cases, and anything past your escalation threshold go to a human — the agent never negotiates or threatens.
Will it annoy my clients?
You set the tone and cadence; it follows them exactly. Most clients pay after the first polite reminder — the ones who don't were already going to need a nudge.
Does it ever apply pressure?
No. It reminds, attaches payment links, and records. Anything that needs judgment — disputes, hardship, collections decisions — escalates to you.
What does it cost?
Boilerplate setup from CAD $2,500, plus Care from $495/mo. It typically pays for itself with the first few invoices it stops from aging.
Which books does it work with?
QuickBooks and Xero out of the box; Stripe for payment links; others via the audit.
Last updated: July 2026