AI Billing Rep
Collect receivables without partner time — polite, persistent reminders on every unpaid invoice until it's paid or flagged for a human call.
Before
Partners make awkward collection calls themselves; receivables stretch past 60 days because nobody follows up consistently.
After
Every invoice synced from QuickBooks or Xero gets an escalating reminder sequence with payment links; partners only step in on disputes.
What it handles
- Sync open invoices from QuickBooks and Xero
- Send escalating payment reminders by email, text, and voice
- Include payment links and confirm receipt when paid
- Flag disputes and 90-day accounts for the partner
When it hands off to a human
Any dispute about the bill, a request to negotiate, a question about what the fees cover, or an account past your escalation threshold goes to the partner — the AI reminds and collects; it never argues an invoice or discusses the work behind it.
Works with your stack
Our live AI demo line is coming soon — join the list and we'll invite you to try it first.
/demo →Frequently asked questions
Will it harass my clients?
No — you set the cadence and tone, reminders stay professional, and any pushback goes straight to you instead of an argument.
What if a client disputes an invoice?
The AI stops the sequence on that invoice immediately and escalates to the partner with the conversation log.
Does it take payments?
It sends the payment link from your existing QuickBooks or Xero setup — money flows through your systems, not ours.
Can it call as well as email?
Yes — email and text first, with a polite voice reminder as a later step if you enable it.
How do I know what it's doing?
Every reminder, response, and payment is logged, with a weekly receivables summary showing what moved.
Last updated: July 2026