All Sectors
Invoice Automation Agent
Invoice chasing absorbs hours your team should spend on fee-earning work. This agent manages the entire follow-up cycle — from first reminder to overdue escalation — without anyone on your team needing to pick up the phone.
The Problem
Where invoice admin is eating into your margins
Someone on your team is tracking spreadsheets, writing individual follow-up emails and calling clients about overdue invoices. It's time-consuming, inconsistent, and the first thing to slip when the team gets busy.
Without a systematic chase process, some invoices get followed up promptly and others don't. The result is unpredictable cash flow, awkward client conversations and money sitting on the ledger far longer than it should.
By the time an invoice is flagged as a problem, it's often already 60 or 90 days overdue. The agent gives you a live view and acts early — before a slow payer becomes a write-off risk.
The Agent
What the Invoice Automation Agent does
One agent, scoped to a specific workflow, KPI'd from day one, and managed by us. Here's what it handles.
Monitors your accounts receivable ledger for invoices approaching and passing their due dates. Sends staged, professional payment chasers on your behalf — first reminder, follow-up, final notice — with configurable timing and tone. Routes disputed or queried invoices to a human for review rather than chasing automatically. KPIs: days sales outstanding (DSO), invoice resolution rate, hours returned to fee-earning or finance staff per week.
Deployment
A proven framework for adding AI staff to your business
We use a simple four-phase process to define the role, onboard the agent and track performance from day one.
Phase 01
Define the role and business case
We start with your current invoice chasing process — who does it, how often, what tools you use. We agree the trigger points, the tone, and the escalation rules before any agent is built.
Phase 02
Build and onboard your agent
We then build the agent around your tools, data and tone of voice. Think of this as onboarding a new team member: accounts set up, access granted, training materials loaded and practice runs in a safe environment.
Phase 03
90-day probation with KPIs
For the first 90 days we treat this as a probation period. The agent takes on live work with clear limits, and we review performance with you regularly just as you would with a new hire.
Works With
Connects to your existing finance stack
We integrate with the tools your firm already uses. No new software to learn, no data migration required.
Xero
Cloud accounting
Sage
Accounts & payroll
QuickBooks
SME accounting
FAQs
Frequently Asked Questions
The practical details on tools, data, cost and what happens if a role doesn’t work out.
Which invoicing and finance tools do you connect with?
Does the agent actually send emails on our behalf?
What happens with disputed invoices?
Is this cheaper than an outsourced credit control service?
What if the agent sends the wrong message to a client?
Bring your first AI staff member on board.
Tell us the task you want to take off your team's plate. In one call we'll scope the role, confirm the cost, and be honest if it's the right fit.