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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.
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.
FAQs
Frequently Asked Questions
The practical details on tools, data, cost and what happens if a role doesn’t work out.