Pick one client scenario
Bring one client with overdue invoices, failed payments, final balances, retainers, or payment-plan follow-up.
Partner lane for bookkeepers, accountants, and fractional CFOs
Give your clients an AI AR employee that works unpaid invoices in the background.
Payment Recovery Agent helps bookkeeping and accounting partners turn aged receivables from a report into an operating system: the client sets the rules once, then the agent follows up until the invoice is paid, escalated, or resolved.
Free partner offer: bring one client scenario and we will show what the agent would recover first.
The partner wedge
You already see the unpaid invoices before almost anyone else.
Most bookkeeping firms can tell when a client has a recovery consistency problem. The hard part is that reminding customers, chasing payment links, and monitoring payment plans is awkward, repetitive, and usually outside the core bookkeeping scope. Payment Recovery Agent gives your firm a practical next step to recommend.
Partner math20 partners × 5 client pilots = 100 recovery agents
The fastest path is trusted finance partners introducing the workflow to clients who already have unpaid invoices sitting in QuickBooks, Xero, Stripe, or service-business software.
What this lets your firm offer
- Add a recovery offer for clients without hiring another bookkeeper, admin, or collections person.
- Help owners recover invoices that are already owed instead of only reporting aged receivables after the fact.
- Keep the firm positioned as the trusted finance partner while the AI recovery employee handles the follow-up cadence.
- Escalate disputes, hardship, VIP accounts, wrong-invoice claims, and sensitive cases back to the owner.
The free Partner Payment Recovery Review
This is not a generic product walkthrough. It is a practical working session with someone who understands finance operations: pick one client, look at the recovery queue, and map the first workflow the agent would run.
Find the first recoverable queue
We identify which invoices the agent would work first by balance, age, payment path, relationship sensitivity, and likelihood of response.
Map the rules once
We help define tone, cadence, payment methods, payment-plan boundaries, and which sensitive cases should escalate.
Show the workflow
You see how the AI Payment Recovery Agent follows up in the background, routes people to payment, and logs the work.
Example client queue
What we can walk through on the call
For the first partner conversations, we keep the example simple: an SMB client with a messy unpaid-invoice queue that needs consistent follow-up, payment routing, and escalation rules.
Example recovery review
- Client has $18,400 across 17 overdue invoices.
- Five invoices are under 14 days late and need friendly reminders.
- Six invoices need a payment link and short follow-up sequence.
- Three need payment-plan language within approved terms.
- Three are sensitive and should escalate to the owner before any message goes out.
Three ways a partner can start
Referral partner
You introduce the client, we run the review and pilot, and your firm stays in the loop as the trusted finance partner.
Advisory add-on
Position Payment Recovery Agent as an AR improvement layer inside your bookkeeping or fractional CFO service.
Pilot-first rollout
Start with one client and 10–25 eligible invoices before introducing the offer to more of your client base.
Strong partner fit
- Bookkeeping firms serving SMBs with invoices, retainers, deposits, projects, or recurring service fees.
- QuickBooks, Xero, FreshBooks, Stripe, Square, Jobber, Housecall Pro, or service-business clients.
- Fractional CFOs and accounting advisors who already see client cash-flow leakage.
- Firms that want a partner/referral lane instead of creating recovery automation from scratch.
Not the first lane
- Regulated consumer debt, medical patient balances, rent/tenant collections, or legal collections work.
- Clients with no clear invoice records or no authorization to contact customers.
- Businesses that want aggressive pressure language instead of professional follow-up.
Want us to map this for one client?
Bring one client with overdue invoices. We will show what the AI Payment Recovery Agent would chase first, how the follow-up would sound, and where unusual cases would escalate.