Invoice payment follow-up
Works overdue invoices on a schedule your business approves, with customer-friendly wording.
Concierge AI Business Solutions
Payment Recovery Agent
Give your business a clearer invoice follow-up workflow.
Payment Recovery Agent gives service businesses a guided AI workflow for unpaid invoices, customer payment follow-up, and organized account review - with every action visible, reviewed, and logged.
Built for bookkeeping firms, local service businesses, professional services, contractors, agencies, and operators that need cleaner AR workflows - without adding another full-time hire.
Meet your newest team member
- Your team starts each morning with the accounts that need attention.
- The assistant prepares follow-ups, escalates sensitive cases, and keeps your team in control.
- It helps your business recover revenue without adding another full-time hire.
What your AI AR employee handles
Conversations in one place
Every SMS, email, and customer reply lives in one thread per account, with prepared follow-ups ready for your team.
Invoice and payment context
Knows invoice terms, payment links, payment-plan rules, and customer context so the wrong message never goes out.
Smart escalation for sensitive cases
Hardship, disputes, already-paid claims, and sensitive replies are routed to your team - never automated.
Audit trail for every action
Every assistant action and staff decision is logged, so you always know what happened and why.
KPI visibility
Month and year-to-date collections, outstanding AR, DSO, and recovery impact in one place.
How it works
- 1
Create your business workspace
Create your workspace in minutes - no IT project required.
- 2
Bring in your AR data
Import invoices from a simple billing export or manual invoice entry.
- 3
Prioritize the accounts that matter
Every morning the queue highlights what's most worth working: overdue invoices, payment-plan requests, questions, and already-paid claims.
- 4
Staff reviews sensitive actions
Your team approves reminders and handles the cases that need a human touch.
- 5
Approved follow-ups are logged and tracked
Every reminder, call script, and decision lands in an organized history.
Built for control, not chaos
Recovering revenue requires care. Your AI assistant works inside controls your business sets - and nothing customer-facing goes live until your setup is approved.
- No live customer messages until your business setup, consent rules, and sender identity are complete and approved
- Human review required for hardship, disputes, already-paid claims, and sensitive customer replies
- A full activity log for every action - automated or human
- Business-specific onboarding with a dedicated setup checklist
- Messaging stays locked until your business approves it