Upload the invoice
Add an invoice the day it's created - import a list, enter one manually, or attach the invoice itself.
Day-one invoice tracking and recovery that keeps money moving.
Upload an invoice as soon as you create it. Payment Recovery Agent starts the payment journey immediately: sends the first payment link, tracks customer activity, follows up on the right cadence, handles questions, surfaces payment-plan requests, and keeps working through the final thank-you until the invoice is paid, escalated, updated, or resolved.
Creating a smoother payment journey - upload the invoice once, then let the agent keep the account moving from day one.
Invoices don't get paid on their own. Follow-up is a full-time job.
Most invoices go out once and then wait. Reminders slip, customer questions sit unanswered, and payment stalls - not because customers refuse to pay, but because polite, consistent follow-up takes time nobody has. The result is revenue that arrives late, or not at all.
Turn every new invoice into a set-it-and-forget-it payment journey.
The moment an invoice is created, the agent starts working: a warm day-one thank-you with the payment link, a follow-up schedule that stays polite as the balance ages, answers for customer questions, payment option requests surfaced for your decision, and clear visibility into every account - so you step in only when an account needs attention.
Day-one invoice-to-paid supportAs soon as the invoice exists, the agent gets to work getting the business paid.
Your team uploads the invoice when it is created. The agent immediately starts the smoother payment journey: first payment link, friendly follow-up, customer replies, already-paid reports, payment option requests, owner alerts, and the final thank-you. It is the set-it-and-forget-it layer between sending an invoice and finally seeing the money arrive.
How the payment journey works
Day-one welcome
Your customer gets a warm thank-you with the balance, service date, and payment link - no waiting for the invoice to become a problem.
Follow the schedule
Friendly follow-up lands on a set rhythm as the invoice ages, always warm and professional.
Track payment activity
Customers can pay, report that they already paid, ask a question, or request payment options right from the payment page.
Adapt to how they pay
Net 30 or accounts payable? The agent acknowledges it and adjusts the follow-up timing instead of pushing.
Keep the owner informed
Payments, questions, plan requests, and payment page activity reach you the moment they happen.
Close with a thank-you
Paid invoices end with a thank-you - and your Google review link when you want the five-star moment.
Payment Recovery Workflow01 02 03 04 05 06
Upload the Invoice. Let the Agent Handle the Follow-Up.
Payment Recovery Agent turns overdue invoices into an automated recovery workflow — organizing invoice details, preparing professional outreach, routing customers to a branded payment page, and notifying you when money comes in.
Upload invoices
Add overdue invoices by PDF, CSV, or manual entry.
Agent organizes the details
The AI reads each invoice, extracts key payment details, and loads it into your recovery dashboard.
Outreach gets prepared
Email and text follow-ups are generated with the right customer, invoice, amount, and payment link.
Customers get a payment page
Customers review the invoice, choose how to pay, request help, or report that they already paid.
Follow-up continues
The agent tracks every invoice and continues the approved cadence until it is paid or needs review.
Owner gets notified
When payment comes in, the dashboard updates and the business owner is alerted.
AI Agent Active
Payment Recovery Agent
Invoice analysis, approved outreach, customer payment page, follow-up cadence, and owner alerts.
Invoice intakeInvoice #1042
PDFCSVManual
Maria Lopez · $375 due
Branded payment pageReview invoice
Ask a questionAlready paidRequest help
Follow-up cadence
- Day 1 friendly reminder
- Day 7 follow-up
- Day 14 stronger reminder
- Needs review
- Paid
Owner notificationInvoice #1042 paid — Maria Lopez — $375 received.
Less manual chasing. More recovered revenue. A cleaner accounts receivable workflow.
Everything between the invoice and the thank-you
Day-one invoice intake
Upload an invoice the moment it exists: import a CSV from your billing tool, enter one manually, or attach the invoice file. Payment processor and accounting integrations are part of the live rollout, so intake meets you where you already invoice.
Smart payment follow-up
A warm, professional rhythm that starts with gratitude and never turns into pressure - each message offers the payment link and a way to ask for help.
- Day 1 - thank-you and first payment message
- Day 7 - friendly reminder
- Day 14 - invoice follow-up
- Day 25 - reminder
- Day 31 - outstanding balance follow-up
- Day 37 - assistance check-in
Payment page activity
Every invoice carries a payment page where customers can pay, report that they already paid, ask a question, or request payment options - and every action is tracked as payment activity on the account.
Owner notifications
When a customer pays, reports a payment, asks a question, requests a plan, or interacts with the payment page, you're notified - so nothing important waits for you to go looking.
Net 30 and AP-aware follow-up
When a customer pays on Net 30 terms or through accounts payable, the agent acknowledges it, updates the follow-up timing to match, and keeps you informed - it never pushes aggressively at a business that pays on terms.
Payment plans on your rules
Review and manage payment option requests in one dedicated place. The agent never invents terms - it only offers the payment plans you've already approved, and anything outside them comes to you.
Thank-you and review flow
Once payment completes, the agent sends a genuine thank-you - and can include your Google review link, turning a paid invoice into a public five-star moment.
Actual recovered revenue
See projected recovery and actual recovered revenue separately - alongside accounts needing attention, payment option requests, and payment page activity. Real numbers, clearly split.
One AI payment assistant. Two versions.
For Medical Practices
- Patient balance follow-up with patient-safe wording
- Insurance and payer context inside every case
- Compliance-aware messaging - nothing live until approved
- Sensitive cases like hardship and disputes go to your team
- Full audit trail
For Businesses
- Every invoice starts its payment journey on day one
- Friendly follow-up that stays polite as balances age
- Payment page with pay, already-paid, questions, and payment options
- Owner notifications for payments and account activity
- Accounts that need attention come straight to you
A managed journey, with controls you own
- Every message stays calm, professional, and customer-safe
- You set the tone, timing, and payment options - the agent stays inside them
- Accounts that need attention come to you with full context
- Complete visibility into every message and payment activity
- Live messaging turns on only when you say so
Watch an invoice start its payment journey in under two minutes.
Upload a sample invoice and see the day-one message, the follow-up schedule, the payment page, and the owner's view of every account. Then tell us how you invoice today and we'll map the right approach for your business.