Connect Stripe, Square, NetSuite or Ramp so your finance team can chase overdue invoices by text — and customers can ask what they owe and pay it in the same thread.
Accounts receivable is mostly a follow-up problem. Emailed reminders sink to the bottom of an inbox and phone calls take a person, so invoices age for reasons that have nothing to do with whether the customer intends to pay.
A text gets read. When the reply reaches an agent that can read the ledger, "how much do I owe?" gets a precise, current figure and a way to pay it without leaving Messages — which removes the step where most payment follow-ups stall.
Your own team gets the other half. Finance staff and owners text to ask who is overdue, what came in today and which account is worth a call, instead of exporting a report to find out.
The follow-up happens on a channel that gets read, and the awkward call stops being a person’s job.
Ask what came in today, who is overdue and what is worth chasing, without exporting a report.
Each client connects their own books, so one agent answers across the whole roster with everything correctly scoped.
Connect your billing system and the agent handles receivables for the business — answering balance questions, sending payment links and running the follow-up sequence.
For accountants and bookkeepers serving many clients, each client connects their own books so one agent answers for all of them, scoped to each set.
The same agent, asked different things by different people on the team.
A polite, well-timed reminder carrying the amount, the due date and a way to pay — and it can answer the question that comes back.
A precise current figure and a payment link in the same thread, rather than a statement that was right last Tuesday.
What came in today, what is outstanding and what is at risk — answered from the ledger rather than a stale export.
Each client connects their own books, so one agent handles questions for all of them without mixing anything up.
Ask whether a specific invoice cleared and against which account, without opening the accounting system.
Ask what a supplier has billed this quarter before signing off the next one, from live data.
No. The agent sends a payment link from your own connected provider — Stripe, Square or another — and the payment happens there, on their infrastructure.
Yes. It reads from the connected system at the moment it answers, rather than from a periodic sync.
NetSuite, Ramp, Brex, Concur, Wave, Mollie, SAP and Workday, alongside Stripe, Square and the commerce platforms.
Yes. Plenty of teams run it purely as a finance assistant their own staff text, and never point it at a customer.
Pick a model, write a prompt, connect the tools it needs, and go live in the blue bubble — no code required.