Payment reminder agent.
Drafts customer-appropriate payment reminders the moment an invoice goes overdue — escalating tone over time, always under human approval before sending.
The friction it removes
Chasing invoices is the work no one wants to do — and the work that gets pushed down the priority list every week. Cash quietly slips. By the time someone gets around to it, the customer has forgotten the work and the conversation is harder.
What it does
- Watches accounts receivable for overdue invoices.
- Drafts a reminder appropriate to the customer relationship and the days overdue.
- Routes the draft for finance approval before anything is sent — never sends autonomously to a customer.
- Logs all outreach against the invoice for the audit trail.
Other topics in this category.
RFQ processor agent
Reads incoming RFQs from email or PDF, matches line items to your SKU master, and drafts a structured quotation for the rep to review.
Quotation generator agent
Assembles structured, on-brand quotations from your price book, costing logic, and project context — in seconds.
Inventory alert agent
Watches stock levels, lead times, and demand patterns — alerts the right person before a stockout becomes a missed sale.
Document checker agent
Reads incoming documents — DOs, invoices, POs, contracts — and flags discrepancies before they become disputes.
Start with a workflow audit.
Two weeks. We study your operations, map where software and agents create the most leverage, and show you exactly what a custom system would look like for your business — before you commit to building anything.
You walk away with
- A workflow map
- A system architecture proposal
- A phased build plan
- A fixed-price quote
- You don't need another SaaS subscription that almost fits.
- You don't need an ERP rollout that takes two years.
- You don't need to become a software builder yourself.
- And you shouldn't have to buy custom software from a static PDF.
Any workflow. Any system. any.software.