AR
Collections Agent

Chases the money, in your tone.

Reads the AR aging every morning, drafts dunning sequences in your tone, predicts pay dates from history, escalates the slipping accounts to the Credit Manager with a one-line summary.

No credit card Live in 60 seconds Off-switch per agent
Saves
11 days off DSO
Touches
Accounts receivableAgingDunning
01What it actually does

No demo magic. Real actions, real audit trail.

Each action runs through the same engine your humans use: same posting rules, same approval routing, same audit log. The agent's name is on every transaction it touches.

01
Reads the AR aging daily
Walks the open invoices by customer × age bucket. Flags new entrants to 30+, 60+, 90+ days.
02
Drafts the dunning sequence
Day 1 friendly reminder, Day 14 firmer, Day 30 escalation note. Your tone, provide a few sample emails, the agent matches voice.
03
Predicts pay dates
Per-customer model from the last 12 months of remittance behavior. Predicts which 60+ buckets will self-resolve and which need escalation.
04
Escalates with a one-line summary
When a customer slips its predicted band, the agent opens an Escalation for the Credit Manager: 'Customer X · $Y open · 23 days past predicted pay · last contact 9 days ago · suggest credit-hold review.'
02How it decides

The logic behind every action.

Not a black box. The decision rules are explicit, configurable, and surfaced on every action so the auditor (and you) can trace the why.

01
Tone per customer segment
Strategic accounts get a softer cadence; transactional accounts get the standard one. Configure segments and tone samples in settings.
02
Hold the dunning if there's an open dispute
If the customer has an open Credit Memo or Dispute, the agent pauses dunning until the dispute is closed, never chases a customer for money you owe them back.
03What you control

Off-switch per agent. Always.

Every agent runs on a leash you set. Approval thresholds, dry-run mode, per-entity disable, audit trail, your call.

01
Per-segment tone
Provide 3–5 sample emails per segment; the agent matches voice, opening, and signoff style.
02
Send approval required
Default off, emails send automatically. Toggle on for sensitive segments where every email needs Credit Manager review.
04This morning

A real activity log.

Excerpted from a production tenant. Every line is signed, timestamped, and traceable to the action it represents.

Collections Agent · activity log · today
07:00
Walked AR aging across 1,247 open invoices. 14 new entrants to 30+ bucket.
07:02
Drafted 14 Day-1 reminders. Sent 11 (3 held, open Credit Memo on those accounts).
07:05
Escalation: Customer Acme · $48,200 open · 23 days past predicted pay · suggest credit-hold review.
05Built on

The skills this agent calls.

Every agent is composed from the underlying ERP skills, the same ones your humans use. No private data path, no shadow ledger.

06FAQ

Common questions.

Asked by the people whose name goes on the audit packet.

Will this email my customers automatically?

By default yes, in your configured tone. Toggle 'send approval required' to make every email a draft for Credit Manager review before send.

07The other 7 agents

Run them together.

Agents share the same ledger and the same audit trail. Period-Close hands off to Consolidation; AP Intake hands off to Approvals.

Run the Collections Agent on your own data.

Free to sign up. Live in 60 seconds. Walk every screen, post a test JE, invite the team. No credit card, no sales call.

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