How firms chase overdue invoices with AI agents
Finance teams chase every overdue bill on time, in the firm’s tone, with a payment link, and with Finance approving each batch before it goes.
Challenge
Chasing is the job nobody gets to. Reminders go out late, the second reminder repeats the first, and the client relationship takes the strain when a partner finally sends a blunt email.
Solution
Each week a cloud agent lists the overdue invoices from your billing system, checks what was sent last time and when, picks the right stage of your chaser sequence, and drafts each message with a payment link in the firm’s tone. It sets aside the disputed and the sensitive ones with the reason. Finance approves the batch; the fee earner handles the ones set aside.
Result
Chasers on time and in sequence, the sensitive cases in a person’s hands early, and cash in faster without a blunt email.
What the agent does
Invoice 10433 is 30 days overdue. Read the invoice and ledger, Check the last reminder sent, Apply the stage-two chaser template, Draft the chaser with a payment link, Set aside the disputed invoice, Send to the client. Sent by C. Woods, Finance.