Set the rules once
Business identity, sender settings, payment link, tone, cadence, and a consent/authorization attestation — configured one time.
An AI employee that follows up on unpaid invoices automatically.
Upload overdue accounts, and Payment Recovery Agent sends professional email/SMS follow-ups, routes customers to payment, schedules the next touch, and logs every action — based on your approved recovery playbook.
No daily approval queue. No manual chasing. Just controlled autonomous follow-up.
Where the agent goes to work
Overdue invoicesFailed paymentsDeposit / final balance remindersService business balancesMembership & subscription payment issuesB2B AR follow-up
Set the rules once. The agent works the queue every day.
The business version is built to feel like hiring, not operating. You approve the recovery playbook once — after that, uploading an eligible account is the whole job. The agent handles the rest and only pulls you in when something needs a human.
Uploads run automatically
Any account you upload that fits the approved rules is worked by the agent the same day. Upload equals authorization to run your playbook.
Exceptions pause and alert you
Disputes, refunds, hardship, VIP notes, "paid already" — anything sensitive stops before outreach and waits for you.
Replies are handled
Responses, STOP requests, and bounces are logged, suppressed where required, and routed to you when a human is needed.
Controlled autonomy, not a black box
- Every send, reply, and schedule change lands in the activity log
- STOP requests and bounces suppress contact automatically
- Exception rules (dispute, refund, hardship, VIP, “paid already”) pause the account before any outreach
- Professional, calm tone — the agent protects your customer relationships
- Live mode requires sender setup and a contact authorization/consent attestation
Watch it work an overdue invoice right now.
The workflow preview runs on sample accounts — you'll see the queue, the messages, the payment page, and the activity log exactly as an owner would, before anything connects to your live billing tools.