Import
Upload overdue accounts, invoices, or balances.
Recover owed revenue with an AI employee that works the follow-up queue every day.
Payment Recovery Agent helps teams follow up on unpaid balances, overdue invoices, failed payments, patient balances, and payer issues — with autonomous playbooks, exception handling, and a full activity log.
Set the rules once. The agent works the queue every day.
Owed revenue doesn't disappear. Follow-up does.
Invoices age, failed payments sit, balances slip into next month — not because customers refuse to pay, but because consistent follow-up is a full-time job nobody has time for. The money is usually recoverable; the follow-up just never happens.
Not software you operate. An employee you hire.
Payment Recovery Agent doesn't just file numbers or fire off generic nudges. It's an AI recovery employee: it starts every day with your queue, sends professional follow-ups under rules you approved, routes people to payment, schedules the next touch, and shows you everything it did.
How it works
Prioritize
The agent ranks the queue by amount, age, and your rules.
Follow up
Approved-playbook email and SMS go out on schedule.
Route to payment
Every message carries a payment link or next step.
Schedule the next touch
Unpaid accounts get the next follow-up automatically.
Log everything
Every action lands in an activity log you can audit.
Escalate exceptions
Disputes, hardship, VIPs, and legal flags pause for a human.
One AI recovery employee. Two versions.
For Medical Practices
- Patient balance follow-up with patient-safe wording
- Insurance and payer context inside every case
- Compliance-gated messaging — nothing live until approved
- Human review for hardship, disputes, and sensitive cases
- Full audit trail
For Businesses
- Overdue invoices and failed payments worked automatically
- Deposit and final-balance reminders
- Autonomous email/SMS follow-up under your approved playbook
- Payment-link routing to your existing invoice tools
- Exceptions pause for owner review
Autonomous, with guardrails you control
- Every action recorded in an activity log
- Opt-out and suppression honored automatically
- Exception rules pause accounts for human review
- Preview the full workflow on sample accounts before going live
- Go-live approvals protect the medical version
See the agent work a queue in under two minutes.
Watch an overdue account get prioritized, followed up, routed to payment, and logged — automatically. Then tell us about your revenue and we'll map your recovery workflow.