Chasing overdue invoices means pulling aging reports, drafting reminder emails, logging every response, and calling clients who stay silent. Doing this by hand across dozens of accounts each month drains staff time and delays cash collection.
An automated version pulls overdue balances, drafts and sends tone-appropriate reminders, tracks responses, and escalates unresponsive accounts on its own. Payments are matched and invoices closed out without manual entry, shortening the time it takes to get paid.
The full workflow, from trigger to completion.
The automation platform queries each morning for invoices that have passed their due date unpaid.
The automation pulls each account's payment history and drafts a reminder email matching the right tone for how overdue it is.
High-confidence drafts send automatically through the connected account.
Drafts below the confidence threshold, such as large or sensitive accounts, route to the AR clerk for a quick check before sending.
Every reminder sent or reviewed is timestamped automatically in the shared receivables tracker.
Accounts still unpaid after the grace period trigger a alert to the account manager with the full contact history.
Once a payment clears, the invoice status updates automatically and the tracker closes out the record.
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