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Billing and collections agent · works from your company brain

Overdue invoices, chased every weekday at 8:00.

Before you open your laptop, your agent has matched yesterday's payments, found who is late and written the reminder each client needs. You read, you approve, the money comes in.

Start my billing agent
  • Reminders on day 3, 10 and 21
  • You approve every email
  • Stripe, Holded or Xero

Monday morning, with and without.

You, todayabout 2 h a week

  • Export the bank movements and match them by hand
  • Scroll the invoice list looking for red dates
  • Write the same awkward email, again
  • Forget who you already chased last week

Your agent, on its ownyou: 3 minutes

  • Payments matched to invoices before 8:00
  • One list: who owes what, since when
  • Reminders drafted in your tone, firmer each time
  • Every reminder logged in the client file

One morning, minute by minute.

Scroll through what your billing agent does while you are still on your first coffee.

Billing and collectionsNorthwind · every weekday at 8:00
08:00

Payments since yesterday

Bluebird CoINV-2041Matched
Halcyon FoodsINV-2038Matched
Brightline StudioPaid $1,200 of $2,400Partial

Overdue today

Brightline Studio3 days late$1,200
Northwind Retail10 days late$3,450
Halcyon FoodsPromised Friday, by emailWaits
Bluebird Co21 days late$860

Draft to Brightline Studio

Hi Marta, a quick note: invoice INV-2036 for $1,200 was due on Monday.

Here is the payment link again. If something is off, just reply and I'll sort it.

In #finance

Send 3 reminders?Needs your yes

Brightline (day 3), Northwind Retail (day 10), Bluebird Co (day 21). Halcyon skipped: promised Friday.

Sent from your address at 08:07.Declined. The agent notes why.

Client file · Northwind Retail

Reminder 2 sentToday 08:07 · approved by youSent
Next stepDay 21 if still unpaidScheduled
Sample data
  1. 08:00

    Reads yesterday's payments

    It pulls new payments from Stripe and matches each one to its open invoice.

    Payments since yesterday

    Bluebird CoINV-2041Matched
    Halcyon FoodsINV-2038Matched
    Brightline StudioPaid $1,200 of $2,400Partial
  2. 08:02

    Finds who is late

    Four invoices are past due. It checks each client's file for anything agreed, like a promised date.

    Overdue today

    Brightline Studio3 days late$1,200
    Northwind Retail10 days late$3,450
    Halcyon FoodsPromised Friday, by emailWaits
    Bluebird Co21 days late$860
  3. 08:04

    Writes the right reminder

    A friendly nudge on day 3, a firmer one on day 10, a call to action on day 21. Halcyon is left alone: they promised Friday.

    Draft to Brightline Studio

    Hi Marta, a quick note: invoice INV-2036 for $1,200 was due on Monday.

    Here is the payment link again. If something is off, just reply and I'll sort it.

  4. 08:06

    Asks for your yes

    Three drafts land in Slack or your dashboard. Approve them in one go, or edit the one that needs a personal touch.

    Needs your yes

    In #finance

    Send 3 reminders?Needs your yes

    Brightline (day 3), Northwind Retail (day 10), Bluebird Co (day 21). Halcyon skipped: promised Friday.

    Sent from your address at 08:07.Declined. The agent notes why.
  5. 08:07

    Sends and keeps score

    Reminders go out from your own address. Each one is noted in the client's file, so nobody gets chased twice.

    Client file · Northwind Retail

    Reminder 2 sentToday 08:07 · approved by youSent
    Next stepDay 21 if still unpaidScheduled

The agent behind it.

Billing and collections

Your billing and collections agent works from the invoices, payments and client notes in your company brain. It never invents a figure: every amount comes from your invoicing system.

Always asks first:

Every email to a clientInvoices from $3,000Voiding an invoiceAny refund
Meet the agent
Every weekday at 8:00Match payments with invoices
Day 3, 10 and 21 after dueDraft the reminder for each late invoice
On the 1st of each monthPrepare retainer and milestone invoices

What changes after a month.

Figures from our first customers will go here once they are measured.

Days to get paid

Average days from invoice to payment, before and after.

Hours back each week

Time no longer spent matching and chasing.

Overdue at month end

Money still unpaid 30 days after the due date.

Works with what you invoice from.

StripeReads payments, customers, subscriptions and invoicesHoldedIssues invoices, reads contacts and matches payments in HoldedXeroReads invoices, contacts and accounting reportsSlackReads and writes in the Slack channels you give itHubSpotReads contacts and deals, logs activity and leaves a note on the record after every callGoogle SheetsReads ranges, adds rows and updates cells

Questions about getting paid.

Will it email my clients without asking?

No. Every email to a client waits for your approval by default. Once you trust a type of reminder, you can let it go out on its own.

Which invoicing tools does it work with?

Stripe, Holded, Xero and a3innuva. It needs one of them to read invoices; Wise or Stripe can add bank payments.

Can I change the reminder schedule?

Yes. Day 3, 10 and 21 is the starting point. Change the days, the tone or the time it runs whenever you like.

What if a client already promised to pay?

The agent reads the client's file and your email before writing. If someone promised a date, it waits and tells you why.

How much does it cost?

The billing agent fits in any plan: Starter $99, Growth $499 or Scale $999 a month, with the integrations included.

Get paid without asking twice.

Start my billing agent

See your first agent at work.

30 minutes, on your own processes. Tell us what you'd hand over first and we'll come with it set up.

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Which company is it for?

We reply within one working day with two time slots. No newsletter, no sales sequence.

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