What it does
An AI Employee watches open invoices in a connected sheet or system, sends the reminder sequence you approve, and routes disputes or payment-plan requests to finance.
AI Workforce / Finance
Finance
Invoice Chaser
WHEN AN INVOICE GOES UNPAID
The problem
Invoices sit unpaid because follow-up is awkward and easy to postpone. Cash waits on a reminder that never went out.
Trigger
Starts when an invoice is marked sent and still unpaid past your rules.
Tools and systems
Connections depend on your deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
- SMS
- Google Sheets
- Excel
- CRM
- Zapier-connected tools
What it reads
- Open invoices in a connected sheet, QuickBooks, Stripe, or CRM view
- Your reminder copy, timing, and exception list
Actions it can take
- Send the reminder sequence you approve
- Answer copy-and-status questions from your policy
- Stop when payment posts in a connected tool
- Hand disputes to a person with the thread attached
Human controls
- You approve reminder copy and timing.
- Accounts in collections, legal holds, or hardship stay with a person.
- The AI does not threaten, add fees, or change terms unless you wrote that language.
Workflow steps
- 1An invoice is marked sent and unpaid.
- 2Reminders go out on the schedule you set.
- 3Customer questions about copies, amounts, or methods are answered from your policy.
- 4Payments reported in connected tools can stop the sequence.
- 5Disputes and exceptions go to a person with the thread attached.
Example use case
Net-15 invoices still open on day 16 get a short email with the invoice attached. Day 22 gets an SMS if email was ignored. A customer who replies that the amount looks wrong is routed to accounting the same hour.
Often handled by your AI Operations Employee, as part of the broader AI Workforce.
How to customize
You approve reminder copy and timing. Accounts in collections, legal holds, or hardship stay with a person. Connections depend on the deployment. Native where available, otherwise through Zapier, an API, or another connection you already use.
Related work
Document Processing
Reads invoices, applications, and contracts for the fields you care about, then routes the file and the extracted data.
Overdue Reminders
Notifies customers and internal owners when a due date has passed, with the next action already attached.
Payment Follow-Up
Follows up when a payment fails, a link expires, or a customer said they would pay and has not yet.
See What an AI Workforce Could Do for Your Business
Walk through the work your team is already doing, then see which jobs an AI Employee could take on.