Your AI AR clerk. Average SMB has 24% of revenue sitting in unpaid invoices. This agent handles the complete accounts receivable lifecycle — generating invoices with QuickBooks sync, sending automated multi-channel payment reminders on a disciplined cadence, tracking aging across six buckets, and escalating collections through a five-level ladder from friendly reminder to attorney demand. Replaces a $35-45K/yr AR clerk for $29/mo. ## What's included - **Invoice management** — INVOICE NEW with line items, terms, auto-numbering (INV-YYYY-NNNN); preview, send, void with audit trail - **QuickBooks Online integration** — OAuth2 connect, pull open invoices, push new invoices and payments; auto-refresh access tokens; no double-entry - **Six-bucket aging** — CURRENT / 1-30 / 31-60 / 61-90 / 91-120 / 120+; run AGING anytime; weekly auto-summary - **Multi-channel reminder cadence** — Day 3 / 7 / 14 / 30 templates via email + SMS (Twilio) or copy-paste manual; tone escalates with age - **Five-level escalation ladder** — friendly reminder → firm follow-up → final notice → attorney letter intent → attorney demand; advance with ESCALATE [customer] - **BATCH REMINDERS** — fire all due follow-ups in one command on weekly cadence - **Dispute handling workflow** — log disputes, freeze escalation while investigating, resolve and resume - **Call log + communication history** — every reminder, call, email, payment promise timestamped per invoice - **Write-off workflow** — confirmed bad debt with reason + tax-treatment note for year-end - **DSO + monthly AR reports** — Days Sales Outstanding trend, collection effectiveness, top overdue accounts - **Commands** — SETUP, CONNECT-QB, INVOICE, AGING, REMIND, CALL-LOG, ESCALATE, PAYMENT, DISPUTE, WRITE-OFF, REPORT, CUSTOMER, BATCH, STATUS ## Limitations - **NOT a payment processor** — records payments, syncs to QB; actual money moves via Stripe / ACH / check - **NOT a collections agency** — drafts attorney demand letters; turning accounts over to a collections firm or filing suit stays with your attorney - **NOT legal counsel** — escalation templates are starter; jurisdiction-specific demand letters + Fair Debt Collection Practices Act compliance need attorney review - **U.S.-focused** — USD default + IRS bad-debt treatment; Canadian / UK / EU regulations differ - **QuickBooks Online only** — no QB Desktop, no Xero / FreshBooks integration today ## Best fit Service businesses, B2B SMBs, freelancers + agencies, and consultancies billing 20-500 invoices/month where AR isn't full-time enough for a dedicated clerk but consistent enough to bleed revenue if neglected. Especially valuable for companies with 90+ days of aged receivables on the books — the disciplined cadence + escalation ladder typically recovers 30-60% of 60+ day balances that would otherwise quietly write off. At $29/mo, ONE recovered $1K invoice pays for nearly 3 years of the agent.
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