Research & Collections Agent
Follows up on overdue invoices and collects smartly
Sends automatic payment reminders, negotiates payment plans, and escalates difficult cases to the team.
The problem it solves
Daily accounting work (invoices, reconciliations, categorisation, collection reminders) drains the finance team and delays the monthly close.
Human errors in data entry or coding can lead to wrong decisions.
An AI finance employee ingests documents, classifies them, reconciles, and reminds counterparties — leaving the accountant on judgement and review.
How it works, step by step
- 1Receives the invoice or receipt (email, app, manual upload).
- 2Extracts line items and categorises them against your chart of accounts.
- 3Reconciles with bank or accounting records.
- 4Flags discrepancies for the accountant to review.
- 5Sends automated payment/collection reminders.
- 6Generates daily and weekly operational reports.
- 7Supports the monthly close with automated checklists.
What it does
- Sends reminders
- Negotiates payment plans
- Tracks payments
- Escalates delinquent
- Generates reports
Ideal for
- B2B companies
- Financing
- Services
Use cases
- Reduce overdue
- Improve cash flow
- Save accounting time
What we need from you
- Invoice list
- Reminder policy
- Escalation rules
Channels
Lives mostly inside your finance tools and ingests documents via email or an internal upload app.
Integrations
Examples (QuickBooks, Xero, Zoho Books, Stripe, Excel) — integrations chosen per your actual stack.
Expected outcomes
- Faster collection
- Better cash flow
- Preserved relationships
Sample conversations
Frequently asked questions
Does it work on WhatsApp and the website at the same time?+
Yes — the assistant runs on the channels where you actually meet customers (WhatsApp, website, Instagram, email) with the same tone and logic, keeping conversation context across them.
How long does setup and launch take?+
Usually days to weeks rather than months, depending on customisation depth and integrations. We start with a clear scope, then expand gradually.
Can it integrate with our CRM or existing tools?+
Yes — we connect it to whatever CRM you use (HubSpot, Salesforce, Zoho, or even Google Sheets) and other tools during implementation, based on your actual needs.
When does it escalate to a human?+
Per the rules we agree on: ready-to-buy lead, special request, sensitive complaint, or anything outside the knowledge base. The final decision always stays with a human.
How is it different from a traditional rule-based bot?+
A traditional bot replies with rigid templates to specific keywords. Our intelligent assistant understands natural language and intent, grounding answers in your knowledge base with real logic and your brand tone.
Does it support Arabic and English?+
Yes — it replies in the customer's language automatically with a consistent professional tone, not raw machine translation but a natural style for each language.
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