AR Collections + Dunning Agent
Day 7/14/21 follow-up sequence on overdue invoices. Replaces a $50k AR Specialist.
An SMB owner spends $50k/yr on an AR Specialist who chases overdue invoices, drafts polite-then-firm reminders, and reconciles partial payments. The work is 90% scheduled follow-ups on the same 30-80 invoices a month — exactly the cadence-driven task an agent runs better than a human who forgets.
Invoice goes 7 days past due → agent drafts reminder #1 (friendly), 14 days → #2 (firmer + payment link), 21 days → #3 (pre-collection escalation). All drafts queue for owner approval; nothing sends without one click. AR days drops from 47 to 22.
▶Technical specs
ANTHROPIC_API_KEYINVOICEPLANE_BASE_URLINVOICEPLANE_API_KEYQBO_CLIENT_IDQBO_REFRESH_TOKENGMAIL_REFRESH_TOKENSTRIPE_API_KEYSLACK_WEBHOOK_URLWe connect these securely during setup. OAuth integrations above connect with one click — no manual token entry.
▶Open source info
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