AR · Cashflow
AR / Collections Agent
Aging invoices chased — without the awkward partner email.
Most small firms write off 4–8% of revenue every year because nobody enjoys chasing AR. We build an agent that lives on top of your QBO AR and runs a graduated collections cadence — friendly nudge at 15 days, structured reminder at 30, payment plan offer at 45, partner escalation at 60. Every message is tone-matched to the client relationship using OpenAI, sent via SMS or email per client preference, and logged back to QBO. Partners only get involved when the agent has exhausted the standard cadence — and the data needed for that conversation is one click away.
The problem
Why this
costs more than it looks like.
4–8% of revenue lost to write-offs because nobody chases past 30 days
Generic dunning emails that damage long-standing client relationships
No structured promise-to-pay tracking — same client makes the same promise monthly
Partners blindsided when AR aging hits 90+ days with no warning
How it works
From kickoff to
live in 14–21 business days.
What you get
Exactly what
gets delivered.
Graduated reminder cadence at 15/30/45/60 days, fully automated
Tone-matched messaging — formal for new clients, warmer for long-term relationships
Promise-to-pay tracker — every commitment logged, every broken promise surfaced
Partner-ready escalation report when the agent has done all it can
Built with
Pricing
Transparent.
No surprises.
Setup is a one-time engagement. Monthly covers hosting, monitoring, and minor updates. We scope every project before any work begins — if the scope changes, we tell you before we build.
- Full working system, documented and tested
- Client runbook (PDF + web)
- 30 days post-launch support included
- Optional ongoing maintenance
$1,800–$3,000
one-time setup
$300–$500/mo
monthly maintenance
14–21 business days
time to live
No commitment. 20 minutes. We tell you if it's the right fit.