All agents
Finance ops agent
Sends invoices, follows up on overdue ones and matches what comes in. Refunds, write-offs and disputes wait for you.
How it works
An invoice goes overdue
When
INV-2041, seven days past due
Checks for a payment
Then
Nothing in Stripe yet
Writes a polite reminder
Then
With the invoice and a payment link
Sends it and logs it
Result
Noted on the invoice in QuickBooks
What it does
- Sends invoices
- Follows up politely on overdue ones
- Matches payments to invoices
- Leaves refunds, write-offs and disputes to you
Works in
QuickBooks
Xero
Stripe
Gmail
Use something else? If it has an API, we can usually build into it.