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Accounts Receivable

Every open balance explained before anyone chases it.

Our AR Agent matches payments to invoices, works out why a payment is short or disputed, and hands your AR team the account's full picture with the next step prepared.

Book a working sessionHow it works
An illustration of the AR Agent applying a customer's short payment to their open invoices, tracing the gap to a credit note never applied, and proposing to apply it for approval.

What it does

The investigation behind every open balance.

  • Unapplied cash

    Matches incoming payments to open invoices, using the remittance and the customer's own references.

  • Short and over payments

    Works out why a payment doesn't equal the invoice: a deduction, a credit taken, a fee or a partial payment.

  • Invoice disputes

    Puts the invoice, the customer's email and the contract side by side, and says whether the customer has a point.

  • Credits and adjustments

    Drafts the credit note or adjustment with its evidence, for the person who approves credits.

  • Accounts that need attention

    Ranks accounts by money at risk and by what has changed, with the reason written next to each.

  • Account questions, answered

    What a customer owes, has paid and was promised, from the systems that hold the answer.

How it works

From an open balance to the right next step.

Our AR Agent does the digging across systems. Your team decides what to send and what to change.

  1. The agent watches receivables

    Overdue balances, new payments and disputes are picked up as they happen.

  2. It investigates the account

    Bank, remittance, email, CRM and ERP, read together to find what really happened.

  3. It prepares the next step

    A payment match, a credit, a reminder or a question for the customer, with the evidence.

  4. Your team approves

    Nothing is applied, credited or sent until someone on your team says so.

Works with your stack

Reads your ledger, bank, CRM and inbox together.

Our AR Agent queries each system when an account needs it, and changes a record only once your team approves.

Skills it follows

  • Ledger questions Answers questions about the numbers, with the sources.
  • Invoice set reconciliation Matches two invoice lists that should agree and explains every gap.
  • Excel workbooks Builds and edits workbooks, and checks every formula.
  • PDF documents Produces reports, invoices and statements ready to print or send.
See the skill library

Systems

  • NetSuiteERP & ledger
  • SAP S/4HANAERP & ledger
  • OdooERP & ledger
  • PlaidBanking
  • SalesforceCRM
  • Zoho CRMCRM
  • GmailEmail & chat
  • OutlookEmail & chat
View all integrations
In practiceAccelerate cash collectionFollow one invoice 38 days overdue that turns out to be paid, from the reminder queue to the approved match.See an account worked through

Questions

The questions we get asked first.

  • Do you contact our customers?

    Not on our own. We prepare the reminder or the reply, and your team decides whether it goes.

  • Can you apply payments and credits in our ERP?

    Our AR Agent proposes the match or the credit with its evidence. Nothing is applied until someone on your team approves it.

  • Which systems do you look at?

    Your ERP, bank feed, CRM and AR inbox, read together. NetSuite, SAP S/4HANA, Business Central, QuickBooks, Odoo, Plaid, Salesforce, Zoho CRM, Gmail and Outlook connect today.

  • Is this a dunning tool?

    No. Our AR Agent investigates first: whether the customer already paid, took a credit or has a point. A reminder is for a balance that's really owed.

See our agents work through a finance process that matters to your team.

Tell us where the work gets stuck. We’ll walk through how the agents could help.

Book a working session