Accounts receivable automation
Invoice follow-up automation that keeps payment reminders from becoming manual work.
Invoice follow-up automation watches invoice status, sends reminders at the right time, pauses the moment payment arrives, and gives staff an exception list instead of asking them to chase every account by hand.
What gets built
Monitor your accounting or field service platform for newly issued or overdue invoices that cross the configured due-date threshold.
Start a reminder sequence based on the invoice due date, with configurable intervals for first notice, second notice, and final warning.
Before each message goes out, confirm the invoice is still unpaid so no reminder is sent to a customer who already paid.
Send the approved reminder copy via email or SMS with a direct payment link or contact instruction included.
Route high-value or long-overdue invoices to staff, and send the owner a weekly summary of outstanding receivables.
Tools this can connect
QuickBooks, Xero, Stripe, Jobber, ServiceTitan, HubSpot, email, SMS, Google Sheets, and Slack. The exact architecture depends on where invoices are created and how the team handles collections.