03 - Accounts Receivable AI Agent (AR Agent)

The Accounts Receivable AI Agent improves the efficiency of tracking and collecting customer payments against invoices.

Invoice Follow-Up Automation:

• The AI tracks unpaid invoices and due dates automatically.
• Sends polite follow-up emails to customers based on predefined schedules.
• Customizes follow-up tone and frequency based on customer response history.

Intelligent Conversations:

• The agent can interpret and respond to customer queries like:
  • “Can I get a copy of the invoice?”
  • “Can you confirm if payment was received?”
  • “Why was I charged this amount?”
• Responses are generated automatically and tailored to each situation.

Payment Commitment Capture:

• If a customer responds with a promise-to-pay (e.g., “Will pay by Friday”), the AI logs the commitment and adjusts follow-up timing accordingly.

Payment Reconciliation Support:

• When payments arrive via synced bank feed, the AI:
  • Suggests matching to existing invoices.
  • Supports partial and full matches.
  • Alerts if discrepancies exist between paid and invoiced amounts.

Benefits:

• Reduces manual follow-up effort.
• Improves customer experience with professional, timely communication.
• Enhances cash flow visibility and reduces DSO (Days Sales Outstanding).