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Finance use case

Payment reminders on autopilot

Chase overdue invoices politely and persistently. Your Finance AI employee handles this around the clock — no code, no hiring, and every action logged. You stay in control with approval steps wherever you want them; it does the repetitive work so your team does the judgment calls.

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How payment reminders automation works

1The AI tracks every outstanding invoice and its due date.
2Polite reminders go out on your schedule — before and after due dates.
3Tone escalates gradually, always professionally.
4Payments received are matched and confirmed automatically.
Live in minutes, not weeksInstall from a template or describe it in plain English — your first run happens today.
Fewer errors, faster closesThe outcome Finance teams hire for: consistent execution on every single payment reminders task, 24/7.
You keep the keysAdd an approval step anywhere. Sensitive actions wait for a named human, and every decision is logged.

Works with

Google SheetsGmailStripeWhatsAppXeroQuickBooks

Frequently asked questions

How long does it take to set up payment reminders?Most teams are live the same day. Connect your tools in a few clicks, describe your rules in plain English, and run it in test mode until you trust it.
Which tools does it work with?Google Sheets, Gmail, Stripe, WhatsApp, Xero, QuickBooks — plus 500+ more integrations and custom APIs. Connect once; every workflow can use them.
Can a human approve before it acts?Yes. Add an approval step anywhere in the workflow — the AI pauses, sends the decision to Slack, email, or the app, and continues only when you say so.
What does it cost to run?Usage is measured in credits: simple actions cost about one credit, AI reasoning steps a few. Start free, no credit card — the pricing page lists what each plan includes.

More Finance use cases

Invoice processing →Expense checks →
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