What problem does it solve?
Chasing overdue invoices is tedious, error-prone, and time-consuming when done manually across QuickBooks, email, and spreadsheets. This skill automates the end-to-end AR collection process while keeping a human-in-the-loop gate to protect relationships and cash flow.
Core Features & Use Cases
- Tiered escalation by days overdue (Friendly, Firm, Final Notice) with configurable thresholds and per-invoice handling.
- Human-in-the-loop Approval Gate: drafts are generated and surfaced for owner review; sending occurs only after explicit approval in a subsequent turn.
- Multi-channel reminders (email and SMS via Twilio) with fallback to email when SMS is unavailable; supports owner-specified tones and per-group channel overrides.
- Scheduling options: interval-based reminders or periodic auto-runs, with group overrides and per-customer targeting.
- Payment instructions are recalled from a shared memory store (or provided by the owner) and inserted into every reminder; credits, unapplied balances, and QB notes are respected to avoid over-chasing.
- Surface escalation and cross-checks: newly overdue 30/60/90 day escalations, duplicate suppression, and note-based skip rules to protect cadence.
- Audit trail: per-invoice follow-up history, local notes, and activity logs to support decision-making and future runs.
Quick Start
Connect QuickBooks and your email, then trigger a test run to generate drafts for owner review.
