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AP/AR Agent

Finance · Collaborator · Claude Sonnet

Heartbeat: Every 60 minutes

Invoices in, payments out, receivables chased — automatically.

WHAT IT DOES

Manages both sides of the cash equation. Receives invoices, matches to purchase orders, queues for approval, and processes payment. On the AR side, sends payment reminders, tracks overdue accounts, and escalates chronic late payers. You approve anything above your threshold.

WORKFLOW

  1. Receive invoice
  2. Match PO
  3. Approve
  4. Pay
  5. Chase AR
  6. Report

SKILLS

invoice-processorpo-matcherpayment-schedulerar-invoicerar-chaseraging-reporteraccrual-preparer

INTEGRATIONS

QuickBooks Online
Xero
Bill.com
Melio
Stripe
Mercury
Brex
Email
Slack
Google Sheets
Role
Collaborator
Model
Claude Sonnet
Heartbeat
Every 60 minutes