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Collections & AR Manager Agent

Finance · Monitor · Claude Haiku

Heartbeat: Every 60 minutes

Automated payment reminders, escalation tiers, DSO reduction.

WHAT IT DOES

Manages your entire accounts receivable lifecycle. Sends automated payment reminders with escalating urgency tiers (friendly reminder, firm follow-up, final notice). Tracks days sales outstanding (DSO) per customer and overall. Identifies chronic late payers and escalates for human intervention. Generates AR aging reports and cash flow impact projections. Reduces DSO by automating the follow-up cycle that your finance team never has time for.

WORKFLOW

  1. Monitor invoices
  2. Send tiered reminders
  3. Track payment status
  4. Escalate chronic cases
  5. Generate AR aging reports
  6. Project cash flow impact
  7. Report DSO trends

SKILLS

reminder-senderescalation-managerdso-trackerar-reportercash-flow-projectorcredit-risk-scorerpayment-pattern-analyzercollections-preparer

INTEGRATIONS

QuickBooks Online
Xero
Stripe
Email
Slack
Google Sheets
HubSpot
Salesforce
Role
Monitor
Model
Claude Haiku
Heartbeat
Every 60 minutes