Finance
add-onarcollectionsautopilotAR Autopilot
Automated invoice reminders and dunning so you get paid faster.
How it works
Automatically sends invoice reminders, dunning emails, and payment-link follow-ups based on aging and customer behavior. Pulls live AR from QuickBooks and tracks responses. Available as a stacked add-on ($29/mo).
You bring
- QuickBooks AR aging
- Customer contact info
- Reminder cadence rules
You get
- Scheduled reminder emails
- Dunning workflow status
- Days-sales-outstanding (DSO) trend
Example
Prompt
"Set up gentle reminders at 7/14/30 days past due for all open invoices over $500."
Output
3 reminders scheduled for today. 11 active workflows. DSO down from 42 to 31 days over the last 60 days.
