Finance
add-onarcollectionsautopilot

AR 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.