Ready-made app

Invoice tracker

Comes with the Accounts Receivable Assistant agent. When you add it, the agent sets up this app in a few minutes, keeps it up to date and adapts it to how you work.

Available in every region: Canada, the US and the EU.

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An invoice tracker table with invoice, client, due date and a status such as paid, sent or overdue.
Example Example screen. Your app is set up for your business.

A ready-made tracker that shows what each customer owes and who to chase today.

What you can do

  • See who owes what and who to chase today
  • Record promises to pay and payments received
  • Get polite or firm reminders drafted for your approval

The agent that runs it

Accounts Receivable Assistant

Comes with a ready-made invoice tracker and keeps it current: what each customer owes, who to chase today, promises to pay and payments received, with polite, firm reminders drafted for your approval.

What the agent brings

  • Dunning sequence: Use when an invoice passes due or the weekly collections review runs.

How it works

  • The box “Include a ready-made app” is ticked by default when you add the agent. Untick it and the agent is added without the app.
  • You and your colleagues sign in to the app with your email.
  • Setup runs in the background, step by step, and each step is retried up to 3 times. The app appears as a website project of the person who added the agent.
  • The agent reads and writes the app’s data, and can change the app itself through the Websites & apps builder.
  • The app needs a connected environment and funds in your balance. Without them, the agent is added without the app and explains why in its conversation.
  • The app goes live automatically when the agent is added. You can untick the box when added.

More apps: Money and purchasing

All ready-made apps

Questions

Does it write the same reminder to everyone?

No. It varies tone and escalation by relationship and history, and each reminder waits for your approval.

Can I add the agent without the app?

Yes. Untick “Include a ready-made app” when you add the agent.

What if the app cannot be built?

The agent is added without it and explains why in its conversation. It needs a connected environment and funds in your balance.

Add the Accounts Receivable Assistant agent

The Invoice tracker app is included. You can untick the box when you add it to add the agent alone.

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