86
FEATUREDcoming-soon
AR Collections + Dunning Agent
Day 7/14/21 follow-up sequence on overdue invoices. Replaces a $50k AR Specialist.
The Problem
An SMB owner spends $50k/yr on an AR Specialist who chases overdue invoices, drafts polite-then-firm reminders, and reconciles partial payments. The work is 90% scheduled follow-ups on the same 30-80 invoices a month — exactly the cadence-driven task an agent runs better than a human who forgets.
The Outcome
Invoice goes 7 days past due → agent drafts reminder #1 (friendly), 14 days → #2 (firmer + payment link), 21 days → #3 (pre-collection escalation). All drafts queue for owner approval; nothing sends without one click. AR days drops from 47 to 22.
Day in the Life
1.
Daily 8am: pulls open invoices from InvoicePlane → flags 5-12 overdue → drafts day-7/14/21 emails per customer history
2.
On payment received: reconciles to invoice → closes the dunning loop → updates customer credit-risk score
3.
EOD: posts 'AR aging snapshot' to Slack — 12 in 0-30, 4 in 31-60, 1 in 61+ — with one-click 'send all approved drafts'
Deploy Specs
Runtime
python
Pattern
api-shim
Tier
medium
Setup Time
hours
Required Env Vars
ANTHROPIC_API_KEYINVOICEPLANE_BASE_URLINVOICEPLANE_API_KEYQBO_CLIENT_IDQBO_REFRESH_TOKENGMAIL_REFRESH_TOKENSTRIPE_API_KEYSLACK_WEBHOOK_URLIntegrations
InvoicePlaneQuickBooks OnlineStripeGmailSlack
GitHub Source
Repository
InvoicePlane/InvoicePlane
Stars
3,021
License
MIT
Last Commit
2026-04-28
Replace
AR Specialist
$50,000/yr
AgentDepot
$299/month
Save $46,412/yr · 13.9x cheaper
14-day free trial · No credit card
Also Replaces
×Chaser $40/mo
×Upflow $89/mo starter
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