13-Week Cash Forecast
A rolling 13-week cash forecast built from your books, bills and invoices, updated weekly with plain-English warnings before cash gets tight.
Example system
AR Collections Assistant
Get paid without the awkward chasing. The assistant watches unpaid invoices, drafts polite reminders in your voice, logs promises to pay and gives you a short call list each week.
What does an AI collections assistant do?
It watches your open invoices and drafts the right follow-up at the right time: a friendly reminder before the due date, a firmer note after it, and a call list for accounts that need a person. Every message waits for your OK unless you approve a template ahead of time.
Part of a connected system
This example belongs to AI Revenue Systems (from $2,497). It is a possible component of a scoped build, not a standalone micro-service.
Get paid without the awkward chasing. The assistant watches unpaid invoices, drafts polite reminders in your voice, logs promises to pay and gives you a short call list each week.
Watch it work: demo video coming soon
Demo video coming soon
A screen-recorded walkthrough of this example system will go here.
No video has been published yet.
Who it's for
Service businesses, contractors, agencies and distributors that invoice on terms.
What it connects to
QuickBooks Online, Xero or your invoicing tool, Stripe or your payment link, Gmail or Outlook.
What the workflow can look like
- Open invoices sync from QuickBooks Online, Xero or your invoicing tool.
- Each invoice gets a reminder schedule based on your terms and the customer's history.
- AI drafts each reminder in English or Spanish with the invoice and payment link attached.
- Replies like "paying Friday" are logged as promises, with a check on the promised date.
- Each week you get a short list: who paid, who promised and who to call.
Illustrative scenario only. This is not a client case study, a live product demo or a promise of specific results.
What stays in your hands
- You approve every message or template.
- You decide on late fees, payment plans and when to pause service.
- Disputes and any collection agency are your call.
What we confirm in your AI Audit
- Your payment terms and how you remind customers today.
- Which invoicing and payment tools you use.
- How you want to handle long-overdue accounts.
Keep exploring
AI for QuickBooks Online
Connect AI to QuickBooks Online to read bills and receipts, suggest categories, flag odd entries and answer money questions. You approve every entry.
AI quote & proposal drafts
Turn intake details into a consistent first draft, with your current scope and pricing as the source.
Also part of AI Revenue Systems.
Illustrative system designs, not standalone low-price packages or client results. Exact scope is agreed after the audit.
Questions before you start
Will reminders sound robotic?
No. They're written in your tone, short and polite, and you can edit any draft before it goes.
Can it send reminders by text?
Email is the default. Texting needs the customer's consent and a registered business texting number, so we set it up only where both are in place.
Is this a collection agency?
No. It helps you follow up on your own invoices. It doesn't collect debts for you or pressure customers.
Does it work in Spanish?
Yes. Reminders can go out in English or Spanish based on each customer's preference.
Let’s map your system first
The $497 AI Audit maps your tools, priorities and approval points before a build is proposed. Credited toward a build booked within 30 days.