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Use case

Automate invoice follow-ups

Chase overdue invoices so your cash flow doesn't stall.

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You ask

“Find overdue invoices in QuickBooks and draft a friendly payment reminder for each customer.”

What the worker does

  1. 1

    Scan your accounting system (QuickBooks or Xero) for invoices past their due date.

  2. 2

    Match each overdue invoice to the right customer and pull the outstanding amount.

  3. 3

    Draft a polite, on-brand payment reminder in the customer's voice.

  4. 4

    Queue the drafts for your approval—nothing goes out without human review.

Result: Found 9 overdue invoices, drafted 9 reminders for approval.

Hand off invoice & payment follow-ups

Delegate it once and a worker handles it from here — you keep approval.

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Questions

Will it email customers automatically?
No. The worker finds the overdue invoices and drafts each reminder, but nothing sends without your approval. Money-related messages always wait for a human to review them first.
Can it run on a schedule?
Yes. Set it to run weekly or monthly and it surfaces overdue invoices with drafts ready. You review and bulk-approve, or edit individual reminders before sending.
Which accounting tools does it work with?
QuickBooks, Xero, and other accounting systems connected through our platform. It pulls overdue invoice data and syncs send records back to your system.

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