Use case · AI Finance Agent
Overdue invoice reminders you approve
Overdue invoices need polite, timely reminders. The AI Finance Agent drafts them on schedule; you approve each one before it goes to the customer.
Last updated 6 October 2026
The problem
Chasing overdue invoices is awkward and easy to postpone, and every week of delay makes the money harder to collect.
How the AI Finance Agent does it
- 01
It watches receivables
Overdue invoices read from Stripe or QuickBooks.
- 02
It drafts the reminder
At 7, 30 and 60 days overdue, never the same stage twice.
- 03
You approve
Edit or approve; nothing is sent to a customer without you.
- 04
Long overdue goes to a person
After 60 days it hands the invoice to your team with the history.
Example
“Has the Contoso invoice been paid?”
AI Finance Agent
Not yet: INV-1042 ($12,400) is 32 days overdue. A second reminder is drafted and waiting for your approval.Guardrails
- Every customer email is approved first.
- It never changes or cancels an invoice.
Questions
Who is the email from?
From your own finance address, so replies come back to your team.
Related
Chase missing receipts automatically
The AI Finance Agent finds card spend without a receipt, asks the person in Slack, and attaches the photo they reply with in Ramp. Reminders escalate to their manager if needed.
Track the month-end close checklist
The AI Finance Agent turns your close checklist into tasks with owners and due days, reminds owners in Slack before each task is due, and reports progress to the controller.
Meet the AI Finance Agent
Expense and invoice questions, approval chasing and month-end tracking for your finance team.
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