Sound Familiar?
QuickBooks tells you exactly who owes you money and how overdue they are. What it cannot do is pick up the phone and ask them to pay. Your accounts receivable report shows $47,000 outstanding, with half of it over 30 days late. You send invoice reminders, but they feel impersonal and are easy to ignore. Calling each customer individually takes hours you do not have. Meanwhile, receipts pile up waiting to be categorized, bank transactions need reconciling, and you are spending your weekends doing bookkeeping instead of running your business. QuickBooks is powerful, but it needs a human to drive it. You need that human to be available 24/7, cost nothing, and never complain about chasing down payments.
AI agents that work for you 24/7.
Invoice Collection Agent
Follows up on overdue invoices with personalized, professional outreach via email, text, or phone. Answers customer questions about invoices and payment options. Negotiates payment plans when needed. Gets you paid faster without awkward conversations.
Payment Reminder Agent
Sends timely reminders before invoices are due and escalating follow-ups after. Adapts tone based on how overdue the invoice is. Includes payment links for immediate action. Reduces average days to payment significantly.
Financial Operations Agent
Handles customer inquiries about billing, receipts, and account status by pulling real-time data from QuickBooks. Answers questions your bookkeeper used to field. Frees your team from repetitive financial communication.
See it in action.
Here's how AI agents transform your QuickBooks-powered business:
Your agent reviews QuickBooks for invoices coming due this week and sends friendly reminder emails with direct payment links.
A customer emails asking for a copy of last month's invoice. Your agent pulls it from QuickBooks and sends it within seconds.
Three invoices hit 31 days overdue. Your agent sends personalized follow-ups acknowledging the delay and offering payment plan options.
A customer calls with questions about line items on their invoice. Your agent explains each charge using the QuickBooks data and job notes.
Your agent sends end-of-day payment received confirmations and updates customer records in QuickBooks.
Weekly summary: 12 invoices followed up, 4 payments received totaling $8,400, average days outstanding down 7 days.
QuickBooks tracks your money. AI agents collect it. Together, they keep your cash flow healthy without the uncomfortable collection calls.
Everything you need. Nothing you don't.
Intelligent Invoice Follow-Up
Personalized outreach that gets responses. Your agent adapts messaging based on customer history and relationship.
Automated Payment Reminders
Timely reminders before and after due dates. Escalating sequences that balance persistence with professionalism.
Real-Time QuickBooks Access
Your agent pulls invoice details, payment history, and customer data directly from QuickBooks for accurate responses.
Payment Plan Negotiation
Offer and manage payment plans for customers who need flexibility. Keep revenue flowing even from struggling clients.
Customer Billing Support
Answer questions about invoices, receipts, and account balances instantly. Reduce billing-related support burden.
Collection Analytics
Track follow-up effectiveness, average days to payment, and recovered revenue. See the ROI clearly.
Get started in minutes.
Connect QuickBooks
Authorize your AI agent to access QuickBooks via API. Your financial data syncs securely.
Set Collection Rules
Define when reminders go out, how follow-ups escalate, and what payment options to offer.
Activate Outreach
Your agent starts following up on overdue invoices and sending payment reminders automatically.
Get Paid Faster
Watch your accounts receivable shrink and cash flow improve. Track every dollar recovered.
“I used to spend 5 hours a week chasing payments. Now my AI agent handles it all through QuickBooks. Our average days to payment dropped from 42 to 28, and I collected $23,000 in previously written-off invoices.”
Michael
Owner,Summit Consulting Group
Pick your server. We handle the rest.
Starter
2 vCPU · 2 GB RAM · 20 GB SSD
- Dedicated server
- All agent capabilities
- Any AI model (Claude, GPT, etc.)
- Management dashboard
- Email support
Pro
2 vCPU · 4 GB RAM · 50 GB SSD
- Dedicated server
- All agent capabilities
- Any AI model (Claude, GPT, etc.)
- More RAM & storage
- Priority support
Business
4 vCPU · 8 GB RAM · 100 GB SSD
- Dedicated server
- All agent capabilities
- Any AI model (Claude, GPT, etc.)
- High-performance server
- Dedicated support
Common questions.
Invoices, customers, payments, and estimates. Your agent can read invoice details, customer history, and payment status. It can send payment links but does not directly modify QuickBooks data for security.
Currently we support QuickBooks Online through the official API. Desktop users can connect through QuickBooks Online sync features.
Your agent is trained to be professional, empathetic, and firm. It understands that payment issues can be sensitive and adapts its tone accordingly while still being effective at collection.
Your agent sends payment links and follows up, but actual payment processing happens through your existing methods (QuickBooks Payments, Stripe, etc.). The AI drives action but does not handle money directly.
The AI agent server is $49/month with QuickBooks integration included. AI usage is based on outreach volume. Most businesses spend $75-150/month and collect many times that in recovered revenue.
Explore more ways AI can help.
Ready to deploy?
Pick a plan, connect your AI provider, and have your agent running in minutes.