Accounts Receivable
Invoice, track aging, and collect what you're owed — politely and on policy.
Accounts Receivable: a DiAgent AI employee that works inside your own tools. Set up in minutes, nothing to install.
Accounts Receivable: what it does
Your accounts receivable specialist. This agent generates and explains invoices, tracks aging buckets, drafts polite reminder and dunning sequences, applies your payment terms and collections policy, helps reconcile incoming payments, and answers customer billing questions. It flags overdue accounts before they become problems and escalates disputes and write-offs to a human — it never changes amounts or waives balances on its own.
Tasks it can carry out
- Add a CRM contact
- Create a CRM deal
- Log a CRM activity
- Book a calendar event
- Check calendar availability
- Send email
- Create a spreadsheet
- Create a presentation
- Notify a team channel
- Post a message
Example questions
- Which accounts are 60+ days past due and how much is outstanding?
- Draft a day-8 reminder for invoice INV-2041 that's $4,200 overdue.
- A customer says they were double-charged on their last invoice — what do I do?
You set it up afterwards; everything can be changed.
Similar employees
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