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Money Administration

Invoice Follow Up Assistant

Unpaid invoices sit too long and slow your cash flow, and chasing them is awkward.

You get

A firm but friendly payment reminder that gets invoices paid without burning the relationship.

Who it's for
Owners who hate chasing payments but need the cash.
When to use it
When an invoice is due or overdue and needs a nudge.
What it needs
  • Invoice details and amount
  • Your payment terms
  • Any prior reminders sent
What it produces
A payment reminder message calibrated to how overdue it is, ready to review and send.

Example input

"Invoice #204, $1,250 for the panel upgrade, was due 30 days ago. I sent one reminder already. Terms are net 15."

Example output

A polite but clear second reminder that references the terms, states the amount and how to pay, and keeps the door open, with a note on when to escalate to a phone call.

How it works

  1. 1Takes the invoice and its history.
  2. 2Matches firmness to how overdue it is.
  3. 3Uses your terms and voice.
  4. 4Adds a one line note that this is administrative support, not collections or legal advice.

Catches what is slipping

Catches the invoice past its terms, then drafts the right strength reminder.

ManualSweepConnectedoptionalScheduledoptional

You show it

Your invoice list, with amounts, dates, terms, and the last reminder sent

What gets flagged

  • Flags invoices past your terms plus grace (default Net 15 plus 3 days)
  • Reminder cadence defaults to day 1, day 7, and day 14 past due
  • Flags very overdue invoices for an owner decision instead of acting on its own

You review every reminder before it goes out. Administration support, not financial or legal advice.

Works well with

Money Administration30 to 60 min per review

Cash Flow Review Assistant

You feel your cash flow rather than see it, there's no simple day to day picture.

You get

An organized summary of money in and out, so you can see where you stand.

Example: A pet grooming salon organizing a slow month of income and expenses

See how it works
Customer Service5 to 15 min per email

Customer Email Responder

Repetitive customer email eats the day, the same questions, over and over.

You get

A drafted reply plus a couple of options, so you can answer in seconds instead of minutes.

Example: An auto shop answering a turnaround time question

See how it works