Finance
Invoice Chasing
Finds overdue invoices that need attention and prepares reminders for review without chasing the same customer twice.
CrewSource
Use cases · Finance & billing
Get paid on time, without being the one who chases.
Chasing invoices is awkward and easy to postpone. AgentWorks agents watch receivables, send polite escalating reminders from your own inbox, recover failed card payments and put the numbers in front of you every Monday.
How this team runs on agents
A goal on top. Agents doing the work. People approving what matters.
Goal Illustrative
“Collect overdue payments”
Overdue invoices6.2% of receivables
Agents own the target end to end. Every day the number is checked and what is not working gets changed.
Flow
Invoice → reminder
Read overdue invoices, write a polite reminder from your own inbox, attach the invoice, escalate step by step.
Crew
Finance expert
Answers "what is this charge?" and "can we give 30 days?" from your policy and past deals.
People
Approve the exceptions
Key accounts and write-offs come to the head of finance on WhatsApp.
Everyone’s personal AI connects in, through AgentBridge
Claude CoworkChatGPTThe head of finance asks Cowork "how much came in this week?" and approves a write-off there.
Claude CodeCodexCursorA developer’s coding agent asks the Finance expert why an invoice failed to sync.
SlackWhatsAppEveryone else asks and approves where they already talk.
- 01Invoices go overdueNobody wants to send the awkward third reminder, so it doesn't get sent.
- 02Failed payments churn customersA card expires and the customer is gone before anyone notices.
- 03Numbers arrive lateThe weekly picture takes an afternoon of spreadsheets, so it rarely happens.
Example goal
Get paid faster
Primary metricOverdue invoices
8.9%
of receivables, target under 5%. Illustrative numbers.
Premade agents
Start from agents that already know the job.
Each one comes with its goal, its tools and its guardrails. We set up the first one with you.
Finance
Failed Payment Recovery
Investigates a failed payment, checks retries and previous contact, then proposes the next step for your billing team.
CrewSource
Finance
Refund Review
Checks the original payment and previous refunds so an approver can review the right refund amount.
CrewSource
Finance
Billing Operations Coordinator
Brings overdue invoices, failed payments, refunds and disputes together with proposed next steps and replies for approval.
CrewSource
Finance
Subscription Receivable to Verified Outcome
Investigates an unpaid subscription invoice, prepares the follow-up for review and checks whether payment was collected.
GoalSource
Works with Stripe and QuickBooks, Gmail for reminders, and Slack for the weekly report. See connectors →
How it works
You set the target. The agents keep working until it's hit.
Set the goal
Pick a premade agent or describe the outcome, then agree the metric and target with us.
Run
Agents work through your tools on a schedule. You choose which actions run on their own and which wait for a person; we agree those rules during setup.
Measure
Every run records what it did and what it moved, so you see progress, not activity.
Review each run, improve the next
What broke gets fixed, what didn't work gets dropped, and the next idea gets tried.
FAQ
Questions, answered.
Will it email my customers?
From your own mailbox, in your tone, and only after your approval until you tell it otherwise. Key accounts can get a softer template. The Docs guide "Approvals and autonomy" explains the four levels.
Does it touch money?
No. It reads invoices and payment status and sends reminders; it never moves money.
What does the weekly report include?
Revenue, overdue invoices, failed payments and anything unusual, with the numbers behind each line.
More use cases
Other goals agents can own.
GTM OpsAgents run outbound and follow-ups. Reps take the calls.Shopify OpsOrders, returns, stock and support, run by agents.Growth & Customer AnalyticsAsk why a number moved. Get the evidence.Engineering OpsRelease checks, incidents, security and cloud cost.Customer supportFast first replies, sensitive ones handed to you.Marketing & growthSEO, AI search visibility and conversion.
Start with one goal. We'll set it up with you.
Book a short call. We connect your tools, pick the agent and agree the metric together.