Agent Run AppsEXAMPLE 09 / RECEIVABLES WATCH

AUTOMATION EXAMPLES / Money is sitting still

09 / CUSTOM STARTING POINT

Receivables Watch

Account-aware billing reminders that stop on payment, dispute, or human escalation.

Invoices age quietly until somebody exports a report, checks payment status, decides who to contact, and sends reminders one by one.

BUSINESS LANE / Money is sitting still

DELIVERY / BUILT AROUND YOUR BUSINESS

Open the interactive example

ONE POSSIBLE VERSION

The recurring pass stops depending on memory.

Receivables Watch reviews account and invoice state across Stripe, QuickBooks, Jobber, or the actual billing source; applies customer-specific rules; sends approved reminders; detects disputes and payments; and gives the owner a cash-focused exception list. The exact triggers, actions, tools, and approval boundaries would be mapped from how your business works today.

BEST FOR
  • B2B services
  • Project businesses
  • Memberships
  • Businesses with invoice terms
BUSINESS OUTCOMES
  • Consistent reminders
  • Payments detected
  • Disputes surfaced
  • Cash risk visible
CONNECTED SYSTEMS
  • Billing platform
  • Accounting system
  • CRM
  • Email or SMS
  • Payment links

RUN AN ILLUSTRATIVE JOB

See the pattern—not a promised dashboard.

This safe interface explains the trigger, actions, evidence, and human stop using fictional records. A client version is custom and normally runs through the tools the team already uses.

AR
Receivables WatchBuilder workbench · fictional records
READY
01 / EVENT ARRIVES02:15:00
QuickBooks + Stripe

Seven invoices need a next action

The system separates ordinary reminders from failed cards, disputed work, payment plans, and customer-specific holds.

  • Outstanding: $18,940
  • 7 invoices
  • 2 protected accounts
This example changes no outside account. A client version would use the real trigger, accounts, records, and approval rules.
02 / SYSTEM DOES THE PASS0 / 4
  1. 01
    RECONCILEConfirm the true balance

    Payment events · credits · open invoices

    ○
  2. 02
    CLASSIFYApply the account rules

    Friendly reminder · failed payment · dispute

    ○
  3. 03
    CONTACTSend the approved next message

    Correct invoice · payment link · business tone

    ○
  4. 04
    ESCALATERoute exceptions to a person

    Dispute · hardship · high-value account

    ○
03 / HUMAN GETS THE DECISIONWAITING
RESULT

The result will appear here.

Run the example to watch the system complete the repeatable work and stop at the human boundary.

Reviewed
—
Reminders
—
Payment failures
—
Disputes
—
ONE HUMAN DECISIONBuilt only after the evidence is ready.
09 / EXAMPLE WORKFLOWOWNER TIME RETURNED · 45–90 minutes per aging passThe interface is explanatory—not the deliverable

THE SAFE OPERATING ENVELOPE

Fast on the routine. Careful at the edges.

The goal is not maximum autonomy. It is the most useful level of autonomy the business can understand, test, and safely own.

RULE 01
  • Never changes balances or terms
RULE 02
  • Stops on payment, dispute, hardship, or opt-out
RULE 03
  • VIP and sensitive accounts use separate rules
RULE 04
  • Every message includes source invoice facts
A GOOD FIRST FIT

The business has clean invoice status and a repeatable reminder policy.

NOT THE PROMISE

Balances are frequently wrong or collections require legal, tax, or credit decisions.

IF WE BUILD YOUR VERSION

The implementation leaves with the keys attached.

The interface above is an explanatory example, not the deliverable. Your build lives in your tools, uses your accounts, follows your rules, and ships with enough documentation for a capable operator to understand it.

  1. Aging rules
  2. Customer exceptions
  3. Reminder sequence
  4. Dispute path
  5. Payment detection
  6. Cash-risk brief

RECEIVABLES WATCH / YOUR VERSION

Bring five examples of how this happens today.

I will map the normal path, the exceptions, and the human decisions, then tell you the smallest useful version worth proving.

Describe how it happens now Talk it through instead