Past-due accounts handled with care.
The Collections agent will list who is past due and draft a polite note in your voice. It will ask before any note is sent or any late fee is added.
On request. The Collections isn't on our build list yet. Describe the job in plain words and ask for it. New roles are being added all the time. If yours isn't built yet, there may be a wait, but we'll build it and you'll have it.
What the Collections will do.
List what is past due
It will read your invoices and show who is late and by how long. You will see the list before any note goes out.
Draft polite reminders
It will write a calm reminder in your voice. The tone will match how late the invoice is, and you will edit it.
Ask before it sends
It will not email a customer about money until you approve. It will also ask before it adds a fee or stops service.
Know when to stop
It will pause when a customer disputes a bill or asks for a person. It will bring those cases to you instead of pushing on.
Tools, what it asks, and status
Tools it will work with
- QuickBooks
- Xero
- FreshBooks
- Stripe
- Gmail
- Wave
Not connected for this role yet. Use something else? Tell us when you ask for it.
All integrations →It will always ask you first
- Send this past-due note?
- Add a late fee to this invoice?
- Pause work until this bill is paid?
Status
Not on the build list yet. Ask for it: requests decide what we build next.
Ask for the Collections →About the Collections.
Will my customers get a past-due email I have not read?
No. It will draft each note and show it to you. It will send it only after you approve the words.
Can I use the Collections today?
Not yet. Ask for it and tell us the job in your own words. The more people ask for a role, the sooner it's built. Customer Service and the Bookkeeper work today.
Will it do anything without asking me?
No. It will start read-only, and every change it prepares will be a card you approve. Anything that moves money, reaches your customers or can't be undone will always wait for your yes.
Start with the roles that work now.
Every role shares one Brain, so what these learn is ready for the Collections.
Start today with Customer Service or Bookkeeper.
Try your AI team free for 14 days. No card. Ask for the Collections any time.
Read-only until you approve. Cancel anytime.