AGENT 09

Invoice & Payment Follow-Up Agent Get paid. On time. Automatically.

Chases overdue invoices automatically so you never have that awkward conversation.

Invoice & Payment Follow-Up Agent

What It Does

Where this agent creates leverage.

The Invoice & Payment Follow-Up Agent monitors your accounting software for outstanding invoices. When a payment becomes overdue, it sends a sequence of polite, professional reminders at day 3, 7, and 14 - escalating in firmness with each touch.

The moment payment is confirmed, the sequence stops automatically. If payment is still outstanding after the full sequence, the case is escalated to a human with a complete payment history. All communication is logged to your CRM.

  1. Monitoring

    Accounting software checked daily for overdue invoices

  2. Day 3

    Polite first reminder sent via email - assumes it slipped through

  3. Day 7

    Second reminder sent - slightly firmer, references the original due date

  4. Day 14

    Final reminder sent - flags that the invoice will be escalated

  5. Escalation

    Human team member alerted with full payment history if still unpaid after day 14

  6. Payment Detected

    Confirmation detected in accounting software - sequence stops immediately

  7. CRM Log

    All communication logged automatically

What It's For

Built for teams that need consistency.

Ideal where response speed directly impacts conversion quality.

  • Marketing Agencies
  • Freelancers
  • Consultancies
  • Law Firms
  • Contractors
  • And Any B2b Service Business Operating On Net Payment Terms Where Late Invoices Are A Persistent Cash Flow Problem

Results Metrics

Proof you can measure.

Faster average payment

40%

Per overdue invoice

3 touches

Manual chasing time

0 hrs

Invoices followed up

100%

Investment

Ship the build. Keep the upside.

Setup

$1,200 – $1,800/ One-time setup

One-time · Custom build + integration + testing

Get Started

Retainer

$240 – $300/month

Monitoring · maintenance · minor optimisations

Get Started

Built to work.
Guaranteed to deliver.

Chases overdue invoices automatically so you never have that awkward conversation.

Performance-backed

If the quality bar is missed, we iterate until met.

No extra charges

Revisions and fixes are included, always.

Locked in writing

Every build is contractually covered.

  1. Custom n8n workflow connected to your accounting software

  2. 3-step reminder sequence (day 3, 7, 14) written in your brand voice

  3. Payment detection and automatic sequence stop

  4. Human escalation alert with full payment history

  5. CRM communication log

  6. Accounting software integration (Xero, QuickBooks, FreeAgent, or custom)

  7. 30-day post-launch optimisation sprint

  8. Team training and written documentation

Still thinking?

Fair questions.Straight answers.

Still have questions?

Still have questions? Feel free to get in touch with us today!

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Which accounting tools do you support?

Xero, QuickBooks, FreeAgent, FreshBooks, and most tools with an API. Custom integrations available.

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Invoice & Payment Follow-Up Agent