AI-Agents for Accounts Receivable Specialists working with Microsoft Excel
Every one is ready to run, and you can adjust it in plain language.
Match failed texts to unpaid fees and alert staff for follow-up.
Your fee workbook shows which reminder texts failed, and staff get the parent and unpaid fee details they need for follow-up.
10 toolsMatch fee notices to open balances and log each email sent.
Parents get fee reminder notices with their balance and payment link. Your office gets copies and a clear follow-up list.
10 toolsSend upcoming fee reminders without repeating successful sends.
Your school fee reminders go out by email and text, with each send recorded and delivery failures flagged for your billing team.
12 toolsIdentify the fee behind each failed reminder for payment follow-up.
Your staff get an email delivery failure notice with the parent's fee details. They can fix the address or reach the parent another way.
10 tools
