AI-Agents for Accounts Receivable working with SendGrid
SendGrid's cloud-based email infrastructure relieves businesses of the cost and complexity of maintaining custom email systems
Send failed fee reminders to staff for parent contact 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 toolsLink bounced fee reminders to unpaid accounts for follow-up.
Your staff get a clear task when a school fee reminder bounces. They can see the unpaid fee and which contact detail to check next.
10 toolsSend first payment notices for approved unpaid fee statements.
Parents get an early fee payment reminder by email, and your school office can see who needs an address or follow-up.
20 toolsEmail weekly invoice detail behind each customer balance.
Get a dated customer balance detail report in your inbox for your weekly receivables review, with open invoices and subtotals grouped by customer.
45 toolsSend customer balance write-offs to the assigned approver.
Your accounts receivable write-off requests reach the approver you choose, with supporting files attached and a handoff update for the requester.
12 tools
