AI-Agents for Accounts Receivable working with Microsoft Office 365
Calculate balances, update billing status, send invoices. Every one is ready to run, and you can adjust it in plain language.
Parents get fee reminder notices with their balance and payment link. Your office gets copies and a clear follow-up list.
10 toolsYour school fee reminders go out by email and text, with each send recorded and delivery failures flagged for your billing team.
12 toolsYour 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 toolsYour 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 toolsParents get an early fee payment reminder by email, and your school office can see who needs an address or follow-up.
20 toolsGet a dated customer balance detail report in your inbox for your weekly receivables review, with open invoices and subtotals grouped by customer.
45 toolsYour accounts receivable write-off requests reach the approver you choose, with supporting files attached and a handoff update for the requester.
12 tools
