Finance
Writes personalised payment reminders for overdue invoices.
An AI agent that saves your team hours every week by automatically generating personalised payment reminder emails based on invoice status, overdue amount, client relationship history, and payment behaviour. Adapts tone (friendly/firm/urgent) to the context.
30-40 %: Reduction in Days Sales Outstanding (DSO) · AR Automation Research 2024
Runs on the Elevon platformData inputs (3 sources)
Reminder Strategy Agent
Email Composer Agent
Personalised reminder emails
01How it works
3 data sources. 2 AI agents. Personalised reminders.
The inputs go in, the agents work one after another and you get one output, saved automatically.
- 01
Data inputs (3 sources)
The agent connects to your ERP or invoicing system, CRM, and payment history. It pulls current invoice status, client profile, and payment behaviour patterns.
- 02
Reminder Strategy Agent
Analyses the context of each receivable: days overdue, amount, client history. Determines the optimal tone and frequency for each reminder.
- 03
Email Composer Agent
Generates a personalised email with an adapted tone (friendly, formal, urgent). Includes specific invoice numbers, amounts, and due dates.
02Return
See when it pays off.
Four inputs, one answer: what this work costs today and with the workflow.
Your inputs
Cost: €1,000 implementation + €190 / month platform fee
Result
€56,720saved in year one
100 hours of work back every month · 18.3× return on the first year's cost
Illustrative calculation. Includes €1,000 implementation and €190 / month fee. Agents' share is your assumption. Your numbers in a 30-minute call.
03Every month
What the workflow does every month.
The jobs it keeps doing after the first run, so nobody starts from zero.
Daily invoice scan
Every day, the agent checks for new overdue receivables and automatically enrols clients in the reminder sequence.
3 hrs/day
Multi-stage escalation
Gradual tone escalation: friendly reminder, formal notice, urgent warning. Applied automatically based on days overdue.
5 hrs/week
Weekly AR overview
Every week, generates a summary report on receivables status, reminder effectiveness, and payment trends.
2 hrs/week
Escalation notifications
For critical amounts or long-overdue clients, automatically notifies the finance manager.
1 hr/week
04Included and price
What's included
- Elevon agent configured and imported
- ERP / invoicing system connection
- CRM connection (HubSpot / Salesforce / custom)
- Payment history import
- Email templates configured (3 escalation levels)
- Escalation logic configured
- Demo run with your real data
- Team walkthrough (1 h)
One-time implementation
€1,000
One-time. Full configuration + first live run.
Then €190 / month platform fee
Same fee regardless of how many use cases you run.
FAQ
Questions, answered.
We support all major systems with an API: SAP, Oracle, QuickBooks, Xero, FreshBooks, and more.
Yes. The agent can work in draft mode or in fully automatic mode.
Typically 3 to 5 business days, including API connections and the first live run.
Yes. The agent generates reminders in the language preferred by each client.
The agent automatically detects the payment and immediately stops the escalation sequence for that invoice.
All data is processed exclusively within your Elevon environment.
05More for Finance
More AI Agent Workflows for Finance.
Finance
Cash Flow Forecasting
The workflow continuously recalculates cash flow and flags deviations before they become a finance problem.
Runs on the Elevon platform
Finance
MRR Revenue Monitor
The workflow tracks Monthly Recurring Revenue in real time, churn, expansion, contraction, and new MRR. Alerts on anomalies, generates daily revenue digests, connects to CRM and billing systems.
Runs on the Elevon platform
Finance
Expense Report Analyzer
The workflow reviews expense reports for policy compliance, duplicates, and anomalies automatically.
Runs on the Elevon platform
Next step
No forgotten reminders. No manual follow-ups.
The agent handles the entire reminder process. You focus on strategic decisions.