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Billing and Collections

Get Paid WithoutChasing Invoices

Reminders are the first job to slip when a month gets busy. AssistJet sends each one on time, answers the questions that come back, and asks you before it offers a payment plan or a credit.

Start Free All Use Cases
Starts From
Three days after due_at
Model Use
1 agent step
Your Part
1 question after two reminders

You Cannot Tell WhoAlready Followed Up

You export the aging report, work down it by hand, and write each reminder. A customer replies with a question, and that reply goes to a different inbox. The next reminder goes out anyway, and now you are chasing a customer who already answered.

  • See that an invoice is three days lateThe automation
  • Confirm the invoice is still openThe automation
  • Write a firmer second reminderThe agent
  • Answer a question about the invoiceThe agent
  • Approve a payment plan or a creditYou

One Late Invoice, From First Reminder to Your Call

Three days after an invoice is due, remind the customer if it is still open. Remind them again a week later, then ask me what to do.

You Set What the Agent May Do

Each tool has one level for each seat, and your rules are enforced in code before the call. These tools are examples, and your own list comes from your app.

  • invoices_getThe run reads the invoice.Read
  • payments_listThe agent reads the history.Read
  • invoices_resendA copy goes out on request.Auto
  • credits_createYou approve any credit.Ask First
  • accounts_pauseThe run pauses the account when that is your answer.Auto

The first reminder uses no model at all, so a month of on-time customers costs you 0 tokens.

Describe It, or Ship It as a Recipe

Write the job in plain words, and the agent drafts these steps as a card. If you build apps for other people, ship the same steps as a recipe, and every customer gets the job with no setup.

assistjet_recipes 
[
  {
    "id": "late-invoice",
    "name": "Late invoice",
    "trigger_kind": "time",
    "trigger": {
      "collection": "invoices",
      "field": "due_at",
      "offset_minutes": 4320
    },
    "steps": [
      {
        "kind": "tool",
        "tool": "invoices_get",
        "arguments": {
          "id": "{{record.id}}"
        }
      },
      {
        "kind": "condition",
        "field": "result.status",
        "op": "equals",
        "value": "open"
      },
      {
        "kind": "send",
        "to": "{{record.email}}",
        "subject": "Invoice {{record.number}} is past due",
        "text": "Your invoice for {{record.total}} is past due. You can pay it from your account."
      },
      {
        "kind": "delay",
        "minutes": 10080
      },
      {
        "kind": "tool",
        "tool": "invoices_get",
        "arguments": {
          "id": "{{record.id}}"
        }
      },
      {
        "kind": "condition",
        "field": "result.status",
        "op": "equals",
        "value": "open"
      },
      {
        "kind": "agent",
        "instructions": "Read this customer's payment history. Write a polite, firmer reminder that fits it."
      },
      {
        "kind": "send",
        "to": "{{record.email}}",
        "subject": "Second notice: invoice {{record.number}}",
        "text": "{{agent}}"
      },
      {
        "kind": "delay",
        "minutes": 10080
      },
      {
        "kind": "ask",
        "text": "Invoice {{record.number}} is still open after two reminders. What should we do next?",
        "options": [
          "Send a final notice",
          "Pause the account",
          "Give them more time"
        ]
      },
      {
        "kind": "branch",
        "field": "answer",
        "op": "equals",
        "value": "Pause the account",
        "then": [
          {
            "kind": "tool",
            "tool": "accounts_pause",
            "arguments": {
              "id": "{{record.account}}"
            }
          }
        ]
      }
    ]
  }
]

What You Can Count On

Every Message Goes Out Once

AssistJet stores one unique key before the first step of each run, so a retry stops right there.

Only Pay When a Model Runs

A step that calls a tool or sends a template uses no model, so it costs 0 tokens.

Approve the Exact Call

You see the exact call before anything happens. You approve it once, and it runs once.

More Jobs to Hand Over

Renewals and Retention Thirty days before a renewal, the agent reads the account and starts the right conversation. Daily Reports Every morning, the numbers from your app come with a plain summary of what changed. Back-Office Data Work Missing fields, duplicate records, and vendor emails get worked overnight.