RISEN WORKS AGENTS
Invoice & Collections Agent
Get paid without the awkward calls.
AI that chases your unpaid invoices in your voice — polite, persistent, escalating on schedule until they pay.
The 5–15% problem
Small service businesses lose 5–15% of annual revenue to slow-pays, partial-pays, and write-offs. For a $100K solo operator, that’s $5K–$15K a year. For a $200K small team, that’s $10K–$30K. Money you already earned, sitting in QuickBooks, slowly aging into bad debt.
It’s not a process problem. It’s an avoidance problem. Chasing invoices is awkward, so it gets pushed to next week. Then next month. Then it’s 90 days late and the email feels even worse to send. Multiply by 20 clients and the math gets ugly.
The most expensive part of running a service business isn't payroll. It's the money you've already earned but haven't collected yet.
Every service business has it: 30, 60, 90 days of receivables sitting in QuickBooks. Some clients pay on time. Some pay when reminded. Some only pay when chased three times. And some — the ones quietly killing your margin — never pay at all because you stopped chasing.
Industry estimates: small service businesses lose 5–15% of annual revenue to slow-pays, partial-pays, and write-offs. For a $100K solo operator, that's $5K–$15K a year. For a $200K small team, that's $10K–$30K. Money you already earned. Just sitting there.
Why? Because chasing invoices is the worst part of owning a business.
It's awkward. Every "just following up on invoice #1042" email costs you a sliver of the relationship. So you put it off. Then you forget. Then 60 days later you remember, except now the email feels even more awkward, so you wait another week. Multiply by 20 clients and the math gets ugly fast.
Invoice & Collections Agent fixes the part you keep avoiding.
Plugs into QuickBooks, Xero, Stripe, or FreshBooks. Watches every invoice you send. The moment one goes past due, it starts a sequence — in your voice, on your schedule, escalating exactly the way you'd escalate if you had time and weren't conflict-averse.
Day 1 past due: gentle nudge. Day 7: firm reminder with payment link. Day 14: short, direct, with a deadline. Day 30: pre-write-off escalation flagged to you for review before sending. The agent learns each client's pattern and treats them accordingly.
You approve every template before it goes live. You see every send. You can pause, reply, or take over any conversation at any time.
The math: Most service businesses running this agent recover the bulk of what they were previously writing off. For most, that's the agent paying for itself in the first month — and every month after is pure margin recovery.
What Invoice & Collections Agent does for you
Plugs into your existing tools
Don’t see your accounting tool? Most major options work via direct API or Zapier. Confirm on a 5-min call.
How we work together
Strategy call (45 min)
We figure out which agents fit your business — your accounting tool, your client mix, your voice, your collections style.
Setup call (30 min)
You give us secure access to your accounting tool and email. We handle the integration from there.
Configuration (1 week)
We train the agent on YOUR voice and your escalation preferences. You approve every template before anything goes live.
Go live
Every past-due invoice gets followed up automatically — gently, persistently, on schedule, in your voice. Weekly recovery report lands in your inbox.
First-client testimonials coming soon. Want to be one of the first? Book a strategy call.
Let's talk about your business
Every business is different. Some need one agent. Some bundle several. We'll figure out what fits on a free 45-minute strategy call — no pressure, no slides, just a conversation about what you need.
Book a Free Strategy Call →Built on Anthropic’s Claude AI · 30-day performance guarantee · Plugs into your accounting tool · You approve every template before it goes live
45 min · Zoom · No sales deck
Questions
How is this different from QuickBooks reminders?
QuickBooks sends one or two automated 'invoice overdue' emails — generic, in QuickBooks' voice, easy to ignore. Invoice & Collections Agent runs a full escalation sequence in YOUR voice, adjusts tone based on payment history, and stops the moment payment clears. Different scope, different recovery rate.
Will it sound like a debt collector?
Only if you want it to, and only at the late stages. Day 1 reminders are friendly. Day 7 are firmer but relationship-preserving. Day 30+ escalations get flagged to you for review before they send, so YOU decide when the hard line is right. Most reminders sound like a normal follow-up email from you, not a collections letter.
What if my client has a legitimate dispute?
The agent watches for replies. If a client responds — questioning the invoice, asking for a payment plan, disputing — the agent pauses the sequence and notifies you immediately. You take over, resolve the issue, then resume or close out manually.
Which accounting tools do you integrate with?
Direct integration with QuickBooks Online, Xero, FreshBooks, and Stripe. Zapier-bridge integration with Wave, Square Invoicing, and most others. If you use something specific, mention it on the strategy call and we'll confirm fit.
Can it really sound like me?
Yes. We train the agent on past invoice-related emails you've sent, your phrases, your level of formality. Then YOU approve every template before deployment. If something sounds off, we tune it. Clients won't be able to tell the difference.
What about clients with strong payment history?
The agent adjusts based on history. A client who's paid every invoice within 5 days for two years gets a gentler nudge if they go past due once. A chronic late-payer gets the firmer sequence from day one. Good relationships stay protected; problem accounts get the attention they deserve.
How long until it's live?
Typically 1-2 weeks from strategy call to first reminder fired. Setup call within a week of payment. Configuration takes about a week. Once live, the agent starts working on any past-due invoices already in your system.