Details

Invoicing & Collections Agent runs the full AR loop. It creates and finalizes invoices in Stripe and Zoho Books, pulls live aging from both, builds a 0-30 / 31-60 / 61-90 / 90+ bucket report in Google Sheets, and pulls customer context from Zoho CRM before each touch. For every overdue invoice it computes days overdue and any late fee, validates the billing email, drafts a dunning message at the right tone (friendly reminder, firm follow-up, formal demand), runs a writing-quality pass, and sends it via Gmail with a statement of account attached. Matched invoices are marked paid in Stripe and Zoho Books, the CRM is updated, and accounts past 60 days are escalated to a human collector on Telegram with the full account summary.