Payment Follow-Up Agent
Receivables get chased on time without anyone in a spreadsheet. Tracks open invoices and drafts the polite chase at the right time. It follows your workflow, works across the systems your team already uses, and brings people in when judgment is needed.
Trelium agent
Payment Follow-Up Agent
Works with the tools your team already uses
Start the workflow where the work begins
Scheduled
The Payment Follow-Up Agent runs on the cadence your team chooses, without anyone remembering to start it.
QuickBooks data
The agent works across connected systems so the result is based on the same records your team uses.
A review moment
When something is ambiguous, the agent pauses and gives your team the exact decision needed.
Receivables get chased on time without anyone in a spreadsheet.
How it works
How does the Payment Follow-Up Agent help teams handle this work faster? It follows the same repeatable steps your team already trusts, then routes exceptions instead of guessing.
Finds invoices crossing your follow-up thresholds
Watches open invoices and aging
Checks history and any open disputes
Checks payment history before any note
Drafts the note in the right tone
Drafts reminders matched to the relationship
Schedules the next touch
Times each touch to your payment terms
Key takeaways
Agent capabilities
Watches open invoices and aging: Receivables get chased on time without anyone in a spreadsheet.
Checks payment history before any note: Receivables get chased on time without anyone in a spreadsheet.
Drafts reminders matched to the relationship: Receivables get chased on time without anyone in a spreadsheet.
See the Payment Follow-Up Agent on your workflow.
Book a short demo and we'll show how this agent would handle work from your own process.