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Aitomately
FinanceAI optional

Payment Reminder & Recovery Bot

Get paid on time without awkward follow-up calls.

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The problem

Receivables slip because reminders depend on someone remembering. Promised dates are forgotten and overdue balances grow quietly.

Who it's for

  • Wholesalers and distributors with credit customers
  • Agencies and service businesses
  • Accountants managing client receivables

Key features

  • Import invoice and receivables data
  • Send scheduled reminders through configured channels
  • Track promised payment dates
  • Flag overdue balances
  • Generate outstanding-payment summaries
  • Excel/CSV imports today; accounting integrations planned

Example workflow

  1. 1

    Receivables are imported from Excel/CSV

  2. 2

    Invoices due soon, overdue, or with missed promises are identified

  3. 3

    Optional reminder emails go to customers (once per invoice per day)

  4. 4

    An outstanding-payments summary is sent to you

Configuration requirements

  • Receivables export with invoice number, customer, amount due and due date
  • Customer email column if you enable customer reminders
  • SMTP configured by the operator for email delivery
Data columns
ColumnRequiredDescription
invoice_noYesInvoice number
customerYesCustomer name
amount_dueYesOutstanding amount
due_dateYesDue date (YYYY-MM-DD)
promised_dateNoDate the customer promised to pay
customer_emailNoCustomer email for reminders
paidNoyes/no

AI requirements

Reminders work with fixed templates; AI drafting is optional.

  • Draft a polite reminder message in your tone

Often used together