Invoice follow-up for accounting firms
The accounting firm’s paradox: it manages its clients’ cash flow but rarely chases its own fee notes, for lack of time and for fear of damaging the advisory relationship. The agent chases every invoice according to the engagement letter, with a tone calibrated for a relationship meant to last years.
In your day-to-day
- 01
Fee-note reminders following the schedule in the engagement letter, with the invoice and the breakdown of work attached.
- 02
Detection of clients who systematically pay after closing, flagged to the partner before the engagement renewal.
- 03
Automatic pause of the sequence when a client disputes the engagement scope, with the file handed to the partner.
How it works
- 1
Plugged into your invoicing
The agent reads your existing tool — invoicing, accounting, ERP — with no migration and no double entry. It knows every invoice, its due date and its history.
- 2
Written reminders, not templates
Each reminder is written for that client: friendly for a good payer one week late, firm and documented by the third notice. You approve the policy once; the agent applies it.
- 3
Escalation and audit trail
Sensitive account, dispute, large amount: the agent hands over to a human with full context. Every action is logged, every euro recovered is attributed.
Typical results
-30%
average collection delay, typical order of magnitude
100%
of overdue invoices chased, no exceptions, no oversights
0 h
of human time on first-level reminders
Orders of magnitude observed in production; your diagnostic sets your own baseline and targets.
Frequently asked questions
Won’t chasing my clients damage the advisory relationship?+
The opposite is what damages it: a late, awkward reminder after six months of silence. The agent applies a gentle gradation from the first delay — a factual nudge, never a formal notice without your approval — and you validate the policy per client type before go-live.
Can it account for instalments and direct debits agreed in the engagement letter?+
Yes: the agent reads your invoicing and knows the agreed payment mode — monthly direct debit, instalments, balance on delivery of the accounts. It only chases what is actually due, and flags rejected direct debits separately.
Will the agent upset my clients?+
That is exactly what it prevents: tone is calibrated to the client’s history and how late the invoice is, and you approve the reminder policy before go-live. A good client one week late gets a friendly nudge — not a formal notice.
What happens when a client disputes an invoice?+
The agent detects the dispute, pauses the reminder sequence and hands the case to whoever you designate, with the full history. It never negotiates on its own.
Is this the problem eating your team’s time?
Tell us how you work today — 30-minute call, then a free written diagnostic of what this agent would change for you, with numbers.
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