Prioritize overdue accounts with the full customer context.

Find overdue invoices, assemble recent account and correspondence context, and prepare a prioritized follow-up list without sending messages.

Who it isA receivables clerk who tracks who owes what, and how overdue it is.

Wakes upEvery Monday morning

Reads

Reports toSlack or a dedicated mailbox. You choose on the next screen.

Add Receivables review to your workspaceNothing runs until you add it.

Financeone of 24 ready-made agents in the library

Deliverable

A prioritized receivables review with account context and draft next actions.

Human sign-off required

A prioritized receivables review with account context and draft next actions. Prepared for review, never posted.

How this composition works.

This workflow combines payment status with account ownership and recent correspondence so finance can focus on the cases that need judgment. The agent drafts a reasoned priority order and possible follow-up, but it does not contact customers, alter invoices, or make credit decisions autonomously.

Find overdue balances

Read open invoice and payment status for the approved review window.

Add account ownership

Retrieve the current relationship owner and relevant account notes.

Review correspondence

Summarize recent authorized email context without replying.

Prioritize follow-up

Compare pipeline and relationship context before proposing the order of action.

A human signs off

Customer contact, credit decisions, invoice changes, and collection actions require a qualified human.

Deliverable

A prioritized receivables review with account context and draft next actions.

Human sign-off required

A prioritized receivables review with account context and draft next actions. Prepared for review, never posted.

Composed from the tools finance already uses.

Stripe. Read and manage Stripe customers, payments, subscriptions, invoices, and revenue data.

Attio. Create and manage Attio CRM records, notes, and tasks while accessing call recordings and emails.

Gmail. Search and read Gmail messages and threads.

Close. Search activities and retrieve contacts, leads, opportunities, and email templates from Close CRM.

Optional skills add method and verification.

Variance Analysis. Explain budget, forecast, or period variances by tracing them to supported business drivers. Use for management reporting, close commentary, or forecast reviews. See the playbook →

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Month-end close review

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Daily

Spend anomaly watch

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At each month-end

Forecast variance brief

Compare actual results against the approved forecast at month-end, attribute each material variance to a cause, and prepare a brief with the assumptions that need revisiting.

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