Industry · Accountants & bookkeepers

AI assistant for accountants: invoice chasing and accounts receivable

A custom AI assistant that chases overdue invoices and keeps accounts receivable moving, with a person approving every client message. Built around the tools your practice already uses. Live in two to three weeks.

Built by a team that built the #1 agent on SWE-bench Verified. The same people who push the frontier of coding agents build your assistant.

The jobs that slow a practice down

Accounting and bookkeeping run on repetitive admin. Overdue invoices need chasing. Receivables need tracking. Client data needs moving from one place to another without errors. This work is necessary and endless, and it pulls qualified people away from the advisory work that actually earns the practice its reputation.

What the assistant does

• Chases unpaid invoices. It finds overdue invoices and drafts a polite reminder for each. See invoice chasing.
• Keeps receivables moving. It tracks which reminders went out and which need a follow-up.
• Updates the records. It can keep spreadsheets in step with incoming data. See spreadsheet updates.
• Flags the odd cases. Anything unusual waits for a person.

Confidentiality and the approval step

Client financial data is confidential, so the assistant is built to keep a person in control. It works inside the tools your practice already uses, and a person approves every important step before anything is sent to a client. The assistant drafts; a human reviews and releases. That human-in-the-loop checkpoint is how the work stays under your team's judgment at every client-facing step. For the full picture, see how we handle your data.

It fits the tools you already use

The assistant works from the invoice records, spreadsheets, and email your practice already runs on. There is no new accounting platform to adopt and no migration. Your systems stay where they are; the assistant works alongside them.

Live in two to three weeks, pay only if it saves time

We build the first version in two to three weeks and agree the fee up front. You pay only if it saves your team time. For most practices, invoice chasing is the clearest first job: it is repetitive, it is measurable, and it frees senior people for advisory work.

Related: invoice chasing, spreadsheet updates, data security, and the pricing approach.