Automate Invoice Reminders & Track PaymentsKeep cash flow healthy without the manual chasing
Automatically find overdue invoices, send polite personalized reminders, track incoming payments and get daily finance summaries — without manual chasing.
How it works
Scheduled checks pick up pending invoices, AI writes friendly reminders, payments update automatically, and the team gets a daily summary
Daily Trigger
Scheduled Daily Check
Runs at 9 AM
Invoice Processing
Fetch Pending Invoices
Query accounting data
Filter Overdue Invoices
Identify follow-ups
AI Generates Reminder
Personalized message
Reminder Action
Send Email Reminder
Gmail/SMTP delivery
Payment Tracking
Payment Webhook
Stripe/Bank notification
Update Invoice Status
Auto-mark as paid
Reporting
Save to Activity Log
Google Sheets record
Daily Finance Summary
Slack/Email report
Flow sequence
What does this workflow do?
This system acts like an efficient accounts assistant: each morning it checks which invoices are unpaid, uses AI to write short, professional reminders tailored to each client, sends them, watches for payment confirmations, and gives your finance team a clear daily report.
Step-by-step breakdown
Daily check (scheduled at 9 AM)
Every morning the system checks your invoices so nothing slips through the cracks.
Example: It pulls every unpaid invoice from your accounting system or spreadsheet.
Filter overdue invoices
It keeps only those invoices that are overdue or need a reminder.
Example: Invoices overdue by 7+ days are flagged for follow-up.
AI writes a personalized reminder
AI drafts a friendly, clear reminder that mentions the invoice number, due date and payment options.
Example: 'Hi Anna — just a reminder that invoice #234 is due. You can pay via bank transfer or card. Thanks!'
Send reminder
The message is sent by email (or optionally SMS), or queued for a quick review by your team.
Example: You can choose auto-send or review-and-approve for each message.
Track payments via webhooks
When a payment arrives (from Stripe, bank webhook, or manual confirmation), the workflow updates the invoice status automatically.
Example: Status changes to Paid and the record is updated in your spreadsheet/ERP.
Daily summary to your finance team
At the end of the run the system posts a short report (Google Sheet and Slack/email) showing what was reminded and what changed.
Example: 'Today: 12 reminders sent — 3 payments received — $X collected'.
Interactive Sandbox Demo
See how invoices are selected, preview sample AI reminders, simulate sending, and simulate incoming payments — all with mock data.
Sandbox Demo — No real emails or payments are processed. This uses mock data only.
Invoice List
| Invoice | Client | Amount | Days | Status | Actions |
|---|---|---|---|---|---|
| Click "Load Invoices" to start the demo | |||||
AI-Generated Reminder Preview
Select an invoice to preview its AI-generated reminder
Why use this workflow?
Stop chasing late payers manually
Reminders go out automatically
Keep cash flow predictable
Timely nudges and automatic updates
Preserve customer relationships
Polite, personalized messages
Reduce human error
Invoice status updates and logs are automatic
Get one daily snapshot
Your finance team knows exactly what changed
Real-world example
A typical morning with invoice automation
Imagine every morning your assistant checks unpaid invoices and sends three polite reminders to clients who are 7–14 days late — two clients pay within hours after the reminder, one needs a follow-up call, and your finance Slack gets a short report: "2 paid, 1 follow-up needed, $X collected." You didn't lift a finger.
We can deliver your work like that
A tailored automation that checks invoices each morning, sends friendly reminders, updates payment status automatically, and gives your team a clear daily summary.
"we can you deliver your work like that."
How we deliver
Discovery call
30 min20–30 minutes to learn your billing tools, frequency, and tone.
Demo build
2-5 daysWe create a small working demo using sample or opt-in data so you can see the process.
Pilot & launch
1-2 weeksYou test in a controlled pilot (review mode) then switch to live sends when ready.
Frequently asked questions
Ready to automate your invoice reminders?
We can deliver your work like that — practical, polite and reliable.
Note: Sandbox demo uses mock data. For live deployments we follow data security best practices and can provide a compliance checklist (access, retention, and communication policies).