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Aingel
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AI agentLive AISample data

Collections agent

Drafts a bilingual follow-up, sends it when you approve, and schedules the next.

Customers with open balances

Fictional. Work one and the agent takes it from there.

  • Marisol VegaVega Landscaping · ES · WhatsApp$1,300.0021d overdue
    rung 3 · Check-in
  • Tom BrandtBrandt Electric · EN · email$650.008d overdue
    rung 2 · Soft nudge
  • Luis OrtegaOrtega Tile and Stone · ES · email$1,000.0033d overdue
    promise 09/15
  • Grace LinLin Family Dental · EN · WhatsApp$600.00due today
    rung 1 · Due today
  • Marcus ReedReed Roofing · EN · email$1,650.0068d overdue
    rung 5 · Hand-off
  • Ana Sofia PerezPerez Cleaning · ES · WhatsApp$500.0092d overdue
    special handling
Adjust the brief

Auto uses what is on the customer's file. Overrides change the request the agent gets when you press Work this account.

21 · Check-in

Next request: Draft and send the follow-up for Marisol Vega on WhatsApp

Aging buckets

Open AR $5,700.00

True AR after Zelle deposits are matched to invoices.

  • Current$600.00
  • 1-30$1,950.00
  • 31-60$1,000.00
  • 61-90$1,650.00
  • 91+$500.00

on hold flagged customers and anyone with a promise-to-pay date still ahead.

books.yourfirm.com/ar/agent

Collections agent

Drafts the follow-up, sends it when you approve, logs the touch, schedules the next one.

ReadsReceivablesCustomer notesPromises to pay
ActsSend follow-upsLog promisesSchedule next touch

Morning, Priya. Ask who's due today, pull up an account, or pick a customer on the left and I'll draft the follow-up and queue it for your approval.

Ask
Do
Enter to send · Shift+Enter for a new lineReady

In the real build

The firm's version one agent only reads QuickBooks, Gmail and the CRM. It reconciles Zelle deposits against open invoices before anyone is contacted, and Priya sends every message herself and marks it sent. The send, log, and schedule actions here show the approval pattern used by the firm's other agents.

What this mirrors

The collections agent built for an accounting firm.

  • Version one changes nothing in QuickBooks, Gmail, or the CRM. Its only output is a queue of drafts; the owner sends every message herself and marks it sent.
  • Reconciles Zelle deposits against open invoices before anyone is contacted, so nobody gets a reminder for a bill they already paid.
  • Drafts one message per customer covering every open invoice, in English or Spanish, in that customer's style and on their preferred channel.
  • Follows a cadence ladder: due date, a +7 nudge, a +14 check-in, a +30 personal note, then a hand-off brief so the owner can call. Escalation is a call, not harder language.
  • Skips flagged customers and never drafts a new touch while a promise-to-pay date is still ahead. Sent timestamps drive the calendar and the double-message guard.
  • The send, log, and schedule actions on this page are not in version one. They show the approve-or-reject pattern the firm's other agents use before anything is finalized or sent.

Everything on this page runs on fictional sample data. No client names, no client numbers.

Want this for your business?

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