AI invoice and collection automation
Invoices go out every month. The work does not have to start from scratch.
We help businesses set up an AI agent that automates repetitive invoicing and collection follow-up. Following your process, it drafts customer invoices, schedules recurring billing, sends payment reminders and tracks payment status. Once payment is confirmed, it issues the matching receipt.
Your team spends less time on routine handling, and more time on clients and the business.
Process demonstration
This month's service fee
Awaiting approval
Receipt
RCT-2026-1042
This month's service fee · HK$8,500
Next: waiting for you to approve sending
The company, amount and activity log are demonstration data.
Process demonstration
This month's service fee
Draft
Recurring billing rule 1st of each month · Harbour Studio · This month's service fee
Source Confirmed client and pricing records
Receipt
RCT-2026-1042
This month's service fee · HK$8,500
Next: the draft is waiting for you to decide how it is sent
The company, amount and activity log are demonstration data.
The journey of one invoice
01
From the clients, orders or service records you specify, it prepares an invoice draft. Recurring services are billed monthly, quarterly or on a cycle you set.
Process demonstration
This month's service fee
Draft
Recurring billing rule 1st of each month · Harbour Studio · This month's service fee
Source Confirmed client and pricing records
Receipt
RCT-2026-1042
This month's service fee · HK$8,500
Next: the draft is waiting for you to decide how it is sent
The company, amount and activity log are demonstration data.
02
You can decide which invoices must be approved first, and which may be sent under rules you have already approved.
How it sends (demonstration)
This is a local demonstration. No invoice is sent.
This invoice stays awaiting approval until you approve sending.
Process demonstration
This month's service fee
Awaiting approval
Receipt
RCT-2026-1042
This month's service fee · HK$8,500
Next: waiting for you to approve sending
The company, amount and activity log are demonstration data.
03
Using the due date and the payment status already confirmed, it prepares payment reminders so you are not chasing each one by hand.
Reminder tone (demonstration)
Switching the tone only updates the message draft. Nothing is sent.
Process demonstration
This month's service fee
Unpaid
Message draft
Hello Harbour Studio — the payment terms for this month's service fee of HK$8,500 have been reached. Please arrange payment when convenient. If you have already paid, you can ignore this note.
Receipt
RCT-2026-1042
This month's service fee · HK$8,500
Next: the reminder draft is ready for you to review. Nothing is sent.
The company, amount and activity log are demonstration data.
Status
Payment details to check
Needs a person to review
If the amount does not match, the payment details are unclear, or another exception comes up, it is handed to a named person to check. The agent does not assume the payment is complete.
Process demonstration
This month's service fee
Payment details to check
Receipt
RCT-2026-1042
This month's service fee · HK$8,500
Next: a named person checks this. Payment is not assumed complete.
The company, amount and activity log are demonstration data.
04
Status is updated from a system you can connect, or from payment details that have already been confirmed. A receipt is then created and sent according to your process.
Process demonstration
This month's service fee
Paid
Receipt
RCT-2026-1042
This month's service fee · HK$8,500
Next: the receipt can be sent according to your process.
The company, amount and activity log are demonstration data.
You decide which actions run on their own and which need a person to approve them first — for example a first invoice, a change of amount, a cancellation, or an unidentified payment.
The AI agent should not guess whether a payment is complete. Payment status and receipts should follow details that have already been confirmed.
Can run automatically
Create drafts under approved rules, schedule recurring invoices, and prepare reminders from due dates.
Needs approval
A first invoice, a change of amount, cancelling an invoice, or an unidentified payment.
We design the flow around your current tools, sources and approval rules, rather than asking you to abandon the way you work.
Understand how you invoice, follow up payment and send receipts today.
Confirm the sources, billing rules and the steps that need a person to approve them.
Assess how systems should connect, then set up and test the automation.
Choose any that apply. Your selection is written into the enquiry below, and you can still edit it.
Tell us how you create invoices, confirm payment and send receipts. We will help you see which steps are ready to automate.
Discuss my invoicing and collection processTell us about your business and we'll identify the top opportunities within 1 business day.