AI Accounts Receivable Follow-Up Drafter
About this app
WHAT IT DOES
This AI agent generates clear, professional accounts receivable follow-up emails or letters. Given client details — client name, invoice number, amount, due date, days past due, and any prior communication — it drafts a structured reminder suitable for sending to a client. The output includes a greeting and overview, invoice details (number, amount, due date), days past due and current status, payment instructions, and next steps or deadline. The tone is professional and firm but courteous, appropriate for the number of days past due. This helps finance teams streamline collections and maintain positive client relationships.
HOW TO USE
Open the agent in BotSurf. Paste your BGAI API key once (the host prompts you if missing). In the input box, describe your invoice and client details. Press "Draft follow-up". The AI returns a structured accounts receivable follow-up in the panel. You can also select text from any page and click "Use page selection" to fill the input automatically. The panel can be dragged, snapped to screen edges, collapsed, or closed with the Escape key.
WHAT IT SENDS
Exactly the text you type into the input box, plus the system prompt that instructs the model on how to format the follow-up. No other data is transmitted. The agent does not send your location, browsing history, or any other information. Usage logs record only the count of runs for billing purposes — not the content of your requests or the generated responses. The output is returned directly to you and is not stored or used for training.
SUBSCRIPTION
$19.99 per month with a 7-day free trial. Includes 100 runs per month. Cancel anytime during the trial or at any point after — no lock-in, no hidden fees. Unused runs do not roll over.
THE PANEL
The agent runs in BotSurf's floating panel interface. Drag the panel by its handle to reposition it anywhere on screen. Snap it to any edge for a tidy layout. Click the collapse button to minimize it to a compact bubble, or press the Escape key to close it entirely. Reopen it from the BotSurf toolbar at any time.
PLEASE NOTE
AI can be wrong. This agent generates a draft follow-up for review — not a finalized collection notice. Always verify all invoice details, amounts, and payment instructions before sending to clients. The agent does not replace professional collections or legal judgment.
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