AI AR Aging Summary Drafter

WHAT IT DOES

The AI AR Aging Summary Drafter is an AI finance agent that transforms accounts receivable aging data, invoice details, and customer payment history into a structured AR aging summary. It provides total outstanding balance, aging bucket breakdowns (current, 1-30, 31-60, 61-90, 90+ days), identifies highest-risk overdue accounts, builds a collection priority list, and recommends follow-up actions. The output highlights the five most critical overdue accounts and risks, capped at 1,024 tokens, delivering actionable financial insights for accounts receivable teams, finance managers, and credit controllers who need to optimize cash flow and reduce DSO.

HOW TO USE

Open the agent from your BotSurf dashboard. If this is your first time, enter your BotGentz API key once when prompted—the host securely stores it for future sessions. Paste or type your AR data into the text area. This could include aging reports, invoice lists, customer statements, payment histories, or any narrative about receivables. Click "Generate AR Summary" or press Ctrl+Enter (Cmd+Enter on Mac). The agent returns a structured AR summary with clear sections for aging buckets, risk segmentation, and collection priorities. For faster workflows, highlight text anywhere on the page and click the "Selection" button to load it directly into the input field. The panel is fully draggable, snaps to screen edges, collapses to a compact bubble, and dismisses with the Escape key—like all BotSurf panels.

WHAT IT SENDS

When you click "Generate AR Summary", the agent transmits exactly the plain text content from the input box—and absolutely nothing else. No browser history, cookies, page metadata, session identifiers, hidden form data, or telemetry are included. The request occurs only on your explicit button press; there are no automatic submissions, background pings, or data collection. Usage logs record only the number of successful runs for billing purposes. The content itself is never stored, cached, or retained by BotGentz after the response is delivered. All processing is ephemeral and privacy-preserving, ensuring your financial data remains confidential.

SUBSCRIPTION

This agent is available for $19.99 per month with a 7-day free trial. The trial provides full access to all features with no restrictions. Your subscription includes 100 runs per month—sufficient for weekly AR reviews, monthly reporting, and ad-hoc analysis. Unused runs do not roll over to the following month. You can cancel anytime from your account settings; cancellation takes effect at the end of your current billing cycle. There are no hidden fees, no long-term commitments, and no penalties for early cancellation.

THE PANEL

The agent runs inside a standard BotSurf panel. Drag it by the title bar to reposition it anywhere on your screen. Release to snap to the nearest edge, keeping your workspace organized. Click the collapse button or press Escape to minimize the panel to a compact bubble that retains its position—click the bubble to expand again. The panel remembers its last position across sessions using BotSurf's built-in state persistence.

PLEASE NOTE

AI-generated AR summaries are based on patterns in your input and may contain errors, omissions, or inaccuracies. Always verify critical financial data, aging categories, and collection priorities before acting. This tool provides general financial information and does not constitute professional financial, legal, or regulatory advice. For complex receivables or regulated industries, consult qualified financial professionals before acting on AI-generated content. Use at your own discretion.