AR Inbox Agent
Handle customer billing requests without the inbox backlog.
Responds to routine invoice, statement, payment-status, W-9, and payment-instruction requests; logs the exchange and escalates exceptions with context.
Works with the tools your team already uses
NetSuiteDemo coming soon
Watch the AR Inbox Agent in action
Where it starts
Start with the customer request in your AR inbox
- 01
Email
An email starts the AR Inbox Agent, and the agent reads the request with the surrounding context.
- 02
Continuous monitoring
The AR Inbox Agent watches for work that needs attention and starts when something changes.
- 03
Connected finance data
The agent reads the relevant records from connected systems so the result is based on the same data your team uses.
The impact
Turn every billing request into a clear next step.
The workflow
How it works
How does the AR Inbox Agent help teams handle this work faster? It follows the same repeatable steps your team already trusts, then routes exceptions instead of guessing.
- 01
Monitors and classifies incoming AR emails
Reads and classifies incoming customer billing requests
- 02
Finds the account and invoice context
Finds the relevant account, invoice, payment, and previous conversation
- 03
Responds to approved routine requests
Sends approved invoice copies, statements, W-9s, payment status, and payment instructions
- 04
Logs the exchange or routes an exception
Logs every exchange and updates contact information when appropriate
Key takeaways
Agent capabilities
Reads and classifies incoming customer billing requests: Routine replies move fast; payment problems reach the right person with context.
Finds the relevant account, invoice, payment, and previous conversation: Routine replies move fast; payment problems reach the right person with context.
Sends approved invoice copies, statements, W-9s, payment status, and payment instructions: Routine replies move fast; payment problems reach the right person with context.
See it on your workflow
See the AR Inbox Agent on your customer-reply workflow.
Book a short demo and we'll show how routine requests move quickly while exceptions reach the right person.