Chase overdue invoices, sensibly
Reminders tuned to how late each invoice is and how important the customer is, with disputes and account owners respected.
Chat
Connected apps.
Connect each one once. You sign in on the app's own screen, and you can disconnect any time.
Stripe
QuickBooks
HubSpot
Gmail
Slack
An example run.
What the agent does, step by step, after you ask. This is an illustration; your results depend on your own data.
Chase overdue invoices, sensibly
stripe.list_invoices8 invoices are overdue, 12,400 dollars in totalDonequickbooks.get_customer2 customers have a payment plan agreedDonehubspot.get_company1 customer is mid-renewal; their owner is DanaDonegmail.create_draftReminders drafted: 4 friendly, 2 firm; 2 skippedDonegmail.send_messageSend the 6 remindersWaits for youslack.post_messageDana told about the renewal customer before anything goes outWaits for youquickbooks.add_noteChase history recorded on each invoiceWaits for you
You stay in control.
Looking things up is automatic. Anything that changes something waits for you, and every step is logged.
Runs on its own
- 8 invoices are overdue, 12,400 dollars in total
- 2 customers have a payment plan agreed
- 1 customer is mid-renewal; their owner is Dana
- Reminders drafted: 4 friendly, 2 firm; 2 skipped
Waits for your approval
- Send the 6 reminders
- Dana told about the renewal customer before anything goes out
- Chase history recorded on each invoice
How it works.
Connect your apps
Stripe, QuickBooks, HubSpot, Gmail, Slack. Setu keeps the sign-in secure and never shows your passwords to the agent.
Ask, or set a trigger
Run it every tuesday at 10:00. You describe the job in your own words.
You stay in control
Reading is quick. Anything that writes or deletes can wait for your approval, and every step is logged.
More for finance and operations.
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Finance and operations
Month-end close
“Run the month-end close.”
Each step checked off in order, mismatches found and explained, and the controller sent only what needs a human decision.
On the last business day
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Finance and operations
Spend anomaly review
“Anything odd in this month's spending?”
Duplicate payments, new vendors, price jumps and policy breaches found, with the people involved asked before anything is blocked.
Every Monday at 8:00
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Finance and operations
Onboard a new vendor
“Onboard Acme Supplies as a vendor.”
Forms collected, details checked, the vendor created in the books and the budget owner told, with payment details never shown in chat.
When a vendor is approved
Give your agent real hands.
Connect an app, hand your agent the tools, and watch it finish the job.