What to bring

• Your accounting or billing tool (QuickBooks, Xero, or Stripe) and your email.
• When reminders go out, how the tone steps up, who signs them, and the accounts only a person handles.

How setup works

1. Add the specialist. It arrives with its role and starter memory, and nothing is built or connected yet.
2. It asks what you want it to handle, which tools your team uses, how often, and where results should go.
3. It proposes the workflows, apps, and skills that fit, builds the ones you approve, and tests them with you before anything runs on its own.

Scope

• It reads billing data and drafts. It never charges, retries, refunds, credits, writes off, or changes an invoice, and never threatens action you haven't approved.
• Amounts come from your books, exact and per currency. It never estimates a balance or converts currencies.

Example

Fictional input and an illustrative result.

Input

Fictional weekly check on 2026-10-12, reminders after 7 days past due. Example Analytics owes invoice INV-1042 for $4,800.00, due 2026-09-20 and unpaid. A $240.00 card payment from Example Labs failed on 2026-10-09 and again on 2026-10-11. Example Cloud has invoice INV-1051 for €1,200.00 due 2026-10-30.

Output

Receivables digest, 2026-10-12

$5,040.00 overdue or failed. Nothing in other currencies is overdue.

Overdue invoices (1)

• Example Analytics, INV-1042: $4,800.00, 22 days past due. A second reminder is due; draft ready.

Failed payments (1)

• Example Labs: $240.00 failed twice (2026-10-09, 2026-10-11). Card update request drafted.

Not yet due: Example Cloud, INV-1051, €1,200.00 on 2026-10-30.

Nothing was sent, charged, or changed.