Coreshift Technology.

Automation / Chat

Accounts Receivable.

AR watches your receivables the way you wish you had time to: it tracks aging daily, sends payment reminders on your cadence and in your tone, matches incoming wires and ACH payments to open invoices, and lands a Monday-morning aging report that tells you exactly where your cash is stuck. Money actions above your threshold always wait for your sign-off.

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Workflow concept and scripted demonstration. The descriptions below preserve the original workflow scope; channels, integrations, response times, and actions must be agreed and tested for your setup. Sample dialogue is not a customer result.

From invoice sent to cash matched.

  1. Watch aging daily

    Every open invoice is tracked against terms. The bot knows the difference between "5 days late, always pays" and "45 days, gone quiet."

  2. Remind on cadence

    Polite, escalating reminders in your voice — at the intervals you set per customer class. You approve the tone once; the bot keeps the rhythm.

  3. Match incoming payments

    Wires and ACH credits get matched to open invoices automatically — including partial payments and the ones that arrive with no memo.

  4. Flag what needs you

    Short-pays, disputes, and customers crossing your escalation threshold surface to you with history attached — not buried in a ledger.

  5. Monday aging report

    One email: what is outstanding, what moved last week, what is stuck, and the suggested next action per account.

See the workflow unfold.

Monday morning: the aging report flags an invoice at 45 days. Watch the reminder go out with your approval — and the wire that lands two days later get matched automatically.

Illustrative sample only. Playback sends no messages and connects to no accounts.

Read the complete sample transcript
  1. AR Bot

    Monday aging report — $84,300 open · 1 needs you

    Morning. Receivables picture: $84,300 open across 11 invoices · $61,200 current · $10,700 at 1–30 · $12,400 at 31–45+ Moved last week: Calloway paid $8,150 ✓ · Westgate paid $4,900 ✓ Needs you: INV-4412, Meridian Property Group, $12,400, now 45 days — two gentle reminders sent (day 32, day 39), opened but no reply. They've never gone past 50 days. Suggested next step: firmer reminder cc'ing their AP manager Lena, referencing the signed completion cert. Draft attached — approve?

  2. You

    Re: Monday aging report

    Approve, but soften the last line — they're a good account, just slow this quarter. Don't mention late fees yet.

  3. AR Bot

    Re: Monday aging report — sent ✓

    Sent 9:14 AM with the softer close ✓ — late-fee language removed, kept the completion-cert reference and the cc to Lena. Tracking for reply; if nothing by Thursday I'll propose the next step rather than act.

  4. AR Bot

    💰 Wire received: $12,400 — matched to INV-4412 ✓

    Wednesday 11:03 AM: incoming wire $12,400, no memo line. Matched with high confidence to INV-4412 (Meridian): exact amount, known remitter bank, open invoice. Ledger updated, invoice closed, aging refreshed — nothing over 30 days now. Lena also replied: "Apologies for the delay — new approval system on our side. Resolved now." Logged to the account. Meridian's payment-behavior profile updated (avg days-to-pay: 41 this year). Next Monday's report will reflect all of it.

Why this workflow matters.

DSO drops without awkwardness

Consistent, polite persistence is what collects — and exactly what busy owners skip. The bot never feels weird about the third reminder.

Cash matched, not mystery

"Who sent this $12,400?" gets answered automatically — even partial and unlabeled payments find their invoice.

You see it Monday, not month-end

A weekly aging picture with movement and suggested actions — collections stop being a quarterly surprise.

Sign-off where it counts

Anything beyond a routine reminder — payment plans, write-off suggestions, escalations — pauses for your explicit approval.

Payment match → ledger / aging update

The complete sample handoff, ready to inspect alongside the conversation. The actual record format is scoped to your systems.

Inspect the structured sample output
{
  "record": "payment_match",
  "payment": {
    "type": "wire",
    "amount": 12400,
    "received": "Wed 11:03",
    "memo": null,
    "remitter_bank": "known"
  },
  "match": {
    "invoice": "INV-4412",
    "customer": "Meridian Property Group",
    "confidence": "high",
    "basis": [
      "exact_amount",
      "known_remitter",
      "open_invoice"
    ]
  },
  "collection_history": {
    "reminders": 3,
    "last": "softened + cc AP manager",
    "days_outstanding_at_pay": 47
  },
  "ledger": {
    "invoice_status": "closed",
    "aging_over_30": 0,
    "dso_effect": "-2.1 days"
  },
  "customer_profile": {
    "avg_days_to_pay_ytd": 41,
    "note": "delay caused by new AP approval system"
  },
  "next_report": "Monday aging \u2014 auto",
  "approvals": {
    "reminder_3": "owner_approved_with_edit",
    "auto_actions": "matching + ledger only"
  },
  "transcript_ref": "email-ar-4412"
}

Make it work for your setup.

Start with your inputs, systems, approval owners, and exceptions. We agree the permitted actions, test dry runs, and define who can pause the workflow.

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