← All automation services
Finance · BUILT-TO-ORDER SERVICE
Invoice Follow-up Assistant
Track invoice due dates and prepare polite reminders so outstanding payments are easier to follow up.
What is included
- Read an agreed invoice register
- Identify upcoming or overdue invoices
- Prepare reminders using approved wording
- Log follow-up status for your team
What we need from you
Your invoice register, payment terms and reminder wording. We will confirm requirements and secure access arrangements after your order.
Your deliverable
An invoice reminder workflow with a traceable status log, a sample test run, and handover notes for the agreed setup.
Scope and limitations
This service does not move money, access bank credentials or provide accounting advice.
Package covers one starter workflow. Third-party accounts, subscriptions, API usage, hosting and messaging charges are separate. Extra integrations, ongoing support and material changes require a separate approved quote.
