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AgentSurge · Tier 1 Agent
Finance Live

Invoice Follow-Up

Polite, persistent reminders that get open invoices paid — without the awkward "hey just checking…" call you keep avoiding.

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💳

Connect Stripe

OAuth into Stripe. The agent listens to invoice webhooks — sent, paid, overdue — in real time. Manual invoices supported too.

Stripe WebhooksOAuth
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📅

Set Your Cadence

Pick the schedule that fits your customers — typical: Day 3 reminder, Day 7 nudge, Day 14 firm, Day 30 escalation. Tone settings: friendly, neutral, firm.

Trigger.devScheduling
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AI-Drafted, Brand-Voiced

Each touch is regenerated with the customer's name, invoice number, due date, and amount — no copy-paste templates that read like robots.

Anthropic ClaudeReact Email
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🧾

Payment-Plan Offer

Late-stage emails can include a "split this into 2 payments" link to recover stuck invoices instead of writing them off.

StripeResendTwilio SMS
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Auto-Stop on Payment

Stripe webhook fires → sequence exits → thank-you email goes out → contact gets handed to Review Manager for a five-star ask.

Stripe WebhooksReview Manager

Connects With

Review Manager →

Paid contacts handed off for a five-star ask

← Speed to Lead

New customers flow in upstream

📋

Bookkeeper →

Collections feed your books

What You Get

💸

~25% Faster Collection

Avg DSO drops once reminders fire on schedule, not whenever you remember.

🔃

4-Touch Cadence

Friendly → neutral → firm → escalation. Configurable.

📞

0 Awkward Calls

Email + SMS does the chasing. You only step in for the hard cases.

100% Auto-Stop on Pay

No accidental "your invoice is overdue" after they paid.

Built With

Stripe Webhooks Trigger.dev Resend Twilio SMS Anthropic Claude React Email