PR-5702 · Live
Clear Note
By 7:30 AM, the AR Specialist opens her queue and finds a draft follow-up for every newly past-due invoice, already researched and tone-matched. Billed per invoice outreach drafted.
The promise
The AR Specialist's morning stops including the 30-, 60-, and 90-day chase. The draft is already on her screen, researched, in the right tone, naming the right job.
What it’s built from
The capabilities assembled into this product.
How it works
The path from input to value.
- 01
A draft is waiting
By 7:30 AM, each invoice that newly aged into 30, 60, or 90 days past due has a draft follow-up ready on her screen.
- 02
The brief is right there
Customer name, job, dollar amount, payment history, prior notes. Already pulled. No tab-switching.
- 03
Tone matches the bucket
Friendly at 30 days, firm at 60, formal at 90. The draft already names the job and the amount.
- 04
She reviews and sends
Read it, edit if she wants, pick email or SMS, send. The same step she's doing today, minus the writing.
- 05
The send is logged
Outreach, channel, date, and outcome land back on the invoice record automatically.
The day before. The day after.
Same moments. Lived differently.
Forty-seven invoices over 30 days, eleven over 60, two over 90. She highlights six and starts pulling each customer file by hand.
7:30 AMDrafts are queued, briefs pulled, tone matched per bucket. She uses the morning's start to prep for the 10:30 AC install dispute customer.
7:30 AMBefore
Forty-seven invoices over 30 days, eleven over 60, two over 90. She highlights six and starts pulling each customer file by hand.
After
Drafts are queued, briefs pulled, tone matched per bucket. She uses the morning's start to prep for the 10:30 AC install dispute customer.
Between calls she writes follow-up emails for the non-answers. Hunts down the invoice, the job, the prior notes. Eight minutes each.
10:00 AMBetween calls she reviews the queued drafts, already in her voice, naming the job. She edits one, sends the rest.
10:00 AMBefore
Between calls she writes follow-up emails for the non-answers. Hunts down the invoice, the job, the prior notes. Eight minutes each.
After
Between calls she reviews the queued drafts, already in her voice, naming the job. She edits one, sends the rest.
After each firm call she writes the follow-up. She hunts for words that aren't adversarial but aren't friendly. Tone is the slow part.
1:15 PMThe 60-day drafts read firm the way the Controller taught her. She reads each, adjusts a line if it needs one, sends.
1:15 PMBefore
After each firm call she writes the follow-up. She hunts for words that aren't adversarial but aren't friendly. Tone is the slow part.
After
The 60-day drafts read firm the way the Controller taught her. She reads each, adjusts a line if it needs one, sends.
Two accounts over 90. The formal notice she has to draft for one will take thirty minutes she didn't budget.
4:00 PMThe 90-day notice is already written. She sends in five minutes, then calls the builder's owner directly for tomorrow's wire commitment.
4:00 PMBefore
Two accounts over 90. The formal notice she has to draft for one will take thirty minutes she didn't budget.
After
The 90-day notice is already written. She sends in five minutes, then calls the builder's owner directly for tomorrow's wire commitment.
What it doesn’t do
The edges we drew on purpose.
A product that tries to do everything ends up doing nothing well. Here’s what we left out, and why we don’t feel bad about it.
- ×Does not create or edit invoices.
- ×Does not process payments or generate payment links.
- ×Does not send outreach without AR Specialist review.
- ×Does not escalate to collections beyond 90 days.