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Agent Labora

By Cloud Granite Ltd

← Agent templates

Finance

Follow up overdue invoices without chasing the wrong people.

Chasing money is repetitive until the moment it is delicate. This agent handles the repetitive part — the reminder at day nine that nobody got round to — and stops at the point where a human judgement is genuinely required, which is usually the moment a customer replies.

Weekdays at 08:00Owned by the Finance Manager
Use this template See what it would have done

Everything this agent may and may not do.

Shown here exactly as the review screen shows it before deployment. You can change any of it, except the last list — those are refused at the platform on every plan.

What it can read

  • Invoices
  • Payment status
  • Customer record
  • Open disputes
  • Payment arrangements

What it does without asking

  • Send a payment reminder for invoices 7–21 days overdue
  • Create a follow-up task

What it must ask about first

  • Any invoice more than 30 days overdue
  • Any payment arrangement
  • Any balance over €5,000

What it can never do

  • Modify an invoice
  • Issue a refund or credit note
  • Contact a customer with an open dispute
  • Apply a late-payment charge

The capabilities it holds.

Named capabilities from the tool registry, each with a declared input, output and risk level. Not a login to any system.

Read an invoiceinvoice.getAmount, dates, status and line items for one invoice.
Check payment statusinvoice.payment.statusWhether an invoice is paid, part paid, overdue or disputed.
Read a customercustomer.getIdentity, status, terms and assigned owner for one customer.
Send an emailmail.sendSend a message from your company mailbox.

See the whole tool registry — including the capabilities no agent can hold.

Demo data

Accounts Receivable Agent

v1.4 · Weekdays at 08:00 · last acted 16 minutes ago

Status

Working

Accountable owner

Finance Manager

Purpose

Follow up overdue customer balances

Tools

Customer recordFinance ledgerCommunications inbox

May decide alone

Send payment reminders

Create follow-up tasks

Must ask a human

Payment arrangements

Balances over €5,000

Invoices more than 30 days overdue

Today

214

Invoices checked

8

Reminders sent

3

Sent to Finance

€4,200

Collected after follow-up

Demo data

Install Accounts Receivable Agent

By Agent Labora

What it needs

Read customers
Read invoices
Read payment status
Send email from your company mailbox

What it cannot do

Modify an invoice
Issue a refund
Change a customer record
Contact anyone outside your customer list

A human must decide

A human must decide on any invoice more than 30 days overdue, any payment arrangement, and any balance over €5,000.

Choose the person accountable for this agent

Finance Manager

Deploy agent

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