Accounts Receivable Specialists: The All-in-One AI Plugin

Skills for accounts receivable specialists 16

• invoice chaserPulls overdue invoices into an aging report and drafts the chase email, like a 45-day reminder to Acme for invoice 4471.
• payments receivedLogs each incoming payment with method, withholding tax, and receipt status, such as a $2,000 wire from Acme on May 3.
• invoices billingKeeps the invoice register with due dates, balances, and aging, so you can see invoice 4471 still owes $4,200.
• clients accountsTracks client contacts, terms, and outstanding balance, so you know Acme pays in 30 days and owes $12,400.
• office invoice automationGenerates, sends, and tracks invoices across your accounting platform, cutting manual entry for a 200-invoice month.
• party ledger reconciliationMatches a party ledger to their statement and flags differences, like a $500 gap from a duplicate credit note.

Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.

Ready-made prompts 24

• Invoice Drafting Basics3 prompts, like Draft a Polite Invoice Email
• Overdue Payment Reminders3 prompts, like Draft First Overdue Payment Reminder
• Collections Call Prep3 prompts, like Build a Collections Call Script
• Cash Application Help3 prompts, like Match Payments to Invoices
• Payment Reconciliation Checks3 prompts, like Build A Payment Reconciliation Checklist
• Aging Report Priorities2 prompts, like Summarize Aging Report Priorities
• Credit Memos And Disputes2 prompts, like Draft Credit Memo Justification

Apps you can build with AI 3

• Polite Payment Recovery AgentBuild this to send polite, human chase emails that pause for your approval before anything leaves the building. Demo included.
• Cash receipt allocation preparationBuild this to review candidate invoice matches before posting cash, so wrong allocations never hit the ledger. Demo included.
• Receivables dispute-to-cash resolverBuild this to turn a documented dispute into a clear action list that unblocks the payment. Demo included.

AI agents 12

In the download. An agent runs a whole recurring task for you, step by step, and asks you before anything important. Ask your AI: "Run the Cash Application Exception Agent". Each one also has a guided set-up with sample data on its page.

• Cash Application Exception AgentEvery receipt matched to the right invoices, with exceptions clearly explained.
• Collections Dispute Evidence AgentEvery dispute resolved with the right evidence, quickly.
• Photographer Invoice and Deposit Chaser AgentInvoices paid on time and delivery released only after payment
• Reporter Invoice and Order Reconciliation AgentEvery completed job is billed correctly and every payment matches what was owed.
• Study Billing and Sponsor Invoice AgentEvery billable item is invoiced once, and every invoice is followed to payment.
• Event Balance Invoice and Deposit Chase AgentSend accurate final invoices within three days and collect balances on time.
• Donor Pledge Fulfillment Tracker AgentOpen pledges are paid on schedule or adjusted by agreement
• Monthly Practice Revenue Review AgentMonthly view of revenue leaks and fixes
• Overdue Invoice Collections AgentOverdue invoices collected with the least friction
• Coaching Package and Billing Tracker AgentAccurate session counts, timely renewals and paid invoices
• Supplier Payment Deadline AgentCollect and pass on every payment before supplier deadlines
• Premium Payment Arrangement AgentPrevent unexpected lapses through timely, clear payment help

Connections (MCP servers) 12

A guide in the download. A connection lets your AI work in an app you already use. You add only the ones you use: ask your AI "Which apps can you connect to?" and follow the steps on each connection's page.

• Xero MCP serverLets your AI look up and create Xero invoices, contacts, payments and reports for you.
• Odoo 19 MCP serverLet your AI look up, add, and update records in your Odoo 19 company system for you.
• Odoo MCP serverLet your AI look up, add, and update records in your Odoo business system just by asking.
• Debitura MCP serverLet your AI check, price, and submit international debt collection cases with Debitura. Official. No install needed.
• Outlook Attachment Reader MCP serverLet your AI open and read the files attached to your Outlook emails, and send local files as drafts.
• MCP Emails serverLet your AI read, search, send and organize email in your own mailbox. No install needed.
• Box MCP serverLet your AI search your Box files, answer questions about them, and pull out details for you. Official. No install needed.
• Mistral MCP serverTurn invoices and documents into clean data, and use Mistral AI for chat, OCR, audio and images.
• Excel MCP serverLets your AI create, read and edit Excel workbooks for you, without opening Excel.
• 1C:Enterprise MCP serverLets your AI read and update data in your 1C:Enterprise ERP system, all from a chat.
• Talonic MCP serverTurn PDFs, scans and forms into clean, checked data your AI can search and reuse. No install needed.
• Microsoft SQL Server MCP serverAsk your AI questions about your SQL Server database and get answers, tables, and reports back.

Your Grok Bot team 6

• Invoice ChaserTracks unpaid invoices and writes the follow-up that gets you paid without burning the client.
• Invoice OrganizerReads messy invoice files, renames them consistently, and sorts them into tax-ready folders.
• Cash Flow ForecasterBuilds a 13-week cash flow forecast from your bank, AR, AP, and payroll data, flagging crunch weeks.
• Expense Folder AuditorAudits expense folders: reconciles receipts to statements, flags issues, and reports.
• Customer Report GeneratorGenerates, customizes, and tracks customer reports from data collection to delivery.
• Stripe AutomationAutomate Stripe payment operations via Rube MCP: customers, charges, subscriptions, invoices, products, refunds. Always search tools first for current