Interactive demo · Company owners
The AI assistant that tells you on Monday morning who owes you money. You just approve.
This is what we set up in your company: a fully guarded and controlled AI agent, connected to email, the bank statement and the accountant’s balance. It matches invoices, payments and customer promises, and prepares the messages for overdue amounts. You decide what goes out, from your phone.
1Works in your toolsEmail, the bank statement, the accountant’s balance. Nothing changes for you.
2You approve everything that goes outNo message to customers without your click.
3Everything stays in the logSee any time what it read, what it matched and who approved.
Try it below: the company's tools and, next to them, the assistant panel, where you make the decisions.
In the company's tools · email and bank
Email · Carmen, the company accountantFriday, 31 October
Carmen · Friday, 17:10Good evening! Here is the customer balance at 31 October.Situatie_clienti_31oct.xlsxissued, unpaid invoices · 72,800 lei
Bank · Monday, 07:00The October account statement is available.Extras_cont_oct.pdf47 incoming payments
Inbox · customers3 emails about payments, from customers.Re: invoice 2231Alfa Construct · 30 Oct
AI assistant panel
Monday, 8:30. How much are you owed?
You are Daniel, owner of a 40-person installation firm. On Friday the accountant sent you the customer balance: 72,800 lei unpaid. The bank has the October statement, and customers wrote to you about payments in separate emails.
Usually the three never get put together: you call the customer who already paid and forget the one who promised and didn’t.
In the company's tools · email and bank
Email · Carmen, the company accountantFriday, 31 October
Carmen · Friday, 17:10Good evening! Here is the customer balance at 31 October.Situatie_clienti_31oct.xlsxissued, unpaid invoices · 72,800 lei
Bank · Monday, 07:00The October account statement is available.Extras_cont_oct.pdf47 incoming payments
Inbox · customers3 emails about payments, from customers.Re: invoice 2231Alfa Construct · 30 Oct
AI assistant panel
Reading the customer balance Carmen sent: 9 invoices, 78,900 lei, of which 72,800 lei overdue.
Reading the October statement: 47 payments. Matching them to the invoices by amount, customer and reference.
Reading customer emails about payments: promises and dates.
In the company's tools · Monday’s picture
Who owes us money Monday, 2 November
Alfa Construct SRL2 invoices · 48,200 lei · 67 days overdue · promised payment Friday, it didn’t comeTo chase
Beta Retail SRL12,900 lei · 34 days overdueReminder
Gama Hotel SRL8,400 lei · paid 5,000 on 24 Oct · 3,400 leftBalance due
Omega Imobil SRL3,300 lei · paid on 28 Oct, with another referencePaid
Delta Office SRL6,100 lei · due tomorrowOn time
AI assistant panel
Omega paid 3,300 lei on 28 October, with another reference. Not overdue: I’ll tell Carmen to allocate it.
Gama paid 5,000 of 8,400 lei. 3,400 lei left.
Alfa Construct: 48,200 lei, 67 days overdue. On 30 October they wrote they would pay on Friday. The payment didn’t come.
Real arrears: 64,500 lei across 3 customers, not 72,800 lei.
In the company's tools · email to the customer
✉Email · new draftdaniel@exemplu-instal.ro
To: Alfa Construct · accountsDraft
Invoices 2210 and 2231 · 48,200 lei
Good morning, Mr Rădulescu! Invoices 2210 and 2231, 48,200 lei in total, are 67 days overdue. On 30 October you wrote that the payment would go out on Friday, but it hasn’t arrived. Could you confirm the payment date today? Thank you! Daniel, Exemplu Instal
📎 Invoice_2210.pdf, Invoice_2231.pdf
AI assistant panel
The message goes out from the company address, with the invoices attached, only after your approval.
I included their 30 October promise, so the conversation doesn’t start from zero.
In the company's tools · email to the customer
✉Email · new draftdaniel@exemplu-instal.ro
To: Alfa Construct · accountsDraft
Invoices 2210 and 2231 · 48,200 lei
Good morning, Mr Rădulescu! Invoices 2210 and 2231, 48,200 lei in total, are 67 days overdue, and the payment promised for Friday hasn’t arrived. Please confirm the payment date today. If the amount doesn’t arrive by Friday, 6 November, we will apply the penalties in the contract. Daniel, Exemplu Instal
📎 Invoice_2210.pdf, Invoice_2231.pdf
AI assistant panel
The message goes out from the company address, with the invoices attached, only after your approval.
I included their 30 October promise, so the conversation doesn’t start from zero.
In the company's tools · call sheet
Call · Alfa Construct Mr Rădulescu · 0722 000 000
Overdue48,200 lei · invoices 2210, 2231
Days overdue67 days
Promise30 Oct: “we’ll pay Friday” · didn’t come
What to askthe exact payment date, today
Everything you need for the call, on one page
AI assistant panel
I put the amounts, dates and their promise on one page.
After the call, tell me what you agreed and I’ll follow up the payment.
In the company's tools · email
✉Email · threadInvoices 2210 and 2231
You → Alfa ConstructSent 08:52
Invoices 2210 and 2231, 48,200 lei in total, are 67 days overdue… (sent by the assistant, approved by you)
Mr Rădulescu, Alfa ConstructReceived 09:40
Re: Invoices 2210 and 2231
Our apologies. The 48,200 lei payment goes out on Wednesday.
AI assistant panel
You approved. Alfa Construct promises payment on Wednesday.
Thursday morning I check the statement. If the money hasn’t come, you’ll hear it first thing.
In the company's tools · email
✉Email · Drafts (3)waiting for your approval
To: Beta Retail · accountsDraft 1
Invoice 2244 · 12,900 lei
Good morning! Invoice 2244, 12,900 lei, is 34 days overdue. Could you let us know when you will pay it? Thank you! Daniel, Exemplu Instal
📎 Invoice_2244.pdf
To: Gama Hotel · accountsDraft 2
Invoice 2238 · 3,400 lei balance
Good morning! Thank you for the 5,000 lei payment on 24 October. 3,400 lei of invoice 2238 is still outstanding. Could you confirm when you will pay it? Daniel, Exemplu Instal
📎 Invoice_2238.pdf
To: Carmen, the company accountantDraft 3
Omega Imobil payment · invoice 2229
Hi Carmen! Omega Imobil paid invoice 2229 (3,300 lei) on 28 October, with the reference “works advance”. Please allocate the payment to the invoice. Thanks! Daniel
📎 Statement_oct.pdf · page 4
AI assistant panel
Beta: a polite reminder. Gama: thanks for the part payment, and a request for the rest. Carmen: allocate the Omega payment.
We don’t bother Omega: they already paid.
In the company's tools · the assistant's log
Mon 08:31 Read: customer balance, October statement, 3 emails.
Mon 08:33 Matched 47 payments. Real arrears: 64,500 lei across 3 customers.
Mon 08:52 You approved the message to Alfa Construct. Sent.
Mon 09:40 Alfa Construct: payment goes out Wednesday.
Mon 09:45 You approved the messages to Beta, Gama and Carmen. Sent.
Thu 08:00 Check the statement: Alfa Construct, 48,200 lei.
AI assistant panel
Every step is in the log: what I read, what I matched and who approved.
Every Monday I make you the same picture, on one page.
The result
By hand, todayYou find out what you’re owed after calling everyone, including those who already paid.
With the AI assistantBy 8:35 on Monday you know who owes you, how much and since when, with the messages ready to send.
The assistant put together the accountant’s balance, the statement and the emails. You decided what went out.
AI assistant panel
Want this for your company?
We set it up in the tools you already use, starting with one job. Every message stays subject to your approval.
The company, customers, amounts and names in the demo are an example.
