- Checks the overdue invoice list
- Groups invoices by age and account
- Prepares polite reminders
- Include payment links
- Keeps promise-to-pay notes visible
Work we can take on
Turn overdue invoices into polite follow-up and cleaner payment visibility.
CapacityBench helps keep overdue invoices visible, followed up, and ready for a person when there is a real payment issue.
First AI Employee starts from $2,000/month. Start with one recurring job, prove value, then add more.
What changes
The routine work gets handled. Your team gets the clean handoff.
This page is the simple version: what comes off the team's plate, what they get back, and where people still make the calls that matter.
- Reminder emails
- Collections report
- Promise-to-pay log
- Owner follow-up list
- Fee waivers
- Payment plans
- Disputes
- Final demands
- Relationship-sensitive accounts
- Every payment conversation is relationship-sensitive
- Invoices and payment links are not accessible
- No one can approve disputes or plans
- The business needs legal collections, not routine chasing
Why it is safe to start small
Start with the repeatable work. Keep judgment with people.
The first version is deliberately narrow. It clears routine follow-up, prepares clean summaries, and brings the judgment calls back to the right person.
Days sales outstandingPromises to pay loggedDisputes escalatedCash-risk summary delivered
First 30 days
A practical start, not a transformation project.
We start with the smallest useful version, prove whether it moves the work, and only expand when the first role is earning its keep.
Define collections rules
Map invoice aging buckets, reminder tone, payment links, dispute rules and escalation owners.
Draft reminders
Generate reminder batches and promise-to-pay logs while humans approve customer-facing messages.
Keep routine follow-up moving
Let the employee schedule routine follow-ups, update statuses and surface exceptions.
Report cash movement
Review overdue count, DSO movement, recovered invoices, disputes and owner time saved.
Example result
Invoice #4832: $7,450, 18 days overdue. Reminder #2 drafted with Stripe link. Customer says AP runs Fridays. Follow-up scheduled. Escalation: account is over 30 days if unpaid Monday.
- Overdue invoice count moves down
- Promise-to-pay rate
- Owner chase time goes down
- Disputes identified earlier
- Finance Admin AI Employee
- Vendor document collection
- Weekly cash risk summary
- Back-office admin employee
Check this workflow
Send the rough version. We will tell you if this is the right first AI employee.
Use this when the work shows up every week, has a clear owner, and is costing the team time.