Receivables monitor
Follows your outstanding items, sends reminders in your tone and reports who does not respond.
Saves, estimated: ± 1 hour a week, and faster payment
Receivables monitor is an AI agent from Altramano for administration and finance. An AI agent does a task that involves reading, assessing or writing, such as assessing an enquiry or drafting a reply. It puts it in front of you, or does it itself if you want it to.
What it does
- Pulls the outstanding items per customer from your accounting package every week.
- Prepares a friendly reminder for an invoice past its due date, in your words.
- Sends a second reminder after a period you decide.
- Reports which customers have still not responded after two reminders.
An example
- In
- Three invoices of one customer have been open for 18 days together, one reminder already sent.
- Out
- A second reminder for approval, with the overview of the three invoices, and a note for you.
Integrations it uses
Exact OnlineReading and creating relations, items, sales invoices, ledger lines and outstanding items in Exact Online.
Visma eAccountingAll 228 actions of Visma eAccounting: customers, suppliers, sales and purchase invoices, items, entries, bank and VAT, with triggers on new invoices and bank transactions.
AFAS ProfitReading and writing in AFAS Profit through GetConnectors and UpdateConnectors, per administration, with a trigger on new rows or a Profit notification.
SnelStartReading and creating relations, items, the ledger, sales and purchase invoices, purchase, bank and cash entries, documents, quotes and sales orders in SnelStart. A purchase invoice is booked straight from the attachment or a UBL file. Works with the SnelStart packages inZicht and inControle.
e-BoekhoudenReading and creating relations, sales invoices, entries, outstanding items, ledger accounts and balances, items and cost centres in e-Boekhouden. Purchase invoices are booked as received invoices; sales invoices can go out through Peppol if you wish.
GmailFind, send and answer mail in Gmail, with a trigger on new mail.
Microsoft OutlookFind, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.
MoneybirdReading contacts, products, sales and purchase invoices in Moneybird, creating sales invoices, sending them and registering them as paid, with a trigger on every new or changed sales invoice.
Nmbrs AccountingReading contacts, outstanding debtors and creditors, ledger transactions and revenue in Nmbrs Accounting (formerly Yuki) and submitting sales invoices, with a trigger on every new or changed contact.
JorttReading customers, invoices and projects in Jortt, creating customers and projects and creating and sending invoices, with a trigger on every new invoice.
RompslompReading contacts, quotes, products and sales invoices in Rompslomp, creating contacts and sales invoices and registering hours, with a trigger on every new sales invoice.
InformerReading relations, products, quotes, sales and purchase invoices in Informer, creating relations and creating and sending sales invoices, with a trigger on every new or changed relation.
Exact MultiversReading customers, suppliers, products, sales and purchase invoices, balances and the ledger in Exact Multivers and creating customers, with a trigger on every new or changed customer.
WeFactReading customers, invoices and products in WeFact, creating customers, creating invoices, sending them by e-mail, marking them as paid and crediting them, with a trigger on every new or changed invoice.
PaytReading debtors, invoices, payments, collection files and tasks in Payt, creating debtors and submitting and updating invoices, with a trigger on every new or changed invoice.- TwinfieldTwinfieldCreating and updating relations and creditors in Twinfield, creating sales invoices, purchase entries, bank and journal entries and requesting outstanding items and ledger transactions, with a trigger on every new outstanding sales invoice.
Where the limit lies
Every reminder waits for approval before it goes out. You can also let the first reminder go by itself.
Templates it bundles
| Sjabloon | Soort | What it does |
|---|---|---|
| Payment reminders | automation | Outstanding sales invoices get a friendly reminder in good time, always for approval. |
| Outstanding items | AI agent | An assistant that answers questions about outstanding sales invoices and proposes reminder texts. |
Frequently asked questions
Can I decide the tone of the reminders?
Yes. You give an example of how you say it, and the agent keeps that tone. A firm third reminder can sound different from the first.
Does it also send to customers with a payment arrangement?
Not if you mark that customer. A customer with an arrangement or an open dispute is left alone and only reported to you.
Does it see a payment that has just come in?
Yes, it looks in your accounting package every day. An invoice paid today gets no more reminders.