The Roster

Collections

Polite invoice reminders

Hire CollectionsSee it in a sample business

Included in every plan. Solo from $89/mo plus $99 setup. Extra roles $39/mo.

Plan
Every plan
Setup
A few basic questions
Approval
Nothing sends without your OK
Works in
Email today; texting on request

See it at work

Examples. Names and numbers are made up.

Polite, on schedule
Wording you set once
Hard cases come to you
Who's paid, at a glance (on request)

Sends polite reminders before and after invoices are due, each one held for your OK. When a customer writes back, it stops, or waits until the day they said they would pay. Disputes and payment plan requests come straight to you.

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What it handles

  • Reminders before and after the due date
  • Friendly wording you set once
  • Stopping reminders on invoices you tell us are paid
  • New invoices you BCC or forward to it, each confirmed with one tap
  • A weekly list: paid, due and past due (on request)
  • Hard cases, handed to you with the invoice and their message

What waits for your OK

  • Every reminder, one tap each
  • Payment plans, extensions and discounts
  • Any customer who disputes a bill

What it never does

  • Promise a price, date or time you haven't set
  • Spend your money or agree to a charge
  • Pretend to be a person. If asked, it says it's an AI assistant
  • Guess. When it isn't sure, it hands the question to you
  • Threaten anyone, add late fees or report anyone to a collection agency

How businesses use it

Plumbing or electrical

Chasing payment feels awkward, so invoices sit.

Sends friendly reminders on the schedule you set, under your business name.

Law office

Unpaid bills strain client relationships.

Keeps reminders short and polite and sends any dispute straight to you.

Marketing or design agency

Monthly retainers slip a week, then a month.

Reminds clients before the due date and stops once they pay.

How it works

Every step, who does it, and where it waits for your OK. Nothing sends without your OK.

See the full workflow
How it works, step by stepTap to enlarge
Diagram of how the Collections works, step by step. 1, you: share your open invoices list (set during setup); 2, the agent: checks who is due soon or past due; 3, the agent: drafts a reminder in your approved wording; 4, you: approve, edit or skip the reminder; 5, the agent: emails the reminder from your business; 6, the customer: pays your usual way or writes back; 7, the agent: reads the reply and drafts an answer; 8, you: approve, edit or reject the answer; 9, the agent: sends the approved answer in the thread; 10, you: send your paid list each week (on request); 11, the agent: paid invoices marked, their reminders stop (on request); 12, the agent: weekly list: paid, due, past due, with you (on request). Nothing sends without your OK.
When something is offTap to enlarge
Diagram of what the Collections does when something is off. Customer disputes a bill or asks for a plan: never agrees to terms. Customer says they already paid: holds a thank-you saying you will check your records. No payment after your reminder limit (on request): sends no more reminders and emails you the case: amount, days late, reminders sent. Upset or rude reply: drafts a calm, short reply for your OK, never argues, never threatens. A question it cannot answer from your notes: drafts a reply that says the team will confirm, and leaves the answer to you. A customer promises to pay: pauses that invoice's reminders until the day after the promised date, or 7 days if they give no date.

What you'll provide

Everything it needs to do the job. You add it during setup.

Information

Facts about your business.

  • Your open invoices, or an aging reportRequired

    So it knows who owes what, and since when.

    Takes about 10 minutes

  • Your payment termsRequired

    For example, due in 15 days.

    Takes about 2 minutes

  • How customers pay youRequired

    So every reminder points to the right place.

    Takes about 2 minutes

Access

Accounts it connects to.

  • Your business email (Gmail or Google Workspace)Required

    So messages come from your business. It gets its own seat, or you invite it.

    Takes about 5 minutes

  • A text line for remindersOn request

    Texting is on request today. If you want it, it gets its own line and you keep your number.

  • QuickBooksOn request

    On request. Until then you forward a weekly paid list, about 2 minutes.

Decisions

Your rules. Email us a change any time and we make it.

  • How many reminders before it hands offRequired

    After that, the case comes to you.

    Takes about 2 minutes

  • Who handles disputes and payment plansRequired

    A payment plan request stops that invoice's reminders and comes to you. It never agrees to terms on its own.

    Takes about 1 minute

You never send passwords by email or chat. You enter any login your roles need on a secure page we email you. It goes straight to your own private setup; we never see it. Each role gets its own work account, with its own email and calendar seat, or you invite it the way you'd invite a new employee. You can remove it any time. Texting is on request: if you add it, you keep your phone number and forward texts to its line.

After you hire

  1. 1Answer a few basic questions about how the job is done
  2. 2You add the items above during setup
  3. 3It starts in shadow mode: it drafts, you watch
  4. 4It goes live with your OK

Information

Provider
AgentRoster.AI
Category
Money
Plan
Included in every plan. Solo from $89/mo plus $99 setup. Extra roles $39/mo.
Setup
Answer a few basic questions about how the job is done. One-time setup fee $99 to $299 by plan.
Language
English
Works in
Email today; texting on request
Approval
Nothing sends without your OK
Support
Email hello@agentroster.ai

Your data

  • Kept separate from every other customer's.
  • Never sold. Never used to train AI.
  • Stored in the United States.
  • Deleted within 30 days if you cancel.

Details in our privacy policy and provider list.

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Questions

Will it upset my customers?

Reminders are short and friendly, and you approve the wording first. Anyone who disputes a bill or needs more time comes straight to you.

Does it take payments?

No. It never touches money. It reminds customers and points them to the way you already get paid.

Is this a collection agency?

No. It sends your own friendly reminders under your business name. It never threatens or reports anyone.

Your next hire doesn't need a desk.

Founding rates for the first 50 businesses.

Hire CollectionsSee pricing