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AR Workflow reduced our payment delays from 45 to 25 days.
NEW AI ACCOUNTS RECEIVABLE FOR CONTRACTORS AI AR FOR CONTRACTORS
You did the work. Let AI chase the money.
BUILT FOR
General contractors Subcontractors Roofers Specialty trades Restoration
INVOICE #4190
PAID$12,413.99
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AI is chasing 24 accounts
71%
Fewer overdue invoices
Blue Ridge Exteriors
45 → 25
Days to get paid
Horizon Roofing & Solar
17 hrs
Saved every week
SERVPRO of Pasadena
THE RESULTS
Less chasing. More money moving.
“Blue Ridge slashed overdue invoices by more than half all while saving 15 hours a month, just by using AR Workflow.”
“Overdue invoices dropped by almost 75%. Best of all, the invoices are collected automatically!”
CONTRACTORS ALREADY GETTING PAID FASTER
Helping 3,200+ Contractor Users Collect Payments Faster
THE PROBLEM
The job’s done. Getting paid shouldn’t be another job.
Every invoice past 30 days is money you’ve already earned, sitting in someone else’s bank account.
Behind each one is a follow-up somebody has to remember: the email, the text, the call, the voicemail, the deductible. Then again next week.
When the office gets busy, follow-up slips. When follow-up slips, cash flow slips.
“Did they ever get the invoice?”
“Who’s calling them this week?”
“Didn’t we already send that reminder?”
AR Workflow puts AI on the follow-up, so it never slips.
WHAT AI DOES
Your AI collections assistant never forgets a follow-up.
Writes and sends
Personalized emails and texts, on your schedule.
Hi Dana, quick reminder that invoice #4190 for the Jefferson property is now 7 days past due. You can pay securely here.
Pay $12,413.99Sent by AI · 9:02 AM
ONLY ON AR WORKFLOW
Leaves voicemails
Routine reminders delivered without anyone dialing.
0:24Drafts replies
When customers respond, AI drafts the answer. Your team approves it.
CUSTOMER
“Can you resend the invoice copy?”
AI DRAFT
Of course, Dana. I’ve attached invoice #4190 and your secure payment link.
Approve & sendEdit
Flags what needs you
Disputes, missed promises, and accounts that need a call rise to the top.
Disputed balanceHigh
Payment promise missedCall today
Invoice copy requestedReply ready
Collects payment
Every message can include an ACH or card payment link.
Amount due$12,413.99
Pay now
Syncs with QuickBooks
Invoices and balances stay current. No double entry.
Automated voicemail delivery is not a live AI phone conversation. Payments powered by Finix; merchant approval required.
HOW IT WORKS
Up and running in three steps.
1
Connect QuickBooks
Your open invoices come in automatically.
2
Set the rules
Choose the invoices, channels, tone, and how often customers hear from you.
3
Let AI follow up
AI handles the routine. Your team handles the exceptions.
Works with QuickBooks Online
Payments powered by Finix
Start with one invoice
FOLLOW ONE INVOICE
From sent to paid, without anyone chasing.
DAY 1
Subject
Invoice #4190 · Jefferson property
Hi Dana, thanks again for choosing us. Your invoice is attached, and you can pay online in a minute.
Pay $12,413.99
Personalized email
AI sends the invoice with a payment link
DAY 5
Hi Dana, friendly reminder that invoice #4190 is still open. Pay securely here: pay.link/4190
Sent by AI
Friendly text
A short reminder, on your schedule
DAY 9
NEW VOICEMAIL
“Hi Dana, this is a quick reminder about invoice 4190. The payment link is in your texts and email.”
Voicemail delivered
No one on your team had to dial
REPLY
Can you resend the invoice? I want to pay today.
AI DRAFT
Of course, Dana. Invoice #4190 is attached with your payment link.
Approve
Customer replies
AI drafts the answer. Your team approves it.
DAY 10
Payment received
$12,413.99
Synced to QuickBooks
Paid
ACH payment, synced to QuickBooks
ONE SCREEN, EVERY MORNING
See what AI is handling. See what needs you.
AI IS CHASING
24 accounts
$186,420
12 emails sent today- 7 texts sent today
- 4 voicemails delivered
NEEDS YOU
4 accounts
- Disputed balance
- Invoice copy requested
- Payment promise missed
WHY AR WORKFLOW
Not another reminder email. Not a collection agency. Not another hire.
THE USUAL FIX
Automated reminder emails
THE CATCH
One channel, one generic message. Easy to ignore.
THE USUAL FIX
A collection agency
THE CATCH
Takes a cut of money you earned, and can cost you the next job.
THE USUAL FIX
Another AR hire
THE CATCH
Salary and training, and follow-up still depends on one person remembering.
THE FIXAR WORKFLOW
AI follow-up, your rules
THE DIFFERENCE
Personalized follow-up by email, text, and voicemail, every day, with your team in control.
SIDE BY SIDE How the usual fixes compare |
 Reminder emails |
 Collection agency |
 Another AR hire |
RECOMMENDED |
|---|---|---|---|---|
| Email, text, and voicemail | Email only | Their channels | If they remember |  Yes |
| Personalized, not generic |
 No
|
No
|
 Yes
|
Yes |
| You keep every dollar you earned |
Yes
|
They take a cut | Plus a salary | Yes |
| Protects the next job |
Yes
|
No
|
Yes
|
Yes |
| Doesn’t depend on one person remembering |
Yes
|
Yes
|
No
|
Yes |
| Your team stays in control |
Yes
|
No
|
Yes
|
Yes |
Get a demo
| ||||
BUILT FOR CONTRACTORS
Every customer pays differently. Follow up accordingly.
Persistent doesn’t have to mean aggressive.
GCs & AP Departments
Clear, professional, persistent.
Homeowners
Friendly, never like a collection agency.
Property Managers
Job context across multiple properties.
Commercial & Developers
Consistent through long payment cycles.
Insurance-Paid Jobs
Carrier payments, supplements, and deductibles.
Customers You Want to Keep
Well-timed reminders that protect the relationship.
YOU’RE IN CONTROL
AI does the follow-up. You make the rules.
Less manual work. Not less control.
Start with one invoice and add more when you’re ready
Choose the contacts, channels, tone, and frequency
Review AI-drafted replies before they’re sent
Pause or stop any workflow at any time
Pause
CUSTOMER STORIES
Contractors are already spending less time chasing.
SERVPRO of NE San Diego Transforms AR and Cuts Manual Work by 80% And Cuts Collection Time by 50% with AR Automation
YOUR INVOICE, NOT A FEATURE TOUR
Bring us one overdue invoice. We’ll show you how AI would chase it.
No generic feature tour. You’ll see:
- 1What AI would send, and when
- 2What happens when your customer replies
- 3How they’d pay
YOUR OVERDUE INVOICE
47 days past due[$ AMOUNT]
Tomorrow, 9:00 AMEmail
Day 4Text
Day 8Voicemail
Customer pays by ACH or card
Paid in full
Synced to QuickBooks
Does AI actually send the messages?
Yes. AI sends scheduled emails, texts, and voicemails for the invoices you choose. Replies to customers are reviewed by your team first.
Will AI say something wrong to my customers?
You choose the tone, channels, and follow-up schedule. When a customer replies, AI drafts a response for your team to review and approve. Your team handles conversations that need a personal touch.
Do we have to replace QuickBooks?
No. Keep using QuickBooks for your accounting. AR Workflow connects to it so invoice balances and payment information stay current without double entry.
Do we still need to call customers?
Your team can still call when a customer needs a real conversation. AI handles routine reminders, including delivered voicemails, so you spend less time dialing. Voicemail delivery is not a live AI phone conversation.
Are automated texts and voicemails compliant?
Automated outreach must follow applicable consent, opt-out, and messaging rules. Requirements vary by channel and location. Your business is responsible for using the right permissions and settings for its customers. Learn more from the FCC.
How long does setup take?
Getting started means connecting QuickBooks, choosing your invoices, and setting your follow-up rules. Setup time depends on your needs; our team can help you get your first workflow running and show you how to manage it.
Can we start small?
Yes. Start with one invoice or a small group of customers. Choose the schedule and channels, see how the workflow performs, and add more invoices when you are ready.
You did the work. Let AI chase the money.
AI writes the emails, sends the texts, and leaves the voicemails. Your team handles the conversations that matter, and your cash keeps moving.
Keep QuickBooks- Start Today
- Stay in Control