Accounts receivable automation for chasing overdue invoices
I do AP and AR for a 25 person marketing agency. We have 40 invoices outstanding and I am manually sending Hey just checking in emails. It is awkward and I forget who I already pinged. QBO sends reminders but they are ugly and clients ignore them. I want a smart sequence that checks invoice age, matches tone to client history, escalates to the account manager after 2 tries and stops the second they pay. I do not want to buy a full AR platform. What is a lightweight way to automate follow up without sounding like a robot?