Finance Agent
An AI agent to automate your invoice follow-ups and reporting
The EzyAgents Finance agent watches your invoices, detects late payments and prepares graduated reminders with a tone suited to each customer — from a courteous nudge to a firm follow-up.
Nothing goes out unchecked: every reminder can be submitted for human approval before sending, and the agent keeps a complete log of its actions.
14-day free trial, no credit card. Live in 10 minutes.
Overdue invoices chased without thinking about it
No more tracking spreadsheets: the agent detects every overdue invoice and runs the reminder sequence you defined.
A tone suited to each situation
A loyal customer slightly late or a repeat late payer: the agent adjusts tone, channel and timing to your rules.
Permanent visibility on outstanding amounts
Outstanding-balance reports and recurring summaries, generated automatically and delivered where you work.
What the agent takes care of
- Detection of overdue invoices
- Graduated reminder sequences (tone, channel, timing)
- Human approval before every sensitive send (HITL)
- Automated, recurring financial reports
- Payment tracking and alerts
- Complete action log for auditing
Deployed in three steps
01
Pick a template
Select a ready-to-use template, preconfigured with the tools and workflows of your line of business.
02
Connect your tools
Connect your existing tools in one click. No technical skills required.
03
Test, then activate
Test the agent in the sandbox, define the human-approval rules, then activate.
Connected to your tools
Support, HR and Engineering teams are already measuring their results with EzyAgents.
Read the case studiesFrequently asked questions
How do you automate follow-ups on unpaid invoices?
Pick the Finance template, connect your inbox and documents, define your reminder sequence (timing, tones, channels): the agent detects late payments and prepares each reminder, which you approve before it is sent.
Does the agent send reminders unchecked?
No, unless you explicitly allow it. Human approval (HITL) applies to reminders by default: you approve, adjust the tone or postpone each send.
Can you trace what the agent did?
Yes. Every action — detection, prepared reminder, send, reply received — is recorded in a browsable log, useful for auditing and customer follow-up.
What reports can the agent produce?
Recurring reports on outstanding amounts, late payments and collections, delivered by email or in Slack at the frequency you choose.
Deploy your first agent today
14-day free trial, no credit card. Pro plan at €129/month, or €99/month billed annually.