Taskade Genesis automates your entire accounts receivable process — sending reminders, escalating overdue invoices, and updating payment status without anyone chasing clients by hand.
What Is Accounts Receivable Automation?
Accounts receivable automation tracks every outstanding invoice, sends timed reminders to clients, escalates accounts that go past due, and records payments as they arrive — turning AR management from a daily task into a self-running system.
Why Use Accounts Receivable Automation?
- Faster collections: Automatic reminders go out at 7, 14, and 30 days overdue without anyone composing emails.
- Clear aging report: Every invoice is categorised by days outstanding in a live Table view you can share with your accountant.
- Client-linked records: The Relationship field connects each invoice to the client, project, and contract for instant context.
- Escalation rules: An AI agent can escalate to a different contact or apply a late fee at a threshold you define.
- Two-way integrations: Payment confirmations from Stripe or your bank feed automatically mark invoices as paid.
Who Should Use Accounts Receivable Automation?
- Service businesses with 10+ open invoices at any given time.
- Agencies that need consistent follow-up without straining client relationships.
- Freelancers who hate writing the same polite chase email every week.
- Bookkeepers managing AR for multiple small-business clients.
- SaaS companies tracking subscription renewals and failed payments.
How To Automate Accounts Receivable?
- Visit /automate and clone the Accounts Receivable app in ~10 seconds.
- Import your open invoices or connect your invoicing tool via 100+ integrations.
- Set reminder cadences and escalation rules in the automation builder.
- Use the AI agent to personalise follow-up messages based on client history and invoice size.
- Let payment webhooks mark invoices as paid automatically and close the loop.
See how other businesses handle collections at /apps or browse the full /automate catalog. For the agency version, read how agencies read a 30/60/90 aging bucket.