Roles we staff · Finance
AI agents for billing and collections.
Invoices prepared and overdue accounts followed up in your tone and policy. Agents take on the repeatable work, Ergon operators run them every day, and your people keep the decisions.
Who does what
The billing and collections follow-up role, split three ways.
Every task has an owner. Consequential actions wait for a named person on your team.
Agents
Do the repeatable work
- Assemble draft invoices from time or job records
- Send reminders on a schedule
- Record replies and promises to pay
Ergon operators
Run the agents every day
- Check invoices against billing rules
- Handle replies outside the script
- Report accounts at risk
Your people
Keep the decisions
- Approve invoices before they go out
- Decide payment plans, write-offs, and escalation
A first task
Start with one piece of the role.
A small, repeating task with a clear input, a clear output, and a person approving the result. The Agent Role Diagnostic codes it in one hour for $750.
Draft invoices from sample time entries and billing rules.
Systems usually involved: Accounting or billing system, time tracking, email
Questions
Can an AI agent do billing and collections work on its own?
Not on its own, and not by design. Agents assemble draft invoices from time or job records; send reminders on a schedule; record replies and promises to pay. An Ergon operator reviews what the agents are unsure of. Your people approve invoices before they go out and decide payment plans, write-offs, and escalation.
What would a first agent do?
Draft invoices from sample time entries and billing rules. The Agent Role Diagnostic ($750) codes an agent on a task like this in one hour, delivers the code, and adds a one-page Role Card and a consultation.
Which systems does it work with?
Typically: Accounting or billing system, time tracking, email. The agent gets only the access it needs, and the permissions are written down before it starts.
How do we start?
Take the free role check for this role, or ask an engineer in a free 15-minute call. When the role looks promising, the Diagnostic shows one task in code.
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