FINANCE AUTOMATION

Automate invoice follow-ups. Accelerate your cash flow.

Streamline accounts receivable with intelligent AI agents that send personalized SMS, emails, and make AI-powered calls based on your customer data and payment history.

Trusted to integrate with your tools

Sage
NetSuite
Xero
QuickBooks
Stripe
PayPal
Square
Outlook
Gmail
SAP
HubSpot
Salesforce
Sage
NetSuite
Xero
QuickBooks
Stripe
PayPal
Square
Outlook
Gmail
SAP
HubSpot
Salesforce

Maximize recovery rates across every communication channel

Intelligent SMS reminders

Send timely text messages that reference specific invoices, payment terms, and customer history to increase response rates and accelerate payments.

Personalized email campaigns

Generate contextually relevant emails that adapt tone and urgency based on invoice age, customer relationship, and past payment behavior.

AI-powered phone calls

Deploy conversational AI agents that make natural phone calls to discuss outstanding invoices, answer questions, and negotiate payment plans.

Real-Time Performance DashboardAI-powered multi-channel outreach analytics23 activeAI Voice Calls34292% successSmart Emails1,24789% opened98% uniqueSMS Follow-ups85694% responseOptimal timingAI Voice Call JourneyWatch tickets progress through our AI-powered collection workflow#INV-2847Sarah Chen⚡ Retrieving Invoice DataAmount: $6,250Overdue: 12 daysInvoice found • Loading customer profileData Collection Agent#INV-2847Sarah Chen🧠 AI Analysis in Progress18 data sources foundAnalyzing payment history, communication preferencesBest approach: Voice call (2-4pm optimal)AI Analysis Agent#INV-2847Sarah Chen📞 Call in ProgressLIVE 2:14Sentiment: Positive 😊Agent: Discussing payment plan options"Customer agreed to $2,000 today, remainder Friday"AI Voice Call Agent#INV-2847Sarah Chen✅ Payment Recovered SuccessfullyAmount collected: $6,250Resolution time: 5 daysMethod: Voice call → Payment plan agreedPayment Success Agent127 calls made •4.2 min avg duration •$127K collected today

Here's how our AI follow-up agent can help you

Reduce days sales outstanding (DSO)

Automatically prioritize and follow up on overdue invoices with multi-channel outreach that adapts to customer preferences.

Personalize every interaction at scale

Leverage your customer data, communication history, and payment patterns to craft messages that feel individually written.

Integrate with your accounting system

Connect seamlessly with QuickBooks, Xero, NetSuite, and other platforms to sync invoice data and payment status in real-time.

Gain insights from every interaction

Track response rates, payment promises, and customer sentiment across all channels with comprehensive analytics dashboards.

Enterprise-grade AI built around your business DNA

Our platform learns from your payment patterns, customer relationships, and proven collection strategies—delivering personalized outreach that adapts in real-time and performs like your best AR specialist, at infinite scale.

Your Data SourcesXXeroNSNetSuiteHHubSpotSAPSAP+ 15 more integrationsCustom data sourcesCompanyProtocolsIndustry SpecificKnowledge+ 3 more integrationsLearning inReal-TimeCustomTrainingPaymentPatternsProcessing 1,247 data pointsIntelligent OutreachPersonalized EmailsContext-aware timing & tone94%Smart SMS Follow-upsAdaptive message cadence89%AI Voice CallsNatural conversation flow92%Payment Success-23 DaysDSO Reduced$847KCollectedLast 30 days

Private deployments for ultimate security and data sovereignty

Deploy our AI agent privately for maximum data control, security, and compliance.

We bring our models to your virtual private cloud (VPC) or on-premises deployment, so your financial data never leaves your environment.

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What our customers say

MANLY TERRY WHITE PHARMACY

"Timely follow-ups on outstanding invoices are essential for maintaining healthy cash flow in community pharmacy. With tight margins and rising costs, we can't afford delays in accounts receivable. AI-powered follow-ups help us recover debts professionally while preserving patient relationships."

"These intelligent reminders have reduced our DSO significantly, allowing us to reinvest in inventory and patient care services."

— [Name], Pharmacist Manager, Manly Terry White Pharmacy

Manly Terry White Pharmacy

Design your custom AI system

Speak with our engineers to explore how Whitecrow can automate your workflows, connect your tools, and deploy private AI built for your business.

  • Map automation opportunities across your existing processes and systems
  • See how AI can connect with your stack — from Xero to Notion to internal databases
  • Move from manual tasks to intelligent, secure workflows that scale
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