How to build and set up an AR agent in 5 minutes


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Building an Automated AR Agent

This article discusses the potential of building an automated accounts receivable (AR) agent using readily available no-code tools. The agent would work 24/7, reminding customers about invoices before, on, and after due dates, flagging high-risk accounts, and identifying chronic late payers.

Benefits of an AR Agent

Implementing such an agent offers several advantages:

  • Reduces Days Sales Outstanding (DSO) by 10-30 days.
  • Creates predictable cash flow.
  • Frees up finance teams to focus on strategic analysis rather than administrative tasks.
  • Allows revenue growth without expanding the finance department.

Building Your Own AR Agent

The article outlines that this is achievable with no-code tools, eliminating the need for developers. It promises a step-by-step guide (for paid subscribers) covering:

  • Tools to connect with data for agent creation.
  • Agent setup instructions.
  • Ideas for building additional agents after the first one.
  • Summary of the process and its benefits.

The core message is that automating invoice chasing through no-code solutions can reclaim substantial time, enabling reinvestment in business-growth activities.

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Imagine you hire a new collections agent.

It works 24/7. It never sleeps, never forgets, and never takes a coffee break. It politely reminds every single customer about their invoice before, on, and after the due date.

But its salary? The cost of a software subscription.

Now, stretch the model.

What if this agent also flagged high-risk accounts, identified chronic late payers, and escalated only the true problem invoices to your team?

Your analysts stop being invoice chasers.

They become credit strategists.

  • Your DSO drops by 10, 20, or even 30 days.

  • Your cash flow becomes predictable.

  • Your best minds can focus on analysis, not administration.

  • You can grow your revenue without automatically growing your finance headcount.

Sounds like a dream? It’s not.

This isn't an enterprise-only system that costs millions.

This is what's possible right now with no-code tools.

In today’s letter, I’ll reveal

  • Tools you can use to connect with your data to build an intelligent AR agent yourself.

  • How to actually set up your AR agent

  • What happens after you build your first agent? (Ideas for more agents)

  • The bottom line

No developers required.

When you automate the chase, you reclaim hundreds of hours a year. Hours that can be reinvested into activities that actually drive the business forward.

Let’s dive in.

(The full step-by-step guide is for paid subscribers.)

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