How to build and set up an AR agent in 5 minutes
A step-by-step guide on how to build your own AR agent.
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.)