Accounts receivable automation that gets you paid sooner

Days Sales Outstanding (DSO) grows quietly. An invoice sits because nobody followed up. A payment arrives but is not matched, so the dunning email goes out anyway and the customer gets annoyed. A partial payment is recorded against the wrong invoice and the AR aging report drifts from reality.

HelloBooks fixes each of those failure modes. Automated dunning never lapses. AI matching of incoming payments to invoices runs the moment the bank feed updates. Partial payments are tracked at the invoice level, not the customer level, so AR aging reflects what is actually outstanding.

You configure the cadence and tone; HelloBooks runs it. The dunning sequence stops the moment payment is matched in the bank feed.

• +3 days overdue: friendly reminder by email, with the payment link embedded
• +10 days: firmer reminder, copying the customer’s AP contact if known
• +20 days: escalation email + WhatsApp (where supported) to the customer’s billing contact
• +30 days: hold flag on future orders, optional CFO-to-CFO email template
• Customer pays: bank feed picks up the deposit, AI matches it to the invoice, dunning stops

Most AR tools match a payment to an invoice when the amount and reference match exactly. That works maybe 60% of the time. HelloBooks handles the other 40% — partial payments, batched deposits from a payment processor, FX-adjusted amounts, payments with no invoice reference, and payments that span multiple invoices for the same customer.

Where the AI is not confident, it surfaces the candidates with a confidence score and an explanation. One click to confirm; the AI uses the confirmation to improve the next match.

AR aging updates every time a payment posts. The AI predicts expected payment dates per customer based on historical behaviour, so cash forecasting is grounded in real payment patterns instead of due dates that customers ignore.

Slow-paying customers are flagged automatically. You can set credit limits per customer that block new invoicing until the AR balance drops below the threshold.