How the HelloBooks AI agent handles it
You ask in plain English, the AI does the bookkeeping work, and you or your accountant approve the result.
- You ask: “Chase everyone more than 15 days overdue, but go gently with Al Futtaim Contracting, they always pay.”
- The AI agent: The agent lists overdue invoices, drafts a reminder for each customer with invoice numbers, amounts and your bank details, softens the tone for the customer you named, and queues the messages.
- You review: You read the queue, remove anyone in an active dispute, and approve. After that, the schedule runs on its own until each invoice is paid.