AI-Powered Accounts Receivable Automation on Autopilot
AR automation the practice runs across every client sales ledger from invoice to allocation.
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Let AI Agent run your AR
One prompt. Multiple tools. Real outcomes.
Generate invoices
Let AI Agent run your AR
Generate invoices
Generate this period's invoices for this client in Xero across recurring contracts, retainers and project milestones. Apply the latest agreed pricing, tax codes, project codes and customer payment terms, and pull supporting documentation from the project file. For project-based clients, check milestone evidence in the practice's shared folder before raising the invoice. If a contract has lapsed or pricing has changed since last period, ask me whether to invoice on the prior terms or to pause for senior review. Pause before issuing any invoice that breaches the agreed materiality. Ask me where the practice stores customer contracts. Save a note for the practice manager listing invoices issued, queued for review and customers awaiting fresh contracts.
Maintain master data
Maintain customer master data for this client in QuickBooks. Compare each active customer record against the most recent invoice, contract and bank receipt for stale registered addresses, expired VAT numbers, outdated payment terms and inactive contact records. For any inconsistency, draft a customer outreach using the practice's template and send through the agreed channel for confirmation. If a master record change would affect tax or credit terms, ask me before posting the update. Pause before changing a customer's payment terms. Ask me where the practice stores its customer onboarding policy. Save a note for the practice manager listing records updated, in flight with the customer and items awaiting senior review.
Allocate cash
Allocate this period's cash receipts to open invoices for this client in Sage 50. Read receipts from the bank feed, match each receipt to one or more open invoices using customer name, reference and amount, and post the allocation against the sales ledger. For partial payments, allocate against the oldest invoice unless the customer has specified otherwise on the remittance. Flag over-payments and unidentified receipts to the practice's unallocated cash account. If a receipt sits unallocated past the agreed tolerance window, ask me before referring to the senior. Pause before clearing an unallocated balance. Save a note for the practice manager listing matched, partial, over-paid and unallocated receipts for the period.
Match remittances
Match remittance advice to allocations for this client in FreeAgent. Pull remittance advice from the customer mailbox in Gmail, the customer portal and the bank feed, and tie each remittance to the cash allocation already posted. Where the remittance lists discounts taken, deductions, retentions or set-offs the customer has applied, post the adjusting entry against the relevant invoice and update the open balance. If a remittance lists a deduction the customer has not agreed in writing, ask me whether to dispute or to accept. Pause before accepting any unilateral deduction above the agreed threshold. Save a note for the practice manager listing reconciled remittances, deductions accepted and queries for the senior to review.
Trusted by the world's best
“Each customer request used to take 4 hours of manual work across 3 different systems. Now with Minded over 80% of payment requests take less than 10 minutes and our VIP customers have never been happier.”
“We serve 40% more clients per bookkeeper with no new hires. AI files the tax forms and drafts the documentation. Each bookkeeper gets 12 hours a week back for review and advisory work.”
“We dropped Excel sheets and finance emails for automating payments and invoices for 50K restaurants. AI worked on top of SAP without migration.”
Integrate with your existing software
Seamlessly integrate accounts receivable automation workflows with your existing tools, ERP, and communication channels.
Benefits
Up to 80% lower cost to serve per client
Sales ledger, statement chase, allocations and disputes stop landing on staff one debtor at a time. The AI Agents repeat receivables work across the book, which is where the up to 80% lower cost to se
AR that learns each customer's billing rules
Every customer has its own quirks: who signs off invoices, what reference goes on the remittance, what deductions are pre-agreed, what gets a credit note. Minded learns each customer's pattern and app
One AR flow across Xero, QuickBooks, Sage 50 and FreeAgent
A real practice runs AR for clients on Xero, QuickBooks, Sage 50 and FreeAgent. The same invoice, master-data, allocation and matching motion runs natively in every ledger. See [revenue recognition wi
Activate your tools without APIs
Forget about asking your CTO to shift priorities, let your agents operate like your humans do and deliver real value to your customers from day 1.