Where does it read the invoices and the terms from?

The system of record you authorize, through an authorized path, with the terms taken from the invoice rather than assumed. Which fields are in scope, and whether your setup exposes them, is what the audit establishes.

Is this the same as the AR clerk role?

No. The role holds follow-up, payment tracking and the receivables report together under one gate, and it keeps its own page. This page is the sequence only: the cadence, what each step carries, and when it stops. It does not match incoming payments to invoices, and it does not produce the receivables or aging report.

AR follow-up that never forgets

An invoice goes quiet and nobody notices

Today

Follow-up runs on whoever remembers the account that week

An invoice goes quiet and nobody notices, because follow-up runs on whoever remembers it that week.
The second reminder never went out, because the first one drew a reply that went nowhere.
The sequence itself lives in somebody's head rather than on paper, so two people chase the same account differently.
And the account one person is quietly chasing stays invisible to everybody else.

With agents

A written cadence that triggers on the record and stops when the invoice is settled

An invoice gets chased because it is due.
A follow-up message arrives with its own evidence.
The sequence stops on purpose.

How an agent runs it

The sequence is the asset here. Write it down once, run it against the invoices you have already issued, and let the record decide when it stops.

Reads

Takes the open invoices you already issued from the system of record you authorize, with the terms written on each one.

Sequences

Runs the follow-up sequence you wrote down, step by step, on the cadence written into it rather than on whoever is free.

Attaches

Carries the invoice and its history into every step, so a message is specific to the obligation it is about.

Stops

Ends the sequence when the record says the invoice is settled, or when your written rules run out, rather than continuing by default.

Holds

Keeps anything the rules cannot decide for the named finance owner instead of guessing a next step, and names the invoices whose record it could not read.

Human gate

Routes every message beyond the first tier you authorized, and every account whose standing would change, to the named finance owner. It contacts no customer outside the sequence you wrote, moves no funds, applies no payment and writes to no ledger. The invoices and the templates stay in your systems, so the sequence can be run by hand at any point without the agent.

Shows

Reports which invoices sit at which step, which sequences are exhausted, and what it could not read.

Results

What changes when the cadence is written down

Chased because it is due

The record is the trigger and the cadence is written down, so nobody has to notice first.

Evidence travels with the message

The invoice and its history are attached to the step rather than looked up afterwards.

A settled invoice falls out

The stopping conditions are part of the written rules, so a settled invoice falls out instead of being chased again.

Where this fits

Workflow / Automate a Workflow

The Workflow tier, Tier 1, through the Automate a Workflow door: one process end to end, from the issued invoice to the step a person decides. A workflow proves it, a role scales it, a department transforms it. The receivables role holds follow-up, payment tracking and reporting together under one gate and keeps its own page, which is the scale step from here, and an agent-run finance back office is the direction after that rather than a promised state. How It Works shows how the gates and the authorizations are built.

Tier 1 / Prove

How It Works

Questions, answered

Only inside the tier of the sequence you authorized. Everything past it, and any change to an account's standing, is gated by default and opens only on your decision. The invoices and the templates stay in your systems, so the sequence can be run by hand at any point without the agent.

AI Opportunity Audit

Bring the accounts somebody is personally chasing, and see which steps can be written as rules

Bring the list of accounts somebody is personally chasing and the sequence nobody has written down, and see which of its steps can be written as rules.

Book an audit