Job

Chase unpaid invoices

Find overdue invoices, write a reminder for each one, and list who owes what.

Agents that can do it

Agent	What it does	What it costs	Free plan
Claude Cowork	Works through your files, documents and desktop apps on long tasks in the background	$20/mo ($17/mo annual)Verified on the vendor's page, Oct 14, 2026	Yes
BILL AI agents	Agents chase invoices and process bills	$49/user/moVerified on the vendor's page, Oct 14, 2026	No
Intuit Assist / QuickBooks agents	Agents categorize, reconcile, chase invoices inside QuickBooks	Price not confirmed	Not confirmed
Runable	Executes research, websites, decks, invoice follow-up	$20/moVerified on the vendor's page, Oct 14, 2026	Yes
Lindy	Email triage, scheduling, lead outreach, meeting notes and follow-ups on autopilot	$49.99/mo per user for 5,000 credits; free trial with $50 in credits for 7 daysVerified on the vendor's page, Oct 14, 2026	Yes
ChatGPT agent (ChatGPT Work)	Uses its own virtual computer to research, fill forms, compare prices, build spreadsheets and slides	Price not confirmed	Yes

Example instructions to give an agent

Fill in the brackets, then paste it as one task.

Job: chase my unpaid invoices. Work in the folder I selected.

Every week I put a file called overdue.csv in this folder, exported from [QuickBooks / Xero / FreshBooks / my spreadsheet]. It has: client, contact name, email, invoice number, amount, due date.

1. Read overdue.csv. Work out how many days late each invoice is as of today.
2. Write one email per client (group invoices if a client has more than one):
   - 1-14 days late: friendly nudge. Assume they forgot.
   - 15-30 days: firm and polite. Ask for a payment date.
   - 31-60 days: direct. Mention my terms: [e.g. 1.5% monthly late fee per our agreement].
   - 60+ days: do NOT draft an email. List it for me to call.
3. Every email: subject "Invoice [number] - [amount] past due", the amount, the due date, how to pay ([payment link or instructions]), under 120 words, signed [your name].
4. Save all drafts in one file: reminders-[date].docx, one email per page.
5. Make summary-[date].xlsx: client, invoice, amount, days late, stage, action.
6. At the end, tell me: total overdue, how many emails drafted, how many need a call.

Rules: never invent an amount, date or fee. If a row is missing data, skip it and list it under "Needs a look". Do not send anything.

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