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Prioritize. Ask in plain English and get the answer from live NetSuite data in seconds. No reports, no saved searches.
Collect. See every invoice’s reminder history: when it was emailed, who received it, and whether it was opened.
Accelerate cash. Know who to chase first and what they’ve already been sent, so every follow-up lands on time.
Ask about balances, due dates and customers the way you’d ask a colleague.
See which customers to chase first, ranked by balance and days overdue.
Every invoice shows when it was emailed, who received it, and whether it was opened.
Totals and rankings are counted exactly from NetSuite, not estimated.
One click shows the steps the agent took to reach each answer.
Uses the invoice and dunning history your team already sends from NetSuite.
Does the AR Agent send reminders to customers?
Not today. It tells your team who to chase and what they’ve already received. Your team sends the follow-up.
Where does the data come from?
From your live NetSuite records and your invoice reminder history. Nothing is copied to another system.
Can I trust the numbers?
Yes. Totals and rankings are counted exactly, and every answer shows the steps behind it.
Do I need to know how to build NetSuite reports?
No. Ask in plain English. The agent does the searching.
Will users see customers they shouldn’t?
No. The agent only shows what each user’s NetSuite role already allows.
