Module 4 · for JuzApps' clients
The invoice chaser
White-label: each client sends under its own name · illustrative client Meridian Supplies Pte Ltd · 14 unpaid at 08:59 · paid by 18:00 S$10,734.00 · outstanding S$66,976.30
In one line
A client's unpaid invoices are chased every morning by email and WhatsApp, replies are read and filed, the owner hears every evening, and payments are matched to the bank.
- 9 messages sent at 09:00; 5 replies read; 2 invoices over 60 days with a person
- The agent never marks an invoice paid, agrees an instalment or sends a letter of demand
- JuzApps resells it; the client connects Xero or JuzERP, a mailbox and a WhatsApp number
The loop
The screens, in order
- 01
CRM
Every client, every invoice, every message, on one record.
Open - 02
Chaser
09:00 daily: one email and one WhatsApp per unpaid invoice, by days late. Replies read and filed.
Open - 03
Stakeholder updates
18:00 to the owner on WhatsApp; Monday to the finance manager by email; monthly to JuzApps.
Open - 04
Reconciliation
Bank lines matched to invoices, a person confirms. Live bank API as an add-on.
Open
Included and add-on
Included
- Invoices read from Xero or JuzERP daily
- Chaser by email and WhatsApp, under the client's name
- Replies read and filed; hand-offs to a named person
- Stakeholder updates: daily, weekly, monthly
- Bank matching from the Xero bank feed, a person confirms
Bank API connection for reconciliation Additional cost
- Live feed through the bank's API (DBS, OCBC or UOB SNAP) instead of the daily import
- A credit is matched within minutes; the chaser stops the same hour
- Set-up and a monthly fee per bank account, quoted on the client's bank; bank onboarding takes 2–6 weeks
AI agents on this module
AI agent
Invoice chaser
09:00 daily · replies read 09:00–18:00
What it does
Chases every unpaid invoice by email and WhatsApp, by days late.
Reads Unpaid invoices, bank feed, replies
Writes Message sent, reply filed, promise date, dispute, paid
How it helps
- Every unpaid invoice chased every day it is due, under the client's name
- Replies read and filed the same hour; promises and disputes never lost
- Days-to-pay typically falls from 50 to under 40 within a quarter
What we connect
- Xero or JuzERP, for the invoice list
- The client's accounts mailbox and WhatsApp Business number
- PayNow QR per invoice (from the bank)
Disputes, instalment requests and 61+ days go to a named person.
AI agent
Reconciliation agent
06:40 daily · summary Monday 06:45
What it does
Matches bank lines to invoices and writes the stakeholder updates.
Reads Bank feed, invoices, bills
Writes Suggested match with reasons; the daily and weekly stakeholder updates
How it helps
- Payments matched to invoices without a person reading the statement
- The owner hears every evening in 20 seconds, on WhatsApp
- Unmatched money surfaces on Monday instead of at month end
What we connect
- Xero bank feed (included) or the bank's API (add-on: DBS, OCBC, UOB SNAP)
- Telegram or WhatsApp for the updates
A match is suggested, never applied. A person confirms it.