Custom AI agent · Finance
AI Accounts Receivable Follow-Up Agent for Commercial Real Estate Firms
Follow the money your firm earns across every property mandate.
Organize management fees, earned commissions and approved reimbursements across commercial property mandates for staff review.
- See management-fee invoices against the property-owner agreement and billing period.
- Track leasing and transaction commissions against documented milestones and approved schedules.
- Keep reimbursable project costs tied to receipts, client mandates and reviewer decisions.
Starting at $300 USD/month
Starting price is $300 USD/month for a tailored solution. The proposal defines included entities, properties, source systems and receivables workflows. Integrations, usage, hosting and ongoing support are scoped separately before work begins.
What is an AI accounts receivable follow-up agent for commercial real estate firms?
An AI accounts receivable follow-up agent for commercial real estate firms helps finance teams see which service fees the firm has invoiced, which supporting records are available and what needs an account owner’s review. It can organize property-management fees by owner agreement, entity, property and billing period; connect leasing or transaction commissions to documented milestones and the approved commission schedule; and assemble project or asset-management fees with authorized reimbursable expenses. The workflow is built around the firm’s earned revenue and client mandates. It keeps those receivables distinct from tenant rent and other client funds held or collected for property owners. When an invoice is overdue or a supporting record is missing, the agent can prepare a context-rich follow-up draft and route exceptions to the responsible finance or deal team. A person confirms the contract terms, milestone, amount, recipient and timing before any communication or accounting action. It does not determine whether a fee is legally earned, interpret a brokerage agreement or move client money.
Firm receivables organized by mandate
Reconcile management fees to owner agreements
Group recurring fee invoices by owner, legal entity, property, agreement reference and billing period; flag missing schedules or mismatched records for staff.
Track commission evidence by transaction milestone
Connect a proposed commission receivable to the approved schedule and documented leasing or sale milestone, then route unsettled closings or disputed amounts to the deal owner.
Support project and asset-management billing
Assemble approved project-fee schedules, service periods and documented deliverables so finance reviewers can trace a charge to its mandate.
Prepare reviewed follow-up with account context
Draft a concise owner or client follow-up with invoice references, documented services and approved payment terms; require an authorized employee to approve the recipient and message.
Where it can help
A monthly management fee is past due
Show the owner agreement, property list, billing period, fee schedule, invoice and posted receipts together so finance can verify the service-fee balance.
A leasing commission awaits closeout
Surface the approved commission schedule and recorded lease or transaction milestone, and route missing closing evidence or a schedule question to the responsible broker and finance reviewer.
A client questions a project-fee invoice
Collect the mandate reference, service period, approved fee schedule and available deliverable records for a human response.
A reimbursement lacks clear approval
Attach the available receipt and property or project reference, then flag the missing client authorization instead of treating the expense as billable.
How it works
A step-by-step workflow your team can review before launch.
Define the firm’s revenue scope
Select the legal entities, management agreements, transaction types, service fees, approved systems and finance reviewers included in the tailored workflow.
Connect mandates to invoices and receipts
Match owner or client accounts, properties and transactions with fee schedules, billing periods, invoices, recorded milestones and posted payments where reliable identifiers exist.
Identify exceptions for the right team
Route missing agreements, milestone evidence, client approvals, unmatched receipts and disputed fees to designated finance, property or deal owners.
Review and approve follow-up
An authorized employee verifies the agreement, service period, milestone, amount, client contact and approved terms before sending a reminder or recording a decision.
Built around your business
What we configure
- Legal entities, property portfolios, owner accounts and client mandates in scope
- Management, asset-management, project and brokerage fee schedules
- Commission triggers and the documentary milestones used by the firm
- Accounting, property-management, CRM and transaction systems with approved access
- Finance and deal-team review queues, recipient rules and approved message templates
What we need from you
- A current accounts receivable ledger with customer, invoice, payment and balance references
- Approved owner or client agreements and current fee schedules for included services
- Reliable identifiers connecting legal entities, properties, mandates and invoices
- Documented milestone or deliverable records for commission and project-fee workflows
- Named staff reviewers for contract questions, exceptions and external communications
Clear boundaries before launch
What it will not do
The agent organizes the firm’s service-fee receivables and prepares staff-reviewed follow-up. It does not interpret management or brokerage contracts, decide when a commission is legally earned, set or amend fees, approve expenses, make legal or tax determinations, post journal entries, issue credits, process payments, move or reconcile tenant rent or other client funds, initiate collections, or contact owners, tenants, brokers or clients without authorized human review. Staff verify agreements, milestones, amounts and recipients. Integrations and access to client and property data are separately scoped and approved.
How success is measured
Track time to assemble agreement and invoice evidence, management-fee invoices matched to the correct owner and property, commission receivables with documented milestone references, reimbursements routed for approval, overdue reminders approved before sending, and exceptions resolved by the assigned team. Establish the baseline using the firm’s own records and compare like-for-like portfolios and billing periods.
Frequently asked questions
What does an accounts receivable agent do for a commercial real estate firm?
It organizes the firm’s management, transaction and project-fee receivables with their mandate and invoice context, then routes gaps and prepares human-reviewed follow-up.
Does it collect tenant rent?
This product is scoped to the firm’s own service-fee receivables. Tenant rent and other client funds remain separate and are not moved or reconciled by the agent.
Can it determine when a leasing commission is earned?
No. It can surface the firm’s approved commission schedule and recorded milestone evidence, but authorized staff decide whether the fee is earned and billable.
Can it track management fees by property and owner?
A tailored workflow can group invoices by owner, property, legal entity, agreement and billing period when those identifiers are available in approved systems.
Will it approve expenses or change fee terms?
No. It can attach receipts and available approval records for review; employees confirm whether an expense is reimbursable and whether a fee is authorized.
Can it send overdue reminders automatically?
It can prepare a draft using approved terms and account context. An authorized employee checks the balance, agreement, recipient and message before sending.
What does the $300/month starting price include?
Tranki solutions start at $300 USD/month. The tailored proposal defines scope and deliverables; integrations, usage, hosting and ongoing support may be scoped separately.
