Custom AI agent · Finance
AI Accounts Receivable Follow-Up Agent for Ecommerce Stores
Reconcile orders, refunds and processor settlements with customer accounts.
Organize store orders, payment settlements, returns and open customer balances for review.
- Match ecommerce invoices and orders to gateway transactions and payouts.
- Route return adjustments, chargebacks and marketplace deductions for staff review.
- Prepare timely customer follow-up with order and payment context.
Starting at $300 USD/month
Starting price is $300 USD/month for a tailored solution. The proposal defines sales channels, billing workflows and deliverables; integrations, usage, hosting and ongoing support are scoped separately.
What is an AI accounts receivable follow-up agent for ecommerce stores?
An AI accounts receivable follow-up agent for ecommerce stores helps finance teams connect orders, invoices, payment gateway transactions, marketplace settlements, returns and customer balances. It can surface delayed payouts, partial settlements, duplicate-looking transactions and chargeback references for an employee to investigate. For wholesale, subscription or invoice-based sales, it can prepare account follow-up using approved terms and accurate order context. Return and refund records remain linked to the original transaction so staff can confirm the final balance. The agent does not capture payments, issue refunds, decide chargeback outcomes, alter orders or suspend a customer account. Finance staff verify settlement fees, taxes, fulfillment status, return eligibility, amounts and recipients before any external message or ledger change.
Ecommerce receivables across orders, returns and payouts
Match orders to gateway settlements
Connect order, invoice, transaction and payout references to identify settlements that need reconciliation.
Track returns and partial refunds
Link approved return and refund records to the original order so finance can verify remaining balances.
Route chargebacks and marketplace deductions
Group processor disputes, reserve holds, fees and marketplace adjustments with the relevant order for staff review.
Prepare order-aware customer follow-up
Draft an approved message with invoice and payment context; require staff to confirm order status, balance and recipient.
Where it can help
A payout is lower than the captured sales total
Assemble the settlement batch, transaction references, processor fees, refunds and reserve changes for finance reconciliation.
A wholesale invoice is overdue
Summarize the account, order, invoice, delivery status and posted payments so staff can review before contacting the buyer.
A return changes the amount due
Link the return authorization, warehouse receipt, approved refund and original payment for staff to verify the revised balance.
A chargeback appears in a processor report
Route the dispute reference and order history to the assigned payments specialist without determining liability or submitting a response.
How it works
A step-by-step workflow your team can review before launch.
Choose stores and payment channels
Define ecommerce storefronts, marketplaces, payment processors and wholesale billing channels included in scope.
Map sales and settlement records
Connect orders to invoices, gateway transactions, payouts, returns, refunds and accounting entries.
Surface balances and exceptions
Flag overdue invoices, settlement variances, unlinked refunds and chargeback notices for assigned reviewers.
Approve customer and ledger actions
Finance staff confirm fulfillment, return status, processor deductions, amount and recipient before sending a message or posting a change.
Built around your business
What we configure
- Storefronts, marketplaces and wholesale channels in scope
- Payment gateway settlement and payout reports
- Return, refund and chargeback references
- Customer invoice terms and approved contact cadence
- Commerce, warehouse and accounting systems with authorized access
What we need from you
- Order and invoice records with stable transaction identifiers
- Processor and marketplace settlement reports
- Documented return, refund and wholesale billing policies
- Named finance reviewers for disputes, deductions and balance follow-up
- Approved messaging rules and customer contact preferences
Clear boundaries before launch
What it will not do
The agent organizes ecommerce receivables and prepares drafts for review. It does not capture payments; issue refunds, credits or chargeback responses; decide liability; change orders, prices, subscriptions or fulfillment; cancel or suspend customer access; determine return eligibility; post ledger entries; initiate collections; or contact customers without authorized approval. Staff confirm order and delivery status, processor fees, taxes, refund terms, balances and recipients. Integrations and access are separately scoped and approved.
How success is measured
Track order-to-payout matching time, settlement variances resolved, refunds linked to original orders, chargeback items routed on time, wholesale reminders approved before sending and account balances reconciled. Compare by sales channel and payment processor against the store’s baseline.
Frequently asked questions
What does an accounts receivable agent do for an ecommerce store?
It organizes invoices, orders, transactions, returns and payouts, routes discrepancies and prepares staff-reviewed customer follow-up.
Can it reconcile payment gateway payouts?
Yes. A tailored workflow can connect payout batches with transaction references, fees, refunds and reserve adjustments for finance review.
Will it issue refunds or decide a chargeback?
No. It organizes records and routes exceptions; authorized staff decide and execute refunds or dispute responses.
Can it handle wholesale invoices as well as online sales?
Yes. Wholesale accounts can be included with their invoice terms, orders, fulfillment references and approved follow-up cadence.
Does it automatically message customers about balances?
No. It prepares a draft, and staff confirm order status, balance and recipient before sending.
Can it track returns that change an open balance?
It can link documented return and refund records to the original order so staff can verify the updated amount due.
What does the $300/month starting price include?
Tranki solutions start at $300 USD/month. A tailored proposal defines scope and deliverables; integrations, usage, hosting and ongoing support may be scoped separately.
