Custom AI agent · Finance
AI Accounts Receivable Follow-Up Agent for Marketplace Sellers
Connect marketplace settlements, customer invoices and seller balances.
Organize marketplace payouts, wholesale invoices and documented fees for seller finance review.
- Match payout statements to order batches, platform fees, refunds and recorded deposits.
- Surface delayed settlements, statement differences and wholesale invoices for staff review.
- Prepare marketplace-specific follow-up using approved transaction references.
Starting at $300 USD/month
Starting price is $300 USD/month for a tailored solution. A proposal defines sales channels, account types and reconciliation workflows; integrations, usage, hosting and ongoing support may be scoped separately.
What is an AI accounts receivable follow-up agent for marketplace sellers?
An AI accounts receivable follow-up agent for marketplace sellers helps finance teams reconcile sales-channel settlements, business-customer invoices and recorded deposits. It can connect a marketplace statement period to order batches, gross sales references, platform fees, refunds or adjustments, net payout and bank receipt. For wholesale or direct-billed customers, it can also organize purchase orders, invoices and payment status. When a settlement is delayed, a fee line does not match the seller’s records or a buyer invoice is overdue, the agent prepares a transaction summary and routes it to the seller’s bookkeeper or channel manager. Staff verify the marketplace statement, order data, return records, fee terms and bank deposit before changing accounting records or contacting a buyer. The agent does not control a storefront, move funds, approve refunds or decide whether a marketplace charge is valid.
Seller receivables across marketplace settlements and direct accounts
Match settlement statements to deposits
Connect channel statement periods and payout references to order batches, deductions and recorded bank receipts.
Review fees and adjustments
Surface platform fees, refunds and statement differences for staff reconciliation against the seller’s source records.
Track direct and wholesale invoices
Organize buyer purchase orders, invoices, due dates and payments separately from marketplace payouts.
Prepare channel or buyer follow-up
Draft administrative inquiries or invoice reminders with verified references for an employee to approve.
Where it can help
A marketplace payout is delayed
Show the statement period, settlement reference, expected amount and associated orders for channel-team review.
A platform fee differs from the ledger
Present the fee line and corresponding order or statement references for bookkeeper verification.
A refund changes the payout amount
Connect the recorded return, marketplace adjustment and net settlement for staff review without approving a refund.
A wholesale invoice is overdue
Show the buyer PO, invoice, due date and payment history to the assigned account owner.
How it works
A step-by-step workflow your team can review before launch.
Choose sales channels and account types
Define marketplaces, direct business buyers, wholesale customers and finance reviewers in scope.
Map order and settlement references
Connect approved channel IDs, order batches, settlement periods, fee statements, bank deposits and buyer invoices.
Route payment exceptions
Assign delayed payouts, fee differences, refunds and overdue invoices to named finance or channel owners.
Review reconciliation and contact
Staff verify platform records, returns, fee terms, bank deposits and buyer details before updating books or sending a message.
Built around your business
What we configure
- Marketplace platforms, storefronts and business-buyer channels
- Settlement periods, payout IDs and order-batch references
- Platform fees, refunds, reserves and approved adjustment categories
- Direct, wholesale and marketplace account ownership
- E-commerce, accounting and banking data sources with approved access
What we need from you
- Seller ledger with channel, order, invoice and deposit references
- Marketplace settlement and fee statements
- Return and refund records from authorized source systems
- Bank deposit and reconciliation records
- Named finance reviewers for payout differences and buyer follow-up
Clear boundaries before launch
What it will not do
The agent organizes marketplace receivables and prepares employee-reviewed summaries. It does not access or transfer funds, initiate payouts, authorize refunds or returns, change prices or listings, decide whether platform fees are valid, submit disputes without approval, make tax determinations, post accounting entries or contact buyers or marketplaces without authorized review. Staff verify statements, order and return data, fee terms, deposits and recipients before acting.
How success is measured
Track payout-to-bank matching time, settlement differences routed, fee and refund lines reconciled, delayed payouts reviewed, wholesale invoices linked to purchase orders and follow-up drafts approved before sending. Compare by marketplace and account type against the seller’s baseline.
Frequently asked questions
What does an accounts receivable agent do for marketplace sellers?
It organizes payout statements, order and fee references, bank deposits and direct invoices, then routes exceptions for staff review.
Can it reconcile marketplace payouts?
It can connect settlement statements to orders, recorded deductions and bank receipts; staff verify the final accounting treatment.
Does it process payouts or issue refunds?
No. It does not move money or approve refunds; it only organizes records for an authorized employee.
Can it track wholesale invoices as well as marketplace sales?
Yes. A tailored workflow can keep direct buyer and wholesale invoices distinct from channel settlements.
Will it dispute marketplace fees automatically?
No. It can prepare an internal exception summary, but staff verify platform terms and approve any inquiry or dispute.
Which systems can be connected?
E-commerce, marketplace settlement, accounting and banking data sources can be assessed during scoping, based on available integrations and approved access.
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.
