Custom AI agent · Finance
AI Accounts Receivable Follow-Up Agent for Online Retailers
Reconcile orders, marketplace payouts and returns in one receivables queue.
Reconcile marketplace payouts, wholesale invoices, returns and payment exceptions for online retailers.
- Match orders and invoices with processor or marketplace settlements for review.
- Spot payout delays, return credits and disputes that leave balances unresolved.
- Prepare source-linked payment inquiries for authorized finance staff.
Starting at $300 USD/month
Starting price for a tailored solution. Final proposal defines scope, deliverables and payment terms. Additional integrations, usage, hosting and ongoing support are scoped and priced before work begins.
What is an AI accounts receivable follow-up agent for online retailers?
Online retailers receive money through payment processors, marketplaces, subscriptions, wholesale accounts and occasional manual transfers. Fees, partial settlements, returns, chargebacks and split shipments can make an order total differ from the bank deposit. This tailored AI agent assembles the order, invoice, settlement, fee, return and remittance references that finance staff need to review a balance. It can identify delayed payouts, unmatched deposits and unresolved wholesale invoices, then draft a concise inquiry from approved records. Staff remain responsible for accounting treatment, refunds, disputes, credits and external messages. Cardholder data and full payment credentials are not needed for this workflow.
A connected view of retail receivables
Match orders to settlements
Relate order, invoice and marketplace or processor settlement references for staff confirmation.
Separate fees and adjustments
Display documented fees, shipping adjustments, refunds and credits alongside the relevant payout.
Monitor wholesale balances
Track approved business customer invoices, due dates, purchase orders and remittance status.
Prepare payment follow-up
Draft a source-linked inquiry for a delayed payout or unresolved invoice for authorized review.
Where it can help
Marketplace payout is short
Compare payout detail with order totals, documented fees and refunds, then route the variance for review.
Wholesale invoice overdue
Assemble the customer account, purchase order, invoice and payment history for the finance queue.
Return credit needs reconciliation
Link an approved return record to its refund or credit status without initiating a payment change.
Deposit cannot be identified
Surface candidate orders or settlements while leaving ambiguous assignment to a staff member.
How it works
A step-by-step workflow your team can review before launch.
Connect approved commerce records
Select order, invoice, processor settlement, marketplace remittance, return and accounting sources.
Relate payout components
Group documented fees, credits, refunds and deposits with their order or customer references.
Route exceptions
Separate delayed payouts, unresolved differences, overdue invoices and unmatched deposits.
Review before accounting action
Finance staff confirm matches and approve any refund, credit, adjustment or external inquiry.
Built around your business
What we configure
- Supported storefronts, marketplaces, processors and wholesale channels
- Fee, return, settlement and aging rules with escalation queues
- Approved accounting, inventory and customer-service integrations
What we need from you
- Order and invoice references plus processor or marketplace remittance data
- Documented return, fee, credit and wholesale billing policies
- Named finance reviewers; no card credentials or unnecessary customer details
Clear boundaries before launch
What it will not do
The agent does not capture or store card credentials, initiate charges or refunds, accept or deny disputes, approve credits, determine accounting treatment, alter customer balances or send external messages without authorized staff review.
How success is measured
Track settlement matching time, payout exceptions identified, wholesale invoice aging, return credits linked to approved records, unmatched deposits routed and staff-approved inquiries. Minimize customer data and confirm processor access controls.
Frequently asked questions
What does the online retail receivables agent do?
It organizes orders, invoices, marketplace or processor settlements, returns and payment exceptions for finance staff review.
Can it automatically issue a refund or credit?
No. It can surface the related records, but authorized staff decide and approve refunds, credits and balance adjustments.
Can it reconcile marketplace payouts?
It can relate available payout and order references and flag documented differences for staff confirmation.
Does it store payment card details?
No. Full card credentials are outside the workflow and are not needed to organize receivables.
Can it contact wholesale customers or marketplaces?
It can prepare a source-linked draft. Authorized staff review and approve any external communication.
Which systems can it connect to?
The tailored scope may include approved storefront, marketplace, payment processor, inventory and accounting systems.
What does a tailored agent cost?
Projects start at $300/month. Final pricing depends on scope, integrations, usage, hosting and ongoing support.
