Custom AI agent · Finance
AI Accounts Receivable Follow-Up Agent for Public Relations Firms
Connect client retainers, campaign milestones and approved expenses to invoices.
Organize client retainers, campaign invoices and approved pass-through expenses for public relations firms.
- Relate client engagements and billing schedules to retainers, milestones and recorded payments.
- Flag overdue invoices, unapproved expense items and payment differences for account-team review.
- Prepare client billing follow-up with campaign and invoice references for approval.
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 public relations firms?
Public relations firms often bill a blend of monthly retainers, project milestones, campaign launches, event support and approved pass-through expenses. Finance staff need to connect each invoice to its engagement scope, client approval, billing period, expense support and payment status, while keeping media budgets and client funds clearly distinguished. This tailored AI agent assembles those administrative records and highlights overdue balances, missing purchase-order references or expenses awaiting approval. It can prepare a concise client inquiry for account-team review. Firm staff retain control of scope, rate interpretation, expenses, client relationships, accounting decisions and all external communications.
Receivables aligned with client engagements
Track retainers and billing periods
Relate client agreements, monthly service periods, invoice dates and payment history.
Connect campaign milestones
Organize project stage, approved deliverables and milestone invoice references for staff review.
Review pass-through expenses
Match documented expense items to client approvals and invoice records without authorizing spending.
Prepare client follow-up
Draft a source-linked invoice status inquiry for an authorized account lead to approve.
Where it can help
Monthly retainer is past due
Show client agreement reference, billing period, invoice due date and recorded payment status.
Campaign milestone needs billing support
Gather the engagement milestone and approved delivery reference associated with an invoice.
Expense reimbursement is disputed
Present the original expense record and approval reference for finance and account-team review.
Client payment is unmatched
Route an unidentified remittance to staff without assigning it to an engagement automatically.
How it works
A step-by-step workflow your team can review before launch.
Select engagement and billing sources
Connect approved client, agreement, project, invoice, expense-approval and payment records.
Map the invoice to its scope
Relate billing period or campaign milestone with client and documented approval references.
Route open receivables
Separate overdue retainers, milestone balances, expense questions and unmatched payments.
Approve communication or adjustment
Finance and the account lead verify the record before contacting a client or changing an invoice.
Built around your business
What we configure
- Retainer, project, event and campaign billing models
- Milestone approvals, client purchase-order references and expense review rules
- Approved CRM, project management, invoicing and accounting integrations
What we need from you
- Client billing ledger, engagement terms and invoice schedules
- Approved campaign milestones, documented expense records and remittance details
- Named finance and account reviewers with client communication policy
Clear boundaries before launch
What it will not do
The agent does not set client rates, interpret contracts as legal advice, authorize media spending, move client funds, approve pass-through costs, change invoices, make accounting decisions or contact clients without authorized review.
How success is measured
Track retainer invoices reconciled, milestone references linked, approved expenses matched, overdue balances reviewed and account-team follow-ups approved. Keep client campaign and financial data accessible only to authorized reviewers.
Frequently asked questions
What does this PR receivables agent organize?
It connects retainers, campaign milestone invoices, approved expense records and client payments for staff review.
Can it approve media or campaign spending?
No. It does not authorize budgets, move client funds or approve expenses.
Can it draft client payment follow-up?
Yes, it can prepare a source-linked draft, but an authorized account lead or finance reviewer approves it.
Can it handle monthly retainers and project billing?
Yes. The workflow can distinguish recurring retainer periods from project and campaign milestone invoices.
Does it replace our CRM or accounting system?
No. It can organize information from approved CRM, project, invoicing and accounting sources.
Can it apply client payments automatically?
No. Staff confirm remittance assignments and approve any accounting updates.
What is the starting price?
Tailored projects start at $300/month. Final pricing depends on scope, integrations, usage, hosting and ongoing support.
