Custom AI agent · Finance
AI Accounts Receivable Follow-Up Agent for Shopify Stores
Keep wholesale invoices, order context and approved payment terms connected.
Organize Shopify B2B and manually invoiced orders against approved company terms, purchase orders and recorded payments, while routing fulfillment, return and billing exceptions for human review.
- B2B invoice records linked to company location and approved payment terms
- Purchase-order, fulfillment and order-change exceptions surfaced early
- Recorded payments and open balances organized for finance review
Starting at $300 USD/month
Starting price is $300 USD/month for a tailored solution. Your proposal defines the workflow, deliverables and payment terms. Shopify, accounting, CRM or wholesale-app connections, order volume, hosting and ongoing support are scoped before work begins.
What is an AI accounts receivable follow-up agent for Shopify stores?
Most Shopify checkout orders are paid at purchase, so receivables work for a Shopify store often centers on wholesale or B2B orders with payment terms, draft orders invoiced to a buyer, manual-payment records and balances reconciled with accounting. This agent organizes the order, company or company-location reference, approved due date, purchase-order details and source-reported payment status into a finance review queue. It can flag an invoice that lacks an approved PO, a payment that does not match the order, or an open fulfillment, return or billing issue that should be reviewed before follow-up. It does not assume every unpaid order is overdue or every order belongs in collections. Finance confirms the balance and payment terms, while operations resolves fulfillment and return questions before any customer-facing action.
What it can organize across Shopify receivables
Organize B2B order invoices by payment terms
Group source-reported draft or completed order invoices by company, company location, invoice date, due date and the payment terms your staff approved. Flag missing dates or terms for verification in the store and accounting records.
Surface purchase-order and buyer-reference gaps
Compare recorded PO and buyer references with the fields your wholesale workflow requires. Route a missing or mismatched PO to the account owner rather than treating it as a confirmed late-payment issue.
Reconcile order and payment context
Bring order totals, manual-payment notes, recorded settlements and accounting references together with their source and as-of date. Finance verifies the ledger and resolves partial or unmatched payments.
Hold operational exceptions for review
Flag an open fulfillment, return, refund request, order edit or billing dispute and route it to operations or finance. The agent does not decide whether to ship, refund, cancel or change an order.
Where it can help
Reviewing a wholesale invoice with net terms
Group a B2B order by company location, invoice reference and the approved due date. If the PO or payment-term record is missing, route it to the account owner before finance approves a follow-up.
Reconciling a manual payment against an order
Compare an order's source-reported balance with a recorded check, ACH or other manual-payment note and the accounting posting. Finance confirms receipt and updates the ledger through its approved process.
Separating an unpaid order from a fulfillment issue
Identify a balance linked to an open fulfillment or return question and route it to store operations. Finance decides when follow-up is appropriate after the order status and account terms are confirmed.
How it works
A step-by-step workflow your team can review before launch.
Select approved Shopify and accounting records
Choose the store order and invoice exports, B2B company or location references, payment notes and accounting records approved for this workflow. Define which source is authoritative for balance and settlement.
Map wholesale billing requirements
Document order, company, company-location, buyer, invoice, PO, payment-term and due-date fields, plus the owners for finance and operational exceptions.
Build a source-linked review queue
Group open balances by account and due date while flagging missing PO details, unmatched manual payments, open returns, fulfillment issues, order edits and disputed charges.
Approve any customer follow-up
Operations verifies order and fulfillment context; finance confirms the ledger, due date and approved payment terms and authorizes every customer message or account adjustment.
Built around your business
What we configure
- Shopify order, draft-order and invoice references available in the approved data source
- B2B company, company-location and buyer identifiers
- Payment terms, invoice and purchase-order fields
- Manual-payment notes and accounting settlement references
- Fulfillment, return, refund-request and order-edit statuses
- Named store-operations, account and finance reviewers
What we need from you
- Sanitized samples of Shopify order, invoice and accounting exports
- A source-of-truth owner for payment status and outstanding balances
- Documented B2B payment-term and PO requirements for each buyer group
- Definitions for operational holds, return requests and disputed charges
- Named operations and finance reviewers for exceptions and follow-up
- Role-based access and a data-minimization plan for customer information
Clear boundaries before launch
What it will not do
This agent organizes receivables records for Shopify stores. It does not assume that an unpaid order is overdue, create or send an invoice, change an order, capture or retry a payment, charge a saved card, mark an order paid, issue a refund, cancel an order, release a fulfillment hold, determine return eligibility, calculate taxes, decide whether a chargeback or dispute is valid, assess collection fees or independently contact a buyer. A recorded order status is not proof of shipment, delivery, acceptance or payment. Store operations resolves fulfillment and return questions; finance verifies terms, balances and settlements and approves all external communication and account changes. Shopify configuration, third-party app access, customer contracts and applicable privacy and collection requirements remain the merchant's responsibility.
How success is measured
Review sampled queue items against dated Shopify order and invoice records, approved B2B terms, PO references, manual-payment evidence, accounting postings and operational statuses. Track missing company or invoice references, PO exceptions, unmatched payments, accounts waiting on fulfillment or return review, duplicate follow-ups and staff time spent reconciling store-to-ledger records. Measure administrative record quality separately from sales, payment conversion, fulfillment speed, refund rate or customer retention.
Frequently asked questions
What does an AI accounts receivable follow-up agent do for a Shopify store?
It organizes eligible B2B or manually invoiced orders with their company, due-date, PO and payment references for finance review. It can route operational or billing exceptions to your team.
Does it treat every unpaid Shopify order as overdue?
No. It uses the payment status and terms available in the approved records and should distinguish immediate-payment orders, draft invoices, orders with payment terms and items awaiting operational review. Your team confirms whether a balance is due.
Can it follow up on wholesale orders with net terms?
It can organize order and invoice records against payment terms your staff have approved, then prepare a review queue. Finance verifies the due date, buyer terms, balance and any client communication.
Will it capture payments, send invoices or issue refunds?
No. It does not charge a payment method, mark an order paid, send an invoice, issue a refund or change order status. Authorized staff retain those actions and approvals.
How are returns or fulfillment issues handled?
A recorded return request, fulfillment hold or order dispute can be routed to store operations. The agent does not decide whether to ship, accept a return or approve a refund.
Can it connect to Shopify and our accounting system?
A connection can be scoped after checking your Shopify setup, available order and payment data, accounting platform, permissions and review controls. Integrations are not automatically included in the starting price.
What does the $300/month starting price include?
Tranki solutions start at $300 USD/month. Your tailored proposal defines the workflow, deliverables and payment terms. Integrations, order volume, hosting and ongoing support are scoped before work begins.
