Custom AI agent · Finance
AI Accounts Receivable Follow-Up Agent for Solar Installers
Keep project billing and payment follow-up moving across solar jobs.
Project-aware receivables follow-up for solar installers, with milestone invoice queues, approved reminders, and human review of job exceptions.
- Prioritize overdue project invoices and milestone balances across active jobs.
- Prepare clear reminders that reference approved invoices and payment instructions.
- Route change orders, incentive questions, and disputed milestones to the right staff.
Starting at $300 USD/month
Starting at $300 per month. Final pricing depends on job volume, accounting and project systems, integrations, usage, and approval requirements.
What is an AI accounts receivable follow-up agent for solar installers?
Solar installation companies often bill in stages: deposits, equipment procurement, installation milestones, inspections, and final completion. This tailored AI accounts receivable follow-up agent helps finance staff organize eligible invoices against approved project references, prepare reminders, and track next actions. It is designed around the company's billing policy and review process; questions about permitting, incentives, scope changes, workmanship, or milestone completion stay with qualified staff.
Project-aware receivables support
Milestone invoice tracking
Group balances by approved job identifier, invoice milestone, due date, and status so finance can distinguish deposits from progress and final invoices.
Job-context reminder drafts
Prepare concise messages using the approved invoice and payment instructions, with the relevant project reference for staff review.
Exception identification
Flag payment holds, inspection dependencies, disputed change orders, incentive timing questions, and mismatches between job and billing status.
Team handoff summaries
Route exceptions to finance, project operations, or the designated account owner with a short summary of the invoice and recorded next step.
Where it can help
Deposit and procurement invoices
Track balances due before equipment ordering or mobilization according to your written contract and billing rules.
Installation progress payments
Organize stage-based receivables by job and due milestone, while leaving confirmation of work completion to the project team.
Inspection and final balances
Surface invoices awaiting an inspection or closeout dependency so staff verify the job status before follow-up.
Commercial solar project billing
Support finance teams handling larger project schedules by grouping invoices, approvals, and follow-up dates across sites.
How it works
A step-by-step workflow your team can review before launch.
Connect project and finance records
Map invoice data to job IDs, project stages, due dates, approved contacts, and relevant accounting or project management records.
Define milestone and hold rules
Document eligible invoice stages, grace periods, dependencies, exclusions, contact policies, and escalation owners.
Review suggested follow-up
Staff confirm invoice and job context, approve or edit the reminder, or route the case for operational review.
Track payment and exceptions
Record payment updates, milestone holds, change-order questions, and resolution status for continuous workflow improvement.
Built around your business
What we configure
- Deposit, equipment, progress, inspection, and final invoice rules
- Project and invoice identifier mapping across accounting and job systems
- Customer, builder, and commercial-account communication templates
- Milestone dependencies, review gates, and exception routing
What we need from you
- Accounting or invoicing data with reliable invoice status and due dates
- A project system or structured reference linking invoices to jobs and milestones
- Written billing terms, hold conditions, and approved customer-contact policies
- Named finance and project operations owners for disputes and milestone verification
Clear boundaries before launch
What it will not do
The agent does not verify installation completion, pass inspections, interpret incentives or tax credits, approve change orders, assess workmanship, or determine contract entitlement. Staff must confirm job milestones and resolve disputed balances. It does not initiate a charge or alter project or invoice records without a separately approved workflow.
How success is measured
Track time from invoice eligibility to first follow-up, overdue balance aging by milestone, resolution time, exception and hold rates, staff handling time, and message edits. Compare similar project types and account segments; results depend on contract terms, job data, payment timing, and staff adoption.
Frequently asked questions
What does the $300 per month starting price include?
It is a starting price for a scoped tailored solution. The proposal defines job volume, systems, setup, integrations, deliverables, usage, and support.
Can it follow milestone-based solar invoices?
Yes, the workflow can organize invoices by project stage when your billing records provide reliable job and milestone references.
Can it decide that an installation milestone is complete?
No. Project staff must verify completion, inspections, approvals, and any contractual dependency before an invoice is treated as eligible.
Will it answer questions about tax credits or incentives?
It can route those questions to knowledgeable staff. It should not make eligibility promises or provide tax or legal determinations.
Can it connect to our accounting and project management systems?
We assess supported integrations or structured exports during discovery. Connections depend on system access, permissions, and the actions required.
How does it handle change orders and payment disputes?
It pauses routine follow-up or routes the case to the designated owner under your policy; staff decide whether an invoice or balance should change.
How do we evaluate the workflow?
Review milestone-level follow-up timing, aging, exceptions, resolution time, staff effort, and message edits against a representative baseline.
