The Treasury Billing & Payments · AI automation

Get paid on time — without chasing anyone.

Invoices go out the moment a job closes. Reminders run on their own. Failed cards get recovered before the customer churns. Every cycle bills, receipts, and renews without you touching it.

5 ready-to-build automations · each is an Agent at $497/mo + $1,500 setup · bundle several into a Transformation.

Billing & PaymentsExample: Electrician

Auto-Invoicing

The job's done. The invoice isn't. Every hour it sits on your desk is an hour the customer's card stays in their wallet.

Mark the job done, and the invoice is out — with a one-tap pay link — before you leave the driveway.

Day 0
invoices go out the day the work is finished.
Source: process metric

Faster invoices mean faster cash in the bank.

What we build it with
Stripe / QuickBooksinvoicing + payments🔧Custom AIClaude / GPT
This is an Agent — $497/mo + $1,500 setup. Want several working together? That's a Transformation — not stacked fees.
Book a free demo →
Billing & PaymentsExample: Pool service

Payment Reminders

Chasing late payments feels bad, so you put it off — and the longer you wait, the colder the money gets.

A polite-to-firm sequence runs until the invoice is paid — no awkward calls, no slipping through the cracks.

−30%
fewer late payments with automated reminders.
Source: industry data

You get paid without the awkward chase.

What we build it with
🔧Custom AI botClaude / GPT, trained on your businessStripe / QuickBookspayment status
This is an Agent — $497/mo + $1,500 setup. Want several working together? That's a Transformation — not stacked fees.
Book a free demo →
Billing & PaymentsExample: Subscription box

Failed-Payment Recovery

A card expires, the charge fails quietly, and a paying customer drifts away — you only notice when the revenue gap shows up.

When a payment fails, a text goes out, the card gets updated, and the charge retries — all before you know it happened.

9%
of revenue can be lost to failed card payments — recovered.
Source: industry data

Stop losing customers to a quiet declined card.

What we build it with
🔧Custom AI botClaude / GPT, trained on your businessStripesmart retries + dunning
This is an Agent — $497/mo + $1,500 setup. Want several working together? That's a Transformation — not stacked fees.
Book a free demo →
Billing & PaymentsExample: IT services

Recurring Billing & Receipts

Monthly billing is a manual task — which means late receipts, forgotten renewals, and gaps that add up quietly.

Retainers and subscriptions bill, receipt, and renew on schedule — every cycle, hands-off.

0
renewals missed, receipts forgotten, or cycles dropped.
Source: process metric

Predictable revenue that runs itself.

What we build it with
Stripe Billingsubscriptions🔧Custom AIClaude / GPT
This is an Agent — $497/mo + $1,500 setup. Want several working together? That's a Transformation — not stacked fees.
Book a free demo →
Billing & PaymentsExample: Contractor

Overdue Collections Agent

A 60-day invoice needs a firm conversation — but you dread the call, so it waits another week, then another.

A professional, escalating follow-up runs on your overdue accounts — persistent enough to collect, calm enough to keep the relationship.

45%
reply rate on a text vs about 6% on email.
Source: SMS industry data

Overdue invoices get handled — without the dreaded call.

What we build it with
GoHighLevelSMS follow-up🔧Custom AIClaude / GPT
This is an Agent — $497/mo + $1,500 setup. Want several working together? That's a Transformation — not stacked fees.
Book a free demo →
Start risk-free

See it running on your invoices.

Book a free demo — we'll show you exactly where your billing is leaking money and build a live AI on your own business. You decide whether to go further.

Book my free demo →
FAQ

Common questions, plain answers.

How much does a Billing & Payments automation cost?
Each one runs as an AI Agent: $497/mo plus a one-time $1,500 setup. Want several working together? That becomes a Transformation (from $2,500/mo) — never stacked agent fees.
Do I have to commit before I see it work?
No. Every engagement starts with a free live AI demo trained on your own business and a free automation audit, so you see it working before you decide.
Will this work for my industry?
Yes. The examples here show specific industries, but each automation works the same whether you run a law firm, a med spa, a dealership, or a plumbing crew — and we only ever message your own opted-in contacts.
Does this work with my payment and accounting tools?
Yes. We connect auto-invoicing, payment reminders and failed-payment recovery to the billing and accounting tools you already use, so you get paid faster without changing how you run the books.