Payment AI is your accounts-receivable assistant: it sends professional invoice reminders and payment follow-ups on a smart cadence, with payment links, so you get paid without chasing.
Payment AI sends professional reminders with payment links. Anything sensitive is routed to a human, and existing-client comms stay human unless you opt in.There's a quiet leak that lives right after the work is done: the invoice that's overdue because chasing it feels awkward, and you're too busy to send a fourth reminder anyway. Money you've earned sits tied up — worst of all in the weeks after filing season, when AR balloons and follow-up is the last thing you have energy for. Every unpaid invoice is your own cash, working for someone else.
Payment AI removes the awkwardness and the effort by making collection a consistent, professional system.
When an invoice is issued, Payment AI puts it on a smart follow-up cadence — a friendly reminder before it's due, then well-spaced nudges after, each with a one-tap payment link so the client can pay in seconds. The tone stays professional and on-brand, never harassing. As payments clear, the sequence stops automatically and the record updates. Anything unusual — a disputed charge, a client who reaches out — is routed to you. Everything reconciles to the client record on your CRM.
Demo callout:
See an invoice reminder sequence run. [Interactive demo — issue a sample invoice and watch the reminder-and-payment-link cadence play out to paid.] → See it work →
Payment AI runs on invoices and payment links, automated reminder and dunning workflows, and payment tracking tied to each client record. Reminders fire on the cadence you approve; payments update the record as they clear; disputes and questions route to a human. Deployed into your own CRM sub-account, tuned by a real PGT team, and visible from the mobile app — where you can take a payment, pause a reminder, or reach out yourself anytime.
The workflow is configured around eligible audiences, consent and suppression rules, approved knowledge, allowed actions, escalation conditions, and explicit stop conditions.
Payment AI sends professional reminders on a timed cadence, each with a one-tap payment link, from before the due date until the invoice clears. Consistent, easy-to-pay nudges shorten the time cash sits outstanding — and it never skips a reminder or feels too awkward to send one.
No — they're polite, professionally spaced, and written in your firm's voice, and they stop the moment payment clears. A clear reminder with an easy payment link is a convenience, not a confrontation, and anything a client pushes back on routes straight to you.
No. Payment AI handles routine reminders and payment links. If a client disputes a charge, asks a question, or flags a problem, it routes the case to a human immediately with full context, so you handle anything sensitive personally.
No. Payment AI handles the follow-up and collection side — reminders, payment links, and status tracking on your CRM. It complements the tools you already use for the books rather than replacing your accounting system.
Yes. You approve the cadence, the wording, and when a case should escalate to a human. Payment AI runs the routine within the rules you set, and you can adjust, pause, or take over any account from the mobile app.
Book a 20-minute strategy call and we'll map how Payment AI would shorten your AR and get you paid faster — whether or not we work together.
No pressure. No obligation. A plan you can use either way.