Home/ Use Cases/ Invoice Follow-Up
Finance

Invoice Follow-Up &
Payment Recovery

Your finance team spends hours chasing overdue invoices that a well-configured agent could handle in seconds.

How you set it up

One message to Revula

Your prompt
Every day at 8am, check our accounting system for invoices that are past due by more than 14 days. For each one, send the client a personalized follow-up email referencing the invoice number and the outstanding amount. If the same invoice has been followed up 3 times with no response, escalate to our account manager and flag the invoice as "at-risk" in the system.
What Revula built

The pipeline and what it did

The pipeline Revula built
Pipeline screenshot
What it did
Output screenshot
Found 12 invoices past due by 14+ days across 9 clients. Sent personalized follow-up emails referencing the exact invoice number and overdue amount.
Detected 3 invoices with no response after 3 follow-ups — flagged as "at-risk" in the accounting system and alerted the account manager with full context.
Scheduled next run for tomorrow 8am. All actions logged in the monitoring dashboard with timestamps and client names.
Why it decided that

The decision, in plain sight

Every agent decision is logged. Here's what the monitoring dashboard showed for this run:

WARNING invoice INV-2047 · 3rd follow-up sent · no response · flagging at-risk · escalating → account_manager
The agent identified that INV-2047 had received three unanswered follow-up emails over 42 days. Rather than sending a fourth, it applied the escalation rule — updated the invoice status in the accounting system and sent a direct alert to the account manager with full context attached.

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for your team?

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