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Finance

Invoice-to-Payment Reconciliation Agent

Catch every overdue invoice, send a Stripe pay-link, and ping finance on Slack the moment it clears.

Best forAgencyB2BSaaSServices
Agents10 required
Duration3-6 minutes

This recipe owns the overdue-invoice-to-cleared-payment loop end to end. It scans your accounting ledger for past-due invoices, reconciles them against Stripe so nothing already-paid gets chased, prepares a per-invoice payment link scoped to the remaining balance, and stages a personalized reminder email. Nothing is created in Stripe or sent until you approve; once you do, it fires the sends and arms a Slack watch that notifies finance the instant each payment reconciles as cleared.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Pull every past-due open invoice from QuickBooks/Xero with amounts, dates, and partial payments.

payment scanner
01

Reconcile each open invoice against Stripe; exclude already-paid, flag ledger-Stripe mismatches.

reconciliation checker
01

Run the suppression gate — exclude unsubscribed / do-not-contact customers before anything is drafted.

crm scanner
02

Set the invoice_id + touch_type idempotency key, skip already-followed tiers, assign the aging tier.

invoice expense agent
02

Prepare a Stripe payment link spec per invoice for the remaining balance with invoice_id metadata.

stripe revenue operations analyst
03

Design the reminder around aging tier and the ledger's exact numbers, slotting in the pay link.

payment followup orchestrator
03

Write each reminder in full — subject, body, CTA — specific to the customer's invoice.

email writer
03

Enforce brand tone and sign-off so a collection email still sounds like the company.

brand voice agent
04

Assemble the staged batch; on approval, create the real links, send drafts, and write notes.

distributor
04

Wire the clear-notification to the finance channel, armed only after approval.

slack channel operations agent
05

On each pass, match succeeded charges to invoices by metadata to detect clearance.

stripe revenue operations analyst
05

Confirm the cleared amount against the remaining balance and mark the invoice paid.

reconciliation checker
05

Post the cleared-payment alert to the finance team for each newly-cleared invoice.

slack channel operations agent

Required Agents

10
  • payment-scanner
  • reconciliation-checker
  • crm-scanner
  • invoice-expense-agent
  • stripe-revenue-operations-analyst
  • payment-followup-orchestrator
  • email-writer
  • brand-voice-agent
  • distributor
  • slack-channel-operations-agent

Connections

Required

gmailhubspotquickbooksslackstripe

Optional

hubspotgmailresendslack

What it does

  • Pulls overdue invoices from QuickBooks or Xero with full aging math
  • Reconciles against Stripe first so already-paid invoices are never chased
  • Generates a per-invoice Stripe payment link for the remaining balance
  • Suppression gate excludes unsubscribed / do-not-contact customers before drafting
  • Idempotency key (invoice_id + tier) makes re-runs and partial runs safe
  • Brand-voice reminder emails staged for one-click approval — never auto-sent
  • Slack alert fires to the finance team when a payment clears in Stripe
  • Honest degradation with a gap footer when Stripe, CRM, or Slack is absent

Example prompt

Chase all my overdue QuickBooks invoices — generate a Stripe pay link for each, draft the reminder emails for me to approve, and post to our #finance Slack when any of them get paid.

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