AI-powered invoice reminder & payment tracker for finance & accounting

About This Workflow

What This Workflow Does

This AI-powered invoice reminder and payment tracker workflow automates the process of identifying overdue invoices, generating reminders, and tracking payments, all while leveraging the capabilities of Multimodal AI. It fetches pending invoices daily, filters out overdue ones, and uses AI to analyze and take action. This results in streamlined invoice management and improved cash flow for finance and accounting teams.

Who Should Use This

This workflow is ideal for finance and accounting professionals, including accountants, bookkeepers, and financial managers, looking to simplify their invoice management tasks and improve their overall financial operations.

Key Features

• Daily Invoice Fetching: Automatically retrieves pending invoices at 9 AM every day.
• Overdue Invoice Detection: Filters out overdue invoices using AI-powered analysis.
• AI-driven Reminders: Generates reminders for overdue invoices based on AI-driven insights.
• Payment Tracking: Monitors and tracks payments related to overdue invoices.

How to Get Started

To start using this workflow, simply import it into your n8n account and customize the settings to fit your specific needs. From there, you can adjust the workflow to integrate with your existing systems and applications.