AI workflows for billing, receivables and collections.

Billing customers and getting paid: invoices, payment follow-up, collections and disputed balances.

Who does this work

  • Accounts receivable specialist
  • Collections specialist
  • Billing specialist

12 workflow templates ready to adapt, and 13 workflows identified.

Updated

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Examples of the workflows identified
  1. Calculate advisory fees and check them against custodian debits
  2. Check a counterparty's revenue statement against expected amounts
  3. Check recurring invoices against the customer's agreement
  4. Compare a patient statement with the explanation of benefits
  5. Match customer receipts and list the receivable exceptions

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Check a counterparty's revenue statement against expected amountsGives finance a line-by-line comparison of a statement received from a counterparty with the ledger and an independent recomputation, with numbered discrepancies.Workflow templateMatch customer receipts and list the receivable exceptionsGives the controller every short payment, unapplied or ambiguous receipt, possible duplicate and disputed balance with evidence and a proposed next step.Workflow templatePrepare the weekly receivables summaryGives management a one-page summary of what came in, where receivables stand, open exceptions with owners and decisions needed, tied to the aging report.Workflow template

Billing and invoicing

Calculate advisory fees and check them against custodian debitsWorkflow templateCheck recurring invoices against the customer's agreementWorkflow templatePrepare a client invoice from approved work and its backupWorkflow templatePrepare the client billing summary for a legal matterWorkflow templateReview time entries before they are billedWorkflow template

Medical billing and insurance claims

Compare a patient statement with the explanation of benefitsWorkflow templateWork the insurance claim denial listWorkflow template
Assemble a prior authorization review packetIllustrative · not built yet

Collections and payment disputes

Prepare a payment dispute responseWorkflow templatePrepare overdue invoice follow-upsWorkflow template

Workflow templates

Offtake statement variance checkWhen a buyer's offtake statement differs from the energy sales ledger, the settlement analyst gets one comparison: volumes, periods, prices and adjustments set against the metered-volume export and the agreed price inputs, each discrepancy traced to its source. Nothing is disputed or adjusted.Workflow templateReceivables exception reviewThe controller gets every short payment, unmatched or ambiguous receipt, possible duplicate and disputed invoice on one list, each with its evidence and a proposed next step, before anything is applied on a guess.Workflow templateWeekly receivables summaryThe finance lead takes one page into each week’s management meeting: what came in, where every receivable stands, which exceptions are open and who owns them, and the decisions management must make. Every figure ties to the aging report.Workflow templateClient billing summaryBefore an invoice goes out, the billing coordinator has a summary the client can read: fees by timekeeper, task and phase, expenses and write-downs, tied to the pre-bill. Every entry that breaks the client's billing guidelines reaches the responsible attorney as a decision, with the amount at stake.Workflow templateField service invoice evidence checkWhen completed field work is ready for invoicing, the billing manager gets draft billing lines that tie the agreed rates to crew time, equipment use, mobilization and signed service tickets. Unsigned tickets, overlapping equipment days and unsupported extras are listed as exceptions.Workflow templateHousehold fee checkOn the fee review date, the billing owner gets a fee check by account and household that applies the firm's own agreed schedules and approved waivers to the valuation files, with draft invoice lines, differences against custodian debits and every doubtful account kept apart for review.Workflow templatePrebill exception reviewBefore the billing attorney opens a prebill, the billing coordinator has every awkward entry marked: rates that differ from the firm's rate table, possible duplicates, entries outside the client's billing guidelines, unclear narratives and expenses without support, each sent to the person who acts next.Workflow templateSubscription billing exception sheetBefore a subscription billing run, or when a customer disputes a charge, the billing specialist gets a sheet tying each account's plan, quantity and invoice lines to the approved price mapping and the seat or usage records, with doubtful matches kept open.Workflow templateChargeback response packWhen a card dispute lands, the store owner or finance lead gets one pack: the dispute matched to its order, the evidence its reason calls for marked found or missing, a response drafted well inside the deadline, and the store's dispute ratio for the month. A person decides whether to contest and submits it.Workflow templateOverdue-invoice follow-up preparationEvery overdue invoice gets a follow-up drafted in your firm’s tone for its age and addressed from the right person, and every invoice that should not be chased is held with the reason written down.Workflow templateClaim denial work listThe billing coordinator gets every denied claim from the practice’s remittance export on one work list, sorted by kind of denial, appeal deadline and amount, with the paperwork each one needs and a short summary of where denials keep starting. Staff decide every appeal.Workflow templatePatient statement and explanation of benefits comparisonA billing specialist answering a patient’s question gets the statement and the insurer’s explanation of benefits compared line by line by service date, every unmatched amount traced to its page, and a plain-language reply drafted for approval. Nothing on the account changes.Workflow template

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