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Collections is where accounts receivable meets efficiency. Ari helps you send timely payment reminders, track payment promises, and manage overdue invoices—all from Slack. No manual follow-ups, no forgotten deadlines.

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Sending Payment Reminders

Keep customers informed about upcoming and overdue payments with automated reminders that maintain your brand’s tone.
1

Identify overdue invoices

@Ari show me overdue invoices or ask Ari to automatically identify them by customer
2

Send reminder

Request a reminder email to be sent to one or multiple customers
3

Review message

Ari shows you a preview of the reminder message before sending
4

Approve and send

Click Approve and the reminder is sent immediately

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Example Commands

Reminders are sent to the billing email address in your Stripe or HubSpot records. Ari tracks which reminders have been sent to avoid duplicate messages.

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Tracking Payment Promises

When a customer commits to a payment date, log it with Ari so you can follow up appropriately.
Payment promises create a paper trail in Slack. This is especially useful for customers working through cash flow challenges or waiting for project completion payments.
1

Log the promise

@Ari log a payment promise from the customer
2

Provide details

Include the customer name, amount promised, and the promised date
3

Set follow-up

Ari can automatically remind you if the payment doesn’t arrive by the promised date
4

Track fulfillment

When payment arrives, tell Ari to mark the promise as fulfilled

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Example Commands

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Managing Overdue Invoices

Get visibility into overdue invoices and take action directly from Slack.
An invoice is considered overdue if today’s date has passed the due date without a full payment being recorded.
Ari syncs payment data from Stripe in real-time. Payments recorded in Stripe are reflected in Ari instantly.
Ari can post overdue summaries to Slack or export them to a format you choose for further analysis.

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Collections Workflow Best Practices

1

Establish clear terms

Set Net 30, Net 45, or custom payment terms at invoice creation
2

Send first reminder early

Send a friendly reminder 3-5 days before the due date
3

Follow up post-due

After the due date, escalate with a second reminder
4

Personal outreach

For large or persistent overdue amounts, arrange a direct conversation
5

Document promises

Always log payment promises so you have a record

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Collections Reporting

View collections metrics and performance directly in Slack.
These metrics pull from your Stripe and HubSpot data, giving you real-time visibility into your cash flow and collection performance.

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Integration with AR Workflow

Collections is part of Ari’s larger accounts receivable system. It works seamlessly with invoicing, revenue analytics, and reconciliation to give you a complete financial picture.
  • Invoicing: Create invoices that automatically become part of your collections workflow
  • Reminders: Automated reminders tie directly to invoice due dates
  • Reconciliation: Match payments to invoices effortlessly
  • Analytics: Track collection rates and identify at-risk customers early