AR Assistant
Customer invoices, collections and cash application.
Turns open balances into a focused collection plan: aging, customer exposure, payment history and the accounts that need a follow-up, with messages drafted for you.
How the AR Assistant works
- Reads
- Aging, customer exposure, payment history and collection priorities.
- Changes
- Sends collection emails, through the Erstan NetSuite Add-on. Payment applications, credit-limit changes and write-offs stay proposals for review.
- Approval
- Each collection email waits for you to approve the exact recipient and message.
Starts from
Chat
AR AssistantAssistant
Skills
Receivables & CollectionsSales & CRMTreasury & FP&AWord Document Builder+6
Uses Reports, SuiteQL, Erstan Add-on
NetSuiteInvoicesReads
PaymentsReads
CustomersReads
Collection emailWritesafter approval
Makes
Collection plan
Reminder email
Customer statement
Hands off toAR Cash Application
Starts from
Assistant
Makes
Chat
Prioritize overdue invoicesInvestigate unmatched paymentsDraft a payment reminder
NetSuiteInvoices
Payments
Customers
Collection email
AR AssistantAssistant
Skills
Receivables & CollectionsSales & CRMTreasury & FP&AWord Document Builder+6
KnowledgeNetSuite product updatesReports
SuiteQL
Erstan Add-on
Collection plan
Reminder email
Customer statement
Hands off toAR Cash Application
What it works with
The jobs the AR Assistant runs for you, and the tools it pulls data from.
Connectors2,000+
Automations
- AR Cash ApplicationMatches customer payments to open invoices and applies the cash. Low-confidence matches come to you for review before posting.
- AR inbox intakeRuns the AR inbox intake process every day.
- Top 10 overdue customersEvery morning, lists your top 10 priority overdue customers as a task, with a subtask and a recommended next step for each.
- AR Cash ApplicationMatches customer payments to open invoices and applies the cash. Low-confidence matches come to you for review before posting.
- AR inbox intakeRuns the AR inbox intake process every day.
- Top 10 overdue customersEvery morning, lists your top 10 priority overdue customers as a task, with a subtask and a recommended next step for each.
Connectors
- NetSuite
- Erstan NetSuite Add-on
Excel
Google Sheets
Outlook
Gmail
SharePoint
OneDrive
Google Drive
Stripe
- NetSuite
- Erstan NetSuite Add-on
- Excel
- Google Sheets
- Outlook
- Gmail
- SharePoint
- OneDrive
- Google Drive
- Stripe
See the AR Assistant run
Asked to prioritise overdue invoices, it finds the open invoices, ranks them by age and amount and drafts a reminder for each, sending nothing until you review them.
Things to ask it
- Prioritize overdue invoices
- Investigate unmatched payments
- Draft a payment reminder
Other assistants
- Finance AssistantReporting, cash flow and close, in one conversation.
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- NetSuite Solution AssistantRequirements, process design and NetSuite configuration.
- Technical AssistantSuiteScript, SuiteQL and integration help.
- Inventory AssistantStock, replenishment and inventory exceptions.
- Sales AssistantLeads, opportunities, quotes and sales orders.
- Support AssistantCustomer cases, responses and support knowledge.
- Build your ownDesign an assistant on a canvas, wire the steps together, or describe it to the AI builder assistant.
