AI Receivables Agent

Launch AR Agents to get your SMBs paid faster.

White-label, fully branded to your platform. Live in days.

Inside your platform
Receivables Agent - Live
SMB
Can you create an invoice for John Smith for 100x boucle chairs with 90 day terms?
Ask the agent anything…
For your platform

What your platform gets

Add a new revenue line without adding headcount.

Keep SMBs using your platform for more of their working day.

E-invoicing mandates, tax rules and reporting handled automatically. No engineering required.

Every SMB interaction trains the agent. Your platform gets smarter while your competitors build from scratch.

Capabilities

From invoice to cash, automated.

Create

Create invoices in seconds

Generate compliant invoices by voice or text - instantly.

Collect
KEY FEATURE

Get paid faster

Smart payment links and built-in financing.

Close

Reconcile instantly

Payments matched and reconciled in real time.

Compliance built-in

Tax, e-invoicing, and reporting applied automatically.

Smart chasing

Automated reminders tailored to each customer.

Continuously improve

Learning agents that get smarter over time.

Conversational

Run receivables like a conversation.

Tone, adapted to every customer.

From friendly first reminders to firm escalation - the agent calibrates each message to the relationship.

Rules, written in plain English.

Set chasing cadence like you would explain it to a teammate - the agent turns it into live policy.

Cash flow, intelligently chased.

The agent prioritises follow-ups by value, age, and customer behaviour - so you collect faster.

Receivables Agent - Live
Ask the agent anything…
Deployment

Go live in days, not quarters.

Integrate

  • Connect via API and authentication.
  • Sync with your existing systems.
  • Start sending and receiving data instantly.

Configure

  • Set approval rules and workflows.
  • Automate reminders and follow-ups.
  • Apply compliance automatically.

Scale

  • Roll out with feature flags.
  • Start small, then expand.
  • Monitor performance in real time.
Architecture

One API. Full receivables infrastructure.

Platform UI
Dolfin API Layer
Per-platform isolationRole-based accessAudit logsEncrypted data plane
Agent Orchestration
Infrastructure integrations
Overview

Architecture overview

Hover any layer to see how Dolfin operates across your stack.

Integrations

Native integrations across your stack.

Sources
Destinations
Payments
4 integrations
StripeVisaMastercardGoCardless
CRM
2 integrations
SalesforcePipedrive
ERP
3 integrations
XeroQuickBooksSage
Overview

Integrations overview

Hover any source or destination to see how Dolfin routes data through the orchestration layer.