Stop Wasting Hours on Payment Investigations
Quickly resolve missing checks, held funds, and payment history issues with an on-demand AI agent.
Tracking down missing checks or unclear payment histories eats up your day. Every follow-up and manual search delays resolutions and frustrates your clients.
The hidden cost
What this is really costing you
Investigating missing checks, held funds, and payment discrepancies means digging through multiple databases, emails, and client records. Each case requires careful cross-referencing, note-taking, and follow-up, turning a single issue into a time sink. Errors or missed details can lead to unresolved cases and unhappy clients.
Time wasted
1.6 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$2,320/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
Manual investigations slow you down, increase the risk of mistakes, and leave clients waiting longer for answers. Over time, these delays can damage your reputation and client trust.
Return on investment
The math speaks for itself
Today — without agent
1.6 hrs/week
of manual work
With your AI agent
0.3 hrs/week
agent-handled
You save
$1,885/year
every year, reinvested into growing your business
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Locate a Missing Client Payment
You ask your agent to track down a check that hasn’t cleared and provide a status update for your client.
Summarize Payment History for a Dispute
You ask your agent to compile a client’s payment history to resolve a creditor’s question.
Explain Held Funds to a Client
You ask your agent to review account records and draft a clear explanation for why funds are on hold.
Investigate Returned Checks
You ask your agent to analyze why a check was returned and prepare a summary for your records.
How to hire your agent
Connect your tools
Link your accounting software, document management systems, and credit databases to streamline investigations.
Tell your agent what you need
Type: 'Find out why check #12345 hasn’t cleared and summarize any related payment issues for client Smith.'
Agent gets it done
The agent delivers a clear report detailing the check status, related payment history, and recommended next steps.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Payment History Compilation
Gathers and summarizes payment records from your existing sources for easy review.
Missing Check Investigation
Traces missing or delayed checks by cross-referencing payment logs and client notes.
Held Funds Resolution
Identifies reasons for held funds and provides a clear summary of findings for client communication.
Returned Check Analysis
Pinpoints causes of returned checks and organizes supporting documentation.
Issue Status Reporting
Creates clear, shareable updates on investigation progress for you and your clients.
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