Build custom payment reminder assistant with AI
Appaca is an AI workspace where you can build a payment reminder assistant that works for your finance team.
Everything you need to run your payment reminder assistant
Appaca makes it easy for your finance team to build an AI-powered internal dashboard for chasing overdue invoices and getting paid sooner.
Teach AI your payment policies
Upload your payment terms, escalation policies, and email templates to the knowledge base so the Appaca agent, your dashboard, and your AI co-workers write reminders that match how your business communicates.
Keep every invoice in one place
Appaca workspace comes with a secured built-in database and storage, so your invoices, due dates, and reminder history live right inside your dashboard. No need to set up third-party databases.
AI that drafts your reminders
Connect AI models (text, image, and voice) powered by OpenAI, Anthropic, and Google out of the box to draft reminder emails that escalate from friendly nudge to final notice.
Never miss an overdue invoice
Set the scheduler to check for overdue invoices automatically, like sending your team a list of unpaid invoices to Slack every morning at 9am.
Share with the finance team
Invite your finance team to the workspace so everyone chases payments from the same dashboard. No more invoices slipping through the cracks between teammates.
Works with your finance stack
Securely connect Appaca workspace to the accounting tools your team already uses, so your invoices flow straight into your reminder assistant without changing your current workflow.
What features does this Payment Reminder Assistant have?
This Payment Reminder Assistant is built and run on Appaca workspace. You can clone it and make changes to fit your team's needs.
A dashboard that ranks every unpaid invoice by how overdue it is.
A form that allows your team to add invoices to the database.
See payment status, reminder history, and draft reminder emails with AI.
Update amounts, due dates, and mark invoices as paid.
Get Payment Reminder Assistant in your workspace
Payment reminder assistant built on secured platform your finance team can trust
Your payment reminder assistant comes with the platform essentials - secure access, invoice storage, automations, and controls - so your team can focus on getting paid, not setup.
Secure team sign-in
Everyone signs in to the dashboard with their own account. Your invoices, customer details, and reminder history are only ever seen by your team.
Advanced permissions
Decide who sees what. The team works their assigned invoices, while finance leads oversee the full ledger and tweak reminder workflows.
Scheduler & automations
Flag invoices going overdue, send the morning chase list to Slack, and escalate reminders automatically - no manual chasing.
Built-in invoice database
Invoices, customers, due dates, and reminder history live in a secure database inside your dashboard. No spreadsheets, no third-party setup.
Enterprise-grade security
Your invoices and customer payment data are encrypted, protected, and under your control - never shared outside your workspace.
Chase payments from anywhere
The dashboard lives in the browser, so your team can check overdue invoices and send reminders from the office, home, or on the road.
File & image storage
Attach invoices, contracts, and payment confirmations to the records they belong to - so your team has full context before they follow up.
Usage tracking
See how your team actually uses the assistant - which invoices get chased and where reminders stall, so no payment slips through.
FAQs
It's an internal dashboard that keeps all your unpaid invoices, due dates, and reminder history in one place. AI drafts reminder emails that escalate from friendly nudge to final notice, and your team reviews and sends them - so you get paid sooner without the awkward chasing.
No. Appaca is an AI workspace - you describe what your finance team needs and the Appaca agent builds the dashboard for you, complete with a built-in database, team access, and automations. No coding or deployment required.
You upload your payment terms, escalation policies, and email templates to the knowledge base. The AI uses them as context when drafting reminder emails, so every message matches your tone - firm when it needs to be, friendly when it doesn't.
Yes. Appaca connects to tools like Slack, Google Sheets, Airtable, and Notion, and can integrate with any service that supports an API or webhook. Your invoices flow straight into the assistant without changing your current workflow.
In a secure database built into your Appaca workspace. Your invoices, customer details, files, and reminder history live right inside the dashboard - encrypted, protected, and only visible to the team members you invite.
Yes. Invite your team to the workspace so everyone chases payments from the same place. Each person signs in with their own account, and advanced permissions let you control who sees which tools and data.
You set up a scheduled automation that checks your invoices on whatever cadence you choose. For example, it can scan for invoices more than 7 days overdue and post the chase list to your team's Slack channel every morning at 9am.
More productivity with one adaptive workspace
Use Appaca for all your business operations needs. Build internal business tools and AI around your existing workflow.