Run invoicing and collections with an AI coworker
Getting paid should not depend on the founder remembering to prepare a polite nudge. Duet drafts invoices from the work already done, prepares them in your accounting tool, follows up behind your approval rules, reconciles payments, and flags the accounts that need judgment. Cash collection becomes a system, not a mood.
How Duet runs this with review rules.
Connect billing, contracts, and project notes
Duet reads QuickBooks, Xero, Stripe, Harvest, Toggl, Notion, Linear, contracts, and project folders so it knows what was sold, what was delivered, and how the invoice should be described.
Draft the invoice packet
For each billable milestone or recurring period, Duet drafts the invoice, line items, supporting notes, purchase-order reference, and client-facing email. You approve the packet once instead of assembling it from five tabs.
Prepare invoices on the right cadence
Duet prepares invoices in your accounting tool with due date/payment link/tax details, then routes the packet for approval before send unless you configure a narrow repeat rule.
Follow up without sounding desperate
Reminder, due-date nudge, overdue follow-up, escalation — Duet writes each nudge politely in your voice and references the actual work delivered. The tone stays firm, not awkward.
Reconcile payments and close the loop
When money lands, Duet matches payments to invoices, marks them paid, updates the client record, and removes the account from follow-up. Partial payments and disputes get flagged with context.
Surface cash risk every Monday
Duet sends a simple cash brief: invoices sent, paid, overdue, aging buckets, clients at risk, and the next collection action. You know where cash is stuck before payroll week.
This job fits these roles.
Browse the persona axis to see the rest of the work each role hands off — the same job ladders into adjacent ones once Duet knows your business.
Long-tail playbooks that lean on this job.
Common questions about handing this off.
Can Duet create invoices inside QuickBooks or Xero?
Duet can draft invoices in QuickBooks, Xero, Stripe, or another billing tool when the integration path supports it, then wait for approval before send. Start with approval required and enable narrow repeat rules later only after review.
Will it chase clients too aggressively?
No. You define the cadence and tone. Duet can be soft for strategic accounts, firmer for chronic late payers, and always route sensitive clients to a human before any reminder is sent.
Can it invoice from time tracking or project management tools?
Yes. Duet can pull billable hours, milestones, completed tasks, and retainers from tools like Harvest, Toggl, Linear, Asana, Notion, and Google Sheets, then turn them into invoice line items.
Does Duet process payments?
Duet prepares and sends payment links through your existing provider, such as Stripe, QuickBooks Payments, or Xero. Actual money movement stays inside the payment system you already trust.
How does it handle disputed invoices?
Disputes are escalated with the invoice, contract terms, delivery notes, and prior emails attached. Duet drafts a response, but the decision stays with you.
Is this useful for agencies and service businesses?
Yes. Agencies, consultants, contractors, clinics, and other service businesses are a strong fit because invoicing depends on scattered delivery proof. Duet pulls that proof together and keeps the follow-up cadence running.
Hand invoicing & collections to Duet today.
Start with one connected workflow, then let Duet run the recurring pieces from your workspace.