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AI Agents for Invoicing & Collections

AI agents that create invoices, send payment reminders, chase overdue accounts and run collections calls within the rules you set.

Agents listed
11
Last fact-check
Nov 2, 2026
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    Type
    Your agent type
    Channels
    Where your agent works
    Works with
    Your top integrations
    Best for
    The buyers your tool serves best

  • Augie by Augment

    Freight-native AI teammate that quotes, dispatches, tracks loads by phone, email and text, and handles billing for brokers and 3PLs.

    Type
    AI agent for logistics order-to-cash work
    Channels
    Phone, email, text, Slack, Microsoft Teams, shipper and carrier portals,…
    Works with
    McLeod PowerBroker, transportation management systems, load boards, shipper portals, email
    Company
    Augment · San Francisco, California, USA
    Best for
    Freight brokers, 3PLs, shippers and carriers with high load volumes and repetitive tracking, scheduling and billing work.

  • EliseAI

    AI leasing, resident-communication and healthcare front-office platform behind one in six US apartments, sold to operators by custom quote.

    Type
    AI leasing and resident-communication agent (multichannel, including voice)
    Channels
    SMS, Voice calls, Email, Web chat, ILS lead forms
    Works with
    Yardi Voyager, Yardi RentCafe, Entrata, RealPage OneSite, AppFolio Plus/Max
    Company
    EliseAI (Elise A.I. Technologies Corp.) · New York, USA · founded 2017
    Best for
    Mid-size to large multifamily owners and operators running many units on Yardi, Entrata, RealPage, AppFolio or ResMan who want to automate leasing…

  • Entrata ELI+

    AI agents inside Entrata’s property management system that handle leasing, payments, maintenance and renewals conversations for apartment operators.

    Type
    Property management AI agents embedded in a property management system
    Channels
    Chat, SMS, voice, email
    Works with
    Entrata property management, accounting, payments, calendar, guest cards and communication tools; 500+ third-party partners
    Company
    Entrata · Lehi, Utah, USA · founded 2003
    Best for
    Multifamily operators running Entrata who want AI to handle prospect and resident conversations and back-office workflows.

  • Handoff

    AI teammate for residential contractors that builds priced estimates from a spoken description, drafts proposals and change orders, and collects payments.

    Type
    AI estimating and back-office agent for residential contractors
    Channels
    Web app, iOS and Android apps, voice input, client portal,…
    Works with
    Home Depot and Lowe's pricing, Zapier, API, MCP server (Claude, ChatGPT)
    Company
    Handoff (1build) · founded 2019
    Best for
    Remodelers, small residential builders and trade contractors in the US who want estimates and proposals out the same day without a back-office…

  • HappyRobot

    Voice-first AI workers that run freight calls, rate negotiations, appointment booking and collections for large brokers, 3PLs and shippers.

    Type
    Voice-first AI agents for logistics operations
    Channels
    Phone, email, WhatsApp, SMS, documents, custom interfaces
    Works with
    Transportation management systems, phone systems, Microsoft Teams, email, WhatsApp
    Company
    HappyRobot · San Francisco, California, USA · founded 2022
    Best for
    Large freight brokers, 3PLs and shippers with heavy call and email volume and a transportation management system to connect.

  • interface.ai

    Voice, chat and contact-center AI agents that verify members and complete banking tasks for credit unions and community banks.

    Type
    Voice and chat AI agents plus an agentic contact center…
    Channels
    Phone, web chat, mobile banking chat, contact center
    Works with
    Core banking systems, CRMs, payment gateways, existing CCaaS platforms
    Company
    interface.ai · Palo Alto, California, USA
    Best for
    Credit unions and community banks that want to automate member calls and chats, caller authentication and routine account servicing.

  • PushPress AI Assistant

    Answers gym owners’ questions about members and revenue, then charges fees, invoices members, updates memberships and books classes on request.

    Type
    In-app AI operations assistant for gym owners and staff
    Channels
    Chat inside the PushPress Core dashboard
    Works with
    PushPress Core, Stripe, Mailchimp, Slack, Zapier
    Company
    PushPress
    Best for
    CrossFit boxes, martial arts gyms and independent studios on PushPress Pro or Max that want to run billing, memberships and reporting by…

  • Salient

    Voice agents that run loan servicing and collections calls for lenders, taking payments, quoting payoffs and scheduling promises to pay.

    Type
    Voice AI agents for loan servicing and collections
    Channels
    Phone calls, inbound and outbound
    Works with
    Loan servicing and loan management software, loan origination systems, contact center software, payment processors
    Company
    Salient
    Best for
    Auto lenders, consumer lenders, banks and credit unions with high volumes of borrower calls for payments, collections and account questions.

  • TaxDome Atlas

    Agent inside TaxDome that drafts client debriefs, invoices unbilled time, flags unanswered threads and runs recurring practice tasks for accounting firms.

    Type
    Practice management agent embedded in a tax and accounting firm…
    Channels
    Web app, client portal and mobile app
    Works with
    MCP connector for Claude, ChatGPT and Copilot (beta), TaxDome API (beta), Calendly and HubSpot workflows via MCP and API
    Company
    TaxDome
    Best for
    Tax, bookkeeping and accounting firms of 1 to 50 staff that already run, or plan to run, clients, jobs, billing and the…

  • Viva AI

    Answers dental patient calls and texts around the clock, books into the practice schedule, runs recall calls and collects payments.

    Type
    AI dental receptionist and front-office agent (voice, text and outbound…
    Channels
    Phone (inbound and outbound), SMS, email, web chat, patient portal
    Works with
    Dentrix Ascend, Cloud 9, Denticon, CareStack, Stripe
    Company
    Viva AI
    Best for
    Dental practices and DSOs on Dentrix Ascend, Cloud 9, Denticon, CareStack or similar systems that miss calls and want booking, recall and…

  • Zuma

    Answers multifamily leads around the clock by phone, text, email and chat, books tours and chases late rent, with human backup.

    Type
    AI leasing, collections and resident lifecycle agent for multifamily
    Channels
    Phone (with built-in IVR), SMS, email, web chat, ILS lead…
    Works with
    Yardi, Entrata, RealPage, Knock, CRM IQ
    Company
    Zuma · Santa Monica, California, USA · founded 2021
    Best for
    Multifamily operators on Yardi, Entrata, RealPage or Knock that want every lead answered and toured, and delinquent residents followed up, without adding…

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