Gamut
Invoice & AR ChaseManufacturing

Manufacturing Invoice & AR Chase Agent

Chase unpaid B2B invoices in your voice, untangle three-way match holds, and watch DSO every week.

Updated

Connects with

EpicorEpicorSlackSlackGmailGmailOutlookOutlook
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The problem it solves

Manufacturing AR is slow-pay by design: OEMs and distributors run three-way match, sit on net-60 terms, and let invoices age until someone calls their AP department with a PO number. Controllers burn hours sorting true overdue balances from process holds and chasing payments by hand. This agent classifies every open invoice, drafts the follow-ups, and flags the accounts that need a credit hold or escalation, so the back office stops hunting down B2B payments.

Who it's for

  • Contract manufacturers and job shops with net-30 to net-60 customer terms
  • Tier 1 and Tier 2 automotive and industrial suppliers invoicing OEM AP departments
  • Manufacturers managing blanket purchase orders with scheduled release invoicing
  • Controllers and accounting managers overseeing 50 to 500+ open customer invoices
  • CFOs and owners who want a weekly read on cash and DSO without manual reporting

What it does

  1. 1

    Pull open invoices daily

    Each day it pulls all unpaid and partially paid invoices from Epicor or SAP Business One, capturing invoice, sales order, and customer PO numbers, AP contacts, terms, and days past due.

  2. 2

    Classify by aging tier

    Every invoice is sorted into current (0-30), 30-60, 60-90, 90-120, and 120+ days past due, with a daily AR snapshot by tier before any outreach is drafted.

  3. 3

    Handle manufacturing AR complexity

    It flags invoices missing a customer PO, monitors blanket-order totals against the ceiling, and separates three-way match process holds from balances that are genuinely overdue.

  4. 4

    Draft tiered follow-up messages

    It writes outreach calibrated to each tier, from a friendly check-in to a final notice, referencing the specific invoice number, customer PO, and due date so AP can locate the bill immediately.

  5. 5

    Hold every message for approval

    All drafts are presented for review before anything goes out; the agent never auto-sends to customers.

  6. 6

    Escalate aging balances

    It surfaces 90+ day balances to the controller or owner with recommended next actions such as a credit hold on new orders, a collections referral, or a UCC lien notice.

  7. 7

    Deliver a weekly cash and AR digest

    It reports open AR by tier, top balances, three-way match holds, short-pays, payments received, and DSO versus the prior week.

  8. 8

    Log every interaction

    It records follow-ups, customer responses, payment promises and breaks, and maintains a dispute log for short-pays and match exceptions.

Key benefits

  • Lower DSO by chasing every open invoice on a consistent 30/60/90/120-day schedule instead of when someone remembers
  • Stop wasting time on false alarms by separating three-way match process holds from truly overdue balances
  • Protect customer relationships with PO-referenced, tier-appropriate messages written in the controller's voice
  • Catch AP hold risks early by flagging invoices missing a customer PO and blanket orders nearing their ceiling
  • Give the CFO a weekly cash and DSO read without anyone building a report
  • Keep control of outreach since every message waits for approval before it sends

Sample use cases

A net-60 invoice to an OEM crosses 75 days past due with no payment.

The agent first checks whether it is a three-way match hold; finding no process issue, it drafts a firm 60-90 day follow-up referencing the invoice and customer PO and requests a payment commitment date.

An invoice to a distributor has been sitting unpaid because it never referenced the customer's PO number.

The agent flags the missing PO as an AP hold risk in the daily snapshot so the team can correct it before it ages further.

A blanket-order customer is approaching the cumulative invoiced ceiling on their PO.

The agent flags that a new PO is needed before further invoicing, preventing rejected invoices and delayed payment.

A customer has reached their credit limit while a new order is in production.

The agent recommends a credit hold to the controller before additional shipping, and escalates any 120+ day balance with collections or UCC lien options.

Key integrations

  • Epicor

    Manufacturing ERP used as the system of record for open invoices, customer data, POs, and terms.

  • SAP Business One

    Alternative ERP source for AR data, invoices, and customer master records.

  • CSV export

    AR aging report export option when a live ERP connection is not available.

  • Slack

    Delivers draft follow-ups and the weekly cash and AR digest for review.

  • Email

    Sends approved follow-ups to customer AP contacts and delivers the AR digest.

Manufacturing receivables sit in a gray zone between sales and accounting, and that is where cash gets stuck. An invoice can be perfectly valid and still go unpaid for weeks because it missed a customer PO number, landed in a three-way match queue, or pushed a blanket order past its ceiling. Treating all of those the same way wastes the controller's time and strains the customer relationships the business depends on.

This agent keeps the human in control of every customer-facing message while taking over the tracking, classification, and drafting that eat the back office's day. The result is a steadier collection cadence, earlier warning on credit and PO risks, and a weekly digest that tells leadership exactly where AR and DSO stand.

Getting started

  1. Import the workspace — Add the Manufacturing Invoice & AR Chase template to your Gamut workspace to get the agent and its skills.
  2. Run the agent-onboarding skill — It interviews you to connect Epicor or SAP Business One, load AP contacts and credit limits, set your outreach voice, and choose where drafts and the digest are delivered.
  3. Give it a first task — Ask for a daily AR snapshot by aging tier, then approve the first round of drafted follow-ups.

Frequently asked questions

Does the agent send follow-ups to customers without approval?

No. It drafts every message and presents it for review, and it never auto-sends to customers. You approve outreach before it goes to any AP contact.

Which systems does this automated invoicing software for manufacturing work with?

It connects to Epicor or SAP Business One as the system of record, and can work from an exported AR aging CSV if a live connection is not available. Drafts and the weekly digest are delivered through Slack or email.

How is this different from chasing AR manually or with a generic reminder tool?

Generic tools cannot tell a three-way match process hold from a real overdue balance, and they do not reference the customer PO that AP needs to pay. This agent understands manufacturing AR, classifies invoices by aging tier, and writes PO-referenced messages in your voice.

How does it handle three-way match and blanket-order complexity?

For delayed payments it first checks whether the customer is holding the invoice for a three-way match issue, then flags those separately from true collection problems. It also tracks blanket-order totals against the ceiling and warns when a new PO is needed.

Will it lower our Days Sales Outstanding?

It is built to. By chasing every open invoice on a consistent 30/60/90/120-day ladder, escalating aging balances, and reporting DSO each week, it removes the gaps where invoices quietly age past due.

How much does it cost to run?

The template is free to import into your Gamut workspace; you run it on your own plan and connect your existing ERP and messaging accounts. There is no separate per-invoice fee for the agent.