Collections and follow-up
Reminders prepared for each overdue invoice using the client's payment history, so follow-up happens on schedule. Less time writing emails, and fewer payments left waiting.
AI agents for your accounts receivable team
Pellucid helps with routine follow-up, invoice issues, and payment work so your team can spend less time chasing tasks and more time on the customer decisions that need a person.
Receivables
Needs attention
Briar & Co.
$1,850.00
INV-1043 · due Sep 15
Reminder drafted
Hollis Partners
$3,120.00
INV-1051 · PO number requested
Reply drafted
Kestrel Consulting
$6,300.00
Payment received
Match suggested
Alder Studio
$12,400.00
INV-1029 · disputed line item
For your team
Prepared for review
ToDana Whitfield · ap@briarandco.com
SubjectINV-1043 · $1,850.00 due Sep 15
Hi Dana, a quick note that INV-1043 for $1,850.00 was due Sep 15. If it's already scheduled for payment, no action needed. Thanks, Priya
Send
Edit
$6,300.00 from Kestrel Consulting matches INV-1060 and INV-1062.
Confirm match
The problem
What a normal week in accounts receivable involves
The work is necessary, repetitive, and spread across inboxes, spreadsheets and the accounting system.
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Chasing overdue invoices
The same reminders to the same clients, and tracking who's been contacted.
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Deciding who needs attention
Reading the aging report to decide which balances matter this week.
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Answering payment questions
PO numbers, invoice copies and line-item detail for a client's AP team.
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Matching payments
Working out which invoices a combined or partial payment covers.
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Seeing expected cash
Assembling what's owed and what's likely to arrive, so the business can plan.
How it works
From open invoice to recorded payment
Every step between sending an invoice and closing it out in your books, with agents doing the routine work at each one.
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1
Connect
Invoices, customers and payment status come in from your accounting system, along with the shared inbox where customers send payments, questions and disputes.
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2
Prioritize
Overdue balances, open questions, disputes and unmatched payments are surfaced, with a recommended next step for each.
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3
Follow up and resolve
Agents send routine reminders, prepare replies to invoice questions, and route disputes to your team with the context attached.
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4
Collect and apply cash
Customers pay online by ACH or card. Incoming payments are matched to the invoices they cover, including combined and partial payments.
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5
Reconcile and track
Records stay reconciled with your accounting system, and you can see what's paid, what's open and every step taken.
Use cases
Where Pellucid helps across invoice-to-cash
Invoice questions and issue resolution
When a client asks for a PO number, an invoice copy or line-item detail, Pellucid gathers the information and drafts the reply. Questions get answered sooner, so payments aren't held up.
Cash application and reconciliation
Incoming payments matched to the invoices they cover, including combined and partial payments. Less manual matching, and records that reflect what's actually been paid.
AR visibility
One view of open receivables, recent activity and expected payments. Less time assembling reports, and a clearer picture of incoming cash.
Who it's for
Built for finance teams that are tired of chasing payments
Pellucid is for businesses that invoice other businesses and deal with delayed payments, a growing backlog of open receivables, or AR aging that regularly runs past terms.
If your team spends its week on reminders, invoice questions and payment matching, Pellucid is built for you.
Built for finance and accounting teams
- Controllers
- Finance managers
- Accounting managers
- AR and billing specialists
- Bookkeepers
- Business ownersFor a clear view of what's owed
Human control
Agents handle routine work. People handle relationships and judgment.
Each agent does one defined AR task. Because customer relationships matter to every business, your team stays involved in sensitive communication and decisions that need judgment.
Agents can
- Recommend which accounts need attention and what to do next
- Prepare reminders, replies and payment matches for review
- Carry out routine AR tasks and record each step
Your team stays involved in
- Sensitive or difficult client conversations
- Disputes and payment exceptions
- Decisions that depend on context only your team has
Get started
Get your team out of the chase
If overdue invoices, open questions and unmatched payments are taking over your team's week, tell us how you handle AR today. We'll show you where Pellucid takes that work off your team so you get paid sooner.
- A conversation about how your team handles receivables today
- A clear picture of where Pellucid takes work off your team
Thanks, . We have your request.
We'll reply to to set up a conversation about receivables at .
Request received
A person on the Pellucid team reads every request.
FAQ
Questions about Pellucid and accounts receivable automation
What does Pellucid do?
Pellucid is an AI agent for accounts receivable and invoice-to-cash. It handles routine follow-up, helps resolve invoice questions and disputes, collects payments and matches them to invoices, and keeps your receivables visible, while your team stays in charge of customer relationships and judgment calls.
Who is Pellucid for?
Pellucid is for finance teams that invoice other businesses and struggle with delayed payments, a backlog of open receivables, or AR aging that consistently runs past terms. Controllers, finance managers, accounting managers, AR and billing specialists and bookkeepers use it day to day. Business owners use it to see what's owed and what's coming in.
Does Pellucid replace our accounting software?
No. Pellucid works alongside your accounting system. Your accounting system remains the record of your books, and Pellucid handles the receivables work around it.
How does AI take part in collections?
Pellucid looks at open invoices and each customer's payment history, identifies which balances need follow-up, and prepares or sends reminders. Your team stays involved wherever a customer relationship or a judgment call is at stake.
Do people review sensitive actions?
Yes. Pellucid is designed to be flexible, so you can define account-level strategies for how each customer is handled. Sensitive customer communication and decisions that need judgment stay with your team.
Which AR workflows does Pellucid cover?
Collections and follow-up, invoice questions and dispute resolution, online payments, cash application and reconciliation, and AR visibility.
How does Pellucid handle invoice questions?
Pellucid works with the shared inbox where your customers send payments, questions and disputes. It reads that context alongside your invoice data, so it can recommend the right next step for each case, such as drafting a reply with a missing PO number or routing a dispute to your team.
Does Pellucid support payments and reconciliation?
Yes. Customers can pay online through Stripe connected accounts, by ACH or credit card. Pellucid doesn't add processing fees on top of Stripe's own. Incoming payments are matched to the invoices they cover, including combined and partial payments, and your records stay reconciled.
Which accounting systems does Pellucid integrate with?
Pellucid integrates with QuickBooks. If your team uses Xero, NetSuite, another ERP, or a CRM such as Salesforce, tell us in the form and we'll talk through how Pellucid fits your setup.
What does onboarding look like?
We work with your team to define an onboarding process tailored to your exact needs, from connecting your systems to setting up how each account is handled.
How does pricing work?
Pricing depends on your implementation approach. We work with your team to be as transparent as we can about pricing from the first conversation.
How do I get in touch?
You can fill out the form on this page or reach us at info@pellucid.io.
A Pellucid perspective · Infographic