FlexPoint Agents — now available

Meet your AR Agents

FlexPoint Agents autonomously monitor your accounts, flag what needs attention, and handle follow-up automatically. Every capability is opt-in. You set the rules.
Dashboard showing a task overview with active segments, rules, and email status for Summit Partners L.
What the AR Agents do

Built to get you paid faster

Agent command center 

60 hours
saved on manual invoice management

See everything the agents do. Act on what needs you. 

Dedicated dashboards give you a live view of every action the agents take, everything it has queued up, and every item waiting on your approval.

  • A live dashboard of agent activity across all accounts
  • A clear list of pending approvals and manual tasks that need your input
  • Full history of actions taken, with context on why each one was triggered
Dashboard overview showing total managed AR $387,420 down 8%, collected $21,300 up 22%, and 342 activities MTD.

Smart invoice follow-up

55%
reduction in DSO

The right message to the right client, without your time.

Writes and sends collection emails based on each account's history, balance, and relationship. You set the tone. The agent handles the rest.

  • Multi-step email reminders on your schedule
  • Pauses when a client responds or payment posts
  • Tone calibrated per client
Email reminder for invoice #INV-2024-0847, 45 days past due, requesting payment update with attached PDF.

AI voice calling

5x faster
payment processing

A phone call still works. Now you don't have to make it.

For clients who don't respond to email, a call still gets through. The agents call on your behalf and give the client a direct path to resolve the balance.

  • Triggers only after email outreach, at thresholds you set
  • Agents identify themselves as AI when asked
  • Every call logged with a full summary
Dashboard with active segments, rules, enrolled customers, call duration, and call control icons.

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10 Hours
per week saved on manual entry

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10 Hours
per week saved on manual entry

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Upgrade at any time

Runs where your billing already lives.

Agents work inside FlexPoint, reading live data and writing actions back automatically.

Full control and visibility into your Agents.

Settings panel showing firm communication tone with autonomous email and voice call options enabled.

Everything is opt-in

Nocapability turns on without your explicit decision.

Dashboard for Firm & Direct agent showing email cadence, voice calls, and escalation settings for accounts.

You set the limits

Configure which accounts the agents touch, at what stage it engages, and when it escalates to you.

Dashboard shows recent automated activity including payment reminders, calls, and emails with statuses and timestamps.

You can see everything

Every action logged, every decision explained. Review, override, and adjust at any time.

FAQs

Questions answered

Will my clients know they're interacting with AI?

On voice calls, yes. The agent identifies itself as calling on your behalf. Email outreach goes out under your brand, the same as all FlexPoint communications.

Can I use some capabilities without others?

Yes. Every capability is independent. Use what fits your business, leave the rest off.

Which plans include Agents?

Agents are available as an add-on for FlexPoint customers. Talk to our team to learn more.

Stop chasing late payments today.

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