QuickBooks Invoice Chaser with Claude Code
The morning sweep is not one task. It is a ledger query, a grouping pass, a tone decision per customer taken from the age of their oldest overdue invoice, a draft each, and one Slack summary covering the whole book. Claude Code stays reliable across long structured runs like that, and the grouping has to survive to the end: nine overdue invoices might be four drafts.
Watch it work before it's live
Run a staged conversation — no account needed. The agent handles it for real while a simulated world answers its tool calls; nothing touches real accounts, and nothing is actually sent.
Overdue sweep 12 August
Nine invoices are past due for a total of 38,420.00 GBP. Meridian Property Group holds three of them between 12 and 19 days old for 14,900.00 GBP, Calder Fit Out has a single invoice at 6 days for 2,180.00 GBP, and the remaining five are one invoice each between 3 and 11 days old. Nobody has been emailed about any of them this week.
Set up in minutes
Using this template drops you into a guided setup. It asks exactly this, nothing else:
Connect QuickBooks
One sign-in. The agent acts through your account, scoped to what this template uses.
Connect Gmail
One sign-in. The agent acts through your account, scoped to what this template uses.
Connect Slack
One sign-in. The agent acts through your account, scoped to what this template uses.
Dunning policy
Your reminder ladder for overdue invoices - how many days past due before the first nudge, how the tone hardens at each step after that, the smallest balance worth chasing, how long to wait between reminders, and which accounts (payment plans, live disputes, your biggest customers) never get a templated email.
Runs on Claude Code
Preselected for this page — connect your Claude Code account during setup, or switch to NoClick's built-in models with one click.
Watch it handle a test run
A staged conversation against a simulated world — then it’s live.
Why Claude Code for this agent
Grouped before a word is written
A customer sitting on four unpaid invoices gets one draft listing all four. Deciding that after starting to write is how four reminders end up in one inbox.
Oldest invoice sets the tone
The ladder is keyed to the age of that customer's oldest overdue invoice, not the newest and not the average. Holding that per customer across a long sweep is the fiddly part.
Before you fork
Can it move anything in our books?
No. It reads company info and invoices and it drafts email. Recording a payment, applying a credit, voiding an invoice and editing a customer record are all outside what it holds, so the worst case is a reminder that should not have been written sitting unsent in Gmail. The accounting stays entirely yours.
Run it with a different agent
Put QuickBooks Invoice Chaser to work on Claude Code
Free to start. Guided setup, a test run against staged conversations, and it's live.