QuickBooks Invoice Chaser with Codex

Underneath the polite email is arithmetic that has to be exactly right: balances copied as they read, ages counted from real due dates, currencies kept apart. Codex is strong on structured data handling, and the ledger side of this run is a query, a grouping pass and a set of figures that must not be improved on their way out.
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Free to start · guided setup · switch agents any time.

Live demo

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

Harbourline InteriorsQuickBooks: Harbourline Interiors Ltd

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.

What you'll need

Set up in minutes

Using this template drops you into a guided setup. It asks exactly this, nothing else:

  1. Connect QuickBooks

    One sign-in. The agent acts through your account, scoped to what this template uses.

  2. Connect Gmail

    One sign-in. The agent acts through your account, scoped to what this template uses.

  3. Connect Slack

    One sign-in. The agent acts through your account, scoped to what this template uses.

  4. 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.

  5. Runs on Codex

    Preselected for this page — connect your Codex account during setup, or switch to NoClick's built-in models with one click.

  6. Watch it handle a test run

    A staged conversation against a simulated world — then it’s live.

A considered pairing

Why Codex for this agent

Figures copied, never tidied

A balance is never rounded and an age is never estimated. A customer who spots a wrong number in a chaser has been handed a reason not to pay this week.

Query first, read second

The sweep runs one query for everything past due and opens individual invoices only where a line is ambiguous. That keeps the run short even on a book with hundreds of open invoices.

Good to know

Before you fork

Would it ever add two currencies into one total?

It is instructed not to, and the staged Mixed Currencies rehearsal exists to check that on the model you chose: four AUD invoices and two USD invoices across one business. A draft showing a single combined number has failed and you see it immediately. The Slack summary keeps its aging buckets per currency for the same reason.

Other editions

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Make it yours

Put QuickBooks Invoice Chaser to work on Codex.

Free to start. Guided setup, a staged test run, and a workflow you can change at every step.