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.
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 Codex
Preselected for this page — connect your Codex 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 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.
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.
Run it with a different agent
Put QuickBooks Invoice Chaser to work on Codex
Free to start. Guided setup, a test run against staged conversations, and it's live.