AI Invoice Payment Reminders & Tracker

Overview

**What it automates:** Schedule trigger (daily) → query invoice database for overdue items → OpenAI analyzes payment patterns and risk → sends gentle/firm reminders based on history → Google Sheets tracks cash flow metrics → Slack flags accounts >60 days overdue. **Business outcome:** Late payments crush cash flow. SaaS companies see 30-45% of revenue delayed 30+ days beyond terms. Smart reminders (personalized tone, payment history context) increase on-time payment by 25%. **Apps & nodes:** Accounting tool API (Stripe, QuickBooks, FreshBooks), OpenAI (reminder tone + risk scoring), Gmail (reminder emails), Google Sheets (DSO dashboard), Slack (risk alerts) **Setup (5 steps):** 1. Connect accounting platform (Stripe, QB, FreshBooks) and define invoice query 2. Add OpenAI API key for tone/risk analysis 3. Set reminder schedule (30/15/7 days past due) 4. Customize email templates per risk tier (friendly vs. firm) 5. Connect Slack for DSO (Days Sales Outstanding) alerts **Difficulty:** Intermediate (20 min setup) | **Credentials:** Accounting platform, OpenAI, Gmail, Slack, Google Sheets

What's included

Quickstart

1. 01

   Download the JSON

   With an active Library Pass, download the workflow file right from this page or your dashboard.

2. 02

   Import into n8n

   Choose Import from File and select the downloaded JSON. The full agent graph appears, ready to configure.

3. 03

   Plug in credentials

   Each integration node prompts for credentials on first run. The setup guide lists every credential the agent expects.

4. 04

   Activate and test

   Run once with sample input, confirm the expected output, then flip the activate toggle.

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