Automate payment follow-ups
Billabex is an AI-powered accounts receivable and invoice collection platform that helps finance teams manage customer payment follow-up directly from your AI. Review customer accounts, contacts, invoices, credit notes, credit allocations, outstanding balances, overdue receivables, incoming emails, outgoing emails, payment communications, and account tasks in one place. More
MCP connector Server URL https://next.billabex.com/mcpCopy Login OAuth Tools Reads data32 export- get- get- get- get- get- get- get- get- get- get- get- get- get- get- get- list- list- list- list- list- list- list- list- list- list- list- list- list- list- list- preview-
Changes data19 add- add- apply- check- create- create- create- create- create- create- enrich- ensure- link- pause- prepare- record- refresh- search- set-
Deletes or can't be undone42 acknowledge- cancel- cancel- close- confirm- confirm- decide- decide- decide- decide- decide- decide- delete- delete- delete- delete- delete- ignore- provide- record- regenerate- remove- remove- resolve- resolve- resume- revoke- send- send- set- set- set- unlink- update- update- update- update- update- update- update- upsert- withdraw-
Skills 11 in the ChatGPT listing
Adjust scheduled follow ups Review and adjust future Billabex payment follow-up emails for selected customer accounts. Analyze aged receivables Build an aged receivables analysis from unpaid invoices and customer balances. Analyze receivables statistics Calculate useful Billabex receivables statistics from customer balances, invoices, communications, and tasks. Control automatic payment follow up Review whether automatic payment follow-up should be paused or resumed for a customer account, explain the impact, and perform the change only on explicit request. Enrich customer records Add customer contacts or invoices to Billabex from complete user-provided data and documents. Identify receivables risks Identify and prioritize customer receivables risks, including high outstanding balances, silent customers, undelivered emails, and missing information. Import invoice Import an invoice document into Billabex for payment follow-up, creating the customer account first when it does not exist yet. Prepare daily receivables brief Prepare a daily customer receivables brief covering changes from the last 24 hours, open tasks, payments, newly overdue invoices, and today's priorities. Prepare payment follow up email Prepare a professional payment follow-up email from the customer account, invoice, contact, and communication history, and send it only after explicit approval. Review customer account Review one customer account across invoices, credit notes, outstanding balance, contacts, communications, tasks, and the recommended next action. Triage account tasks Review tasks created when the autonomous Billabex agent is blocked, explain the missing decision or information, and help the user respond or cancel a task. 
