Invoice reminders
Overdue invoices in your accounting system get a polite reminder drafted by the agent. Your team approves each one before it goes out.
Industries
AI for Finance and Accounting Firms
Overdue invoices and missing client documents take hours from your team. We build AI into the tools you already use and train each person to run it.
Clients we work with in this field
Drafts Your Team Checks and Sends
McCarthy's AI works with accounting and finance firms of 10 to 500 people. We build reminders and reports that run in your own accounts through an AI agent we set up, and a person approves anything that goes out.
Work That Repeats Every Month
- 01
Chasing clients for documents and payment
Clients send documents late, and overdue invoices wait for someone to write the reminder. Staff spend part of every week asking twice.
- 02
Reports assembled by hand
Pipeline lives in the CRM and receivables in the accounting system, so a manager pulls them together before each weekly meeting.
- 03
Answers that live in senior heads
Staff ask the same senior people how a procedure works or which policy applies, because the answer is in a manual or an old email thread that nobody can find quickly.
Where AI Helps First
The Monday report
Numbers from your CRM and accounting software land in one report with a short written summary before the week starts, and late invoices are flagged.
Win back past clients and closed files
The agent reads your CRM every week, finds past clients and closed applications worth another conversation and drafts a personal message for each. Your advisor approves and sends it.
A company brain for policies and procedures
Staff ask how a procedure works in plain language and get an answer that points to the policy or manual behind it. Each person sees only what they're allowed to see.
Common Questions
Still deciding? On a free 30-minute call we'll tell you what fits.
Can client financial data go into AI?
We start with the right AI plan and settings and only use data you approve. Builds run in your own accounts, and your sharing settings decide what each person can see. If you need private hosting, we'll tell you.
How do record retention rules apply?
Reminders, summaries and drafts are saved in your own accounts, so your retention schedule covers them like any other record. Every workflow comes with written docs and a named owner.
Does the agent post entries or move money?
The builds on this page draft reminders and reports for a person to approve. Posting to the books and releasing payments stay with your team.
Related Research
Case studies · 6 min read
Which sales and operations jobs AI has proven it can do
Customer support has the most evidence behind it, while proposals, meeting notes and weekly reports have no measured small-firm result yet. Every small-firm number we found came from a vendor.
Training · 5 min read
AI training for employees lags far behind AI use
Staff are learning AI on their own, often on personal accounts, while small firms train least. Studies of AI mistakes show what a training program should cover.
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